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Florida Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Mother died November 2023 without a will. Total cash assets of $2597.65. Do I need a lawyer is settle this estate?

$1436.89 in Checking/Savings account(s)

$1160.76 - 3 insurance refund checks payable to my mother.

$10000.00 possible unclaimed death benefit from my stepfathers passing in 2013, payable to the Estate of my mother.

I believe all debts have been settled or discharged.... View More

Timothy C Martin
Timothy C Martin
answered on Jan 19, 2024

Florida Probate Rules require an attorney to handle probate matters for formal administration (see Probate Rule 5.030(a)). For smaller estates including summary administration or disposition without administration - when there is no personal representative - no attorney is required. However,... View More

1 Answer | Asked in Estate Planning for Florida on
Q: If I paid a lawyer a retainer fee to help me and my nephew with an estate is he the client or am i
Phillip William Gunthert
Phillip William Gunthert
answered on Jan 17, 2024

While you may pay for the attorney, it should be clear in the engagement contract whom they are representing in the probate or applicable matter. Are you or your nephew the estate Personal Representative, the trustee of a Trus, an interested party or beneficiary, also, at what point do your... View More

2 Answers | Asked in Estate Planning and Probate for Florida on
Q: I am PR, hired estate atty, been in probate over 2 yrs now as delays continue. Options??

2-3 months at times between responding parties (other 2 parties each with own attys - 3 parties total) communications and status updates. When I inquire ... "I'll let you know when I hear something." 3rd petition for extension has to be filed, again.

Phillip William Gunthert
Phillip William Gunthert
answered on Jan 15, 2024

Until and unless another Probate Attorney can review the status of things and what possibly the holdup is after 2 years, it is hard to say. If you are not happy with your attorney, then consideration of a new one would possibly be in order, but that would be extra cost to you for time and review... View More

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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
Phillip William Gunthert
Phillip William Gunthert
answered on Jan 12, 2024

Any documents that you are seeking related to a Will and or probate commencement you can check online or contact the clerk of the court in the Florida County where they were residents, you can get copies of these documents through the clerk, if you are an interested party, beneficiary, you should... View More

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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 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 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

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

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

James L. Arrasmith
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answered on Jan 5, 2024

In your situation, where there's a dispute over a property left by a deceased relative, you should seek assistance from an attorney experienced in probate or estate law. These areas of law deal with the distribution of a deceased person's estate, including real property like a home.... View More

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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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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 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 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 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

Anita Nguyen
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answered on Dec 3, 2023

Transferring assets from a deceased individual to another party can be a complicated undertaking. To safeguard against potential legal disputes in the future, it is advisable to seek legal counsel from a lawyer who can assist you throughout this intricate procedure. Furthermore, the lawyer can... View More

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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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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

Anita Nguyen
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answered on Dec 3, 2023

Can you confirm whether your parents have created a Will or a Trust, ensuring that everyone is aware of the distribution of assets? If they have not done so, it appears that you will have to go through the probate process. It is advisable to consult a Probate lawyer who can assist you in resolving... 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 for Florida on
Q: I'm beneficiary of Will. Since Will drawn my nephew's name added to mother accts. If he's joint on acct what happens?

Not TOD but joint owner of acct.

Anthony M. Avery
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answered on Sep 23, 2024

It sounds like no assets will be available to probate once mother dies. Nephew is already the owner. Preparing for a will contest might be advisable, but at least to talk to Mother to explain what she has done so that Will has no effect.

1 Answer | Asked in Estate Planning for Florida on
Q: I'm beneficiary in mother's Will. She has since added nephew name to her accts. What happens now?

I don't know if he's TOD or as joint owner.

James Clifton
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James Clifton
answered on Sep 23, 2024

Any account that is payable on death is not a part of the probate estate and will not be inherited or passed through to beneficiaries of a will.

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