Legal Question in Wills and Trusts in Florida

Mutual Funds

If the owners of a Mutual Fund are listed as : *decedent*, and *heir*, and *heir*, as opposed to *In Trust For* is any portion of the proceeds part of a Florida estate?(Subject to probate)

Asked on 7/11/08, 9:30 pm

1 Answer from Attorneys

Alicia Santana Torres Santana Torres Law Offices, PL
0 users found helpful
0 attorneys agreed

Re: Mutual Funds

No, but the real issues is what does the fund company require?? Will they transfer title to the heirs without a court order? They should only require a death certificate, but if they require more you will have to do it to get to the asset.

Read more
7/11/08, 10:03 pm

Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in Florida

Looking for something else?

Get Free Legal Advice

88099 active attorneys ready to answer your legal questions today.

Probate, Trusts, Wills & Estates Legal Forms

Browse and download our attorney-prepared and up-to-date legal forms from $4.99

Find a Legal Form

Featured Attorneys

Anthony RoachLaw Office of Anthony A. RoachChatsworth, CA
Terry A. NelsonNelson & LawlessRiverside, San Bernardino, CA
Phillip D. Wheeler, Esq.Phillip D. Wheeler, Attorney At LawMorro Bay, CA
Find An Attorney

Are you an Attorney?

Earn additional revenue and grow your business. Join LawGuru Now