Tips for Florida Personal Representatives: How to Locate Online Assets for Probate?

Question:  My husband recently died.  He was very tech savvy and handled all of our finances online.  If the court appoints me personal representative, how am I going to find all his financial assets and accounts for administration of his probate estate?

Answer:    Your situation is part of a growing trend as we move to a ‘paperless society.’  A good place to start to locate assets for the purposes of probate administration are smartphones, computers, email, and voicemail.  You can look for information about assets by looking on your husband’s computer for favorites folders and websites, bookmarked websites, browsing history, and especially any financial software.  If you need assistance with the handling of your husband’s estate, you can contact the attorneys at Bach & Jacobs.  Our team stays on the cutting edge technologically and can show you new and innovative ways to identify all assets.  You may even find that there are assets out of state that require an ancillary administration in the other state.  Contact Bach & Jacobs at (941) 906-1231 to assist you with identifying and valuing digital assets for both in-state domiciliary probate administration or ancillary administration in Florida.