Legal Question in Wills and Trusts in Florida

My mother recently died in Tennessee. I was the executor of the will. All my mother's funds were in CD's and a checking account with the individual heirs listed on each CD as beneficiary. The checking account had her name and my name on it. One of the heirs who lives in Florida has asked for an accounting of the will with each heir listed and the funds each received. My attorney here in TN told me that I was not required to provide that information since that is each one's personal information. There was no property involved and did not go to probate. This particular heir told me that an accounting of the will is required in the state of Florida and each heir has to sign it so that everyone will know what each heir received. Is this true?


Asked on 8/14/13, 11:26 am

3 Answers from Attorneys
Joseph Justice The Justice Law Firm

there is no requirement for accounting in Florida if no probate proceedings were initiated. Tennessee law will control this situation so you should follow the advice of the lawyer in TN. It sounds like they are mistakenly looking at florida laws related to formal administration of an estate.

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Answered on 8/14/13, 11:41 am
Dean Bress Bress Law Firm

Mr. Justice's answer is absolutely correct; I need not say more.

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Answered on 8/14/13, 1:07 pm
Barry Stein De Cardenas, Freixas, Stein & Zachary

All correct. Follow advice of your attorney.

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Answered on 8/14/13, 1:10 pm


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