Jacksonville, FL asked in Estate Planning and Probate for Florida

Q: My friend has inherited stock from his mother. Can I take assignment to help him get these? Please see the more info

I live in Florida.I have a friend in his 60's.His mother passed away and now he is in a position to receive half of the shares in a single large grocery chain company.There is only his brother and himself that this would be split between.I don't have all the details yet, but I believe that he and his brother must both go together and sign paperwork at the same time to release the shares to them both.Now his brother is not on good terms with him currently.My friend also has cancer that is spreading, and we aren't sure right now how it looks.We were considering options to handle this.I have personally helped people recover funds, such as overage funds,in Florida by way of an agreement and an assignment form.Something we were considering are options that may be available,were by he can enter into an agreement with myself,perhaps with some kind of assignment involved,that would allow me to handle this for him in his stead.Ultimately, I would not retain the funds, but

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1 Lawyer Answer

A: Assuming the mother was a resident of Florida when she died, a Florida probate case probably must first be filed. He, of course, would need an attorney licensed to practice law in Florida.

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