Legal Question in Wills and Trusts in Florida

If you're in a probate, Does the PR have to list all the joint accounts with them and the decedent or not? They admit they are only on the Joint account to help if needed, that the accounts were the decedents only and they made no decisions for the money.


Asked on 10/14/14, 3:38 am

1 Answer from Attorneys
Barry Stein De Cardenas, Freixas, Stein & Zachary

Joint accounts by survivorship are not included in a probate estate. Joint tenants in common, the decedent's share would be included in the probate estate. The transfer by survivorship occurred upon death.

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Answered on 10/14/14, 2:19 pm


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