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A few years ago in Florida, I hired a local lawyer to prepare my estate documents. I sent a confidential 21-page letter to my lawyer’s office, intended for my oldest daughter if she contested my will. I confirmed with their assistant that it was received and instructed them not to open or scan... View More

answered on Sep 11, 2025
Request that all your estate planning documents be returned to you and make sure you have another estate planning attorney review everything with you to make sure it is as you want it to be with respect to your Trust, Will, Living Will, Power of Attorney, Florida Healthcare Surrogate, Nomination of... View More
In 2012, a New Jersey will leaves everything to my spouse and was witnessed by legal counsel. In 2014, a Florida deed was signed by both my spouse and me, listing us and our son as joint tenants, witnessed by legal counsel. My spouse passed away in 2023, and I have been paying the property's... View More

answered on Sep 9, 2025
I am very sorry for your loss, please accept my condolences for you and your family. While a probate attorney would need to review the documents and a probate may potentially need to be done in NJ and or Florida, the Florida Property initially seems relatively straight forward from what you have... View More
What is the next step in probate court after a letter of administration has been issued in Polk County, Florida? All heirs have been notified, there are no outstanding obligations, and the only asset is a real estate property with a buyer. There are no disputes among the heirs, and a closing date... View More

answered on Sep 3, 2025
I am sorry for your loss, please accept my condolences for you and your family. The answer to your question is that it depends on a number of factors still, was there a notice to creditors done yet in the newspaper, was there a Will, is the property Homestead, has a petition to determine homestead... View More
I own four properties in Florida. I live in one and rent out the other three. I'm considering transferring all the properties to my daughter in the near future but would like to continue collecting the rents afterward. There are no mortgages or liens on the properties. What are the best... View More

answered on Aug 25, 2025
I would advise not undertaking this action as we always see the negative outcome of prematurely transferring property to children, the properties are exposed to their debts and creditors, and you will lose your ability to control and decide what happens to those assets potentially and collecting... View More
I am preparing a quit claim deed for a property in Florida for my widowed parent who has passed away. According to her will, I am named as the executor, successor trustee, and beneficiary of her trust, which specifies that all properties are transferred to me. The quit claim deed form asks for the... View More

answered on Aug 20, 2025
I am sorry for your loss and the passing of your mom, please accept my condolences for you and your family. You will need to speak with and work with a probate attorney, they will need to review the deed, Will and any Trust, much depends on how the property was precisely titled at your mom's... View More
I am the only child of my parents who both passed away—my father in 1973 and my mother in January 2014. My mother and I worked with a title company in Florida years ago to add my name to the property deed so we could sell it, but it seems my name was never added. Now, I want to sell this... View More

answered on Aug 18, 2025
If your name was never added to the property, then this is likely a probate matter and a probate will need to be done to get you added to the property (have it legally conveyed to you via the probate court), some law offices will work with you and let you pay some or most of their fees via the sale... View More
The home was built in 1986 by a couple, and their son's name was added to the deed in 2014. All of the wife's assets passed to the husband upon her death in 2023. The husband, wife, and son are equal owners of the house. The couple paid taxes, insurance, and utilities for 39 years, and... View More

answered on Aug 12, 2025
It depends upon what happened upon the passing of the spouse and what the deed says. It also depends on what was done with deed when the son was added. The deed needs to be reviewed and or a probate potentially done. When the son was added to the deed in 2014 will be important, was it equal 1/3... View More
In 2014, I added my son's name to the home deed, which also included me and my wife. After my wife passed in 2023, the ownership is unclear whether it is 50/50% or 33/66% between my son and me. I've invested $200,000, while my son has invested nothing. Now, I want to sell the home after... View More

answered on Aug 12, 2025
You will need to have the deed and Will reviewed and you possibly will need to have a probate done for your wife if the deed is not clear on ownership interests upon her passing. Depending on the circumstances, you may be able to recoup come of your costs and expenses as part of the eventual sale.... View More
My mother passed away and left 13 AT&T accounts and certificates worth 17 shares to us, purchased for $2,700 in 1952. Computershare claims they were transferred to brokerage accounts, but they can't identify the brokerage house. I have documentation from AT&T/Computershare, and my... View More

answered on Aug 7, 2025
I am very sorry for your loss of your mother and please accept my condolences for you and your family. Generally, based on the value of these assets and any other assets that will need to be probated and sought you will have to open some version of probate. In this instance I would think that a... View More
I am facing pressure to sign a power of attorney related to my inheritance, which includes some assets that were excluded from the declaration of heirs by my sister. I disagree with these exclusions and have been given a deadline of today to send the power of attorney or risk losing my inheritance.... View More

answered on Aug 1, 2025
The documents related to any power of attorney, waivers, inheritance rights, probate or any documents you are being pressured to sign should no doubt be avoided and not signed without the help and review of your own legal counsel, power of attorney and inheritance should have nothing to do with one... View More
My mother, who recently passed away, was only on the deed while my father is on the mortgage. They were married at the time of her death, and there was no will. How can my father transfer the deed to his name without probate or interested heirs?

answered on Jul 24, 2025
I am very sorry for your loss on the passing of your mom, please accept my condolences for you and your family and dad at this difficult and sad time. You will need to have an attorney review the deed, in addition, if your mom is the only person on the deed, with no rights of survivorship for your... View More
My wife and I purchased our home in 1986. In 2013, we added our son's name to the deed. My wife recently passed away, and now I want to sell the home, but my son, who has no job or plans for employment, wants to keep it. Our wills left everything to each other. We haven't consulted an... View More

answered on Jul 23, 2025
I am very sorry for your loss on the passing of your wife, please accept my condolences for you and your family at this sad and difficult time. The Deed needs to be reviewed, but if you have added your son to the deed and he is now an equal owner of the property you are stuck with him, adding... View More
I live in Florida and own property here, but I also own property in Arkansas. I want to leave the Florida property to my son living in Florida (despite the mortgage), and the Arkansas property, which is owned outright, to my son living there. I have no estate planning yet and want to know if I need... View More

answered on Jul 16, 2025
You will be able to accomplish all of your estate planning needs with a Florida Estate Planning Attorney via and Will and or Revocable Trust that will be recognized and honored in both states. Special rules may apply in both or either state if a surviving spouse exists, but your estate planning... View More
My sister passed away in March without a will, leaving behind a checking account with about $9,000 and some medical bills. She has one living son, as her other son is deceased, and she did not designate a beneficiary on her account. No probate has been opened, and I have been handling as much as I... View More

answered on Jul 10, 2025
I am very sorry for your loss and please accept my condolences for you and your family. Some version of probate is likely going to be required, you could try and check into Disposition of Property Without Administration and see if you qualify and you can handle it under the applicable... View More
My mother recently passed away, and I am both the executor and sole beneficiary of her estate. The property involved is under a warranty deed and a trust. Given there are no requirements stated in the trust, no debts or mortgage, and no co-beneficiaries, do I need to transfer the deed into my name... View More

answered on Jun 29, 2025
While an estate planning and probate attorney will need to review the trust for a more precise and correct answer based on the actual terms of the trust, the general answer to your questions is that it should not be a problem as long as the terms of the trust are being followed and addressed. In... View More
I am a beneficiary of a trust, and my family and I have not heard from the trustee since October. We are trying to find out if the trust is closed. What steps can we take to verify its status, and as beneficiaries, are we entitled to any documentation or information from the trustee?

answered on Jun 25, 2025
There should be a notice of trust submitted in the county where the deceased lived (if they are deceased), you as beneficiary are entitled to a copy of the rust and you are entitled to regular accountings and various other rights you have and the trustee has obligations to do ongoing. You should... View More
My friend from Horsham, Montgomery County, PA, lost her husband over 27 years ago. He had a Will, but their attorney at the time advised her that it didn't need to be registered as she was the sole beneficiary. However, she no longer has a copy of the Will. Currently, there's an issue... View More

answered on Jun 18, 2025
This is a Florida Probate Matter, you will need to get a Florida Probate Attorney to pursue some version of probate in Florida, if a probate was already done in another state previously, an ancillary probate will be required in Florida for the property. A copy of the deed will also be helpful to... View More
I'm trying to get an insurance refund check reissued that was originally for my deceased brother's homeowner's insurance. The insurance company claims they can't reissue the check in my name because I wasn't on the policy, even though I have provided the probate papers.... View More

answered on Jun 13, 2025
I am sorry for your loss of your brother, please accept my condolences. You will have to reopen probate and then you will be able to address this via the probate court. The fee to reopen probate is minimal.
I have a signature loan for my car with cash down for a 5-year term and there are no attachments to my house in the agreement. If I default on my car loan, can Florida take my fully paid house?

answered on Jun 10, 2025
If it is your Homestead property, then the answer is NO. If ti is some other property, issues and problems are likely to arise if they get a judgment, the Florida Constitution protects Homestead property from most creditor claims, such as credit cards, car loans and numerous others.
I am involved in a probate proceeding where a "Petition to Extend Time for filing Final Accounting and Petition for Discharge" has been filed. The petition mentions waiving hearing and notice of hearing, and consents to the entry of an order granting the requested relief without notice or... View More

answered on Jun 10, 2025
You would need to have a Florida Probate Attorney review the documents you have mentioned so that they can see what is precisely being stated and requested and under what circumstances, any time you are being asked to sign any sort of a waiver by the estate/probate attorney and or Personal... View More
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