Losing a loved one is never easy. On top of the emotional toll, you also need to handle the legal and financial matters tied to their estate. This guide covers the key steps to take after a death, especially if the estate is in Fort Lauderdale or nearby Broward County.
Begin by addressing immediate tasks
Losing someone close to you is never easy, but taking care of a few important tasks early can help reduce stress and confusion in the days that follow.
- Gather key documents: Locate the will, any prepaid funeral plans and request multiple certified copies of the death certificate
- Notify family: Let close relatives and key contacts know about the death
- Secure the home: Make sure the property is locked and valuables are protected
- Confirm funeral arrangements: Finalize plans and contact the funeral provider if not already done
These early steps lay the groundwork for managing the legal and financial matters that come next. Once you complete these steps, your next focus is on managing the estate and understanding the legal process.
Do you need probate?
In Florida, probate is usually required to transfer property that was only in the deceased person’s name. This may include real estate, vehicles or accounts without a beneficiary. The court handles the probate process, settles debts and divides assets according to the will. If there’s no will, Florida law determines how to distribute the deceased’s assets.
Whether probate is necessary depends on the estate and whether a will exists.
What happens if there’s no will?
If a valid will exists, it names a personal representative to manage the estate. If not, the court appoints someone, usually a close relative, to take over. That person then takes on all legal and financial duties related to the estate.
Knowing who this person is helps clarify who will manage the process.
What does a personal representative do?
The personal representative collects assets, notifies creditors, pays off debts and distributes property to the rightful heirs. The law requires the representative to follow detailed steps. It may take several months and require clear and accurate records.
Along with these duties, you must also handle several important tasks to keep the process moving.
Common legal and financial tasks
You must complete several important tasks when managing an estate in Florida. After a death, you may need to:
- Close or transfer bank accounts and credit cards: Based on ownership and beneficiaries
- Pay outstanding debts: Such as utilities and loans
- Transfer titles for real estate and vehicles: According to the will or state law
- Notify government agencies: Including Social Security and Medicare
- File final tax returns: For income or estate taxes if required
- Contact insurance and retirement providers: To initiate claims or transfers
- Distribute personal property: According to the will or inheritance rules
- Keep accurate records: For all estate transactions and communications
If you complete these tasks carefully, you’ll stay compliant with Florida law.
You may need legal help to prevent mistakes or delays.
When to contact a Fort Lauderdale probate attorney
Florida probate rules can be complicated. If your loved one lived or owned property in Broward County, a local probate lawyer can help you handle the estate. They can explain what’s required of you, help you file everything on time and handle any issues that arise.
You don’t have to manage the estate process by yourself. You can consult with a local probate lawyer, as they can give you confidence and support during this difficult time.
