DO THESE THINGS FIRST
-
Secure the home & valuables.
-
Locate the Will and Trust (if any) and other important documents.
-
Obtain multiple death certificates.
-
Notify financial institutions.
-
Forward or monitor the mail.
-
Contact a Probate Attorney to guide you.
COMMON MISTAKES TO AVOID
-
Giving away property too soon.
-
Assuming a Will avoids probate.
-
Not determining whether the home is Florida homestead.
-
Failing to check beneficiary designations.
-
Paying debts before getting legal advice.
IS PROBATE REQUIRED?
NO
Assets that pass outside of probate:
-
Trusts
-
Jointly Owned Accounts
-
Accounts with Beneficiary
-
Designations
-
Lady Bird Deeds
-
Business Interests (with the right documents in place)
... provided all of the beneficiaries are alive.
YES
Probate may be required to:
Pay debts
Receive checks made payable to the decedent
Transfer assets owned in the decedent's sole name with no beneficiary designated
Pursue claims on behalf of the decedent
We can help you determine the best path for your family's situation.
TYPICAL FLORIDA PROBATE TIMELINE
Helping Families Throughout Florida Navigate Probate
Kaney Law proudly assists clients with probate throughout Florida, including:
-
Volusia County
-
Flagler County
-
Brevard County
-
Seminole County
-
Orange County
-
Lake County
-
St. Johns County
-
Citrus County
-
Palm Beach County
We are here to help!
Give us a call: (386) 281-5777
