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My mom passed away 2 years back without giving us her original will. I do have a
copy but I cannot use that to get access to her assets. Its bank and brokerage
accounts amounting to less than 50,000. We live in South Florida and would like
to know how can I go about this process. The will states that I am a legal heir.
Asked on August 1, 2017 under Estate Planning, Florida
SJZ, Member, New York Bar / FreeAdvice Contributing Attorney
Answered 4 years ago | Contributor
You need to probate the will. The person named as executor in the will (presumably you) will receive authority from the court (an order or what is sometimes called a "letter testamentary") to access and dispose of your mother's assets according to the will. Contact the probate court in the county in which your mother lived for instructions.