Legal Question in Wills and Trusts in Florida
I live in Illinois and am the sole individual listed on someone's last will and testament in Florida. For his IRAs and other baking / brokerage accounts, if he has no beneficiary listed, do any banking or IRA funds pass to me automatically just as his physical possessions?
Asked on 1/05/12, 10:50 am
2 Answers from Attorneys
If you are the beneficiary in their Will, and there are no beneficiaries listed on their accounts, then their assets will go through probate, and you will receive them as the beneficiary under the Will.
Answered on 1/05/12, 10:54 am
David Slater
David P. Slater, Esq.
No. A probate of the will must be filed in the county he lived in.
Answered on 1/05/12, 11:43 am
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