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Estate Claims in Florida — how to deal with them

FAQs • Dec 2, 2021
post about Estate Claims in Florida — how to deal with them

Many times, you have to make a claim in a Florida probate or estate to get your money. That’s if you are considered a “creditor.” On the other hand… Often, if you are beneficiary or an executor, you have to deal with those creditors and estate claims. Should you pay them? Are they valid? You can OBJECT to those claims if appropriate. This Florida Probate Commentary will deal with estate claims. To read more about making a claim, you can click HERE. Now, let’s find out quickly and concisely what you need to know.

Estate claims are typically dealt with in probate court. If there’s no probate “open”, then you need to file.

Estate Claims — what are they and how do I get paid?

Estate claims are claims made against a deceased Florida resident.

They are sometimes referred to as creditors claims. Why?

If you are owed something from a dead person, you are her creditor. A creditor’s rights and status are different than those of a BENEFICIARY. Since the Florida resident (who owes you something ) is now dead, you have to make your claim against her estate.

What is an estate claim?

Think of a claim as an assertion of a right. It may be a right to get re-paid, like from a loan you made to the dead person. Or it may be a right to buy certain property. Think real estate or an interest in a Florida LLC when a member dies.

How do I do make my claim?

File Your Claim !

If you are owed any money from someone who died, you need to file a Statement of Claim in the probate proceeding.

Do you HAVE to do this?

Well, conceivably, no.

I mean, someone might pay you from the deceased Florida resident’s trust or property. But, generally, you need to have a probate open. And then you file your Statement of Claim within the proper time frame. Make sure you use the correct form and you file it before your short time runs out.

A claim that is not filed within 2 years of death is too late. Why? You can read about Florida’s Statute of Nonclaim which governs creditor’s claims and statements of claims in estates and probates.

But if a notice to creditors were given you to , or such a notice was published, you have a MUCH SHORTER TIME FRAME. So, don’t dilly-dally. Your claim can be objected to.

Remember, in the end, creditors have rights. And the Florida estate is supposed to be administered or managed not just for beneficiaries. But, creditors, too.

There is a priority for the payment of claims, that you may want to know about. All claims are NOT created equal. Finding a probate litigator who knows how to handle these estate claims may be a good step in the right direction.