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.

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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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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.

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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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