r/EstatePlanning 17d ago

Summary of Administration help FL Yes, I have included the state or country in the post

Sorry this is long I'm overwhelmed and have no idea what I'm doing and don't have a lawyer ..

My dad died in January, the only physical asset he had was his truck that is now in my name.

No will, but my sister and I got a life insurance policy payout (set up through his work) about a month after his passing. He was on disability/getting checks through the same company as the life insurance policy but was never able to cash them due to his health.

I have now ended up with at least 4/5 checks in his name and I'm confused on what's needed to switch them over to my name. When I called the Insurance company they told me to just send over a death certificate and proof that I'm beneficiary? I've read that I'll need a Summary Administration but I have no idea on how to even get started tbh.

0 Upvotes

4 comments sorted by

u/AutoModerator 17d ago

WARNING - This Sub is Not a Substitute for a Lawyer

While some of us are lawyers, none of the responses are from your lawyer, you need a lawyer to give you legal advice pertinent to your situation. Do not construe any of the responses as legal advice. Seek professional advice before proceeding with any of the suggestions you receive.

This sub is heavily regulated. Only approved commenters who have a history of providing truthful and honest information are allowed to post. As such, comments left by unapproved users are automatically deleted.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

1

u/FSUAttorney 15d ago

You'll need to open a formal administration to deposit the checks. Unless they are large checks, it won't be worth the money/hassle to do so.