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I need assistance with writing a legal will. I have a small life insurance policy named for my daughter, covering funeral costs and a few thousand dollars left for my children. I want to include the distribution of this amount in my will. I also own an old mobile home that I plan to leave to my one... View More 
answered on Apr 17, 2025
You will want to speak with a Florida Estate Planning Attorney and they will be able to create the Will and related documents that you may want to consider such as the Will, Living Will, Power of Attorney, Florida Healthcare Surrogate, HIPAA Waiver and so forth, if all you want is a Will drafted,... View More
I did not file my late husband's non-probate will in Florida because I wasn't aware I needed to. It's been 2 ½ years since his passing. The will primarily involves a car and a house that were in both our names. Our bank accounts were transferred to my name only during a Qualified... View More
answered on Apr 16, 2025
Yes, it is an affirmative duty to submit the Will to the clerk of the court in the county where your husband resided and yes, a law office can help you with this if you are out of state or otherwise need help. In accordance with Florida Law, the person in possession of the Will (custodian of a... View More
I am a direct heir and need to file the appropriate documents in the Volusia County, FL probate courts to claim unclaimed property exceeding $300,000. I possess death certificates, an affidavit of heirship, and a copy of the trust with unredacted pages. I'm aware of the specific forms required... View More
answered on Apr 8, 2025
If the probate court is involved, then some version of probate will likely be required as the asset was likely never put into the name of the Trust I would suspect and therefore a probate will potentially be required. If this is in Florida, then you will need a Florida Probate Attorney and have... View More
Can credit card companies place a lien on my house in Florida because of my wife's credit card debt, given that the house loan was solely in my name but her name is on the title?
answered on Apr 8, 2025
The Florida Constitution protects your Homestead and therefore they cannot force sell your Homestead for credit card and or other types of judgments that do not directly relate to the Homestead property (Mortgage, taxes, home improvements, etc.) .What they will do is get a blanket judgment on all... View More
My sister recently passed away intestate in Leon County, Florida. She had no assets other than $1,700 in a bank account and her debts to unsecured creditors exceed this amount. I paid $3,100 for her funeral expenses. My sister didn't have a spouse or children, and both our parents and our... View More
answered on Apr 1, 2025
I am very sorry for your loss on the passing of your sister, please accept my condolences at this sad and difficult time. You will want to contact the clerk of the court in Leon County, Florida, that is Tallahassee and ask them for the documents for a probate for "Disposition of Property... View More
I want to buy out the other two shareholders of a property left to my mother, aunt, and uncle after my grandparents passed in 2008. My mother and aunt have both passed away, and I've probated my mother's estate, gaining her share. My aunt's children have not probated her estate, and... View More
answered on Mar 29, 2025
A review of the property deed would be necessary and then a probate of the estate of any deceased beneficiary (your aunt), you could commence a probate of her estate and that would get their attention potentially if they are not interested, also, an offer to your uncle for his 1/3 share. Until your... View More
I need guidance on transferring a residential home from a mother to her daughter in Florida. The mother had a stroke and no longer works, and the daughter is making the mortgage payments while they both live in the home. No other family members are interested in the property. What steps should we... View More
answered on Mar 26, 2025
I am sorry to hear about your mother's health struggles related to her stroke and hope she will recover and improve soon. Transferring a property can be problematic, this is especially true if it concerns a Florida Protected Homestead as special rules, laws and protections apply to it. Also,... View More
My mom passed away in 2010, and my sister said there was a will, which she witnessed as one of the two witnesses. It took years for me to locate the will, but I eventually found it and filed it at the clerk's office. Since then, the other witness has passed away, leaving only my sister as the... View More
answered on Mar 26, 2025
You will want to have a copy of the Will reviewed by a Florida Probate Attorney, but as long as the Will is validly executed, it does not matter if a witness is since deceased. A copy of the property deed will be helpful as well in order to have that reviewed along with the Will, based on the... View More
I was named the personal representative in my mother's will in Florida, which gave me the authority to make decisions about the estate. The will also specified that estate-related expenses, including burial and funeral costs, were to be shared by both beneficiaries, myself and my sibling.... View More
answered on Mar 22, 2025
You should have submitted and claimed all of these expenses with receipts with the probate court during the probate, where was your probate attorney while this was going on? You may have to try to go back and reopen probate and get it addressed there, or you may have to try to file a lawsuit in a... View More
I inherited a Florida homestead legally through probate court in 2024. I was already residing in the home with my mother before she passed away, and this is my permanent residence. However, the homestead property tax exemption was removed because the property appraiser claimed I did not own the... View More
answered on Mar 21, 2025
If the probate had been done and completed and the property transferred to you via Petition to Determine Homestead Status of Real Property, you should be able to record the court order and that will prove your ownership and you can apply for Homestead for tax purposes, you will not be able to carry... View More
My father passed away in 2018 while living in Panama City, Florida. There is no record of a will or probate case. I recently discovered that he has unclaimed property (a checking account) listed with the Florida unclaimed property division. I live in California, and I have one brother—there are... View More
answered on Mar 21, 2025
Generally, when there is no Will, the Florida Intestate Statutes (without a Will) are going to apply, this usually means to the surviving spouse, the children in equal shares and so forth according to Florida Statute. Whether a probate is required the Florida Department of Financial Services will... View More
My father, who was very wealthy, had a will, but my family hid it and took everything he owned, leaving me with nothing. I haven't spoken to a lawyer or taken any legal action yet. What can I do in this situation?
answered on Mar 19, 2025
I am very sorry for your, please accept my condolences for you and your family at this difficult and sad time.
If there is a Will, Florida Statute requires that they submit it to the clerk of the court within 10 days if this is in the State of Florida.
If no probate was commenced,... View More
I have charge-offs related to a credit card and a personal loan. Creditors have contacted me, but I have not received any settlement offers. I believe these charge-offs are affecting my credit score, and I previously consulted with a financial advisor, but I was not satisfied with their advice.... View More
answered on Mar 11, 2025
Probably not, those are probably uncollectable debts based on how old they are and whether the statute of limitations has expired on them and whether a lawsuit was or will be filed if they are not past the statute of limitations will matter. If you decide to settle them, you need to negotiate how... View More
My mom recently passed away, and I have been living with her for 15 years. During this time, I have been the one paying the mortgage, although I am not on the deed. There is no will, but my brother has no interest in the house. My mother intended to leave the house to me, and we were in the process... View More
answered on Mar 11, 2025
I am sorry for your loss on the passing of your mom, please accept my condolences for you and your family at this sad time. When there is no Will, the Florida Intestate (without a Will) Statutes are applied. This basically means that assets go to the surviving spouse, if there is no spouse it goes... View More
My sister is in charge since our mother passed away 5 years ago. There was a will, but my sister never filed it in the county where our mother died in Florida. I am a sibling, and my sister refuses to provide me with any information on the inheritance. I have not seen the will or any estate... View More
answered on Mar 10, 2025
Your sister has an affirmative duty to submit any will to the clerk of the court within 10 days of passing, since this has not been done and 5 years have passed already, you can start a probate yourself, you do not need your sister or the Will. If there is a Will she will bring it forward once you... View More
I am currently going through a divorce that was filed in Canada, and we jointly own a property in Florida. The property is held in joint tenancy, and my spouse has been residing there for the past three months while I am in Canada. There are no existing agreements or court orders regarding the... View More
answered on Mar 10, 2025
To a certain degree it will surely depend on what you divorce decree states, I would encourage that you reach an amicable resolution and compromise as it relates to the property (buyout, refinance or agree to sell the property0, if none of that can be attained, then you will be stuck with a... View More
I'm considering adding a name to my home deed using a Lady Bird Johnson deed for the purpose of survivorship and avoiding probate since I do not have a will. The deed is currently solely in my name, and there are no mortgages or liens on the property. I have not yet consulted with a lawyer and... View More
answered on Mar 5, 2025
An Enhanced Life Estate Deed (Ladybird Deed) is one option to accomplish your stated goal and will avoid probate, if that person predeceases you, that will be a problem, and you will probably end up right back in probate. While a Trust would cost more, it would also avoid probate and give you say... View More
I have been living in my deceased grandmother’s property since it was built in 1990. She did not leave a will or legal documents for the property. I am her first grandchild and her daughter, my mother, is also deceased. My uncle, her surviving son, and my younger sibling are involved as well.... View More
answered on Mar 5, 2025
Generally, you would need to review the deed of the property and see what it states specifically with respect to ownership rights. If the property was in your grandmother's name alone and she is deceased with no Will, then the Florida Intestate Statutes *without a Will" are going to... View More
I have been with my partner for 9 years, and we are planning to get married soon. I own a home with a mortgage balance of $195,000, which I plan to pay off when I sell this house and move further south in Florida. I want to ensure that if I pass away, my husband will inherit the new home, car,... View More
answered on Mar 3, 2025
While you can accomplish the goal in the manner that you have described (adding to deed, joint accounts, pay on death and transfer on death), it would be advised and wise to work with an estate planning attorney to accomplish these goals. While a Will is going to need to be probated and it would... View More
I am creating a durable power of attorney to have my sister make all major financial and medical decisions for me due to having a brain injury that makes it difficult for me to understand complex matters. I have already drafted a durable power of attorney but have not consulted with an attorney due... View More
answered on Mar 3, 2025
Florida is extremely particular about their Power of Attorney (POA) ever since substantial statutory changes related to POA, they require specific initials in various sections of the document in individual paragraph sections so be aware. You file the POA with whomever and wherever you would like it... View More
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