Detailed Answer
In Florida, a personal representative (also known as an executor or administrator) owes a fiduciary duty to keep heirs and beneficiaries informed throughout probate. This duty begins upon appointment by the probate court and continues until final distribution of assets.
1. Notice of Administration
Within 30 days of appointment, the personal representative must mail each interested person a Notice of Administration under Florida Statutes §733.2135. This notice must include the court case number, estate name, address of the court, and deadlines for filing claims.§733.2135
2. Inventory and Appraisal
Pursuant to §733.604, the personal representative must file an inventory and appraisal of estate property within 60 days of qualifying or appointment. Any interested person may request and receive a copy of the inventory without court permission.§733.604
3. Accountings
Under §733.607, the personal representative must file a final accounting before closing the estate. Interested persons may also petition the court for interim accountings at any time to review receipts, disbursements, and distributions.§733.607
4. Additional Duties
Florida law requires the personal representative to maintain and preserve estate property, administer it in the beneficiaries' best interests, and disclose material developments promptly. If heirs request documents such as bank statements, tax returns, or contracts, the personal representative should provide these records unless the court orders otherwise.
Disclaimer: This article provides general information and is not legal advice. Consult a licensed attorney for guidance on your specific situation.
Helpful Hints
- Review Chapter 733 of the Florida Statutes for full details of probate administration.
- Submit written requests to the personal representative for documentation.
- Keep copies of all correspondence and notices you receive.
- Note deadlines in the Notice of Administration to protect your rights.
- Contact a probate attorney if you suspect mismanagement or breaches of fiduciary duty.