Treasure Coast Paralegal Services

 Services for Florida estates include, but are
 not limited to
, the following duties:

• Reviewing attorney’s notes from initial client interview and/or meeting directly with client for initial interview; review will provisions and report to attorney

• Prepare Petition for Administration and additional initial pleadings to open estate

• Keep track of all due dates for assigned estates

• Arrange publication of Notice to Creditors pursuant to Florida Statute

• Serve Notice of Administration upon beneficiaries and Notice to Creditors upon all "reasonably ascertainable creditors" as required by Florida law

• Assist client with all aspects of collecting asset information, closing accounts, etc.

• Marshal all assets of the Decedent

• Obtain federal tax identification number for estates and/or trusts

• Draft letters to beneficiaries, creditors, life insurance companies, banks, investment companies, etc.

• Determine date of death valuations of decedent's assets

• Meet with appraiser to appraise decedent's assets

• Assist beneficiaries in obtaining proceeds payable under life insurance policies; obtain IRS Forms 712 from life insurance companies

• Prepare Affidavit of Domicile, Form W-9 and other documents relative to stock transfers

• Assist with transfer of motor vehicle titles

• Assist with ancillary administration in other states where necessary

• Prepare draft of inventory for attorney review

• Draft Petition to Determine Homestead, Petition to Determine Exempt Property and Petition for Family Allowance when necessary

• Prepare list of creditor claims and provide copies of same to clients for review and determination of validity; draft objections to claims, as necessary

• Assist with gathering of information for preparation of Decedent's final tax returns and Estate Tax Returns (Federal and State); work with accountant to in preparation of required tax returns

• Draft Personal Representative's Deed transferring real property to beneficiaries

• Maintain and track estate checking account income and disbursements

• Draft Final Accounting or Full Waivers in lieu of accounting upon completion of administration

• Prepare and file all closing pleadings necessary to close estate

• Prepare Certificate of Trust, Acceptance of Trust and Trustee’s Inventory for testamentary trusts

• Prepare all other probate/administration pleadings, as necessary for proper administration