Legal Question in Wills and Trusts in Florida

Ending Probate with a Living Trust

All probatable items have poured over to the living trust but the judge wants a waiver that all the money has been distributed to close the probate. This can not be done as the main house that is in the trust needs to be sold first and the second house which poured over to the trust is desired by one of the beneficiaries. How do we satisfy the judge and end the probate.


Asked on 9/06/07, 8:46 pm

3 Answers from Attorneys

Scott R. Jay Law Offices of Scott R. Jay

Re: Ending Probate with a Living Trust

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.

You need to consult your attorney who is handling the estate. It sounds like the judge has made it clear that the house must be sold before the probate can be closed. The judge is the judge and whatever the judge requires must be done if you want to close your file.

Scott R. Jay, Esq.

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Answered on 9/07/07, 12:37 am

Re: Ending Probate with a Living Trust

Whatever has been "poured-over" into the trust is not now in the estate. That means that the trustee of the trust (a beneficiary of the estate) will be able to issue a waiver, acknowledging that the assets have been received by the trust.

With waivers from the other beneficiaries of the estate (not the trust), you should then be able to close the estate.

This answer is assuming that the estate/trust is subject to Illinois law. (It is unclear whether you are asking about Illinois or Florida law and the answer may be different according to Florida law.)

Good luck to you.

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Answered on 9/07/07, 8:08 am
David Slater David P. Slater, Esq.

Re: Ending Probate with a Living Trust

Ms Trostin is correct and you may be miscontruing the judges requirements.

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Answered on 9/07/07, 9:43 am


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