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In this episode of Life’s Third Act, we focus on the estate story: what was filed, what is still missing, and what that means for heirs and planners. Joe and Sherry touch on the reported will and codicils, the 1998 revocable living trust, and why a pour-over will matters even when most assets sit in a trust. You will hear how a personal representative protects an estate, why a Florida court can appoint a temporary curator when timing is critical, and how potential claims like medical malpractice or wrongful death are preserved. We also note the emergency restraining order tied to the tape, and how intellectual property, collectibles, and even cryptocurrency are treated in an inventory.

We translate Florida’s elective share, explain why beneficiaries can differ between a will and a trust, and show how divorce terms and past business deals echo through an estate. Choose fiduciaries carefully, keep originals and amendments organized, and use trusts to protect privacy and intent.