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Questions Answered by Lauren Nagel Richardson
4 Answers | Asked in Probate for Florida on
Q: Am PR for my late father’s estate for almost 3 yrs now. Difficulties working with estate attorney. Options?

Should I have legal representation to deal with estate attorney as PR and as an heir to the estate?

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 24, 2024

One time in my 28 year career I did recommend that my PR client retain a separate attorney to represent them in their capacity as an heir for the limited purpose of explaining how a life estate worked, because they did not agree with my explanation and thought that I was somehow working on behalf... View More

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1 Answer | Asked in Estate Planning, Probate and Real Estate Law for Florida on
Q: How to get reimburse for estate related expenses after Summary Administration order?

Florida. Will directs all estate related expenses to come from estate, not from me alone (I am one of two beneficiaries and the PR named in the will). I paid 100% of all estate-related expenses totaling around $50k and my sibling (the other beneficiary) paid nothing. The only "asset" in... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 22, 2024

You can ask the closing agent to include all the estate expenses to be put on the closing statement when the house is sold, and if your sibling doesn't sign the closing statement, then the closing cannot take place. That is your leverage. The closing statement is the last opportunity for you... View More

1 Answer | Asked in Estate Planning for Florida on
Q: Can my Florida lawyer be my executioner for a will if I become a RI resident?
Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 2, 2024

This is a question that would need to be answered by a Rhode Island attorney as it is the law of the jurisdiction where the testator resides at time of death that would be applied. As an example, Florida law states that a personal representative (executor) must either be related by blood or... View More

2 Answers | Asked in Estate Planning, Probate and Real Estate Law for Florida on
Q: How can I be reimbursed for estate and inherited property-related expenses if probate has been closed?

I am the named PR/executor in a will. There are two beneficiaries, myself and a sibling. The terms of the will are that everything is to be split 50/50 and that all estate-related and inherited property-related expenses are to be paid by the estate, not by me only. The will was admitted to probate... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 2, 2024

If the summary administration is closed and the order determining homestead status or other order distributing the property out of the estate was already signed by the judge (meaning that the real property is no longer in the estate), and the real property was the only asset, it does not make sense... View More

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1 Answer | Asked in Elder Law for Florida on
Q: Is transferring money from a trust to caregiver account a thing to get approved for Medicaid?

I have looked all over internet and all I see is getting paid as a caregiver but not this caregiver account transfer.my husbands step dad says it is needed to avoid look back to get Medicaid. His attorneys told him to transfer trust into caregiver account under my husband and I. Eventually after... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 17, 2024

Please make sure that you are working with a knowledgeable Medicaid Planning/Elder Law Attorney. There is a contract called a Personal Services Contract that when executed properly allows a front loaded payment to a caregiver or care manager (usually a trusted family member) based on the actuarial... View More

2 Answers | Asked in Estate Planning for Florida on
Q: I need to assist my elderly Aunt in finding a lawyer that can write up a new will for her.

She cannot afford the prices that most seem to charge in her area. $1000.00 up to $8000.00. Any pro bono help or less expensive assistance would be appreciated. She lives in Columbia County, but can travel to Gainesville if need be.

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on May 14, 2024

If you think that her income is such that she may qualify for pro bono legal services, you can contact Three Rivers Legal Services to see if she does in fact qualify, and if so, they will find a pro bono attorney who would be willing to prepare a will for her. If not, she can call our office in... View More

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2 Answers | Asked in Estate Planning and Real Estate Law for Florida on
Q: I am on the Warranty deed a and a quit claim deed in a revocable trust and the husband passes away do I have sole owner

Even though it says I may live here till I Die, Marry or move then it goes to his children or am I the sole owner because he quit claim deeded the property to me in the trust?

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Feb 14, 2024

You should definitely consult with an estate planning attorney to review the trust agreement and determine what your rights are and explain it to you. It sounds like you are a trust beneficiary for life, but there will be specific terms in the trust agreement that determine what rights you have as... View More

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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: Can a beneficiary (NOT a court-appointed PR) be reimbursed for estate related expenses?

I was named the PR/executor in deceased's will. Will was submitted to the court. Formal probate was initiated, but then before I was named PR, it was converted to summary administration (there is no court-appointed PR in summary administration) because the only asset needing probate was the... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Feb 1, 2024

I often have this conversation with clients after summary administration. In your situation, your last opportunity for reimbursement of estate related and real estate related expenses is at the time of the real estate closing. You are going to want to provide proof of payment of these expenses to... View More

2 Answers | Asked in Elder Law and Probate for Florida on
Q: My mother owns a home and is the only one on the deed & is in hospice with end stage Alzheimer’s. My stepdad died.

Neither have a Will. Can I sell the house without probate nor haveto give any proceeds to my step-dads children, because he wasn’t on the deed?

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Jan 23, 2024

I am so sorry to hear about your mother's illness. Yes, because the property is in her name only and not in a trust or some other probate avoidance strategy, you will need to file a probate case to transfer the property to you when your mother passes away. If your mother's husband... View More

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2 Answers | Asked in Probate for Florida on
Q: Florida death. Zero assets. Im named Executor, but No plan to file will. How to cash $600 check made to Estate of?

I didn’t want to file Summary Probate because costs and hassle are disproportionate in order to cash this small check. Deceased was elderly. No debts. No family. I’m Named as executor in his will, but saw no need to even file it with the court, much less open probate since there’s no estate... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Dec 30, 2023

Unfortunately, you will need an order from a judge for the check to be reissued to an individual, not the estate. If you or anyone else paid funeral expenses or final medical bills out of pocket, you can file a disposition of personal property without administration for which the clerk of court... View More

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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can a FL Corporate fiduciary serve in GA under to GA Code § 53-12-321? If so, what are the requirements?

I recently moved from FL to GA. My will and trust name a Fl Trust Company as personal representative and trustee.

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 28, 2024

This is a Georgia Corporate Law question. Please pose it to Georgia lawyers who practice corporate law.

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can attorney fees be paid at concluding of probate as part assets

Home we live and homestead so car and home exempt only title name change and account all need do so

MY MOM ASK ME BEXECUTOR FOR HER IM NO LAWYER BUT HAVE EXHAUSTED MY CASH TO PAY FOR CREMATED STILL NEED HAVE SERVICE BUT NEEDTO HANDLE HER PROBATE BCUZ DIDNT HAVE ENOUGH TIME GET DEALT WTH... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 16, 2024

If you or anyone else has gone out of pocket for final expenses such as funeral expenses or attorney fees, and there is no cash in the estate, yes, when the property is listed and there is an upcoming closing, the people who paid final expenses can be reimbursed on the closing statement as a... View More

1 Answer | Asked in Estate Planning, Criminal Law and Elder Law for Florida on
Q: I need to request from Alaska executer all info he didn’t execute will he’s stealing from estate and put father in home

Father being abused no monies are gifts given only to his daughter and wife in Alaska I just left Alaska in November

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Jan 22, 2024

You should submit this question to Alaska Elder Law as you will need an opinion from the state where the elder is located .This may also be an Alaska Probate Law question if you have questions about what the estate is proposing as a distribution.

2 Answers | Asked in Real Estate Law and Elder Law for Florida on
Q: Folks got locked out of their rental. How do I get the realtor to let them back in? Says HOA did not approve app.

My folks 87 & 89 sold their house moved into a condo, rent until close. Now realtor is kicking them out & changed locks. They have 2 cats that’s the HOA does not allow but they were not aware when they made the deal and the HOA will not approve their rental application. They paid 1 month... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Jan 21, 2024

This is more of a real estate or a landlord tenant question than an elder law question. I would suggest that you choose one of those categories are resubmit your question.

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2 Answers | Asked in Estate Planning for Florida on
Q: May I appoint an out of start executer if I am a resident of Florida?
Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Jan 21, 2024

A personal representative who does not reside in Florida would need to be related to you by blood or marriage.

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2 Answers | Asked in Estate Planning and Probate for Florida on
Q: File will if the only asset is a joint bank account?

Unfortunately my grandmother just passed and I’m helping my mother in getting everything organized. My grandmother has a will requesting her assets be split between her 3 children. The only assets she had when she passed is a checking account that my mom is joint owner on and some personal items... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Dec 6, 2023

Putting the will on deposit with the clerk of court does not start a probate proceeding. It is just a means to safekeep the will in case an estate needs to be opened in the future.

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3 Answers | Asked in Estate Planning and Probate for Florida on
Q: I just completed Summary Administration in Florida. In the next couple of months. Will I have what I need?

In the next couple of months, I expect to receive 3-4 checks of varying amounts between $2k and 4$, all totaling around $12k. Some are IRS refunds, some are prorated insurance premium refunds and some are sold stock shares. I have a will naming me as the executor, the death certificate and will... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 31, 2023

If the order of summary administration lists these checks and that they are to be paid 100% to you, then you can get a certified copy of the court order and send it together with the checks which are likely to be made out to the estate of the deceased and have them reissued to you. If the... View More

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1 Answer | Asked in Estate Planning for Florida on
Q: Is my mom's will valid?

We received a notice that my mom’s will could not be approved because, “A witness to the will has the same last name as the notary. If the relationship is one enumerated in Fla. Stat. 117.107 (11), the will is not self -proving. Fla. Stat. §§732.502, 733.201(1), 732.503; Fla. Prob. R. 5.210,... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 25, 2023

It appears that your mother's will is valid but it is not self-proving. The issue is not that the witness was or was not related to your mother. The issue is that the witness was related to the notary. The Florida Notary statute clearly states that a notary cannot notarize the signature of a... View More

1 Answer | Asked in Civil Litigation, Contracts, Real Estate Law and Probate for Florida on
Q: Father in law passed away and my wife and I are listed as Joint tenants with full right of survivorship.

My wife’s brother is the executor of the will. We are selling the house that I am making the mortgage payments on. The mortgage is in my father in laws name and the executor is demanding that all proceeds go into the deceased estate and he is entitled to 1/3 after he settles the estate using the... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 28, 2023

If this property is joint tenants with rights of survivorship between your late father in law and you and your wife, then you and your wife are the 100% owners. All you would have needed to do is record his death certificate. If these are the facts, then the property is not part of the estate. You... View More

2 Answers | Asked in Family Law, Legal Malpractice, Estate Planning and Probate for Florida on
Q: Is my situation grounds for a lawsuit for legal malpractice? Negligence?

I hired counsel for my mothers probate in 3/2020. I told her if the process risked my mental well-being i didn't want anything to do with it. She advised it would be a simple probate, told me to move into the home to protect it by homestead, told me I would be able to sell the house within 6... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 28, 2023

You should consult with another probate attorney to review the case and proceed from there.

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