If my mother died, must I contact an attorney?

She had no property or money in her name only. Everything was joint or TOD or in an

irrevocable Trust.

Asked on May 13, 2016 under Estate Planning, Florida

Answers:

M.D., Member, California and New York Bar / FreeAdvice Contributing Attorney

Answered 4 years ago | Contributor

There is no need to contact an attorney or even the probate court since your mother's assets will pass directly to the named beneficiaries of these accounts. Even if she had some assets of modest value, you could avoid formal probate by complying with her states preocedures for small estates.

S.L,. Member, California Bar / FreeAdvice Contributing Attorney

Answered 4 years ago | Contributor

Sorry to hear about your mother.
There is no requirement that you contact an attorney.  From your description of her estate, it would appear that the issues can be handled without an attorney and that assets can be transferred to the designated beneficiaries.
 


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