Legal Question in Wills and Trusts in Florida

Entitlements on Joint Accounts

If there is a will which states that all monetary, personal property and assets are to be lumped together and distributed equally upon someones death, do accounts listed with the deceased name along with other names listed as JTWROS go into the ''lump'' or is that account divided only among the names listed on it?


Asked on 2/29/04, 2:57 pm

2 Answers from Attorneys
Douglas R. Coenson, Esq.

Re: Entitlements on Joint Accounts

Accounts and property titled as JTWROS (Joint Tenancy with Right of Survivorship) do not go through probate and supercedes any gift the will attempts to make regarding that account/property.

Should you have further questions, please do not hesitate to contact me via email or phone.

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Answered on 2/29/04, 7:47 pm
David Slater David P. Slater, Esq.

Re: Entitlements on Joint Accounts

Joint accounts with right of survivorship are not part of the estate.

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Answered on 2/29/04, 3:32 pm


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