Saturday, 5 July 2014

If an individual who has passed, had both a last will and Testament and a later dated document declaring her worldly possessions have been p...

Question

If an individual who has passed, had both a last will and Testament and a later dated document declaring her worldly possessions have been placed in a trust and then subsequently there is a second amendment to that trust what documents are required to be filed with the state of Florida after the individual's death.



Answer

The Will always needs to be filed with the county Probate Court. If there is a Trust, then a Notice of Trust needs to be filed too along with the filing fee.



Answer

And of course, the death certificate would be nice.



Answer

If the trust was fully funded, there is no need for probate of the will, since there would be no assets to distribute.



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