Law Offices of Frye & Vazquez, P.L.
Call Today. 305-508-5749 | 877-421-5473

Carrying out the probate process can prove complex

In the event of the death of a family member, many financial considerations need to be made.  This can include notifying the Social Security Administration, contacting employers, locating information regarding life and health insurance policies, obtaining death certificates and making an inventory of assets.  However, one of the first actions that a family member should take is to locate the will of the deceased individual.

The will contains the name of the executor or personal representative.  It’s generally a good idea to then have the will filed in probate court – even if the estate will not be subject to the probate process.  Also, the executor may be required to apply for a taxpayer ID concerning the estate.

Care must be taken by Florida residents throughout the entire probate process.  Successor trustees, executors and personal administrators of an estate can be held personally liable to mistakes with the settlement process is being ironed out.

Experienced probate lawyers can assist such individuals through the estate settlement process. Besides assisting individuals in preparing wills and planning for the passing on of their estate, lawyers can also assist those appointed to carry on duties such as the personal representatives. They can make certain that creditor issues are appropriately dealt with.  They can also put into place strategies that will save on tax dollars concerning inheritances that are received.  These professionals can also take the necessary steps to make certain that liability issues do not arise.

Estate planning is not a simple process to plan or implement in any event and is too important to leave up to chance.

Source: iBerkshirs.com, "Settling a Loved One’s Financial Affairs," March 10, 2014

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying

  • It is difficult enough to cope with the emotional challenges of closing a parent's estate, and when you are also faced with the issue of your parents having insufficient documentation, and being remote from your siblings… - Zara L.
  • Austin Frye provided legal services to my father while alive and to his estate after his death; when showing the EP docs his firm prepared to other professionals (lawyers, financial advisors, accountants)… - Mark S
  • I've been a client of Austin Frye's for over 10 years. In that time, he's handled my estate/trust planning and asset protection as well as complicated business deals. - Leslie
  • Mr. Frye recently set up a complicated special needs trust for my son and, as usual, did a great job explaining it and in putting our minds at ease about our son's future well-being. - Dr. Howard
Read More...
  • NYSBA
  • Massachusetts Bar Association
  • The Florida Bar 1950
  • CFP
  • Florida Bar Elder Law Member
  • Academy Of Florida Elder Law Attorneys
  • Florida bar Business law Member
  • NAELA National Academy of Elder Law Attorneys, Inc.
Email Us For a Response

Contact Us For Personal Attention To Your Legal Matter

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Office Location

Get In Touch With Us
20900 W. Dixie Highway
Aventura, FL 33180

Toll Free: 877-421-5473
Phone: 305-508-5749
Map & Directions