Bequest

Definition: A bequest is a gift of personal property, money, or other assets left to a beneficiary through a will. It represents the transfer of ownership that occurs upon the death of the person making the will, known as the testator. Bequests can include cash, jewelry, vehicles, or other personal effects, but not real estate (which is typically called a devise). Bequests are a key part of estate planning, allowing individuals to specify how their personal belongings should be distributed after death.

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Bequests in Florida

A bequest is a testamentary gift of property made through a Florida will. The classification of the bequest determines how it is treated if the estate lacks sufficient assets to satisfy all gifts.

Types of Bequests

Florida recognizes specific bequests (identified assets), general bequests (dollar amounts from the overall estate), demonstrative bequests (amounts from designated sources), and residuary bequests (the remainder after all other gifts). Specific bequests receive the highest priority; residuary bequests are reduced first if the estate is insufficient.

Failed Bequests

Florida bequests can fail through ademption (the asset no longer exists at death), lapse (the beneficiary predeceases the testator), or abatement (insufficient estate assets). Florida's anti-lapse statute (Section 732.603) saves certain lapsed gifts by redirecting them to the deceased beneficiary's descendants, preventing unintended disinheritance.

Related Terms

Barnes Walker Estate Planning

Barnes Walker drafts wills and manages probate estates throughout Southwest Florida. Contact us for estate planning guidance.

Florida Law Reference

Fla. Stat. Ch. 732

Governs the execution requirements for valid wills in Florida, intestate succession, the elective share, and the rights of pretermitted spouses and children.

Reviewed by the attorneys at Barnes Walker, Goethe, Shea & Robinson, PLLC

Disclaimer: The information and opinions provided are for general educational, informational or entertainment purposes only and should not be construed as legal advice or a substitute for consultation with a qualified attorney. Any information that you read does not create an attorney-client relationship with Barnes Walker, Goethe, Shea & Robinson, PLLC, or any of its attorneys. Because laws, regulations, and court interpretations may change over time, the definitions and explanations provided here may not reflect the most current legal standards. The application of law varies depending on your particular facts and jurisdiction. For advice regarding your specific situation, please contact one of our Florida attorneys for personalized guidance.

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