Probate & Trust Admin

Probate & Trust Admin

So your Loved One died with property/assets in their name…. now what? What Is Probate?

If a person dies owning property/assets of any type in solely his or her individual name, their estate must go through Probate so the decedent’s heirs can receive title to the property/assets. Probate is the court process used to transfer title of property/assets from a decedent to his or her heirs.

In Florida, a typical probate case will take approximately 12 months and is usually an expensive process.

What if your loved one did have a Last Will and Testament?

Last Will and Testament = PROBATE “For Most Assets to avoid probate you need a Trust”

Our Trust And Probate Administration Services

Overview of the Probate Process:
the probate court must determine if the Will is valid.
If the Will is valid, the Court will sign an Order Admitting the Will to Probate and appointing a Personal Representative.
Once the Last Will and Testament is admitted, the Court will appoint a Personal Representative to manage and administer the assets per the instructions in the Will.
Creditors must be notified of the process and given an opportunity to present a claim.
In Florida, almost every action taken by a Personal Representative must be approved by the Court. This includes selling assets!
PROBATE = CONTROL BY THE COURT
What if your loved one died without a Last Will and Testament?

If the decedent died intestate – without leaving a Will – the Probate Process is even longer as heirs must be verified. In other words, if the decedent did not have a Will, Florida Law dictates who receives the assets.

Veliz & Associates P.A. can assist beneficiaries through Probate if necessary and help you understand each step!

Below are some of the common types of probate and estate administration matters we handle:

After the death of a family member, it can be difficult to know where to turn. Veliz & Associates P.A. can help you explore your options for obtaining the legal assistance you need. Some of the areas we can assist with are:

  • Management of assets during the Probate Process
  • Transfer of assets to beneficiaries
  • Legal authority to sell assets of a deceased person, including the decedent’s home
  • Distribution of assets to beneficiaries
  • Opening a safe deposit box of a deceased person
  • Obtaining funds in a bank account of a deceased person
  • Life Insurance Claims
  • Securing property left in the Unclaimed Property division of the State of Florida

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