Probate and Estate Planning Workshop

The Alachua County Property Appraiser’s Probate and Estate Planning Workshop registration is now closed.

Our Probate and Estate Planning Workshop is an extension of our ongoing Probate and Estate Planning Summit initiative, designed to offer hands-on support and guidance in navigating the probate and/or estate planning process. One of the most challenging aspects of probate is creating a family tree, and this workshop aims to simplify that process for participants. 

During the workshop, attendees will receive personalized assistance in building their family tree, ensuring that they understand how to accurately trace and document relationships for their estate planning. Our experienced presenters will be on hand to provide one-on-one support and answer any questions, making this a truly interactive and informative experience. 

This workshop is a valuable opportunity for anyone looking to gain a deeper understanding of estate planning and the probate process while receiving direct, expert guidance. 

downtown Gainesville Library - Alachua County Headquarter Library

This workshop will take place on Saturday, March 29th, at:

the Alachua County Headquarters Library
  401 E University Ave., Gainesville, FL 32601.

Workshop check-in starts at 10 a.m and activities begin promptly at 10:30 a.m. This event is expected to end at approximately 2 p.m.

The Alachua County Property Appraiser’s Probate and Estate Planning Workshop registration is now closed. Attendance at our general Probate and Estate Planning Summit is a prerequisite for this workshop. 

Our next summit will take place on Thursday, May 22nd, at 6 p.m. at the Newberry Municipal Building (25420 W Newberry Rd, Newberry, FL 32669). To learn more about probate and estate planning initiatives and resources, please visit: https://www.acpafl.org/co-peps/ 

 We look forward to seeing you there! 

Learn about our Probate & Estate Planning Summit

Probate and Estate Planning Workshop Checklist: What You Need To Bring  

  1. Driver’s License or ID 
  2. Parcel ID/Address for property 
  3. Bring any legal files or documents related to the property (copy of the deed and/or existing will). 
banner about Workshop topics

Solving Your Probate Issues: Completing the Family Tree Activity

  • Hands-on Activity: Participants will receive a printed family tree document to complete.
  • Discussion: “What’s required for a family tree?”

A Guide to Estate Planning:

  • Three Rivers Legal Services Inc.
      • Overview of estate planning options
      • Estate planning checklist
      • Program qualifications for free legal services
      • Application process for legal assistance

 

  • “Ask an Attorney” – Q&A Session with a Three Rivers Attorney
      • Attendees can ask probate and estate planning questions free of charge.

Understanding Heirs Property Taxes & Relief Programs

  • Alachua County Tax Collector’s Office:
      • Tax payment plans
      • How to check for a tax certificate on a property
      • Appointment scheduling and other tax-related services for heirs

 

  • Alachua County Property Appraiser’s Office:
      • How to perform a property search
      • Locating your parcel ID
      • Understanding the Heirs Relief Program
      • Proper vs. improper exemptions
      • TRIM Notice review: Where to check your exemptions
      • How to schedule an appointment

General Q&A Session

If you have any questions or concerns, please contact our Public Affairs Coordinator,

Precious Polycarpe: 
352-213-4966
or
ppolycarpe@acpafl.org