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By: Rebecca L. Nichols, Esq.

Published at

14 November 2022

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Unlock Florida Probate Secrets: Know When to Deposit Last Will

Understand the procedure and common protocols when dealing with probate and trust estate matters, specifically wills. Familiarize yourself with crucial statutes such as Florida Statute 732.901(1). This statute mandates the custodian of a will deposit the Last Will & Testament with the appropriate court clerk "within 10 days after receiving information that the testator is dead."

In most cases, the nominated personal representative delivers the will to the Lawyer. Subsequently, the Probate Lawyer will deposit it with the appropriate court. Depositing the original Last Will & Testament safeguards the will, ensuring it's appropriately preserved upon the testator's passing.

Importance of Last Will and Testament Preservation in the Court System

Once deposited, the will receives meticulous care from the court clerk. The Court is legally obligated to "retain and preserve the original will in its original form for at least 20 years." This gives ample time for the probate process and other legal proceedings. If and when a probate proceeding commences, the original will may be kept by the court clerk alongside other legal documents, as per Florida Statute 732.901(4)

This careful storage and preservation provide an additional layer of security to the decedent’s will in Florida.
The preservation of a last will in the court system holds significant importance for ensuring the legal integrity and protection of the decedent's final wishes. Let's delve into the key reasons why the preservation of a testament is crucial in the court system:

1. Legal Obligation for Preservation:

The court clerk is legally obligated to retain and preserve the original will in its original form for at least 20 years.

2. Facilitation of Probate Process:

The preserved will provide ample time for the probate process and other legal proceedings to occur, if necessary.

3. Security and Protection:

The court clerk's careful storage and preservation of the original will provide an additional layer of security to the decedent's last will and testament.

4. Compliance with Legal Statutes:

Florida Statute 732.901(4) mandates that the original will may be kept by the court clerk alongside other legal documents when a probate proceeding commences.

5. Evidence in Legal Proceedings:

The preserved will serve as crucial evidence in legal proceedings related to the decedent's estate.

6. Legacy and Family Protection:

Preservation of the testament upholds the decedent's legacy and ensures the rightful inheritance of their family members and beneficiaries.

In conclusion, the preservation of a last will and testament in the court system is vital for upholding legal rights, protecting the decedent's wishes, and ensuring the fair and lawful distribution of their estate. It serves as a cornerstone of the legal process and assures both the decedent and their beneficiaries.

Don't Wait! Safeguard Your Assets with a Will. 

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Understanding the Legal Consequences of Non-compliance with Florida Statute 732.901

Not following the rules in Florida Statute 732.901 for depositing a last will and testament to the court can lead to serious legal problems. The risk of non-compliance not only causes legal actions but also causes reputational damage to the custodian. This could include criminal charges, data breaches, health and safety risks to the custodian.

1. Petition Compelling Compliance

If the custodian does not provide the will promptly, it could lead to legal action against them. To make the custodian follow the law and regulations and show the will, you can ask the court for help. If the custodian doesn't follow the will, heirs can challenge them with a valid reason.

The court can tell the person in charge to give the will to the clerk. Failure to comply with this court order could result in further legal consequences for the custodian. Custodians must know their duties when dealing with a deceased person's will to prevent legal problems. 

2. Costs, Damages, and Attorney's Fees

If someone does not follow the compliance requirements, the person making a complaint may get money to cover any costs or damages. The custodian may also face financial penalties to cover the complaint attorney's legal fees. 

Filing the original last will and testament with the clerk's office is important to ensure proper storage and security. This will help prevent any disputes or challenges regarding the validity of the will. Properly storing important legal documents is crucial to ensure their protection and easy accessibility when needed.

3. Burden of Proof for Custodian

The custodian can avoid fees by providing a valid reason for not depositing the will with the clerk's office. This could include reasons such as the will being lost or destroyed, or the custodian being unable to locate the will due to unforeseen circumstances.

To avoid fees, the custodian must also show evidence to support their reasons. If you lose or have your will stolen, you may need to provide documents such as a police report. You may also need to provide medical records if you fail to locate the will.

The custodian can avoid fees by giving a valid reason and providing evidence. They do this when they choose not to deposit the will with the clerk's office.

Case Example: Rossen v. Bilchik

In the Rossen v. Bilchik case, a sister submitted a petition to the local probate court in Florida. She did this as a concerned party, following the law and regulations under Florida Statute 732.901.

This was because her sibling, responsible for their father's will, had not registered the Last Will and Testament with the court clerk. The judge ordered the custodian to produce the will immediately and pay her sister's attorneys' fees. The party appealed the initial ruling, emphasizing the necessity of holding an evidentiary hearing before making such legal decisions.

In short, not following Florida Statute 732.901 can have serious legal consequences. These consequences may include lawsuits, expenses, fines and penalties, and lawyer fees. However, there may be valid reasons for not complying. Depositing the will probate on time could save the custodian from such risks. 

Need for a Knowledgeable Legal Partner

The legal landscape of Comprehensive Estate Planning, particularly the management of a Will, can be complicated. The text of legal statutes can confuse those unfamiliar with legal terminology. Given these complexities, it's beneficial to consult with an experienced florida probate administration attorney who can guide you through these steps seamlessly. A lawyer's guidance ensures that you act promptly and in compliance with Florida's legal requirements.

In conclusion, understanding when and how to deposit a will with the court in Florida is a crucial component of managing an estate. Acting promptly when the testator passes is necessary to ensure the appropriate legal steps are taken. Acting swiftly and contacting a trusted Probate and Trust Estate Attorney can help you avoid potential legal consequences associated with maintaining a decedent’s Will.

What Our Attorney Says

Useful Resources:

  1. If you die as a non-Florida resident, what will happen to your assets in Florida?
  2. What happens to your estate if you die without a will?
  3. Check whether your loved one had a last will before filing it with the probate court. 

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