Personal Representative's Guide and Probate Questionnaire
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Serving as a personal representative (executor) can be overwhelming for those who have to balance tremendous loss of a loved one, and newfound responsibility in managing the affairs of a decedent all in one moment.
Our firm believes in handling as much of the work as is possible in these circumstances, especially for those who live outside of Florida, but who have been appointed (or seek to be appointed) as personal representative of an estate within Florid We have administered a large number of estates in South Florida and we have the extensive experience and ability to handle all types of estate matters and related litigation.
Our firm can help in the gathering of a decent's assets, selling assets when desired, setting up estate bank accounts, obtaining a personal representative's performance bond (when required), clearing title to Florida real property, filing of estate tax returns and disposing of estate creditors. Of course, there are many other duties of a personal representative, and it is our job to help our clients with as many of these duties as possible. Simply put: Let our experience and comprehensive knowledge in the areas of estate and trust administration guide you through this very difficult period.
The following is a brief questionnaire which may help prepare you for an initial meeting with an attorney.
- Name of Decedent:
- Decedent's date of death:
- Decedent's last known address:
- Decedent's social security number:
- Decedent's age at time of death:
- Decedent's County and State of residence at time of death:
- Counties where the decedent owned real property in Florida:
- Name of Personal Representative (Executor):
- Personal Representative's (Executor's) address:
- Names, addresses and relationship of all estate beneficiaries (provide age and birth-date if beneficiary is under 18 yrs. of age):
- Nature and approximate value of each asset in the estate:
- Date of decedent's last Will (and Codicil if applicable):
- Witnesses of decedent's last Will (and Codicil if applicable):
- Known creditors of the decedent:
© 1999 Grumer & Macaluso, P.A.