Ancillary Probate in Florida

Dealing with ancillary probate in Florida can be challenging for personal representatives. Ancillary probate is required when a non-resident of Florida dies owning assets in the state. It is an additional process to the domiciliary proceeding that takes place in the decedent’s state or country of residence. So, who is the personal representative?

Who Can Serve as the Personal Representative in an Ancillary Probate Case in Florida?

The personal representative is the person or entity that is authorized by the court to administer the Florida assets. 

The personal representative has the duty and responsibility to collect and protect the assets, pay the estate’s debts and taxes, and distribute the assets to the beneficiaries or heirs according to the decedent’s will or the law, if there is no will. 

In addition, the personal representative must file reports and accountings with the court and keep the interested parties informed of the progress of the administration.

In ancillary probate in Florida, the personal representative can be either the same person who served as the personal representative in the main probate proceeding (if he/she qualifies) or someone else. 

The choice depends on several factors, such as the terms of the will, the preferences of the beneficiaries or heirs, and the qualifications of the candidates.

If the decedent had a valid will that specifically designated a personal representative to administer the Florida property, that person or entity has the first right to serve as the personal representative in ancillary probate in Florida.

If the person or entity designated by the will is unable or unwilling to serve, the successor personal representative nominated by the will or by a power conferred by the will has the next right to serve. 

If there is no such successor, the person selected by the beneficiaries or heirs has the next right to serve. If there is no such selection, the probate court can appoint any capable person as the personal representative.

If the decedent did not have a valid will, the surviving spouse of the decedent has the first right to serve as the personal representative. 

If there is no surviving spouse, or if the spouse is unable or unwilling to serve, the person selected by the heirs has the next right to serve. If there is no such selection, the heir nearest in degree, or the best-qualified heir as selected by the court, has the next right to serve. If there is no such heir, the court can appoint any capable person as the personal representative.

However, to be a personal representative, an individual must be at least 18 years old, of sound mind, and not convicted of a felony.

Being a Personal Representative During Ancillary Probate in Florida Is Easy When You Work with Experts

Ancillary probate can be a complicated and time-consuming process. That is why you need the assistance of a qualified and experienced Florida probate attorney who can guide you through the process.

At Jurado & Associates, P.A., we have the knowledge and expertise to handle any case involving ancillary probate in Florida, no matter how complex.

If you have been appointed as the personal representative in an ancillary probate case, we can help you:

  • Prepare and file the necessary documents and forms with the Florida probate court
  • Locate and value the Florida assets
  • Pay the estate’s debts and taxes
  • Transfer the Florida property to the beneficiaries or heirs
  • Prepare and file the final reports and accountings with the Florida probate court
  • Close the estate

If you need help with ancillary probate in Florida, do not hesitate to contact us today.

You can reach us by phone at (305) 921-0976, by email at [email protected], or by WhatsApp at +1 (305) 921-0976. 

Do not let ancillary probate become a burden or a hassle for you and your family. Let us take care of it for you.

Business and Immigration Lawyer for Entrepreneurs, Start-ups, Small Businesses and Foreign Investors. Romy Jurado grew up with the business dream of becoming a lawyer and starting her own business. And today, she is living proof that dreams really do come true. As the founder of Jurado & Associates, PA, a specialty business, real estate, and immigration law firm, Romy's practice focuses primarily on domestic and international business transactions, with a strong emphasis on company formation, stock sales, and assets, contract drafting, and business immigration. In 2011, Romy earned her Juris Doctor degree from Florida International University School of Law. She is fluent in two languages ​​(English and Spanish) and is the proud author of Starting a Business in the US as a Foreigner, an online business guide. Call 305-921-0976, email [email protected] or WhatsApp +13053968094 for a consultation.

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Ancillary Probate in Florida

Tratar con sucesiones auxiliares en Florida puede ser un desafío para los representantes personales. Se requiere una sucesión auxiliar cuando un no residente de Florida muere siendo propietario de activos en el estado. Es un proceso adicional al procedimiento domiciliario que se lleva a cabo en el estado o país de residencia del causante. Entonces ¿quién es el representante personal?

¿Quién puede actuar como representante personal en un caso sucesorio auxiliar en Florida?

El representante personal es la persona o entidad autorizada por el tribunal para administrar los activos de Florida.

El representante personal tiene el deber y la responsabilidad de cobrar y proteger los bienes, pagar las deudas e impuestos del patrimonio y distribuir los bienes a los beneficiarios o herederos de acuerdo con el testamento del difunto o la ley, si no hay testamento.

Además, el representante personal deberá presentar informes y cuentas ante el tribunal y mantener informados a los interesados sobre la marcha de la administración.

En la sucesión auxiliar en Florida, el representante personal puede ser la misma persona que actuó como representante personal en el procedimiento sucesorio principal (si califica) o alguien más.

La elección depende de varios factores, como los términos del testamento, las preferencias de los beneficiarios o herederos y las calificaciones de los candidatos.

Si el difunto tenía un testamento válido que designaba específicamente a un representante personal para administrar la propiedad de Florida, esa persona o entidad tiene el primer derecho a actuar como representante personal en la sucesión auxiliar en Florida.

Si la persona o entidad designada por el testamento no puede o no quiere servir, el representante personal sucesor designado por el testamento o por un poder conferido por el testamento tiene el siguiente derecho a servir.

Si no existe tal sucesor, la persona elegida por los beneficiarios o herederos tiene el siguiente derecho a servir. Si no existe tal selección, el tribunal sucesorio puede nombrar a cualquier persona capaz como representante personal.

Si el difunto no tenía un testamento válido, el cónyuge sobreviviente del difunto tiene el primer derecho a actuar como representante personal.

Si no hay cónyuge sobreviviente, o si el cónyuge no puede o no quiere servir, la persona seleccionada por los herederos tiene el siguiente derecho a servir. Si no existe tal selección, el heredero más cercano en grado, o el heredero mejor calificado seleccionado por el tribunal, tiene el siguiente derecho a servir. Si no existe tal heredero, el tribunal puede nombrar a cualquier persona capaz como representante personal.

Sin embargo, para ser un representante personal, una persona debe tener al menos 18 años, estar en su sano juicio y no estar condenado por ningún delito grave.

Ser un representante personal durante la legalización auxiliar en Florida es fácil cuando se trabaja con expertos

La legalización auxiliar puede ser un proceso complicado y que requiere mucho tiempo. Es por eso que necesita la asistencia de un abogado sucesorio de Florida calificado y con experiencia que pueda guiarlo a través del proceso.

En Jurado & Associates, P.A., tenemos el conocimiento y la experiencia para manejar cualquier caso que involucre sucesiones auxiliares en Florida, sin importar cuán complejo sea.

Si ha sido designado representante personal en un caso sucesorio auxiliar, podemos ayudarlo a:

• Preparar y presentar los documentos y formularios necesarios ante el tribunal testamentario de Florida.

• Localizar y valorar los activos de Florida

• Pagar las deudas y los impuestos del patrimonio.

• Transferir la propiedad de Florida a los beneficiarios o herederos

• Preparar y presentar los informes y contabilidades finales ante el tribunal sucesorio de Florida.

• Cerrar la finca

Si necesita ayuda con la sucesión auxiliar en Florida, no dude en contactarnos hoy.

Puede comunicarse con nosotros por teléfono al (305) 921-0976, por correo electrónico a [email protected] o por WhatsApp al +1 (305) 921-0976.

No permita que la sucesión auxiliar se convierta en una carga o una molestia para usted y su familia. Déjanos encargarnos de ello por ti.

Business and Immigration Lawyer for Entrepreneurs, Start-ups, Small Businesses and Foreign Investors. Romy Jurado grew up with the business dream of becoming a lawyer and starting her own business. And today, she is living proof that dreams really do come true. As the founder of Jurado & Associates, PA, a specialty business, real estate, and immigration law firm, Romy's practice focuses primarily on domestic and international business transactions, with a strong emphasis on company formation, stock sales, and assets, contract drafting, and business immigration. In 2011, Romy earned her Juris Doctor degree from Florida International University School of Law. She is fluent in two languages ​​(English and Spanish) and is the proud author of Starting a Business in the US as a Foreigner, an online business guide. Call 305-921-0976, email [email protected] or WhatsApp +13053968094 for a consultation.

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