Estate Intelligence Brief

// Intelligence Brief — Type: Probate Estate / Heir Trace

Estate Intelligence Report: [SUBJECT REDACTED]

Report Date 2026-03-20

Jurisdiction Duval County, FL

Case Status Active Probate

Intel Confidence High — 91%

01 Subject Summary Deceased

The subject, [SUBJECT NAME REDACTED] (born circa 1956), passed away on February 1, 2026. Death is confirmed through multiple Notice to Creditors filings in the Duval County Circuit Court. No public obituary was located; however, active probate administration provides direct legal access to estate representatives and heirs. A prior bankruptcy filing (Middle District of Florida, 2014) was identified in the subject's record — flagged as a potential encumbrance indicator on estate assets.

02 Legal & Public Record

Probate Case No.	██-2026-CP-000███ / Division PR-B
Court	Circuit Court, Duval County, FL — 501 W. Adams St., Jacksonville, FL 32202
Filing Date	2026 (active, recently opened)
Estate Status	Actively Administered
Prior Bankruptcy	Middle District of Florida — 2014 Asset Risk Flag
Associated Counties	Duval County FL · St. Johns County FL · Palm Beach County FL

03 Event Timeline

2014

Bankruptcy Filed — Middle District of Florida. Potential prior asset liquidation; estate assets may be unencumbered or limited.

2024

Property Deed Recorded — St. Johns County, FL. Associated family member identified on deed. Active real property interest confirmed near date of death.

FEB 1, 2026

Subject Deceased — Confirmed via multiple probate creditor notices.

MAR 2026

Probate Opened — Active administration underway. Personal Representative appointed. Notice to Creditors published.

NOW

Window Open — Estate in early administration. Heirs are reachable. Optimal contact window before asset distribution.

04 Identified Heirs & Associates 4 Contacts Located

⬡ Personal Representative — Primary Contact

████████████████

Relation Legal PR of Estate (likely direct heir)

Reach via Estate counsel (see Section 05)

Highest Priority

⬡ Co-Habitant / Likely Partner

████████████████

DOB Circa 1958

Address ████████████████████

Phone ██████████

Direct Contact Available

⬡ Potential Family — Property Record

████████ ZERBATO

Source 2024 St. Johns County Deed

Signal Same surname, same county as marriage record

Verify Relationship

⬡ Potential Family — Marriage Index

████████ ZERBATO

Source FL Marriage Index — Palm Beach County

Signal Extended family / prior marriage indicator

Secondary Lead

05 Estate Legal Counsel — Direct Access Verified

Law Firm	[REDACTED] Elder Law Group, Jacksonville, FL
Attorney 1	[REDACTED], Esq. · FL Bar Verified
Attorney 2	[REDACTED], Esq. · FL Bar Verified
Address	[REDACTED] Parkway, Suite ███, Jacksonville, FL 32256
Phone	(904) ███-████
Email	[REDACTED]@██████████.com · [REDACTED]@██████████.com

06 Intelligence Confidence Scoring

Subject Death Confirmation

98%

Probate Case Verification

98%

Personal Representative Identity

95%

Co-Habitant Relationship

78%

Property Deed Family Link

72%

Marriage Index Extended Family

55%

07 Analyst Flags & Action Intelligence

ACT

Optimal contact window is now. Estate is in early administration — heirs have not yet received distribution. Attorneys are your fastest verified path to the Personal Representative.

NOTE

2014 bankruptcy on record. Conduct title search before assuming clean asset transfer. Some estate assets may carry prior encumbrances or creditor claims that survived bankruptcy.

NOTE

No public obituary located. Family network may be small or geographically dispersed. The co-habitant and PR are likely the primary decision-makers for any estate asset transaction.

INTEL

Multi-county property footprint identified — Duval, St. Johns, and Palm Beach counties all show record activity. A full property title search across all three counties is recommended before outreach.