[MX rider]

Just checking to see if anyone has dealt with this before I call an attorney. Thanks

[dewilson58]

Possibly.

Sorry, best answer available.
I'm from the Midwest and there were enough differences, we did a new will and trust document.
Probate in Florida is a pain.

For a few dollars, contact an experienced Florida attorney and make your own decision.

Good Luck.

[ElDiabloJoe]

I suggest this video from local and excellent firm, Pittman Law Office. It's less than 5 minutes long. Compare that to 50 minutes for the average Newcomers video.
https://www.youtube.com/watch?v=ahwjL3QGg4w
In fact, after watching the short video, I recommend highly that you click on the link just under the video that says "Pittman Law Office" and then click on the tab below her photo and name (there's 5 tabs, Home, Videos, Shorts, Playlists, and Posts) and click on the one that says "Videos."

A goldmine of current, relevant, local, and best of all FREE information yours for the plundering.

[Taltarzac725]

https://www.bressler.com/publication...Not-Whats-Next


This is helpful.

[HappyTraveler]

Originally Posted by ElDiabloJoe

I suggest this video from local and excellent firm, Pittman Law Office.
https://www.youtube.com/watch?v=ahwjL3QGg4w
A goldmine of current, relevant, local, and best of all FREE information yours for the plundering.

I watched about half of it and will get back to it later when I begin working on those things. But, a VERY IMPORTANT point she mentioned that people don't consider enough is....just because you fully-created your plan and documents many years ago doesn't mean that some things may have changed in the interim that should cause you to take a good look at those plans again.

She "goes there" when she mentions that shifting family dynamics are a big reason why people make revisions to their will or other documents. My mother should have done that. She did the old-fashioned thing, 30 years prior, of giving my oldest brother ALL the legal authority (POA, healthcare POA, estate executor, etc.) That is a very bad move.

If that person is slack in their efforts or seems incompetent or gives reason to cause suspicion or doesn't provide important info to other family members (happens all the time, folks) -- guess what? The other family members are going to have to get a lawyer to deal with it and maybe go to court. ALL the power being given to one person is a very precarious thing to do.

Not to mention, it's too much work for one person! If the elderly parent is living in a facility (pay close attention to that!) and their finances and taxes need to be managed, their health watched over, etc. etc......too much for one person who also has their own life. Spread the responsibility and work around amongst two or three people - do that in writing and legally. Plenty of families fracture during those times because things weren't considered and set-up carefully enough. That can be mostly avoided with careful planning and appropriate legal designations.

I have plenty I could write about these matters related to the last 3 1/2 years of my mother's life. It is a cautionary tale, indeed.

[jrref]

Amy says different states have different rules so you can't assume. You need to go see her or any other attorney to know for sure.

[vintageogauge]

Probate in Florida is well over a year and can go to over 2 years. See Amy and let her tighten up everything for you.

[oldtimes]

The laws in Florida are very different, we needed to have our plans updated to conform.

[Keninches]

Originally Posted by oldtimes

The laws in Florida are very different, we needed to have our plans updated to conform.

Need to have a Trust. It saves a lot of headaches for survivors. Will and Probate is not the way to go. Call an attorney.

[Jimmay]

In short no

[bowlingal]

you need a new will. And get a trust. You don't want your estate to go into probate.

[Djgeisel]

Originally Posted by MX rider

Just checking to see if anyone has dealt with this before I call an attorney. Thanks

We had to get a lady bird deed for our property to be put into our trust from Michigan.

[KenLee100]

Originally Posted by MX rider

Just checking to see if anyone has dealt with this before I call an attorney. Thanks

We were told that Florida is its own animal. Why chance it for $500-750?
Have it reviewed by a Florida Attorney.

[Sully2023]

Originally Posted by MX rider

Just checking to see if anyone has dealt with this before I call an attorney. Thanks

Check out the free seminars offered by Pittman law firm. They will tell you. My trust had to be redone for a small fee and it included all the other documents as well.

No harm in getting educated.

[Taltarzac725]

My parents got a will done a while ago here in Florida and my older brother had another lawyer also in the Villages check it out. We still need to check in every so often as well with the more recently hired lawyer as things change.