![]() If someone has died in care, such as in a hospital or nursing home, then the staff will handle the legal pronouncement of the death. Estate Planning Checklist Assets include things like your primary residence and other real estate, CDs, insurance policies, bank accounts, stocks and bonds. If there are valuables in the home, such as jewelry or cash, lock them up. Ask a friend or relative to water the plants, get the mail and throw out any food in the refrigerator. The first step to getting a death certificate is to make an official declaration of the death. If the deceased person lived alone, lock up their home and vehicle. No big deal if you have a Pour-Over Will because attorneys can use it in an inexpensive Summary Administration (remember not all probates are bad if assets total less than $75,000) to quickly transfer these assets to the trust. Here’s what to do after someone dies in Florida: 1. Read our blog on the Difference between Elder Law and Estate Planning. To create an effective estate plan in Florida, its crucial to familiarize yourself with the states specific laws and regulations. Questions or Schedule An Appointment Click to Call (727) 351-7057. ![]() Next 9 Estate Planning Documents You MUST HAVE for Your Estate Plan in Florida Next. Visit our website for more information: Call us at 56 or 88. Prev Previous 19-Point Florida Estate Planning Checklist. ![]() They can help guide you through the process of creating your estate plan. Next, list out any real estate and vehicles (. Download our Estate Planning Checklist and call us for a free consultation with one of our attorneys. But sometimes smaller assets are forgotten about or purposely left unfunded into the trust. Youll want to list out all of your bank accounts, IRAs, 401(k)s, and any other investment accounts you have. Again, the goal is to transfer as many of your larger assets as possible into the name of the trust. The better strategy is to prepare a revocable trust and pair it with a shorter form of the Last Will & Testament called a “Pour-Over Will.” A Pour-Over Will is simply a safety valve to cover any assets held in your individual name and transfer them to your trust. The last thing you want to have happen is to die intestate (without a will), which means your estate will be administered through probate by a default set of laws that predetermine who your personal representative (executor) and beneficiaries will be. A Last Will & Testament is better than nothing.
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