Newark, NJ asked in Real Estate Law, Probate and Estate Planning for Florida

Q: I live in the state of New Jersey my mother lives in the state of Florida all her assets are in the state of Florida.

There is a registered trust with Broward county what do I need to do in the event of her death I do not have access to anything. I am named as executor of her estate.

3 Lawyer Answers
Terrence H Thorgaard
Terrence H Thorgaard
Answered
  • Estate Planning Lawyer
  • Freeeport, FL
  • Licensed in Florida

A: It depends upon what assets the trust has, and which assets the estate has. If you are named as personal representative in her will, and if her estate has assets, you need to see a Florida attorney about having the will admitted to probate. If someone else is trustee of the trust, your attorney will be able to advise you what, if anything, you need to do in regards to the trust.

Phillip William Gunthert agrees with this answer

Phillip William Gunthert
Phillip William Gunthert
Answered
  • Estate Planning Lawyer
  • Orlando, FL
  • Licensed in Florida

A: You will need and want to get hold of a Florida Probate Attorney and they can advise and guide you on what your next step/s would be related to any property and need for probate. Remember, any assets that are in your mom's name alone and that have not been put into the Trust may end up needing to go through probate. The Trustee handles issues related to the Trust and carrying out the terms of the Trust, the Executor (in Florida called Personal Representative) carries out matters related to the Will and Probate once the court/judge approves of the Executor/Personal Representative. Should the time come at some point, you should have the Will and or Trust reviewed and related estate planning documents. For example, what does the deed to any property say, this will matter, is there a surviving spouse as this will matter, is the property homestead as this will matter and so forth. If your mom passes away you will end up needing a Florida Probate Attorney for probate and related estate matters and issues.

Linda Liang
Linda Liang
Answered
  • Boca Raton, FL
  • Licensed in Florida

A: Executor of her estate is not the same as the trustee of the trust. You need to refer to the terms of the trust and expect the instruction to be followed.

Phillip William Gunthert agrees with this answer

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.