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I've been living with my partner in Florida for over 10 years. In the event of my partner's death, I'm listed in their will to receive the house and any money that may be coming. There are no other heirs who might contest the will, it was notarized with witnesses, and there are no... View More

answered on Mar 10, 2025
In Florida, a properly executed will (signed, witnessed, and notarized) generally ensures that you inherit as specified. However, lawsuit proceeds may not automatically be covered if they are not explicitly mentioned in the will. If the estate is the beneficiary of the lawsuit, the funds will pass... View More
The other beneficiaries and I have no trust in the executor of a will, as we believe he is misusing or stealing from the estate's funds. Since the person who owned the estate passed away about 3 months ago, none of the beneficiaries have been informed about what is happening with the estate.... View More

answered on Mar 2, 2025
It depends where the probate is taking place as the laws vary from state to state, if this is Florida, there are affirmative duties and timelines for various matters related to the Executor (called a Personal Representative in Florida). Once a probate commences you should be able to get an... View More
If I had a joint bank account with my mom, who has passed away and left a pour-over will, is a beneficiary entitled to see the bank statements? The estate is not going through probate per my mom's request. There is an executor handling the estate, but the pour-over will does not have any... View More

answered on Mar 1, 2025
A point of note, a joint owner of an account usually becomes the sole owner of the account upon the other person's passing, there is no probate of that asset and the joint owner becomes the owner of the entire account and all of its monies. A beneficiary of the Will would have no rights or... View More
My mother passed away, and her will appoints me as her Attorney In Fact to sell or distribute her goods. She may be upside down on her mortgage, and I am not on the mortgage. Her will does not specify what to do with the house. I contacted her mortgage lender, and they requested her death... View More

answered on Feb 24, 2025
The answer depends on a few factors, but first, a point of clarification. If you hold power of attorney for your mother, you no longer have the authority to act on her behalf after her death under that document. If she had a will, the executor named in the will is the person with authority to act... View More
I've recently lost a friend who left me a small will a few years ago, bequeathing his dog and home to me. The will is signed and dated by him, as well as by a witness, but it is not notarized. I don't believe he has any immediate relatives, and I am not aware of any other formal wills. I... View More

answered on Feb 24, 2025
I am very sorry for your loss of your friend, please accept my condolences. You will need to have a probate attorney look at the Will in order to determine if it is valid and enforceable, generally it will need to have two witnesses and the signature of the testator (the deceased). The property... View More
I am a biological son of my parents, and my father's will in Florida was recently revised. This new will includes a clause titled "Effect Of Adoption." When I asked the estate attorney about this, I was told it's just "boilerplate." There have been no adoptions in our... View More

answered on Feb 23, 2025
One would have to read the clause to know what it means. Sometimes attorneys who draft documents think they need to include "boilerplate" language to cover very unlikely but possible occurrences. It is included sometimes because that's what is "always done", but for no... View More
I am a biological son of my parents, and my father's will in Florida was recently revised. This new will includes a clause titled "Effect Of Adoption." When I asked the estate attorney about this, I was told it's just "boilerplate." There have been no adoptions in our... View More

answered on Feb 23, 2025
It usually means that any legally adopted children are treated in the same manner as any biological children, you likely need to have it reviewed and or explained by your current attorney or another estate planning attorney. The adoption language is indeed generic/boiler plate language often as a... View More
I am a biological son of my parents, and my father's will in Florida was recently revised. This new will includes a clause titled "Effect Of Adoption." When I asked the estate attorney about this, I was told it's just "boilerplate." There have been no adoptions in our... View More

answered on Feb 23, 2025
If there have been no adoptions in your family, then this clause would not affect anything. It would be considered boilerplate that you can ignore. If there were an adoption in the family, then this clause, depending on what it says, would either include or exclude the adopted person.
My parents are on my mortgage and deed with right of survivorship. The mortgage company stated that when my parents pass, they will be listed as "in the estate of" on the mortgage. I've been told by the mortgage company that as long as I continue making payments, nothing will change.... View More

answered on Feb 21, 2025
You might want to get warranty deeds from your siblings as to their interests in the property now while they are agreeable, but not record them. The further assurances/forever defend covenant clause invokes after acquired title, so when they get title at Parents' death it immediately inures... View More
My parents are on my mortgage and deed with right of survivorship. The mortgage company stated that when my parents pass, they will be listed as "in the estate of" on the mortgage. I've been told by the mortgage company that as long as I continue making payments, nothing will change.... View More

answered on Feb 23, 2025
The home would pass to the surviving joint tenant named on the deed. Because the mortgage is secured by the real property, the ownership of the home by the surviving joint tenant is still subject to the mortgage. In cases like this when there is no probate required, the surviving owner should first... View More
My fiancé recently passed away, and the day after, while I was not home, his son broke in, vandalized the place, and took all of his father's belongings, including a vehicle that was in my fiancé's name containing many family heirlooms of mine. I've tried repeatedly to retrieve... View More

answered on Feb 19, 2025
In Florida, you may take the following legal steps to reclaim your belongings and your fiancé’s possessions:
File a Police Report – Even if you initially avoided reporting the break-in, you can still file a report for stolen property, especially since some items belong to you.... View More
My fiancé recently passed away, and the day after, while I was not home, his son broke in, vandalized the place, and took all of his father's belongings, including a vehicle that was in my fiancé's name containing many family heirlooms of mine. I've tried repeatedly to retrieve... View More

answered on Feb 19, 2025
Sorry to hear about your ordeal. If there's a risk of your fiancé's son selling off the items, you need to act fast. Though he legally cannot sell the vehicle without title being transferred in a probate case, he could sell it on the black market, with your items still in there. If... View More
I live out of state, but my father passed away in Duval County, Florida. He and my stepmother had a trust, and my father told me I was a beneficiary. However, my stepmother has not sent me a copy of the trust, and she is unresponsive to my calls. I have not yet taken any legal steps to obtain a... View More

answered on Feb 19, 2025
I am sorry for your loss on the passing of your father, please accept my condolences for you and your family.
As a beneficiary of a Trust, you have numerous rights and the Trustee has substantial affirmative duties and obligations. As a named beneficiary of the Trust, you are entitled to a... View More
I live out of state, but my father passed away in Duval County, Florida. He and my stepmother had a trust, and my father told me I was a beneficiary. However, my stepmother has not sent me a copy of the trust, and she is unresponsive to my calls. I have not yet taken any legal steps to obtain a... View More

answered on Feb 19, 2025
In Florida, as a trust beneficiary, you have the right to request a copy of the trust under Florida Statutes §736.0813. Trustees must notify beneficiaries within 60 days of the trust becoming irrevocable and provide a copy upon request.
Since your stepmother, likely the trustee, is... View More
I made contact with the mortgage company, I'm assuming the loan and have been making monthly payments. What steps do I need to take with my Florida Courts?

answered on Feb 11, 2025
I’m sorry to hear about the passing of your loved one. My deepest and sincerest condolences. If you are both on the loan document and are both on the title to the house, then the title will automatically pass to you if its held as joint tenants with rights of survivorship, which normally is how... View More
I made contact with the mortgage company, I'm assuming the loan and have been making monthly payments. What steps do I need to take with my Florida Courts?

answered on Feb 7, 2025
I am very sorry for your loss on the passing of your husband, please accept my condolences for you and your family at this difficult and sad time. As a surviving spouse and with your name on the property deed, you should be able to assume the mortgage, no refinance or similar needed. You should... View More
I am next of kin and we were estranged. He was living in a hotel in Florida for over a year, with intent to live there permanently. He has a paid up storage unit in Texas. Owned no real estate but "may" have proceeds of sale of late mother's home in internet bank accounts but... View More

answered on Feb 7, 2025
You will need to file summary administration in Florida if his estate was valued at less than $75,000. If you had no other siblings, your brother had no spouse or children, and both of your brother's parents are deceased, you would be entitled to 100% of the estate. Your uncle would need to... View More
I am next of kin and we were estranged. He was living in a hotel in Florida for over a year, with intent to live there permanently. He has a paid up storage unit in Texas. Owned no real estate but "may" have proceeds of sale of late mother's home in internet bank accounts but... View More

answered on Feb 6, 2025
Since Florida appears to be state of residence it would appear that Florida would be the appropriate start to pursue the probate. Since there are assets in Florida that is another reason why some form of probate will likely be required in the State of Florida.
Any assets in the State of... View More
The petitioner (decedents step-son) is 50% owner & is on the original title, paid all property taxes for the past 10 yrs. & lives in another county w/ no access to the property. The petitioner attempted to open a formal administration to be appointed Personal rep., since the decedents... View More

answered on Feb 3, 2025
First, the personal representative needs to be appointed. The personal representative can finalize the estate and determine all of the heirs. They can also evict the felon occupying the property. After that, any heir can force the partition through. The code enforcement liens will not prohibit a... View More
The petitioner (decedents step-son) is 50% owner & is on the original title, paid all property taxes for the past 10 yrs. & lives in another county w/ no access to the property. The petitioner attempted to open a formal administration to be appointed Personal rep., since the decedents... View More

answered on Feb 2, 2025
The petitioner still has legal options to force the sale of the property despite the stalled probate proceedings and the existing code enforcement lien. Here’s an outline of possible legal steps:
1. Action for Partition
Since the petitioner is a 50% owner as a tenant in common,... View More
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