Legal Question in Wills and Trusts in Florida

Death of family member with no will, but cash on hand.

My great aunt passed away yesterday. She has a child with Down Syndrome who is completely dependant on her care. My aunt did not belive in banks so she had cash stashed away in her home. The cash amount is around $100,000.00. My mother is the closest living relative. She received a call from a social worker and the police department saying that she needed to make funeral arrangements and arrangments for my cousins care. My cousin is 55 and unable to care for herself. Where do we begin and what happens to the assests?


Asked on 12/13/05, 5:28 pm

1 Answer from Attorneys

Scott R. Jay Law Offices of Scott R. Jay

Re: Death of family member with no will, but cash on hand.

NOTE: This communication is not intended as and should not be interpreted as legal advice. Rather, it is intended solely as a general discussion of legal principles. You should not rely on or take action based on this communication without first presenting ALL relevant details to a competent attorney in your jurisdiction and then receiving the attorney's individualized advice for you. By reading the "Response" to your question or comment, you agree that the opinion expressed is not intended to, nor does it, create any attorney-client relationship, nor does it constitute legal advice to any person reviewing such information, nor will it be considered an attorney-client privileged communication. If you do not agree, then stop right here, and do not read any further.

From the limited information you provided, it would seem that someone will need to step forward and set up a guardianship for your cousin. A petition must be filed with the Court who will then appoint a committee to review the matter consisting of two doctors and a lay person. In addition, an attorney will be appointed to represent the interests of the alleged incompetent.

If the Court rules that your cousin is incompetent, the Court will then name someone (presumably the person who filed the Petition) as the Guardian to oversee the affairs of your cousin. The Guardian will have to file annual reports with the Court and only spend monies of your cousin with the approval of the Court.

You may also need to file a probate for the Estate of your aunt.

The filing of a guardianship is a complicated procedure and representation by an attorney is generally required. I strongly suggest that you consult a competent attorney to review the specifics of your cousin's situation.

Scott R. Jay, Esq.

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Answered on 12/14/05, 12:31 am


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