Who are you acting as executor for?
As an executor (personal representative under Florida law), your responsibility is to settle your loved one’s estate by distributing assets as directed in the Will, or as required under Florida law if there was no Will, and in accordance with all other applicable tax or regulatory requirements.
Did the decedent live in Florida?
If No, did the decedent own real property or other assets located in Florida?
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Have you located the most current Will?
The decedent may have executed several Wills during his or her lifetime. You should ensure the Will you have is the most recent.
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If the decedent had a Will, are you the primary or back-up executor/personal representative nominated in the Will?
Do you live in Florida?
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Do the estate beneficiaries generally agree with regards to administering the estate?
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Does the Estate contain any real estate?
The estate consists of assets that were in the decedent’s name alone as of his or her date of death. Do not list assets that have a living beneficiary designated, such as life insurance policies or retirement accounts, or that are jointly-owned and can be accessed by the co-owner.
If answer is No or I don't know, please skip to the next page.
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Does the estate contain any liquid assets?
If answer is No or I don't know, please skip to the next page.Deselect Answer
Does the estate contain any personal assets?
If answer is No or I don't know, please skip to the next page.Deselect Answer
Does the estate contain any other assets?
If answer is No or I don't know, please skip to the next page.Deselect Answer
Did the decedent have any debts?
If answer is No or I don't know, please skip to the next page.Deselect Answer
Have you identified any beneficiaries who:
Beneficiaries are individuals, entities or organizations who will receive distributions under the terms of the Will or Florida law, if the decedent passed away without a Will.
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Are there any beneficiaries you believe will make the estate settlement process difficult?
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