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  1. #1
    Join Date
    Feb 2012
    Posts
    4

    Default Do You File a Statement of Claim With the Court or the Estate's Lawyer

    My question involves estate proceedings in the state of: Florida

    I was requested by my mother's financial advisor to order death certificates, on behalf of the personal representative, who also happens to be the attorney listed on the case. I submitted copies of the invoices to the personal representative requesting reimbursement. There has been more than one month since doing so and the Notice of Administration was recorded on 2/16/12, with the Notice to Creditors published on 2/23/12. Do I have to file a Statement of Claim with the probate court, or is the submission to the lawyer sufficient?

    So far, the beneficiaries of my mother's trust, which is being handled through probate, are not satisfied with the personal representative/attorney handling my mother's affairs. We have not been provided with a formal notice of trust and there appear to be other steps that are not being handled in a prompt or efficient manner. Communication has been extremely limited, and on a very casual and almost evasive basic.

  2. #2
    Join Date
    Sep 2005
    Location
    California
    Posts
    64,902

    Default Re: Do You File a Statement of Claim With the Court or the Estate's Lawyer

    You file your statement of claim with the court, and send a copy to the attorney. I suggest also filing proof of service, if that's not incorporated into the statement of claim form.

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