As part of your comprehensive Florida estate plan, you will have to create a last will and testament in which you choose an executor to manage your estate throughout the probate process. While choosing the right person to serve in this role is essential, there are some additional steps you can take to make sure the executor gets started on the right foot. Taking these easy steps is something that will greatly assist in the estate settlement process.
Keeping your will safe.
Your executor will have to find your will and submit it to a Florida probate court after you die. In some situations, finding the will becomes too difficult a task because the person who made it never tells the executor where it is. To avoid the practical problem of having to spend a lot of time searching for this important document, simply tell your executor where you intend to keep the will and make sure you keep it in a safe place.
Give additional instruction.
After writing your will you should talk to your estate planning lawyer about creating a letter of instruction. Though not legally binding, letters of instruction help your executor because they fill in the important details you will leave out.
For example, your letter can include details about what kind of property you own and where it is located, important people who might have documents the executor needs to access, as well as other more mundane details that people don’t usually include in a last will and testament.