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Florida Probate or Trust Administration Document Checklist

____    1.         Minimum of 10 death certificates (these can usually be obtained through the funeral home)

____    2.         Original Will and all codicils (or amendments to the Will)

Note:   If you have the original, either personally deliver to the attorney’s office or send via Federal Express or certified mail.

____    3.         Originals of all trusts and any amendments or restatements

____    4.          Copy of paid funeral bill

____    5.         Copies of all deeds for real property owned by decedent

Note:  If you cannot locate the deeds, we can usually secure if you provide us with the address of the property.

____    6.         Tangible Personal Property Memorandum or writing indicating instructions for distribution of tangible personal property (such as jewelry, furniture, cars)

____    7.         Income tax returns for last 3 years

____    8.         Copies of all bank statements, brokerage account statements, or reports from investment advisors

____    9.         Copies of all life insurance policies

____   10.       All corporate records if decedent owned any corporations, limited liability companies, partnerships or other entities.

Note #1:  For a Checklist of Initial Tasks for the Personal Representative (or Executor) tasks click here: Personal Representative Checklist.  For a Checklist of Initial Task for the Successor Trustee, click here:  Successor Trustee Checklist.

Note #2:  If any documents are located in a safe deposit box, you should not enter the safe deposit box without first clearing that with a Miami Probate or Trust attorney.

This is a short list of initial documents usually needed for a Florida probate or trust administration.   After your initial consultation with a Miami probate or trust attorney, you will likely be requested to secure other documents.

Questions? If you have any questions contact a Miami probate attorney at Rarick & Beskin, P.A. at (305) 556-5209 or info@raricklaw.com.

Special Note

The information on this blog is of a general nature and is not intended to answer any individual’s legal questions. Do not rely on information presented herein to address your individual legal concerns. If you have a legal question about your individual facts and circumstances, you should consult an experienced Miami probate attorney. Your receipt of information from this website or blog does not create an attorney-client relationship and the legal privileges inherent therein.

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