do you need an estate lawyer when someone dies in florida

by Gina Jones 9 min read

To set the record straight, a dead person cannot sue in Florida courts. But that does not mean that any lawsuit pending at the time of the person’s death goes away, or that their estate might not have the right to sue. But a dead person cannot serve as an active plaintiff in any civil lawsuit. The Importance of a Personal Representative

Under Florida law, every nominated personal representative is required to have an attorney's representation to open a formal probate estate. This helps the representative perform fiduciary duties and ensures the transfer of assets is done in accordance with Florida law.

Full Answer

Do I need an attorney for probate in Florida?

 · Live. •. Under Florida law, every nominated personal representative is required to have an attorney’s representation to open a formal probate estate. This helps the representative perform fiduciary duties and ensures the transfer of assets is done in …

Do you have to be present when someone dies in Florida?

If the decedent did not have a valid will, the judge will appoint a personal representative to administer the estate. In Florida, the surviving spouse has the initial right to appointment, but if the spouse declines to serve or the decedent was unmarried, an individual or institution approved by a majority of heirs may serve.

What to do with a will after someone dies in Florida?

 · This applies to the estates of any decedents who have passed away after December 31, 2004. If an individual’s death occurred prior to that time, then an estate tax return would need to be filed. Just because Florida lacks an estate or inheritance tax doesn’t mean that there aren’t other tax filings that an estate must complete.

Who can administer an estate without a will in Florida?

 · The downside of summary administration is that it cannot be used to probate large estates belonging to decedents who passed away within the last two years, and does not allow for the appointment of a personal representative to facilitate legal and business dealings on behalf of the estate. If you need help with a summary estate administration in Florida, our attorneys will …

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Do you need a lawyer when someone dies in Florida?

For all but the simplest estates, Florida law requires that the personal representative of an estate hire a probate attorney to guide him or her through the process. While hiring an attorney might seem like an unnecessary burden, an attorney should help make the probate process as efficient as possible.

How much does an estate have to be worth to go to probate in Florida?

$75,000Formal administration is the more involved variety of Florida probate. Formal administration is required for any estate with non-exempt assets valued at over $75,000 when a decedent died less than two years ago.

Do you need an attorney to probate an estate in Florida?

Do I Need a Lawyer for Florida Probate? Yes, in almost all cases you will need a Florida Probate Lawyer. Except for “disposition without administration” (very small estates) and those estates in which the executor (personal representative) is the sole beneficiary, Florida law requires the assistance of an attorney.

How do you settle an estate in Florida?

Settling an Estate in FloridaFirst, someone must file the will and a petition to open probate in the circuit court in the county where the person lived prior to their death. ... The court will approve or appoint an executor for the estate and provide Letters of Administration.More items...

What triggers probate in Florida?

If a person passes away without a will or trust and has assets in their name ONLY, then probate is required to distribute property and monies. If property, bank accounts, insurance policies, annuities, 401K plans, and all assets have beneficiaries or joint owners, probate is unnecessary.

Can you avoid probate in Florida?

In Florida, you can make a living trust to avoid probate for virtually any asset you own—real estate, bank accounts, vehicles, and so on. You need to create a trust document (it's similar to a will), naming someone to take over as trustee after your death (called a successor trustee).

Can you go through probate without a lawyer?

The simple answer is... yes! For the vast majority of probate cases, a lawyer is not required to probate a will. In fact, anyone can interact with the court system and you can do probate without a lawyer.

How much does a probate lawyer cost in Florida?

In Florida the fees for a Summary Administration vary but will typically range from $1,500.00 to $3,500.00 depending on the nature of the assets, creditor claims, the number of beneficiaries and any complexities associated with getting the Last Will and Testament admitted to Probate Court in Florida.

How much does an estate have to be worth to go to probate?

Every state has laws that spell out how much an estate would need to be worth to require the full probate process—anywhere from $10,000 to $275,000.

How long do you have to settle an estate in Florida?

Even with formal administration, most estates are resolved within 18 months. However, all claims against an estate must be filed within 2 years of the person's death.

What is considered a small estate in Florida?

Qualification for Summary Administration Summary administration is the other type of procedure in Florida for small estates and is available if: The estate contains less than $75,000 of nonexempt assets, or. More than two years have passed since the date of death.

How do I transfer property after death in Florida?

In Florida, a lady bird deed is a legal form that transfers property upon death inexpensively and without probate. A lady bird deed allows the current property owner to use and control the property during the owner's lifetime, while the property automatically transfers upon death to designated beneficiaries.

Do all estates require probate in Florida?

Do all estates require probate? – All estates do not go through probate in Florida. If a person passes away without a will or trust and has assets in their name ONLY, then probate is required to distribute property and monies. If property, bank accounts, insurance policies, annuities, 401K plans, and all assets have beneficiaries or joint owners, probate is unnecessary. However, without a will or trust all assets must pass through probate court if no beneficiary or joint owner is named.

What is probate in Florida?

Probate is a necessary court-supervised legal process used for the verification and administration of an individual’s assets after death. This legal process varies from state-to-state and is necessary to ensure assets are correctly distributed to beneficiaries. This article discusses Florida probate rules and processes.

What are the different types of probate in Florida?

Under Florida law, there are three main types of probate: formal administration, summary administration, and disposition without administration . Below is a description of each of these three kinds of probate proceedings.

What happens to an estate in Florida if there is no will?

If the decedent was unmarried at the time of death and left no will, but had one or more surviving descendants, those descendants receive the entire estate . For multiple descendants, Florida law divides the probate assets along generational lines. If all the decedent's children survive, the estate is equally divided among them. However, if the decedent had a child who predeceased her and that child had children, the share of the estate that would have gone to the deceased child now goes to her descendants - the decedent's grandchildren. If the unmarried decedent had no descendants, the estate passes to surviving parents. If the parents are also deceased, the estate passes to the decedent's siblings. Under Florida law, if the decedent had no siblings, the estate passes to relatives with more remote degrees of kinship.

What happens if a Florida resident dies without a will?

If a Florida resident dies leaving a will, his real and personal property goes to the beneficiaries named in the document. If the decedent dies intestate, or without a will, the estate is subject to Florida's intestacy statutes. These statutes determine who receives estate property based on marital and kinship ties.

What is probate in Florida?

Probate is the process by which the decedent's personal and real property is identified and distributed. It is conducted by the circuit court of the county in which the decedent resided. If the decedent did not have a valid will, the judge will appoint a personal representative to administer the estate. In Florida, the surviving spouse has the initial right to appointment, but if the spouse declines to serve or the decedent was unmarried, an individual or institution approved by a majority of heirs may serve. A judge makes the appointment if the heirs disagree. The personal representative must make an inventory of all real and personal property owned by the decedent and pay the decedent's debts out of the estate assets. When all affairs of the estate are settled, the remaining assets are divided among the heirs according to Florida's laws of intestate succession.

What does a personal representative do in Florida?

The personal representative must make an inventory of all real and personal property owned by the decedent and pay the decedent's debts out of the estate assets. When all affairs of the estate are settled, the remaining assets are divided among the heirs according to Florida's laws of intestate succession.

What is inheritance law in Florida?

Inheritance Law for Unmarried Decedents. If the decedent was unmarried at the time of death and left no will, but had one or more surviving descendants, those descendants receive the entire estate. For multiple descendants, Florida law divides the probate assets along generational lines. If all the decedent's children survive, ...

Who receives half of the estate?

If the surviving spouse has descendants who are unrelated to the decedent, or the decedent has descendants unrelated to the spouse, the spouse receives half of the estate with the other half is shared among the decedent's descendants. This includes the decedent's children, or children of the decedent's children, who predeceased him.

What is the Homestead exemption in Florida?

Homestead Exception. Under Florida law, property owners are entitled to a Homestead Exemption - a tax-saving vehicle - if, as of January 1st, they made a property their permanent home or the permanent home of a person who is legally or naturally dependent on them.

What happens if a Florida resident dies without a will?

If a Florida resident dies without having a valid will, his or her estate is left up to the mercy of intestate succession laws to decide who has legal right to its contents. The term “intestate” refers either to an individual who dies without a will or without a valid will.

What happens if you die without a will in Florida?

If a Florida resident dies without having a valid will, his or her estate is left up to the mercy of intestate succession laws to decide who has legal right to its contents. The term “intestate” refers either to an individual who dies without a will or without a valid will.

Does Florida have inheritance taxes?

In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates both when there’s a will present and not. Remember that heirs only receive what’s left of an estate after the decedent’s debts are paid off.

How many witnesses do you need to sign a will in Florida?

For your will to be considered valid under Florida inheritance laws, you must personally sign it in front of no fewer than two witnesses. However, if an injury, illness or other physical impairment prohibits you from signing yourself, you can direct another individual to sign it in your presence.

Who has the strongest rights to an intestate estate in Florida?

Spouses in Florida Inheritance Law. The surviving spouse of a decedent possesses the strongest rights to an intestate estate as far as Florida inheritance lawsare concerned. In fact, he or she will receive your entire estate if you have no surviving children or if your only surviving children were with your spouse.

Does a spouse lose inheritance in Florida?

Under Florida intestate law, a spouse will lose all inheritance rights when he or she divorces the decedent. But if the decedent passes away during the divorce process or after the couple become separated, the spouse will maintain inheritance rights. Children in Florida Inheritance Law.

Can half blood inherit in Florida?

Half-blood members of your family hold literally half the inheritance rights of full-blood members in the eyes of Florida inheritance laws. So if intestate succession dictates that your full- and half-blood relatives must split ownership, those who are half-related to you will only be handed half of what their full-blood counterparts receive.

Can you probate an estate without a lawyer?

When You Can Probate an Estate Without a Lawyer. Here are some circumstances that make you a good candidate for handling the estate without a professional at your side. Not every one of them needs to apply to your situation—but the more that do, the easier time you will have.

Do you need probate if you have a deceased person?

But you won't need probate if all estate assets are held in joint ownership, payable-on-death ownership, or a living trust, or if they pass through the terms of a contract (like retirement accounts or life insurance proceeds).

Can executors wind up estates?

Many executors decide, sometime during the process of winding up an estate, that they could use some legal advice from a lawyer who's familiar with local probate procedure . But if you're handling an estate that's straightforward and not too large, you may find that you can get by just fine without professional help.

Do estates owe state taxes?

The estate won't owe either state or federal estate tax. More than 99% of estates don't owe federal estate tax, so this isn't likely to be an issue. But around 20 states now impose their own estate taxes, separate from the federal tax—and many of these states tax estates that are valued at $1 million or larger.

Can you transfer property without probate?

Most or all of the deceased person's property can be transferred without probate. The best-case scenario is that you don't need to go to probate court, because assets can be transferred without it. This depends on the planning the deceased person did before death—you can't affect it now.

How long does it take to settle an estate in Florida?

In Florida, there are three ways to settle an estate. Here's an overview of each one, from the simplest and least expensive to the most complicated and costly. A note about wills: Whether or not probate will be necessary, Florida law requires that anyone who has possession of a will must file it with the local circuit court within 10 days ...

How long does it take to file a will in Florida?

A note about wills: Whether or not probate will be necessary, Florida law requires that anyone who has possession of a will must file it with the local circuit court within 10 days of learning of the death. If a probate court proceeding is necessary, the court will determine whether or not the will is valid.

Is Florida probate based on the value of the assets?

( Fla. Stat. Ann. § 733.6171 .) The fee is based on the value of the assets that go through probate, plus any income they earn during the probate proceeding. The value of homestead property is not counted.

What is non probate property?

The most common kinds of non-probate property are: Property held in joint tenancy by more than one person —for example, a house owned by a couple, or a bank account shared by more than one person. For a look at common probate-avoidance techniques, see our articles on " How to Avoid Probate .".

When is probate not necessary?

Probate may not be necessary when certain final expenses are greater than the value of the property that would go through probate. Final expenses include funeral expenses and reasonable medical expenses within the last 60 days of the deceased person's final illness.

Where does probate take place?

Generally, the probate proceeding takes place in the county where the deceased person was living at the time of death.

What is the letter of administration?

The court issues a document called Letters of Administration, which gives the personal representative authority to settle the estate. If there's a will, it must be filed with the court and proven valid. This may be done by having the witnesses to the will give statements, under oath, about its validity.

Can a civil lawsuit be dismissed after death?

It is also important to understand that if a civil lawsuit is filed before a person dies, it is not automatically dismissed upon their death. But once again, it is critical to ensure there is a personal representative to step into the decedent’s legal shoes. So if you do not already have a will, it is a good idea to make one as soon as possible, as you never know what legal issues may arise (or still be pending) at the time of your death.

Can a Florida court appoint a personal representative?

If not, a Florida court must appoint a personal representative based on the provisions of the state’s intestacy laws. The personal representative provides a living person to effectively step into the shoes of the deceased. The appointment of a personal representative is not a legal technicality.

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Probate An Estate

  • When a person passes away (the law calls them â€śthe decedent”), his or her property will go to individuals or entities called beneficiaries. Any assets co-owned by the decedent and another person or persons generally go automatically to the other owners and do not require the opening of an estate. Assets such as life insurance benefits, IRAs, annuit...
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Summary Administration

  • It may be possible to probate an estate using Summary Administration under the following circumstances: 1. The probate assets are valued under $75,000; or 2. The decedent passed away more than two years ago. The Summary Administration process involves filing a petition with the court that requests distribution of assets according to the decedent’s will or Florida law. It is gen…
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Formal Administration

  • If an estate is not eligible for Summary Administration, it is usually necessary to open a Formal Administration. The Formal Administration of an estate transfers the decedent’s assets to designated beneficiaries of the estate after payment of any creditor claims and administration costs. Administration of an estate can either be Testate (when there is a Last Will and Testamen…
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Notice of Administration and Claim Period

  • Once the estate has been opened and a Personal Representative has been appointed, it is necessary to publish a Notice of Administration. The Notice alerts potential creditors of the administration of the estate. At that point, creditors have three months to file a claim against the estate. After that, any claims that have been filed with the Clerk of the Circuit Court are sent to th…
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Legal Fees and Costs

  • Legal fees for a Formal Estate Administration must be reasonablebut are typically three percent of the probate assets. For example, if probate assets are $100,000, legal fees would be $3,000. Additional legal fees may be billed for extraordinary legal services. Examples of extraordinary services may include litigation for will challenges, tax audits, tax return preparation, sale of real e…
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Contact A Probate Attorney

  • This article is a brief overview of Florida estate procedures, designed to give you a better idea of the process of estate administration. The above information is intended only as a guide and you may consider discussing the particular facts of your case with a probate and estate administration attorney.
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