Start with ownership and authority
Locate the deed, trust paperwork or membership agreement and compare it with the managing entity's records. A deeded interest, a contractual membership, jointly held property and trust-held property can follow different procedures. Verify who can act before listing, assigning or signing for the interest.
What the estate representative can gather
- The exact resort, legal description or membership reference and current ownership record.
- The death certificate and the appointment, court order or trust documents the managing entity requires. Share these through the verified private process.
- The current assessment statement, separate loan or lien information, and any existing reservation or usage details.
- Written instructions for recognition of a successor, a permitted transfer or any available surrender option.
Florida's probate code provides powers for a personal representative subject to the will and applicable rules. Florida also has a separate ancillary administration provision for qualifying situations involving a nonresident decedent and Florida assets. The interest's ownership and location affect which process applies. Florida Statutes §733.612 Florida Statutes §734.102
If a transfer is authorized, use the closing checklist and confirm the balances with the estoppel or assessment statement.