probate-administration

PROBATE ADMINISTRATION

Opening a probate case is necessary when the person who has passed, (called a “decedent”), owned assets in his or her name alone. If the decedent owned property without any other names on the title or on the account, then a case must be opened to distribute the assets to the rightful heirs. An exception in some states is a motor vehicle. In Florida, it can be transferred to the decedent’s heirs by providing a certified copy of a death certificate to the DMV without opening an estate case.   There are some other procedures available, which help streamline the probate process.  If the estate meets certain requirements, a small estate or a summary administration may be possible. Just ask us how!

Sometimes, assets held in more than one name still require probate administration if the assets were not held jointly, but as tenants in common. An estate will be necessary to distribute the decedent’s tenant in common share in the asset to his or her beneficiaries.

Another instance where a probate case is necessary is if the decedent had a payable-on-death account or life insurance policy and the designated beneficiary of the policy pre-deceased the decedent. Likewise, if the policy did not specify a beneficiary, a case must be opened to distribute the policy to the decedent’s beneficiaries.

For a consultation with Irama Valdes, P.A. call (305) 477-1111 or send us an e-mail. We serve all of Florida.

Hablamos Español.

START THE PROCESS

Fill out our getting started form and schedule an appointment

Recent Posts

Coronavirus (COVID-19) Update

Dear Clients, Colleagues, Family and Friends, In light of new information regarding the coronavirus (COVID-19), statewide and nationwide prevention efforts, and the developments that continue to take place across the country, Irama Valdes, P.A. will be taking measures to protect the health of our clients and staff. As of today, we are asking all clients…

Read more

Abuela’s 11th Passing Anniversary

  TRANSCRIPT (more or less): Whenever I’m asked why I do what I do, one person comes to mind: My grandmother. Today is the 11th anniversary of her passing and it feels like just yesterday I was watching her mind deteriorate due to Alzheimer’s disease.   Until you have experienced a close family member or friend…

Read more

Medical Advanced Directives – What are they; Why does EVERYONE need them; and Things to consider.

A medical advance directive (i.e. Healthcare Surrogate) is a witnessed written statement made by a competent adult, which names a person to make healthcare-related decisions for the adult during a moment of incapacity. A related document, the Living Will, which is a type of advanced directive, gives instructions or expresses that individual’s desires concerning any…

Read more