After a loved one dies, family members may be unsure who has authority to act, what documents matter, and whether court involvement is required. Probate questions can be practical, emotional, and time-sensitive. This article is general information only.
First questions families often ask
- Was there a will or trust?
- Who has the original documents?
- Was any property owned in Florida?
- Are there bank accounts, debts, vehicles, or real estate to address?
- Has anyone been named as personal representative or trustee?
Probate is not always the same for every estate
Whether probate is needed can depend on how assets were titled, whether beneficiaries were named, whether a trust exists, and what property remains in the deceased person’s name.
Out-of-state relatives may still need Florida guidance
Many Boca Raton and Palm Beach County estates involve children, siblings, or beneficiaries who live elsewhere. If Florida property is involved, local attorney review may be appropriate.
Documents to keep together
Families often begin by gathering death certificates, wills, trusts, deeds, account statements, insurance information, bills, and contact information for beneficiaries. Do not upload sensitive documents through a public website form.