Asked in Estate Planning for Florida

Q: When the owner of an account is deceased and directs his assets to two beneficiaries, is the Personal Representative

still entitled to the balance of a jointly held convenience account that was set up as a means to manage financial affairs of the deceased or should the balance be conveyed to the estate for distribution to the beneficiaries.

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1 Lawyer Answer
Bruce Alexander Minnick
Bruce Alexander Minnick
  • Estate Planning Lawyer
  • Tallahassee, FL
  • Licensed in Florida

A: Probate Law is very complex. No lawyer can answer your question because there is not enough information.

Foe example, if there is a Last Will, it will usually name a personal representative--who may or may not be a beneficiary of the Last Will. In situations where that is no Last Will Florida law provides one in the Probate Code. The duties of a Personal Representative are spelled out in the Probate Code--but if there is a Last Will the Last Will always prevails.

Bottom line: I cannot answer this question.

Nina Whitehurst agrees with this answer

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