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What happens if I can’t locate an heir to an estate?
What happens if I can’t locate an heir to an estate?

In my practice, there have been an increasing number of cases where a personal representative cannot locate a family member or other beneficiary who has been provided for in a Will. When I draft estate planning documents for my clients, I emphasize the need to include phone ...

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Blog posts in Estate Planning

  • What is Disposition Without Administration in Florida?

    If a decedent dies with assets of minimal value, his/her estate might qualify for a small informal probate process in Florida called Disposition ...

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  • What is a Caveat and how can it help me in an Estate?

    It is common in my practice that clients come to see me without knowledge of whether a friend or loved one has made a will appointing a personal ...

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  • Can Creditors Hold a Personal Representative Individually Liable for Claims and Expenses of an Estate?

    Upon an individual’s death, a legal entity called an “estate” is created which includes all of the property owned by the decedent. A personal ...

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  • Can I Put My Home in a Trust If I Have a Mortgage?

    One of the questions that I get with some regularity concerns whether an individual or couple can put your home in a trust if a mortgage exists on the ...

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  • What Is the Right Age to Consider Estate Planning Documents

    Last month, my partners and I were fortunate enough to be featured on B103.9's Morning Show, aka “Big Momma and the Wild Bunch.” It was definitely a ...

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  • Florida Electronic Wills Act Vetoed

    Florida lawmakers recently vetoed the Florida Electronic Wills Act, which would have legalized electronic wills throughout the state. Had it been ...

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  • Simple vs. Complex Wills: Which Should You Choose?

    While most people understand that a will is something they should have, their understanding of the functions that it serves is usually limited. What ...

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  • Considering Special Needs Dependents When Creating an Estate Plan

    It can be a considerable challenge for people with chronic illnesses and mental disabilities to take care of themselves. Many require a caretaker to ...

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  • What Happens if Someone Passes Away Without a Will?

    In the event that someone passes away without a will in Florida, state intestate succession laws will dictate how assets are distributed. While the ...

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