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Florida Estate Planning Questions & Answers
2 Answers | Asked in Probate and Estate Planning for Florida on
Q: Where do I get online access to revocable trust document/information and probate information for a deceased parent in FL
Terrence H Thorgaard
Terrence H Thorgaard
answered on Jan 12, 2024

For probate information, in other words, to see if an application has been filed in court to appoint a personal representative pursuant to a will, or in an intestate (no will), find the website for the clerk of court in the county where the deceased parent resided. You would look under "court... View More

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1 Answer | Asked in Estate Planning for Florida on
Q: My sister inherited a home in tallahassee Florida, she has abandoned it. What can I do to take care of this home.
James Clifton
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James Clifton
answered on Jan 10, 2024

Your sister would need to authorize you to enter and care for the home. She would need to sign a deed to you to give you authority to own and possess the home.

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Apptd. PR doesn't qualify for title (out of state resident) but signed court documents on trust and probate. Contempt?

By Fl. law how would the judge react to these actions?

Terrence H Thorgaard
Terrence H Thorgaard
answered on Jan 7, 2024

You have not indicated specifically what documents were signed, but unless a court order specifically prohibited the person from doing so, it is doubtful the person acted in contempt of court. With certain exceptions, a person who is not a Florida resident cannot be the personal representative... View More

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can a non-Florida resident that is an Ex-stepchild be an executor of a will in Florida?

The stepfather and mother of stepchild divorced decades ago. The once stepfather passed away and left the once stepdaughter executor of a Florida will. The once stepdaughter lives in California. Can she still be the executor of the will?

Phillip William Gunthert
Phillip William Gunthert
answered on Jan 6, 2024

You will have to provide more details and information and speak with a Florida Probate Attorney in order to get a more detailed answer based on your precise circumstances. If the stepdaughter was adopted this will resolve the issue. Generally, it is difficult for a non-resident of Florida to... View More

1 Answer | Asked in Real Estate Law, Estate Planning and Probate for Florida on
Q: Can an executor and beneficiary of a will sell an asset (house) of the will and receive 3% commission on the sale?

Seems like a conflict of interest.

Phillip William Gunthert
Phillip William Gunthert
answered on Jan 6, 2024

An Executor (called Personal Representative in Florida), is entitled to 3% of the estate value for their role, if they are a real estate agent and it is agreed that they get 3% in that role, that would likely be fine as well. The real issue is that the property may or may not be qualified as part... View More

2 Answers | Asked in Estate Planning, Probate and Real Estate Law for Florida on
Q: Hello, I need legal aid, my name and a few other family members name is on a home that was left to us by an uncle.

Hello, I need legal aid, my name and a few other family members name is on a home that was left to us by an uncle, who died and left his home and property to his brothers children, myself and my two sisters name is on the home because my mother who is now deceased was and heir(one of his nieces),... View More

Nicole Deese Newlon
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answered on Jan 5, 2024

A list of legal aid providers can be found here: https://www.flcourts.gov/Resources-Services/Office-of-Family-Courts/Self-Help-Information/Legal-Aid. If you are in Orange County, you are served by Community Legal Services of Mid-Florida, Inc.

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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: In state of Florida can one heir legally remove another heir as beneficiary from property deed as indicated in will?

I an a named heir (beneficiary) in will and listed as beneficiary on inherited property original deed. I have been paying my portion of property taxes every year. Another heir (beneficiary) removed one of the co-administrators (heir also) and replaced with themselves co-administrator without... View More

Barry W. Kaufman
Barry W. Kaufman
answered on Dec 7, 2023

You recourse is to retain a probate attorney to review all the filings and determine your next steps.

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

Phillip William Gunthert
Phillip William Gunthert
answered on Dec 6, 2023

I am very sorry for your loss on the passing of your grandmother, please accept my condolences for you and your family at this sad and difficult time. The answer to your question is generally no, if there are no assets in your grandmother's name alone, then no probate will be necessary,... View More

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1 Answer | Asked in Estate Planning, Personal Injury, Probate and Wrongful Death for Florida on
Q: Do a settlement check for a nonrelated PI case injury of the decedent's death have to pass through the estate to be paid

PI case not related to the decedent's death was settled by the legal rep as an individual and the settlement check was made payable to the Legal Rep as an individual the plaintiff's attorney to be disbursed. So does the settlement check have to go through the estate if the personal injury... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on Dec 5, 2023

Yes. The money is the property of the estate.

1 Answer | Asked in Family Law, Real Estate Law, Estate Planning and Probate for Florida on
Q: Does a grandchild inherit what portion was going to belong to their parent if they also are deceased?

My father passed away and my brother did also years ago. Does my brothers children inherit his part of my fathers inheritance? How does that work

Phillip William Gunthert
Phillip William Gunthert
answered on Nov 30, 2023

I am very sorry for your loss the passing of your father, please accept my condolences for you and your family and this difficult and sad time. Generally, it depends, was there a Will and or a Trust, is there a surviving spouse. If there is no Will or estate planning, then it may also depend on... View More

1 Answer | Asked in Estate Planning for Florida on
Q: Can I sell my house to a trust(myself and wife), file a 1099a, the trust(borrower), me+w(trustee) , treasury dep(lender)

I've been seeing things surface recently of people buying houses using a 1099a form and having a trustee hold the assets that are dispatched by the treasury department. Is it possible to sell my house to a trust that we make jointly, file a 1099a and have the treasury department as the lender,... View More

Anita Nguyen
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answered on Dec 3, 2023

In order to comprehend your intention and decide if this strategy is suitatble for you, it is importatn to gather more information. Trust is a powerful tool for protecting assets and deferring taxes. However, this is a complex legal matter that should not be pursued without professional assistance.... View More

1 Answer | Asked in Estate Planning for Florida on
Q: Does my mom need a lawyer from P.R. to find out if her deceased brother had a will or any assets, especially his house?

This is what she texted , saber que cantidad tiene en El banco yo Tengo Toda information del banco pero no me quiere dar information SI

no por abogado. La propiedad a nombre de quin esta y pasarla a nombre mia yo Tengo Toda information.

Anita Nguyen
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answered on Dec 3, 2023

Your mother can ask her deceased brother's relatives if the brother has an existing Will or Trust. If the family members refuse to share this information, it would be advisable for your mother to seek legal assistance. A lawyer can help verify the existence of a Will or Trust, determine if any... View More

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: My dad passed. He wanted me to have his car. I have the title and I`m one of 3 POA's. How do I transfer his car title?

I am trying to transfer and register the car over to myself. I would like to know how I go about that.

Ira Markowitz
Ira Markowitz
answered on Nov 24, 2023

I’m sorry for your loss

The Power of attorney is no longer in effect upon your Father’s death

However, if he left a Tangible personal property list giving you the car or bequeath the car to you in his will you can get the car titled in you name

A Tag agency with that...
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3 Answers | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: What is Specific devise in regards to deceased spouse owned property

Spouses Sister is executor of the estate and her lawyer mentioned specific devise in regards to the house in deceased spouse’s name only.

I need to file a petition to transfer the property to my name.

The joint property looks like I don’t need to do anything until I sell it

Phillip William Gunthert
Phillip William Gunthert
answered on Nov 22, 2023

I am very sorry for your loss and the passing of your spouse, please accept my condolences for you and your family at this difficult and sad time. Generally, and you should have the property deed reviewed and all documents reviewed by your own probate attorney, but generally, the property should... View More

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1 Answer | Asked in Estate Planning, Real Estate Law, Family Law and Probate for Florida on
Q: Can the property of a minor be put into a trust with an appropriate court order?

Last year my daughter's father suddenly passed away. She inherited his home as well as a small mortgage.

Being the mother of the child I have been appointed as her legal guardian. The property has been put in her name and this is causing a ton of problems, for example most insurances... View More

Anita Nguyen
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answered on Dec 3, 2023

I'm unsure if you have already consulted with an attorney as of now. If you haven't, it is crucial that you promptly get in touch with a lawyer to receive guidance throughout this complex procedure. Moreover, the lawyer can provide assistance regarding any possible tax consequences. It is... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: What are my rights for having more time in deceased parent's house?

My parents accumulated a massive amount of stuff over their nearly 2 centuries of combined life together. I have been working 15 hours a day for the last 12 months both on sorting through and disposing of that stuff as well as making repairs to the house. The other beneficiary who owns or will own... View More

James Clifton
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James Clifton
answered on Nov 11, 2023

If probate has not been filed and a personal representative has not been appointed, the property cannot be sold until that happens. However, if you are living in the property, the other beneficiary can ask a court to offset your inheritance by the reasonable cost of rent for you living there, which... View More

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3 Answers | Asked in Bankruptcy, Consumer Law and Estate Planning for Florida on
Q: Will creating a trust for protection of personal assets also protect the beneficiary from a bad credit history?

As one slowly recovers from hard economic times (including the filing of a CH7 bankruptcy), which was discharged in 2019, one's personal credit history often takes much longer to recover. Things stay on their credit record long after the person has been declared "debt free,"... View More

Nina Whitehurst
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answered on Oct 30, 2023

There is such a thing as a self-settled spendthrift or asset protection trust, but many states do not allow them. Also, typically the settlor (you) cannot also serve as trustee of the trust. In other words, you would not have signature authority over the assets that you put in the trust. And,... View More

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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

Phillip William Gunthert
Phillip William Gunthert
answered on Oct 27, 2023

This is always a problem with banking institutions and similar institutions, and this is a lesson learned via trial and error by the attorney handling the probate and filing the summary administration. The Attorney will likely have to write a separate letter on letterhead explaining the Summary... 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

2 Answers | Asked in Estate Planning for Florida on
Q: Pre-marriage home owner here (in my name), if I pass away does the house go to my spouse now or do I need a new deed etc

To be clear, I inherited the house years before I met my wife. The house is in my name only. I've now been married to her for 6 years. Do I need to do any kind of transfer, or legal procedure before I pass away?

Phillip William Gunthert
Phillip William Gunthert
answered on Oct 25, 2023

You will want to speak with a Florida Estate Planning Attorney and they can help you organize your estate and this home based on your intentions with your spouse, whether you were previously married and had children, whether you kept property separate, whether this is your Homestead, whether you... View More

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