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Home >> About Kulas & Crawford >> Kulas & Crawford Stuart Florida Probate Resources

Kulas & Crawford Stuart Florida Probate Resources

Kulas & Crawford  Stuart  Florida Probate Resources

The death of someone close to you typically triggers a period of denial, grief, and other strong emotions. Consequently, the last thing you likely want to think about if you recently lost a family member or close loved one is the legal process that is required to settle the decedent’s estate. You may, however, need to think about the legalities involved in your loved one’s death if you were named as the Executor of the estate in the decedent’s Last Will and Testament. As the Executor, your loved one has put you in charge of the administration of his/her estate. If your loved ones died without a Will, you might still find yourself in charge of administering the estate if you volunteer to be the Personal Representative (PR). Retaining the services of an experienced estate planning attorney to assist you throughout the probate of the estate is the best way to ensure that the probate process runs smoothly and without errors. To get you started, however, the estate planning attorneys at Kulas & Crawford have compiled some commonly used probate resources for the Stuart, Florida area.      

Probate Basics for the Beginner

Probate is the legal process that is typically required after someone dies. Probate serves several important functions, including providing a legal framework within which the decedent’s assets are transferred to the new owners as well as ensuring that all creditors of the estate, including tax authorities, are paid.  The individual who oversees the probate of an estate is referred to as the Executor and is appointed by the decedent if a Last Will and Testament was executed prior to death. If the decedent died intestate, or without a Will, any competent adult may volunteer to be the “Personal Representative(PR) and oversee the probate of the estate. The duties and responsibilities of an Executor and Personal Representative are essentially the same and the generic term “Personal Representative” is frequently used to refer to either someone appointed in a Will or who volunteered for the position. In a testate estate, the terms of the Will dictate how the estate assets are distributed whereas in an intestate estate the Florida intestate succession laws govern the distribution of the decedent’s estate assets. For more general information on the probate process, the American Bar Association has a section entitled “The Probate Process” on its website that you may wish to read. The Florida Bar Association also offers several pamphlets relating to the probate process in the State of Florida and the Martin County Clerk’s Office has a “Probate FAQs” page on their website that may be helpful.

Court Resources

The probate of an estate is usually initiated in the county in which the decedent was a resident at the time of death. For example, if the decedent was a resident of Stuart, Florida at the time of death, the probate of the estate will be initiated in the 19th Judicial Circuit Court of Florida which has jurisdiction over Martin County probate matters. PRs must retain the services of an attorney to assist during the probate process in most cases.

Finding the Right Attorney

Finding the right probate attorney is important. A good place to start is with the American Academy of Estate Planning Attorneys website. The AAEPA is a national organization of attorneys who have chosen to focus their practice on legal issues related to wills, trusts, and estates. Membership in the AAEPA signifies that an attorney has proven experience in the areas of estate planning and/or elder law. In addition, the Florida Bar Find a Lawyer service may be able to help you find the right attorney.

Personal Representative Resources

The overall job of the Personal Representative is to oversee the estate of the decedent. To initiate that process you will need to file the appropriate petition along with along with the original copy of the decedent’s Last Will and Testament and a certified copy of the death certificate with the Nineteenth Judicial Circuit Court. You may obtain certified death certificates from the Florida Bureau of Vital Statistics. You will also likely need to conduct a thorough search to make sure you have identified all real property owned by the decedent. A good place to start is the website for the Martin County, Florida Property Appraiser where you can search county property records. As the PR you will also be responsible for notifying all creditors of the estate that probate is underway. Known creditors may be notified individually; however, for unknown creditors you must publish a notice in a local newspaper which may be accomplished by navigating to Florida Public Notices.com.

Does the Estate Owe Federal Gift and Estate Taxes?

Every taxpayer is potentially subject to federal gift and estate taxation at the time of their death. Therefore, as the PR of the estate, you may need to prepare and file a federal gift and estate tax return and pay any tax due to Uncle Sam using available estate assets. The Internal Revenue Service (IRS) website offers a general overview of the federal estate tax. They also have a “Frequently Asked Questions about Estate Tax” section that may be helpful. If it turns out that the estate does owe federal gift and estate taxes, any tax obligation due must be paid before any assets are transferred out of the estate.

Contact Us

For more information, or if you have specific questions or concerns regarding estate planning, or wish to get started on your plan, contact the experienced Stuart, Florida estate planning attorneys at Kulas & Crawford by calling (772) 398-0720 to schedule an appointment.

Kulas & Crawford

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We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

~L.G.K
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August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

~Joan C
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

~Mildred W
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

~Leo C
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

~Krissy L
Client Review
August 25, 2020
    

Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

~Janice M
Client Review
August 25, 2020
    

"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

Krissy L.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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