Legal Question in Wills and Trusts in Florida
As an heir in a will ?
As heir to a will. How can I get a list ot the total assets of the will and Information about activity involved in bringing the will to term including all cost incured and therefore deduted from the original amount. For example the excutor just told me that it was necessary to cash in some securities but not which securities there dollar value or exactly what the money was being used for. Why would only small portions of the liquid assets be released at one time? My budget is tight Is it necessary for me to hire a lawyer?
1 Answer from Attorneys
Re: As an heir in a will ?
From your inquiry, it isn't clear where the will has been filed. In Fl the last will must be filed within 45 days of date of death. Then a Petition For Administration to admit the will and appoint a Personal Representative (in NY an executor would be appointed). Therefore, you may contact the Clerk of the Court in the county of residence of the deceased to review the last will, the inventory of estate property, and other probate information. As an heir you have a right to obtain information and receive notice regarding probate: inventory, distribution, accounting of income and expenses, etc. You don't need an attorney to obtain such information; however, you will need an attorney to initiate legal action asserting your rights as an heir if it appears the executor is not administering the estate consistent with the will and state probate law.
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