Legal Remedies and Professional Liability When Probate Representation Goes Wrong
Probate is unforgiving. Deadlines are strict, fiduciary duties are heavy, and one mistake can wreck an otherwise orderly estate. When a probate attorney screws up — missing filings, mishandling creditor claims, misinterpreting homestead law, or giving faulty advice — the personal representative and beneficiaries pay the price.
But here’s the part most families don’t realize: you are not powerless. Probate attorney malpractice is real, it’s actionable, and you have specific remedies when your lawyer’s errors cause financial harm. The key is recognizing misconduct early and understanding your options before the estate suffers irreversible damage.
Here’s the unfiltered breakdown of what probate attorney malpractice looks like and what you can do about it.
What Counts as Probate Attorney Malpractice?
Not every annoyance or slow response is malpractice.
The bar is higher: the lawyer must have breached a duty and caused actual harm to the estate or client.
Common malpractice scenarios include:
1. Missing Probate Deadlines
Probate is deadline-driven. When an attorney fails to:
- File the inventory
- Object to creditor claims
- Serve notices
- File accountings
- Meet court-imposed deadlines
…the estate can suffer financial penalties, delayed distributions, or rejected filings. That is malpractice territory.
2. Bad Legal Advice or Misinterpretation of Law
Examples:
- Misclassifying homestead property
- Advising improper distributions
- Telling the PR not to serve creditors
- Incorrectly handling joint property or tenancy issues
- Wrong tax guidance
If advice contradicts Florida statute and hurts the estate, malpractice has occurred.
3. Failure to Protect the Personal Representative
A probate lawyer is supposed to prevent the PR from making errors that result in personal liability.
Malpractice includes:
- Allowing premature distributions
- Ignoring creditor claims
- Mishandling disputes
- Overlooking taxable events
- Failure to secure or inventory assets
If the PR gets sued because the attorney failed to advise properly, that’s a serious breach.
4. Conflicts of Interest
Representing both the PR and beneficiaries, or switching loyalties mid-case, is unethical and often malpractice.
5. Poor Communication That Causes Harm
Lack of communication alone isn’t malpractice.
But if the attorney’s silence results in:
- Missed deadlines
- Invalid filings
- Failure to respond to creditor objections
- Delayed sales of property
…it becomes actionable.
6. Mishandling Estate Funds or Trust Accounts
Improper billing, misapplied retainers, or financial mismanagement is both malpractice and a Bar complaint issue.
What Is NOT Malpractice
You may be frustrated, but not every frustration equals liability.
Not malpractice:
- Slow but competent work
- Rudeness or poor bedside manner
- Fees you think are too high (unless fraudulent)
- Heirs who disagree with outcomes dictated by law
The estate must have suffered actual loss due to legal negligence.
Signs Your Probate Attorney Is Becoming a Liability
Patterns that indicate real danger:
- You get no status updates
- Court sends deficiency notices
- You discover unhandled creditor claims
- Deadlines pass without explanation
- Filings come back rejected
- Paralegals do everything and the attorney is nowhere
- Fees pile up with no progress
- You feel like you’re managing the case instead of them
When these signs appear, you need to step in fast.
What Happens When Attorney Mistakes Harm the Estate?
Florida gives you specific remedies depending on the severity of the issue.
Remedy #1: Fire the Attorney and Hire Competent Counsel
This is the fastest way to stop the bleeding.
New counsel can:
- Correct errors
- Reopen missed deadlines (sometimes)
- File motions to fix damage
- Handle disputes the old attorney ignored
But firing alone doesn’t recover losses — it just stabilizes the case.
Remedy #2: Demand Fee Reductions or Refunds
If the attorney’s negligence caused unnecessary work or delays, your new attorney can negotiate fee reversals or reductions.
This is common when:
- Filings had to be redone
- Deadlines were repeatedly missed
- The estate was billed for avoidable tasks
- Errors caused duplicate or unnecessary work
Most attorneys prefer a reduction over a malpractice claim.
Remedy #3: File a Florida Bar Complaint
For ethical violations like:
- Conflicts of interest
- Dishonest billing
- Client abandonment
- Mishandling funds
- Gross incompetence
The Bar cannot award money but can punish the attorney.
This is appropriate when you want accountability on record.
Remedy #4: Bring a Legal Malpractice Lawsuit
This is the nuclear option — used only when the estate suffered real financial harm directly caused by the lawyer.
Examples that justify a lawsuit:
- Failure to object to a creditor claim → estate loses money
- Mishandling homestead → property becomes subject to creditors
- Incorrect advice → PR gets sued by beneficiaries
- Delays caused property to lose value or fall through in a sale
- Filing the wrong type of probate → massive delay and expense
To win, you must prove:
- The attorney owed a duty
- They breached that duty
- That breach caused financial damage
Probate malpractice cases often involve expert testimony from other probate attorneys.
Remedy #5: Surcharge Actions Against the Attorney and PR
If both the attorney and personal representative screwed up, beneficiaries can seek a surcharge — basically a court order requiring repayment to the estate.
This happens when:
- The PR trusted bad advice
- The attorney provided negligent guidance
- The estate suffered losses
Surcharge is powerful because it hits both parties financially.
Why Probate Malpractice Is So Dangerous
Most legal errors can be fixed.
Probate errors, however, can:
- Permanently lose creditor rights
- Void homestead protections
- Destroy property title
- Trigger taxes
- Invite litigation
- Expose the PR personally
- Delay an estate for YEARS
And because probate is public and supervised, judges quickly notice incompetence — and may remove both the attorney and the PR.
Real Miami Example
A probate attorney in South Florida failed to:
- Serve notice to known medical creditors
- Object to late claims
- File the inventory
- Respond to court orders
The PR didn’t realize the attorney was missing deadlines.
A year later, the court dismissed the case for inactivity.
Meanwhile, a creditor filed a large claim — and because notice was never served, the creditor had two full years to enforce it.
Result:
- $25,000 in unnecessary creditor payments
- $6,000 to reopen the estate
- Delayed distributions by 8 months
The family filed a malpractice claim and recovered part of the losses.
Takeaways
- Probate attorneys can and do commit malpractice — and the financial damage can be severe.
- Missing deadlines, mishandling creditor claims, giving wrong legal advice, or failing to protect the personal representative are all actionable.
- You can respond by switching attorneys, demanding fee reductions, filing Bar complaints, or pursuing a malpractice claim.
- The personal representative must act fast — delays compound losses and increase liability.
- Competent probate counsel can often fix early mistakes before they become catastrophic.
