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

Locating assets when a loved one dies

It can sometimes be problematic for people in Florida to locate all the assets of an estate after a family member or loved one passes. Often, the decedent will have several different accounts and property held in different states or by different means of ownership. There are a few steps that can be taken to locate the decedent's assets.

The website of the county assessor, or the county assessor's office, can be good resources for locating assets. It is usually possible to perform a search based on the person's name or address and find information about any real estate that the decedent owned. Another avenue for real estate searches is the Geographical Information System, or GIS. The GIS has plat information for real estate, so it is possible to see how the property is laid out and where it is physically located.

For financial information and accounts, tax returns are a good place to start. Any accounts that issue 1099s will have their information listed on tax returns. If the decedent received an interest payment from a particular bank, it is likely he or she had an account there. People generally also keep records of accounts with other important paperwork somewhere in their homes. A search of the desk drawers or file cabinets might turn up information that would otherwise go undiscovered.

In cases where a person needs to locate the assets of a deceased friend or relative, an attorney may be able to help. An attorney with experience in estate administration and probate might be able to suggest places to look to find relevant information. For those who are considering creating an estate plan in Florida, an attorney might be able to organize assets so that they can be easily found by heirs or draft estate planning instruments to meet a client's needs and goals.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying

  • I have known and worked with Austin Frye and his team since 2008. In that time he has helped serve both my business and personal legal planning needs. From guidance on reviewing and keeping shareholder and state documentation up to date... - Robert
  • 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
Miami, FL 33180

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