727.789.2000

Administration of a Will

Wills are simple, inexpensive ways to address many estates. But they don't do it all. Here are some things that may not be accomplished in a will.

Named Beneficiaries for Certain Kinds of Property

A will can't be used to leave:

  • Property you held in joint tenancy with someone else. At death, the deceased's share will automatically belong to the surviving joint tenant(s). A will provision leaving the deceased's share to someone other than the surviving joint tenant, would have no effect unless all joint tenants died simultaneously.
  • Property that was transferred to a living trust.
  • Proceeds of a life insurance policy for which there is a named beneficiary.
  • Money in a pension plan, individual retirement account (IRA), 401(k) plan or other retirement plan.
  • Money in a payable-on-death bank account.
Loading Services ...
Proudly Serving the Communities of Palm Harbor, Clearwater, Oldsmar, Dunedin, Tarpon Springs, Largo, Town n Country, Odessa, East Lake Woodlands, Clearwater Beach, Feather Sound, Crystal Beach, Ozona, Tampa, Holiday, St Petersburg, Clearwater Beach, and Gulfport
727.789.2000 | 1750 Curlew Road | Palm Harbor, FL 34683 | Fax: (727) 789-1741 | Email: info@curlewhills.com