Since it can sometimes be difficult to determine which assets are probate assets, it's best to consult with an estate attorney in Fort Myers.
Examples of Probate Assets in Florida
Common probate assets include:
- an investment account or bank account in the deceased's name, excluding an account payable or transferable to another individual or entity upon death;
- an individual retirement account, annuity contract, or life insurance payable to the estate of the deceased, but not payable to any specific beneficiary; and
- real estate in the deceased's name or in the name of the decedent and another individual as tenants in common (excluding homestead property), but no real estate in the deceased's name and anyone else's name as joint tenants with rights of survivorship.
Help From an Estate Attorney in Fort Myers is Just a Phone Call Away
Fort Myers estate attorney Matthew A. Linde understands firsthand the importance of careful estate planning and the complexities of financial legal matters, such as probate, tax litigation and guardianship. For help with probate in Florida, contact our Fort Myers office to schedule a one-on-one meeting with a professional who can answer your questions – 239-939-7100 or 844-764-5492.