How Does a Probate Lawyer in Lakewood Ranch Assist and Advise a Personal Representative?
Serving as a Personal Representative (also known as an executor) in Florida can be a significant responsibility. A probate lawyer can provide essential guidance to help you carry out your duties and comply with Florida law. Typical assistance includes:
- Obtaining appraisals and establishing date-of-death values for the decedent’s property
- Identifying and securing both probate and non-probate assets
- Preparing and filing documents required by the probate court on time
- Collecting life insurance proceeds and other payable-on-death benefits
- Advising on the payment of outstanding debts, expenses, and final bills
- Handling retirement accounts such as 401(k)s, IRAs, and pensions, including elections and rollovers
- Addressing state and federal income tax matters
- Monitoring the estate’s financial accounts and transactions
- Assisting with the sale of estate property when necessary
- Determining whether estate or inheritance taxes apply, and identifying how those taxes will be paid
- Requesting court approval for actions required under Florida probate law
- Helping resolve disputes between heirs or beneficiaries
- Overseeing the distribution of remaining assets to heirs after debts and taxes are satisfied
- Retitling property into the names of heirs when assets are not sold
The Florida probate process can be complex and overwhelming without experienced guidance. If you’ve been appointed as a Personal Representative, we are here to help make the process more manageable.
For a consultation, call Bart Scovill, PLC at 941-365-2253.
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