Florida Intestacy – What You Need to Know | Florida Probate Attorney (2024)

Florida Intestate Succession Law

In simple terms, intestacyis the condition of the estate of a person who dies without a valid will stating how and to whom the estate assets must be distributed.

Florida intestacy may be either whole or partial. It is whole when a person did not leave a valid will or left a will that is not valid according to Florida succession law. On the other hand, intestacy is partial when a will exists but it only provides distribution instructions for part of the decedent’s assets. This may occur when the probate court determines that some portions of a will are not valid.

“Intestate property” is simply property that has not been disposed of by a valid Florida last will and testament. The law governing Florida intestacy works as a default mechanism to distribute any property that has not been properly devised by a will. These rules designate certain persons as heirs to intestate estates and specify how the shares must be distributed.

Per Stirpes – What does it mean in a Last Will?

In simple terms, per stirpes means “pass down to the heirs of the beneficiary if the beneficiary dies before the person who made the will.” In a more practical sense, for many people, per stirpes means in their Last Will that if their son or daughter predeceases them and leaves children of his/her own, those children (the grandchildren of the person who made the will) will take their deceased parent’s place and inherit what the parent would have inherited if he or she had not died.

“Per stirpes” is essentially a method of distributing assets of an estate. The basic concept behind it is that each descendant will be entitled to an equal share, and the share of a descendant who has passed away will be divided equally among his or her descendants.

Here is another example:

In a hypothetical case, a decedent had a son and a daughter. The daughter had two children and the son had one child. The decedent passes away leaving no will or dies without a surviving spouse.

If both the decedent’s son and the daughter are alive, the estate would be split equally between them and each will receive 50%.

However, if, for example, the daughter is dead at the time of the death of the decedent’s, then her two children will share their mother’s portion of the estate and each will receive 25% The decedent’s son still receives his 50%, while his only child receives nothing.

Now, if both the son and the daughter are dead at the time of the death of the decedent, then both of their shares will pass on to their children. The two children of the daughter will each receive 25%, which represents half of their mother’s 50%.; and the one child of the decedent’s son, the decedent’s grandchild, will receive the son’s whole share of 50%.

Rules of Florida Intestacy

When it comes to Florida intestacy, there are specific rules that apply and govern every case. These rules include:

  • The decedent’s surviving spouse will receive the entire estate if the decedent does not have surviving lineal descendants such as children, grandchildren, etc.
  • The decedent’s surviving spouse will also receive the whole estate if the decedent has lineal descendants that are also the surviving spouse’s descendants and neither the surviving spouse nor the decedent has any other children.
  • If the decedent has a surviving spouse and lineal descendants that are not also descendants of the spouse, then the spouse will be entitled to one half of the decedent’s estate, and the lineal descendants share the other half, per stirpes.
  • If there are lineal descendants but there is no surviving spouse, then the estate will be divided among the lineal descendants.
  • If there are no lineal descendants and no surviving spouse, then the estate will pass to lineal “ascendants” such as parents, or grandparents; and any collateral relatives such as siblings, uncles, aunts, etc. This means that if the decedent’s parents are alive they will be entitled to the whole estate. However, if the decedent’s parents are not alive, then the estate will pass to the decedent’s brothers and sisters and their lineal descendants, per stirpes.
  • In cases where none of the above heirs survive, the estate will pass to the heirs of the decedent’s grandparents, per stirpes; one half of the estate going to the decedent’s relatives on the maternal side and one half going to the decedent’s relatives on the paternal side.

Jurado & Associates, P.A.– Succession Law Experts

When it comes to Florida Succession Law, cases should not be dealt with without legal guidance, assistance, and representation. This is why, when one of your loved ones dies, even though it is a difficult time and the last thing anyone would want to do is worry about legal matters, hiring a Florida Probate Lawyer is the first step that needs to be taken towards ensuring that the decedent’s estate assets are distributed properly and in compliance with Florida Law.

At Jurado & Associates, P.A., you will find the right lawyer for your intestacy case.

To get in touch with us, learn more about our probate services, and schedule an initial consultation, call us (305) 921-0976 or email Romy@juradolawfirm.com.

Florida Intestacy – What You Need to Know | Florida Probate Attorney (2024)

FAQs

Florida Intestacy – What You Need to Know | Florida Probate Attorney? ›

In Florida, one of the most important things to remember is that state laws dictate that you hire an attorney, in almost all cases. Beyond that, the biggest difference between an estate with a valid will and one without is the way that inheritance is handled.

Do you need a probate lawyer if there is no will in Florida? ›

In Florida, one of the most important things to remember is that state laws dictate that you hire an attorney, in almost all cases. Beyond that, the biggest difference between an estate with a valid will and one without is the way that inheritance is handled.

How long does intestate probate take in Florida? ›

However, the following is the average time of the probate process in Florida: Up to three months for simple estates. Up to one year for standard formal administrations. Two or more years for complex and litigated estates.

What assets do not pass through probate in Florida? ›

Assets Exempt From Probate
  • I. Any Assets in Revocable Trusts.
  • II. Assets with Designated Beneficiaries.
  • III. Joint Accounts.
  • IV. Tenancy by Entireties.
  • V. Homestead Properties.
  • VI. Vehicles.
  • VII. Assets in the Decedent's Primary Residence.
  • VIII. Tuition Programs.
Dec 18, 2023

How much does a probate lawyer cost in Florida? ›

$1,500 for estates worth $40,000 or less. $2,500 for estates between $40,000 and $70,000. $3,000 for estates between $70,000 and $100,000. Three percent of the estate value for estates between $100,000 and $900,000.

How much does an estate have to be worth to go to probate in Florida? ›

Florida law requires formal probate proceedings for any estate worth more than $75,000. If the estate is worth less than $75,000, or if the person has been deceased for over two years, it may qualify for a shorter version of probate called Summary Administration.

Does probate notify beneficiaries in Florida? ›

In Florida, the personal representative of a deceased person's estate is required to issue an official Notice of Administration to all beneficiaries.

Who gets paid first probate in Florida? ›

Priority 1: Expenses related to estate administration. The personal representative must pay the fees associated with administering the estate before paying any other debt. This includes his (or her) own commission as well as attorneys fees and attorneys.

How long after probate can funds be distributed in Florida? ›

Due to this requirement, formal probates at a minimum will remain open for approximately 4 months, but on average most probates will stay open anywhere from 7-9 months. Probate assets should never be distributed before the creditor period has expired and all creditor claims have been dealt with appropriately.

Can a bank release funds without probate in Florida? ›

Named Beneficiary: Bank accounts with named beneficiaries can skip the probate process. If the account owner designated a beneficiary when opening the account, the assets will be directly transferred to the named beneficiary upon the owner's passing, bypassing probate.

Which of the following assets do not go through probate? ›

Protect your assets - update your estate plan today

Luckily, there are solutions. First and foremost, there are a number of asset types that typically do not pass through probate. This includes life insurance policies, bank accounts, and investment or retirement accounts that require you to name a beneficiary.

Does a car have to go through probate in Florida? ›

If there was no will, Florida Statute 319.28 states, in brief, that a Florida probate court order is not necessary for the certification of a title, if – the surviving spouse and heirs amicably agree upon it.

Do I need a lawyer for Florida probate? ›

ALTHOUGH YOU ARE NOT REQUIRED TO HAVE AN ATTORNEY FOR CERTAIN PROBATE PROCEEDINGS, ONLY AN ATTORNEY CAN GIVE LEGAL ADVICE. IF YOU CHOOSE TO PROCEED WITHOUT AN ATTORNEY, AT ANY TIME IN YOUR CASE YOU MAY OPT TO HIRE ONE.

Is probate difficult in Florida? ›

The probate process in Florida can be complex, often requiring court appearances, paperwork, and various legal steps to ensure a decedent's estate is settled in accordance with their wishes and state law. Two main types of probate exist in Florida: Summary Administration and Formal Administration.

What is the average time for probate in Florida? ›

Florida probate options and how long they take

Under formal administration, all the steps of the process are court-supervised and it takes a minimum of six months, but most commonly takes 18 months. Summary administration is a faster probate path, with fewer steps and less court supervision.

What happens if you don't probate a will in Florida? ›

In Florida, probate is handled by the circuit court in the county where the deceased person resided. If there is no will, or if the will is not valid, the estate will be distributed according to Florida's intestacy laws. If probate is not filed, the probate court will not distribute the assets of the estate.

Does Florida have mandatory probate? ›

If property, bank accounts, insurance policies, annuities, 401K plans, and all assets have beneficiaries or joint owners, probate is unnecessary. However, without a will or trust all assets must pass through probate court if no beneficiary or joint owner is named.

What is the order of inheritance without a will in Florida? ›

Who Gets What in Florida?
If you die with:here's what happens:
children but no spousechildren inherit everything
spouse but no descendantsspouse inherits everything
spouse and descendants from you and that spouse, and the spouse has no other descendantsspouse inherits everything
4 more rows

What happens to a bank account when someone dies without a will in Florida? ›

If someone dies without a will in Florida, their bank account will be subject to the state's intestacy laws. The funds in the account will be distributed to the heirs according to the state's laws. This seldom happens according to the decedent's or the family's wishes.

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