Print Page   |   Contact Us   |   Sign In   |   Join Us
Site Search
Legal Flash
Blog Home All Blogs
Search all posts for:   

 

View all (731) posts »
 

Estate dispute caused by ‘E-Z Legal Form’ is a ‘cautionary tale,’ says justice

Posted By SCCBA, Tuesday, April 08, 2014

Ann Aldrich used an “E-Z Legal Form” when she made out her will in 2004, a decision that proved to be a good choice for two nieces who cited the document’s lack of a residuary clause.

In a decision issued last week, the Florida Supreme Court ruled for the nieces, though they weren’t mentioned in the will. The court said money acquired by Aldrich after the will was made out should be distributed under the laws of intestacy, which govern distribution of property for those who die without a will. The reason: The E-Z form did not have a residuary clause providing for the disposition of property not listed in the document. FlascBlog: The Florida Supreme Court Blog reports on the opinion (PDF).

Concurring Justice Barbara Pariente saw the ruling as a cautionary tale. “While I appreciate that there are many individuals in this state who might have difficulty affording a lawyer,” Pariente said, “this case does remind me of the old adage ‘penny-wise and pound-foolish.’ …

READ MORE VIA ABA JOURNAL

Tags:  E-Z Legal Forms 

Share |
Permalink | Comments (0)
 
more Calendar

10/4/2016
Everything You Need to Know About Preliminary Declarations of Disclosure But Were Afraid to Ask

10/6/2016
Legal Issues in Open Source Software

10/11/2016
SOC's: New Courthouse and Settlement Officer

Recent Recognitions
Jennifer Y. LeungUnsung Hero 2016
Hon. Beth McGowen2015 Women Lawyers’ Section Honoree

Membership Software Powered by YourMembership.com®  ::  Legal