Legal Question in Wills and Trusts in Florida

Everthing held in joint accounts; Probate needed?

My mother recently passed away. My name is on all the bank accounts - savings and checking (has been for at least 1 year before her death). I am the named beneficiary of her IRA. She recently signed a quit claim deed on the house she owns over to me (with a life estate). There are no other property or monetary assets. The total value of all assets is less than $1M. Is probate necessary? Or do the account and real property automatically transition over to me?


Asked on 11/30/06, 4:27 pm

1 Answer from Attorneys
David Slater David P. Slater, Esq.

Re: Everthing held in joint accounts; Probate needed?

Probate is not necessary. Suggest you rename all assets into your name alone. All you will need is a death certificate. Good luck.

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Answered on 12/02/06, 7:15 am


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