Workspace
Estates
Fourteen open files. Select any row to open the estate.
14 of 14 · sorted by last updated
| Estate | Personal representative | Type | Status | Known assets | Updated | |
|---|---|---|---|---|---|---|
| John Doe's Estate 2026-CP-001142-A |
John Doe Jr. | Probate · Testate | In progress | $700,000 | 5 / 18 / 2026 | › |
| Margaret Chen Estate 2026-CP-001188-B |
David Chen | Probate · Intestate | Intake | $560,000 | 5 / 20 / 2026 | › |
| Robert Alvarez Trust TRA-2026-0317 |
Alvarez Family Trustee | Trust administration | Attorney review | $3,100,000 | 5 / 15 / 2026 | › |
| Patricia Nguyen Estate 2026-CP-000994-C |
Linh Nguyen | Probate · Testate | Filing prepared | $845,000 | 5 / 11 / 2026 | › |
| Estate of Harold Webb 2025-CP-008820-A |
Susan Webb | Probate · Testate | Closed | $410,000 | 4 / 28 / 2026 | › |
2026-CP-001142-A
13th Judicial Circuit · Miami-Dade, FL
John Doe's Estate
Testate · personal representative John Doe Jr. · in administration since May 1, 2026.
Section 01
Basic information
- Name
- John Doe's Estate
- Personal rep.
- John Doe Jr.
- Type
- Testate
- Status
- In administration
- Known assets
- $700,000
- Attorney
- Daniel Reyes, Esq.
- County
- Miami‑Dade, FL
- Address
- 1450 Brickell Ave, Miami, FL 33131
Section 02
Interested persons
| Name | Relationship | Role | Location | Status |
|---|---|---|---|---|
| John Doe Jr. | Son | Personal representative | Miami, FL | Notified |
| Jane Doe | Daughter | Beneficiary | Orlando, FL | Notified |
| Michael Doe | Son | Beneficiary | Austin, TX | Awaiting response |
| Citizens Bank | — | Creditor | Tampa, FL | Notified |
Section 03
Distribution waterfall
Gross estate
$700,000
Funeral services$20,000
Final hospital bill$30,000
House mortgage · Citizens Bank$100,000
Car loan 123 · BMW$20,000
Amex 123$1,000
Hospital 013 · Jackson Hospital$25,000
Federal estate tax$75,000
Final income tax (Form 1040)$15,000
Beneficiary 1 · Jane Doe$138,000
Beneficiary 2 · Michael Doe$138,000
Beneficiary 3 · John Doe Jr.$138,000
Section 04
Timeline
5 / 1 / 2026
Date of passing
6 / 1 / 2026
Notice of administration
7 / 1 / 2026
Creditor notification mailingStatutory
10 / 1 / 2026
Creditor claim period endsStatutory
1 / 1 / 2027
Notice to finish — close probate
4 / 15 / 2027
Estate tax due dateStatutory
Section 05
Estate notes
PR confirmed; original will located in decedent's safe deposit box. Awaiting brokerage statements from Schwab and Fidelity before asset assembly can be closed out.
Homestead question flagged for review — Brickell address may be subject to constitutional homestead protection under Fla. Const. art. X, § 4.
Section 06
Estate files
| Name | Type | Date added | Action |
|---|---|---|---|
| 2021 Tax Return | Tax | 5 / 1 / 2026 | View · Edit · Delete |
| Last Will & Testament | Will | 5 / 1 / 2026 | View · Edit · Delete |
| Death Certificate | Certificate | 5 / 3 / 2026 | View · Edit · Delete |
Summary
Assets at a glance
Total
$700K
Probate
45%
$315,000
Trust
25%
$175,000
Direct transfer
30%
$210,000
Probate · $315,000
Probate assets
| Name | Value | Beneficiary |
|---|---|---|
| Fidelity 401(k) | $200,000 | John Doe Jr. · 100% |
| Schwab brokerage | $80,000 | Jane Doe 50% · Michael Doe 50% |
| Home · 1450 Brickell Ave 3 beneficiaries | $35,000 |
|
Trust · $175,000
Trust assets
| Name | Value | Beneficiary |
|---|---|---|
| Revocable trust · Vanguard | $130,000 | Three children · 33 / 33 / 34 |
| Trust cash account | $45,000 | Three children · 33 / 33 / 34 |
Direct transfer · $210,000
Direct transfer assets
| Name | Value | Beneficiary |
|---|---|---|
| Term life insurance | $160,000 | Jane Doe 50% · Michael Doe 50% |
| TOD brokerage account | $50,000 | John Doe Jr. · 100% |
Liabilities
Total liability · $146,000
Type
Amount
| Name | Type | Unpaid principal | Creditor | Next payment due | Status |
|---|---|---|---|---|---|
| House mortgage | Mortgage | $100,000 | Citizens Bank | Jun 1, 2026 | Current |
| Car loan 123 | Auto | $20,000 | BMW Financial | Jun 1, 2026 | Current |
| Amex 123 | Credit card | $1,000 | American Express | Jun 28, 2026 | Current |
| Hospital 013 | Hospital | $25,000 | Jackson Hospital | Aug 1, 2026 | Current |
Workspace
Interested persons
Beneficiaries, heirs, fiduciaries, creditors. Select a row to open. The Estate column links to the file.
38 persons · 14 estates
| Name | Estate | Relationship | Role | Location | Status | |
|---|---|---|---|---|---|---|
| John Doe Jr. | Doe's Estate | Son | Personal rep. | Miami, FL | Notified | › |
| Jane Doe | Doe's Estate | Daughter | Heir | Naples, FL | Notified | › |
| Margaret Doe | Doe's Estate | Spouse | Heir | Naples, FL | Notified | › |
| Mary Smith | Smith's Estate | Daughter | Personal rep. | Jacksonville, FL | Awaiting response | › |
Personal representative
John Doe's Estate
John Doe Jr.
Son of the decedent · primary point of contact · responsive to date.
Identity
Profile
Legal name
John Doe Jr.
Estate
John Doe's Estate
Phone
(305) 555‑0142
Email
john.doe.jr@example.com
Date of birth
March 14, 1979
SSN
●●●‑●●‑●●●●
Sensitive · audit logged
Mailing address
1450 Brickell Ave, Miami, FL 33131
Notes
Working notes
Serving as personal representative for the estate. Primary point of contact; responsive to all notices to date.
Has requested electronic delivery of distribution schedule when net amount is finalized.
Documents
Files & consents
| Name | Type | Date added | Action |
|---|---|---|---|
| Consent to PR Appointment | Consent | 5 / 1 / 2026 | View · Edit · Delete |
| Waiver of Accounting | Consent | 5 / 3 / 2026 | View · Edit · Delete |
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