Florida Trustee duty

As the beneficiary of the life insurance policy the funds contractually belong to you. Since you are agreeable to doing the right thing, you are...

Member of family died in hospital and was very sick for period of time there. Someone had his will changed.

When filing a Will for probate, the initial burden is on the proponent of the Will to prove its authenticity. Once proven the burden will shift to...

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Do Florida courts require the trustee of a testamentary trust to file annual accounts?

The Trustee can administer the Trust (which became irrevocable upon the grantor's death) without court involvement. However, the Trustee must...

What is the best way to have your accounts so that at the time of death, your children won't have issues dividing your assets

Having your mother title all of her accounts jointly with one or more children is a bad idea. It can lead to a rush to the bank, upon her death,...

Your problem getting insurance is probably related to the fact it was her personal residence. You can file a Petition to have the real property...

What type of small estate affidavit should I file?

I would request a copy of the account form and the documents showing the account went from you as the beneficiary to no individual. If the account...

If I own homestead property & pass away, & I want my stepkids (instead of my kids) to inherit the proceeds will a will suffice?

Your objective can be accomplished either by Will or a Trust, unless you have a minor child. Make sure you utilize an experienced estate planning...

Small Estate

You will need to open probate proceedings to collect the insurance proceeds on behalf of your mother's estate, assuming she did not predecease your...

What happens to this money if there is no will and whose responsibility is it to get this straightened out? Should i hire an aty

The Florida Statutes clealy dictate what happens when an individual paases away without a Will ("Intestate"). If your dad was survived by a spouse...

Stepmom - Cinderalla

Your questions raises several issues: (i) My dad passed and his wife immediately put the home in her name; (ii) changed the will; and (iii) He did...