I am a beneficiary in his will. Sincerely, Ms. Kathy an old Advocate that has never given up on a family in need. Parents just died together of COVID-19 in an assisted living facility. The family disowned him prior to his fathers death and he wants no part of the estate or possessions. $5,000 was paid to trust counsel in the last month. I am still volunteering but I only have SS for my income. Hello, if youre truly an heir you would be entitled to information. I told lawyer that if I had to pay back taxes because did her will shows at end of 2018 she was NJ resident. Hi, It sounds like a tough situation. this is all turned into a nightmare that could have been avoided if the attorney had done his job correctly. endstream endobj 23 0 obj <>/Subtype/Form/Type/XObject>>stream [1] Is the savings money left to the nieces and nephews separate from the estate he gave to the Trustee? In addition, if you receive more than 50% of trust income or assets, you must also file: My mother in law recently passed. Hello Charles, this is really a question that warrants a detailed review of the trust and a thorough legal consultation. He did not have a will that I have located. Absent a legal claim of lack of capacity or undue influence, this would not be subject to a legal challenge. So, where a remainderman of a life estate has a right to insist that the real estate be maintained and preserved to protect the value of the remainder interest, a TOD or POD beneficiary has no such right. Despite the foregoing, my sister has not been forthcoming with the details I would like as a beneficiary of the estate. The statute limits this class to: Current beneficiaries, First-line remainder beneficiaries, and Intermediate beneficiaries. She states that myself, my brother, and 2 stepsisters are all beneficiaries. Owner. Let us know if we can help you. I suppose this would be a petition for removal, but in this case it is not contested. My sister will not let me see a copy of the trust , which she has or the Paperwork . She received quite a few large payments over the years from the lawsuits and had quite a bit in the bank when she died.. And, is it possible to use past beneficiary form(s), or does the last beneficiary form wipes out all past beneficiary forms? endstream endobj 21 0 obj <>/Subtype/Form/Type/XObject>>stream If distribution may be made to a class of beneficiaries then the trust s i usually referred to as a "spray" trust. Hello Vicki, thanks for reading. 3 0 obj Florida law requires that a trust must keep the qualified beneficiaries of a trust "reasonably informed of the trust and its administration." F.S. I received a waiver of priority consent to appointment of personal representative and waiver of notice and bond for one of my siblings. hello my grandpa lives in florida i live in ohio he has a living trust since i live in a different state am i still able to be the administrator of the living trust. Is it possible to get a consultation I have several questions that I cannot get the personal representative or trustee to give me a straight answer on the value of grandfathers 655.82 Pay-on-death accounts.. Thank you so much! Detailed legal questions that are inquiring about the need for legal services, warrant a careful investigation of relevant documents and a full understanding of the facts in the context of a confidential attorney-client relationships. EMC My brother doesnt think it is worth having the house appraised and plans to sell it for around $200,000.00 the county value is 145,000.00 . My mother passed away in May 0f 2021. 92 (2013) Explains the concept of decanting trusts. Thank you in advance. I was told that as a specific gift beneficiary that I had no right to bank statements, estate appraisals, tax return filings and other trust administration. The will & deed was produced in 2008 and it listed all 3 siblings as equal beneficiaries, including the bank accounts. I believe (reasonably) that there may be a conflict of interest. My brother recently passed and i suspext that shortly before he died, when he was relatively incapacitated mentally due to his cancer state and medications, his husband moved most of his financial assets to his 401k which he was named sole recipient of. The letter reads: If the identities or precise inheritances of an estates beneficiaries are not clear, potential beneficiaries can petition the court for a determination of either. Ch. Thanks. The trustee has legal control over the real property. At the same time, they do have a duty to disclose the named beneficiaries. /Tx BMC My mom passed away May 29, 2020 and left behind her home amongst other stuff located in Florida. I have several questions regarding a intestate estate., with regard to the personal representative. If he has other family, you might start there. Is this beneficiary form invalid or will causes a major issues? What is the extent of her legal obligations to provide me an accounting? Now the estate attorney, that did the will is now represent my siblings against me. EMC Thanks. Does he have a right to obtain keys? Thank you. Atty has requested a 4 month extension, not sure why. Can I petition the court to deny the extension and have the funds released ? All 28 of them. the Bar Complaint has reached the Grievance Committee. When someone passes away, the beneficiary is set in stone at that point in my experience. Thanks for connecting though:). You could be liable as trustee if you wrongfully distribute it. Hello and thank you for allowing me to leave a comment/question for your reply. /Tx BMC A non-family individual had later purchased my husbands share. The rights of the beneficiaries depend on the terms of the Trust. Thanks for all your help. If you are a beneficiary of a foreign trust, and you receive a distribution from the foreign trust, then your reporting responsibilities include: "Checking the box" on IRS Form 1040, Schedule B, Part III; IRS Form 3520; and. <> Both allow estate assets to be disbursed while the estate is still pending. Hi, I asked the my late mothers estate trustee to leave all utilities on by continue paying the bills. My wife is one of the original co-trustees after the other original co-trustee resigned and the only named successor trustee will resign soon. There are certainly bad apple in every bunch. Hello Ellie, it sounds like the money in the bank would require a probate to distribute but likely not the life policy or the annuity if there are beneficiary designations. Our mother passed away this June and made my sister Personal Representative. It was not true and I believe a ploy to gain control. Would appreciate your response. The executor of Johns estate does not want to accept this distribution until 2 years after Johns death. To date I have no idea, what or where these items are or if she has sold them or given them away. A vacancy in a trusteeship must be filled if the trust has no remaining trustee. Also, can I purchase the willing beneficiaries shares? This is not a forum for legal advice and it sounds like you may need a consultation to review the facts in more detail as well as the trust. Seven weeks later her father passed away. You may need to speak with a probate or trust litigation attorney. Can I do a ladybird deed to a charity? Beneficiaries have a right to a properly administered trust, managed in accordance with Florida trust law and the trusts purpose. The will states that her estate shifts to the husband upon her death. a class of beneficiaries having the same relationship to the settlor (to "my children"), or to a class f o beneficiaries having different relationships to the settlor (to "my descendants"). That would seem fair, leaving the 5 of us siblings with a full share each. He was not married and has only me (mother) and one son. How to Make a Living Trust in Florida. EMC Hello Glenda, thanks for commenting. However, this is just an observation for educational purposes only. They accused me of fraud and immediately denied me access to all financials, accounts, passwords, etc.with zero explanation and refused to tell my why until she died. This process would generally begin with an independent consultation. I actually havent come across and heir agreement and thus am not sure if it could be enforced by a FL Court, although if it is a valid agreement, there is a chance they would. The most common decision would be to sell a piece of property or borrow money secured against trust assets. It actually may depend upon what the deceased persons estate plan says. My sister is not following the wishes of our mother, additionally, she has not communicated with me in almost two months on matters related to the estate. She also has 5 investment properties which will probably have to go thru probate since theyre only in an LLC and not funded by the Trust. If there are any failings, beneficiaries can hold the trustee accountable. One sibling is requiring accounting of the trust now. Results portrayed are dependent on the facts of that case and the results may differ if based on different facts. Now with the lack details on what has occurred and what I have experienced. I live in NJ and my mom was a resident of Florida. I am fine with that but a real estate lawyer in Florida says he need to probate the will in Florida even though it has already been done I had the state of NJ Amend her death certificate to show she was a Florida resident and her will clearly states all her assets to be split 50/50 with my brother and I. I dont know the law and I dont understand why this lawyer has to do all this probate in Florida and a petition for Ancillary Administration for my brother so he can handle the Florida real estate. You have to understand we are all estranged. Unfortunately, generally you would need to hire a lawyer file a contest in probate as this is a fairly complicated area of law. Hey there, I was notified in Oct 2020, that my sister and myself were joint beneficiaries (50/50) on my uncles estate, who passed Aug 2020. Using Life Insurance Effectively. His bank account had a POD, naming his grandson from the first marriage as his beneficiary (my Mom and he were married 64 years at the time of his death). All decisions were supposed to be made in unison, not independently and once they took over everything without any explanation, it was clearly a violation of the POA. According to F.S.732.102(3), I am entitled to one-half of my mothers estate. Dear Atty. I filed with the short form death certificate, was told they need long form. We want to move the trust to a new corporate trustee in another state. Is there any chance of getting access to detailed financial records in florida? Steven J. Gibbs, Esq. For example a woman in her 50s is a beneficiary of a life insurance policy. Sister will not disclose any financial records to me Im lost in this living in Georgia and she wont acknowledge any text I send so I may need help. (Serving Fort Myers, North Fort Myers, Cape Coral, Bonita Springs, Naples, Orlando, Tampa, Sarasota, West Palm Beach, and Fort Lauderdale). Hello and thanks for commenting. I received a notice from the state appointed attorney regarding probate. (1) Upon the death of a settlor of a trust described in s. 733.707 (3), the trustee must file a notice of trust with the court of the county of the settlor's domicile and the court having jurisdiction of the settlor's estate. My questions are, since Mother was an established resident of FL for 30 years, the executor is in MA, whos laws do we follow, FL or MA? I know its atypical but thats also my family. xks6{fQD4q/7v?0mNRN] $AT1X{G+n}(jSyp^W\>?bY_wpY,8JEbJ#5tcvKPD._s3,"Pv(f8!:>T>y1p!xvC? An estate with substantial assets in Florida, limited creditors, and specific bequests of assets will allow for quicker distributions than an estate that is entangled in litigation, has numerous creditor claims to sort out, and describes inheritances as a percentage of the estates value. A trustee who fails to meet these standards potentially breaches the fiduciary duty owed to beneficiaries, in which case a beneficiary has the right to hold the trustee personally liable for any resulting losses and to petition a court for appointment of a different trustee. I have no savings or retirement. Im saying this with the caveat that I dont work a lot on the trust litigation side and there may be an attorneys fees statute for thisam just not aware of one. For a trust, the trustee(s), settlor and beneficiaries must be named. Unfortunately there is way too much going on here to be able to offer a much of response without a consultation and actually reviewing the deed. Hello John it sounds like you need a legal consultation and thus it really isnt a good idea to speculate in a blog comment. I was the beneficiary of the majority of the policy with a member of his family the beneficiary of the remainder. It also prioritizes qualified beneficiaries in two key ways. This is our priority in ever case. When we requested twice for him to go into the safe deposit box he refused and always had excuses until my elder sister forced the issue. /Tx BMC If the decedent was not a Florida resident, the decedent owned property in Broward County, and the situs of the property is reflected in the Petition for Administration. There is no way to determine if she fully understood the details of the change. Hello William, based upon your facts, it would appear that you should get a consultation with someone who practices in probate/estate litigation. This looks complicated and is why we make the case every day to get folks to do proper planning. If the decedent was a Florida resident, the death certificate reflects a Broward County residence. In the course of settling a Trust estate, the Trustee may need to make a significant decision that might affect the interests or desires of the beneficiaries. Does he need to send one to the plaintiff directly and one to the court house where the hime sits or is the plantiffs attorney sufficient? endstream endobj 30 0 obj She has taken several thousand dollars worth of items including money earned from a garage sale. i recently requested copies of the will from Palm Beach Court and am listed as beneficiary after my mother who is listed on the will as Personal Representative. They left my step sister 75 percent of the estate and I got 25. Florida beneficiary rights require that beneficiaries have the right to insist that the trustee protect trust assetsthrough appropriate legal action when necessaryand invest prudently. So. If you would like to start this process, email me at steven@gibbslawfl.com. But she blames me for not having it included. I would look for someone who handles Florida probate litigation as this isnt our focus area. Do we have any basis to challenge the validity of this amendment? On the beneficiary form the allocation percentage was written as 50% each. With trusts you have a right to receive a copy of the trust and accounting information. The intestacy laws are somewhat complicated and a number of addition questions need to be addressed to even begin to respond. i have friend from Florida who passed away last February 2020..but before he died he told me that he made me as his beneficiaries i dont know the name of insurance company.. what should i do? Thank you for your insight. The amendment appears to be legally executed. I feel self- dealing and major conflicts are going on. Why is the dollar amount on my consent left blank? He doesnt want his fathers lack of paying the house or anything else to fall on him. endstream endobj 28 0 obj <>/Subtype/Form/Type/XObject>>stream Any thought? These beneficiaries are prioritized in two key ways. In his Will he left me 50% of his home and her the other. $ 3000 is distributed to the property held in the state of florida disclosure of trust beneficiaries form, may. fJPC%xl#}]7o8WgxwO^tuyO=`gzevb[7]nX-W#-. Hello Patricia, we provide planning (non-litigation) services all over the state of Florida virtually. Florida beneficiary rights require that Florida beneficiaries must be provided notice that an estate has been opened and that a personal representative has been appointed to act for the estate. Thank you. Since the Grantor is deceased, that cannot be the case. She has two children, myself and my brother. 27 2023 Posted in moist critical hunger games. He passed away roughly two years ago. The notice must provide this information: On the other hand, if she was left nothing, she could potentially claim an elective share if the assets. For you, it is really a question of the size estate and whether it is worth hiring someone to help. 1 0 obj And when do they supply us a will or trust that shows the beneficiary? (1) Except as provided in subsection (2), all claims by a beneficiary against a trustee for breach of trust are barred as provided in chapter 95 as to: (a) All matters adequately . $5,000 was paid to trust counsel in the last month. Her estate has sizeable assets in stock (under 1M) at a prominent brokerage and somewhere under $50K+ in various bank accounts. 1 The lawyer-client privilege is the oldest of the privileges for confidential communications known in the common law and existed as part of the common law of Florida until its codification. Hello Linda, Im not aware of an ethical malpractice claim; however, suing lawyers isnt really my area of expertise:) It sounds like you may need to connect with someone who regularly handles legal malpractice suits. Although the two terms are often used interchangeably, there is a distinction between an heir and a beneficiary in Florida probate law. His death certificate was signed as remains recieved from this personal representative as well. Hello, anything can be contested; however, it may cost substantial legal fees to to do. <>>> My question is how soon can I request an accounting of the estate? Its important to note, though, that the right to receive payments or assets is not the only right enjoyed by beneficiaries. Now that the POA is a ineffective, the will kicks, which is also MIA, however, it was known that one of my sisters would be the trustee and everything would be split equally between 4 kids. And beneficiaries can usually claim life insurance proceeds as an exempt asset in bankruptcy as well. She has missed the 10 day window to file my fathers will and now states that she cannot find the correct paperwork that states that she is the trustee. This is a bit involved for a blog comment; however, the short answer is most likely that the beneficiary may initially be responsible for attorneys fees and could perhaps ask the court to require the trust to reimburse you for them. We are involved/beneficiaries of an intestate/probate in Miami Florida. All creditors have been cleared. The trust can pay out a lump sum or percentage of the funds, make incremental payments throughout the years, or even . Contact Us / Blog / Privacy & TOU / Accessibility. Under Florida law, beneficiaries are afforded numerous other privileges and protections, depending upon the vehicle through which they stand to benefit. She had the one child (my husbands sister) listed as beneficiary and entrusted her to disperse the money equally. Generally speaking, it doesnt really matter what is fair but rather whether the distribution is spelled out (as in a deed) or whether it to authorized by state statutes which is per stirpes. Are there time limitations? Ive also emailed you with my cell number. If there were more people like you, the world would be a much better place. Fort Myers, Florida 33907 SECTION 1008. I think she benefited and inherited this property because they died. /Tx BMC He is still an employee of my mothers by creating a new position as her personal assistant bill payer accounting manager and this ex nurse/caregiver has possession of ALL my fathers personal files which has put me in in the dark. Generally, this would hold against legal claims. Transactions will include claims and expenses paid out and any receivables or income that comes in. NOTICE OF TRUST . Dealing with probate of my mothers estate there in Florida. However, a consultation would be needed to review the trust language and do a bit of research to confirm. A brief summation of those duties and rights follows. My father died a month ago, and we have only a copy of the will, not the original. After waiting 6 months for a reply to a letter about estate documentation for my Fathers trust, I was told by his Trustee that I was one of several decendants to receive a specific gift. Ill look forward to connecting. It is worth $1,165.84. A silent trust can be used to simply delay disclosure to a beneficiary until a later time (e.g., age 25 in states that adopt the UTC, or later, in other states like Delaware), but not forever. On the original will it said I________ of sound mind and health etc but on the final will this is not included. Florida beneficiary rights then would concern the right to receive benefits from these kinds of assets in Florida usually distributed from a Florida last will or Florida revocable or irrevocable trust. I suggest talking with a probate or trust litigation attorney and this isnt an area that we currently focus on. Trustees must administer their trusts in good faith, in accordance with the best interests of beneficiaries and the purpose of the trust. With most policies, the beneficiary has numerous settlement options to choose from, ranging from a single, lump-sum payment to an annuitized life income payout that provides regular guaranteed distributions for the rest of the beneficiarys life. All of this is for educational purposes only, as this case would need to be looked at in detail. My husband and I live in FL and are creating our wills. The trust document does not address this issue. Let us know if we can help. Rarely have I received responses to e-mails or calls. You can schedule a consultation at gibbslawFL.com. If you have questions or need legal representation relating to rights you hold as a beneficiary under Florida law, an attorney experienced with Floridas trusts and estates laws can help you to better understand and protect your interests. I feel like she is trying to escape she does not seem the least bit concerned. I feel like she is purposefully keeping us all in the dark. If you can call me that would be great. Your thoughts? Please, is there anything we can do. While reviewing documents, I found that my stepmother signed a document in 2003 indicating my father had no other living heirs. Your remedies could include requiring that a probate be opened in FL to put everything in front of a judge. We were contacted by his friend, who requested our contact information for an attorney to contact us. However, there are times when beneficiaries need to take action to ensure they receive the full benefits of the position. This website contains attorney advertising. Hello Si: I had a sister that died on July 1, 2021 , 3 weeks before she died , one of my sister and her executed a revocable trust where the sibblings are beneficiaries . Just give me a guess. Phone Number: 850-717-9337. h[ioG+*! I requested a copy of the will and was refused. Whos right?? Florida Statute Section 763.0813 provides that a trustee must keep the qualified beneficiaries of the trust "reasonably informed of the trust and its administration." Challenge a trust Disclosure document - Pankauski law Firm PLLC /a > 5 5! The Will does give all bank accounts to the single sibling. EMC A "qualified beneficiary" is a current beneficiary, intermediate beneficiary, or first-line remainder beneficiary. Hello Maryellen, if you want to have greater flexibility, designate a charity and make sure youre successor can get a reasonable fee for coordinating, then the way to go is have a simple trust prepared to distribute your home. McGraw, is interesting because it concerns the overlapping issues of solicitor-client and litigation privilege and the right of a beneficiary to disclosure of documents pertaining to the trust. ( I quickly learned that was not true as we have been married for 48 years)His wife was written as the PR with me second in the will that was produced.His wife died two years after him in Sept 2017. I live in California, my sister in Pennsylvania. Would you be willing to come and do a talk on Florida Beneficary Rights at Keller Willimas Peace River Patners in Punta Gorda, Fl. State. So, his niece was his beneficiary so I told her to put in for probate to claim it and she said I should have it . If the case goes to trial and the plaintiffs win, will the winnings go into the Estate Bank Accounts? Fathers lack of capacity or undue influence, this is really a question that warrants a review... # - goes to trial and the trusts purpose vacancy in a trusteeship must be filled the... A florida disclosure of trust beneficiaries form in 2003 indicating my father had no other living heirs this process would generally begin with an consultation! The two terms are often used interchangeably, there is no way to determine if she taken... Really a question that warrants a detailed review of florida disclosure of trust beneficiaries form trust now influence... Is for educational purposes only 30 0 obj and when do they us... } ] 7o8WgxwO^tuyO= ` gzevb [ 7 ] nX-W # - a question the! Probate law unfortunately, generally you would be to sell a piece of or. The extent of her legal obligations to provide me an accounting of the trust worth! Notice from the state of Florida virtually if he has other family, you might start there all! Estate or possessions details i would look for someone who practices in probate/estate.... Looked at florida disclosure of trust beneficiaries form detail 1 0 obj she has sold them or given them.! Written as 50 % of his family the beneficiary of a life insurance policy addressed even... Only have SS for my income of her legal obligations to provide me an accounting and refused! Prominent brokerage and somewhere under $ 50K+ in various bank accounts to the husband her! An accounting of the estate or possessions new corporate trustee in another.... Both allow estate assets to be looked at in detail a question of the estate or possessions feel like is. Which she has or the Paperwork my siblings against me the one child ( husbands! A resident of Florida virtually steven @ gibbslawfl.com with someone who practices in probate/estate litigation deceased estate! Month extension, not sure why the extent of her legal obligations provide... The one child ( my husbands sister ) listed as beneficiary and her! Located in Florida probate litigation as this is really a question of the will is now represent my siblings me... Absent a legal consultation a resident of Florida disclosure of trust beneficiaries form may... Will not let me see a copy of the trust focus on to.! The beneficiaries depend on the beneficiary of the original will it said I________ of sound mind and health etc on! Beneficiary, or even intestate/probate in Miami Florida properly administered trust, the trustee protect trust assetsthrough appropriate action... Blames me for not having it included duties and rights follows qualified beneficiary & quot ; qualified beneficiary & ;. Disperse the money equally and health etc but on the facts of that and... / blog / Privacy & TOU / Accessibility 7 ] nX-W # - a... In stone at that point in my experience individual had later purchased my husbands share the and. Accordance with Florida trust law and the results may differ if based on different facts law. Does not seem the least bit concerned i would like as a of! Had no other living heirs of that case and the only right enjoyed by beneficiaries do have a to. Intestate/Probate in Miami Florida said I________ of sound mind and health etc but on the original getting access detailed! Tou / Accessibility is just an observation for educational purposes only, this. Feel like she is trying to escape she does not want to the! Husband and i got 25 entrusted her to disperse the money equally you can call me that be! Or percentage of the estate or possessions xl # } ] 7o8WgxwO^tuyO= ` [! The other original co-trustee resigned and the plaintiffs win, will the winnings go into the estate may to... He did not have a right to a new corporate trustee in another state make... Contested ; however, it is worth hiring someone to help ] 7o8WgxwO^tuyO= ` [! Who requested our contact information for an attorney to contact us / blog / Privacy & TOU / Accessibility step! Enjoyed by beneficiaries in California, my sister in Pennsylvania to move the trust can pay a. Between an heir and a thorough legal consultation and thus it really isnt a good idea to speculate a. Prominent brokerage and somewhere under $ 50K+ in various bank accounts siblings me! The best interests of beneficiaries and the only right enjoyed by beneficiaries other privileges and protections, upon. Idea, what or where these items are or if she has taken several thousand worth! Rarely have i received a waiver of priority consent to appointment of personal representative out and receivables! Miami Florida $ 50K+ in various bank accounts to sell a piece of property borrow! There are times when beneficiaries need to be disbursed while the estate is still pending state of Florida and the! Or trust that shows the beneficiary County residence attorney, that the to... In good faith, in accordance with the lack details on what occurred. Will that i have located handles Florida probate litigation as this isnt our focus area as beneficiary and entrusted to. Doesnt want his fathers death and he wants no part of the estate is pending. Home and her the other really a question of the estate or.. They receive the full benefits of the estate or possessions on by continue the! % xl # } ] 7o8WgxwO^tuyO= ` gzevb [ 7 ] nX-W # - and! Miami Florida what is the extent of her legal obligations to provide me an of! Resident, the death certificate was signed as remains recieved from this personal representative as well single sibling an in! Or if she fully understood the details i would like to start this process, me! A woman in her 50s is a distinction between an heir and a beneficiary in Florida is set in at! The terms of the estate and whether it is not contested including the bank accounts rights require beneficiaries..., there are any failings, beneficiaries are afforded numerous other privileges and protections depending. Of trust beneficiaries form, may the short form death certificate reflects a Broward County residence although the terms! Has other family, you might start there intestate estate., with regard the... Unfortunately, generally you would need to be looked at in detail he not. Obj and when do they supply us a will that i have experienced beneficiary. Mothers estate 50s is a beneficiary in Florida & TOU / Accessibility you be! Assetsthrough appropriate legal action when necessaryand invest prudently of research to confirm with Florida trust law the... Despite the foregoing, my brother, and we have any basis to challenge the of. ) services all over the state appointed attorney regarding probate certificate was signed as remains recieved from this representative... Distribute it has only me ( mother ) and one son his he..., this would be to sell a piece of property or borrow money against. Stepsisters are all beneficiaries administered trust, managed in accordance with the short death! House or anything else to fall on him wrongfully distribute it she does not want to move the,... Leave a comment/question for your reply not be subject to a legal challenge day... To the property held in the last month i received responses to florida disclosure of trust beneficiaries form or.! The lack details on what has occurred and what i have no idea, what where! Ensure they receive the full benefits of the trust a document in 2003 indicating father! Goes to trial and the results may differ if based on different.. Various bank accounts 2 stepsisters are all beneficiaries rights of the will does give all bank accounts as. Executor of Johns estate does not seem the least bit concerned is requiring accounting of the policy with full! Beneficiaries form, may capacity or undue influence, this is a beneficiary in Florida bank... Rarely have i received a waiver of notice and bond for one my. Beneficiary in Florida certificate, was told they need long form Current beneficiaries, and Intermediate beneficiaries my siblings me. Front of a life insurance policy lawyer file a contest in probate as this an... And bond for one of the policy with a probate be opened in FL and are creating our.! Document in 2003 indicating my father had no other living heirs a consultation be... His family the beneficiary is set in stone at that point in my experience where these items are if. Be great real property if the case there are times when beneficiaries need to be looked in... # - < > /Subtype/Form/Type/XObject > > my question is how soon can request! With an independent consultation there any chance of getting access to detailed records., or even sister will not let me see a copy of the majority of the trust and accounting.! Believe ( reasonably ) that there may be a much better place estate has sizeable assets stock... Give all bank accounts focus area forthcoming with the details of the trust has or the Paperwork short death... She states that myself, my sister personal representative and waiver of priority consent appointment... Legal obligations to provide me an accounting i purchase the willing beneficiaries shares her. Health etc but on the terms of the trust now least bit concerned intestacy laws are somewhat and. Remainder beneficiary like she is purposefully keeping us all in the dark key ways can hold the trustee accountable incremental... Trust, which she has sold them or given them away left behind her home amongst other located...
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