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Navigating Florida Probate with Nicole Bell Cleland

Navigating Florida Probate with Nicole Bell Cleland

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Probate can feel overwhelming, especially when you're trying to understand what happens after a loved one passes away. In this episode, John is joined by Nicole Bell Cleland of Legacy Protection Lawyers to break down the Florida probate process and explain what personal representatives and families should expect along the way. They cover the major stages of probate, including identifying assets and debts, handling creditors and taxes, opening estate accounts, making distributions, and understanding the responsibilities that come with administering an estate. Legacy Protection Lawyers: https://www.legacyprotectionlawyers.com/ Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com Disclaimer: PFG Private Wealth Management, LLC is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. The topics and information discussed during this podcast are not intended to provide tax or legal advice. Investments involve risk, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed on this podcast. Past performance is not indicative of future performance. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. Speaker 1: This week on Retirement Planning - Redefined, let's talk about navigating Florida probate and all that comes with that with John, and Nicole is joining us from Legacy Protection Lawyers. Welcome into the podcast everybody. Thanks for tuning in to Retirement Planning - Redefined with John and Nick. Nick's not here today. We're swapping him out with Nicole, which is going to be fun because Nicole's going to talk to us about navigating Florida probate and she's just peppier than Nick, so we're just going to have fun talking with her. How you doing, Nicole? John Teixeira: Just a little peppier. Nicole Cleland: I'm doing good. Thanks for having me. Excited to be here today. Speaker 1: Yeah, absolutely. Thanks for joining us. And of course, John, welcome in buddy. Thanks for being here. John Teixeira: Yeah, yeah. I'm excited to have Nicole back on. She's a wealth of information, so it's always good to have her. Speaker 1: Yeah. And we'll have links in the descriptions if you guys want to reach out if you have some questions to legacyprotectionlawyers.com, we'll have a link in there that you can follow up with, of course, along with the guys as well for the financial side of things. So let's jump in and talk about navigating Florida probate. I know it sounds a little boring and a little worrisome, but it's also important stuff, Nicole. So let's get you rolling in there a little bit with some places to start. What's a good place to start with this? Just the pre-filing diligence, determining what it is that you have and need? Nicole Cleland: Yeah, exactly. So when someone passes away and we're looking at what type of administration might be needed, I usually suggest to clients to really take the time to look at the whole picture. Sometimes you find one asset where you feel like you might need to jump in and go ahead and handle that, but sometimes I think it behooves a lot of people to take a step back, make sure you have your arms around everything before really jumping into one of the options. And the reason why is some people may have gone through experience personally. You might go down one road and find the facts have changed a little bit and now you're leading down a different road. And that can lead to delays and expenses, and it really helps to really take the time to assess everything. Read the estate plan, what are the assets, what are the debts, and then go from there. Speaker 1: Gotcha. And what are some of the administrative type things to think about as far as some bullet point items for folks? Nicole Cleland: Sure. So there's really a handful of different types of administrations. And focusing on probate alone, there are three different types in Florida at least. The first one is very uncommon. It's when the size of the estate costs less or the assets in the estate are less than a funeral bill. So not a very common one and a little bit more difficult to go through. But the big ones are what we call formal administration and a summary administration. And when people think of probate, usually it's the formal administration that they think of, the process that can take a bit longer, be a little bit more expensive, but there's also an abbreviated or an abridged probate process called a summary administration. And those are permitted in estates where a person has been deceased for over two years, or if the size of the estate is less than $150,000. And that's actually a...
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