Categories for Wills & Trusts


How To Create A Revocable Living Trust In Florida

May 8, 2024

A revocable living trust is a valuable estate planning tool that allows you to transfer your assets to your beneficiaries while maintaining control over them during your lifetime. Creating a revocable living trust in Florida is a relatively straightforward process, but it is essential to work with a knowledgeable Florida lawyer to ensure that your trust is properly drafted and executed. In this blog post, we will guide you through the steps involved in creating a revocable living trust in Florida, highlighting the key considerations you need to keep in mind. Choosing a Florida Lawyer for Your Living Revocable Trust... View Article

What Does An Executor Of An Estate Need For The Insurance Company?

October 31, 2023

Being named as the executor of someone’s estate is a significant responsibility. An executor is responsible for managing the deceased person’s assets, including distributing them to the beneficiaries according to the will. One important aspect of this role is dealing with the insurance company. The executor must gather all necessary information and documents to ensure a smooth and efficient claims process. In this blog post, we will discuss what the executor of an estate needs when dealing with the insurance company. 1. Death Certificate: The first document that the executor of an estate needs to obtain is the death certificate.... View Article

How Can I Access A Deceased Family Member’s Bank Accounts?

May 2, 2023

How Can I Access A Deceased Family Member’s Bank Accounts? Nearly everyone has digital assets today, and they often continue to exist even after death. If you’re managing a loved one’s estate, you may be wondering how to access and close their online accounts, from email to social media to subscriptions. Depending on the account, there are different requirements for accessing it. These include providing a certified copy of the death certificate and sometimes other documentation as well. Digital Assets Digital assets can include everything from your email and social media accounts to subscriptions, e-books and even web domain names. These... View Article

What Laws Protect A Trust From A Trustee?

April 25, 2023

What Laws Protect A Trust From A Trustee? As a trust beneficiary, you may feel that you are at the mercy of the trustee. After all, you have no real way to force a trustee to act in your best interest or to stop them from mismanaging the trust funds. However, you may be happy to know that there are certain legal protections that can help prevent a trustee from doing things that are bad for the beneficiaries. Right To Payment The trustee of an irrevocable trust must comply with the terms of the trust document. This means distributing money... View Article

How To Remove A Beneficiary From A Trust

March 21, 2023

How To Remove A Beneficiary From A Trust Trustees have certain powers and duties in order to ensure that their responsibilities to the trust and its beneficiaries are met. While the trustee has broad control over the trust’s assets, it is often advisable for them to meet with beneficiaries before making decisions regarding distributions. This can help avoid situations in which beneficiaries feel forced to sell real estate they want to inherit because the trustee feels it is a good way to meet distributions. The Powers And Duties Of A Trustee A trustee has a number of powers granted to them... View Article

Rubén J. Padrón, PA
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