Executor Resignation and Removal Requirements in Florida
At a glance
| Governing law, office, stage, and court | Florida Probate Code Chapter 733 Part V and Probate Rules 5.025, 5.430, and 5.440; already-appointed personal representative in the court administering the estate. Successor and surviving-representative powers appear in §§ 733.614-.616 |
|---|---|
| Petitioners, court initiative, and surety role | Court may commence removal on own motion; any interested person may petition. Current text states no separate surety petition right. Resignation petition must be formally served on the surety, and resignation/removal does not exonerate surety liability before discharge (§§ 733.502, 733.506; Rules 5.430(c), 5.440(a)) |
| Mandatory removal and disqualification | Personal representative shall be removed and letters revoked if not qualified at appointment. The other 12 § 733.504 causes use may, including later loss of entitlement and revocation of probate of the appointing will (§ 733.504) |
| Discretionary removal grounds | Adjudicated incapacity; physical/mental inability; court-order failure unless superseded on appeal; sale-account or asset-production failure; waste/maladministration; bond/security failure; felony; corporate insolvency/receiver/liquidator; interfering conflict/adverse interest subject to spouse exception; revocation of appointing will's probate; loss of required Florida domicile; or later loss of appointment entitlement (§ 733.504) |
| Resignation form, notice, consent, and acceptance | Verified petition states desired relief, administration status/no-jeopardy, pending proceedings, successor necessity and nominee priority/qualification. Formal notice to all interested persons and surety. Court decides successor need and may accept/revoke letters only if estate interests are not jeopardized; acceptance preserves liability (Rule 5.430; § 733.502) |
| Removal process, hearing, show cause, and interim relief | Petition in administering court states removal facts. Removal is a specific adversary proceeding unless court orders otherwise; petitioner serves formal notice and civil-style procedure follows. Court may appoint bonded curator, including without other interested-person notice when significant danger and delay exist. Current text states no fixed removal hearing deadline or separate suspension order (Rules 5.025, 5.440; §§ 733.501, 733.505-.506) |
| Accounting, liability, bond, compensation, and turnover | Immediate records/property delivery. Resigning representative files accounting and discharge petition within 30 days after letters revoked; removed representative accounts within 30 days after removal. Discharge/bond/surety release wait for liability satisfaction, compensation, delivery evidence, and resolved objections; noncompliance risks contempt (§§ 733.5035-.5036, 733.508-.509; Rules 5.430, 5.440) |
| Successor or interim fiduciary, powers, and notice | On accepted resignation or removal, court shall appoint personal representative or curator; Rule 5.430 requires successor when no joint representative serves. Remaining joint representative generally exercises all powers unless will/court says otherwise. Successor has original powers/duties except will powers personal to predecessor need court approval; curator may perform authorized representative functions (§§ 733.501, 733.503, 733.5061, 733.614-.616) |
| Appeal, stay, transition, and reinstatement | Failure to obey an order is not a removal ground while that order is superseded on appeal. Surveyed statutes/rules state no removal-specific appeal, automatic stay, temporary-successor-on-appeal, or reinstatement route. Removal revokes letters; accepted resignation revokes letters but discharge and liability release follow later (§§ 733.502-.5036, 733.504(3), 733.506, 733.508-.509; Rules 5.430, 5.440) |
Requirements one by one
Resignation requires formal court process and a no-jeopardy finding
A Florida personal representative may resign only with court approval. The verified petition must describe the administration's status, say that accepting the resignation will not jeopardize the estate, disclose pending accounting, surcharge, indemnification, or other proceedings against the representative, and address whether a successor is necessary. A nominated successor's priority and qualification must also be stated (Fla. Prob. R. 5.430).
The petition is served by formal notice on every interested person and on the surety, if any. Before acceptance, the court determines successor necessity. It may accept the resignation and revoke the letters only if the estate's interests are not jeopardized. Acceptance does not exonerate the representative or surety (Fla. Stat. §§ 733.502-733.5036).
Florida separates one mandatory ground from 12 discretionary grounds
If the representative was not qualified when appointed, Section 733.504 says the representative shall be removed and the letters revoked. The statute then says the court may remove for its 12 other causes: adjudicated incapacity; physical or mental inability; failure to obey a nonsuperseded court order; failure to account for a sale or produce assets; waste or maladministration; bond or security failure; felony conviction; specified corporate insolvency or receivership; an interfering conflict or adverse interest; revocation of probate of the appointing will; loss of required Florida domicile; or later loss of entitlement to appointment (Fla. Stat. §§ 733.504-733.5061).
The conflict ground has an express boundary. It does not apply to a surviving spouse merely because the spouse exercises elective-share, family-allowance, or exempt-property rights.
Removal is an adversary proceeding
The court may begin removal on its own motion, and any interested person may petition. A petition must state the facts constituting the grounds and be filed in the court administering the estate (Fla. Prob. R. 5.440).
Removal or surcharge of a personal representative is a specific adversary proceeding unless the court orders otherwise. The petitioner must serve formal notice, and after service the matter proceeds, as nearly as practicable, like a civil suit under the governing procedural rules (Fla. Prob. R. 5.025).
The surveyed provisions state no fixed removal hearing deadline and no separate power-suspension order. They do permit a curator when interim estate protection is necessary. The court may authorize the curator to perform any personal- representative function; when significant danger threatens property and notice would delay the appointment, the court may appoint without notice to other interested persons. Curators ordinarily post a reasonable court-set bond unless waived (Fla. Stat. § 733.501).
Turnover and accounting begin immediately after the office changes
On accepted resignation, estate assets and records must be surrendered immediately to the successor fiduciary, although the court may specify limited items the resigning representative may retain until final-account approval. Rule 5.430 requires the accounting and discharge petition within 30 days after letters are revoked (Fla. Stat. §§ 733.502-733.5036; Fla. Prob. R. 5.430).
A removed representative must likewise deliver all property and records immediately after removal or within the time set by the court and must account within 30 days. Failure to account or deliver can lead to contempt (Fla. Stat. §§ 733.508-733.509; Fla. Prob. R. 5.440).
Discharge and bond release come later. The statute requires determination and satisfaction of liability, compensation of the representative and employed professionals, and evidence of delivery. For resignation, the rule also requires all accounting objections to be withdrawn, abandoned, or judicially resolved before the discharge order and surety release.
A remaining representative, successor, or curator carries the estate forward
When a joint representative remains, that person generally may exercise all joint powers unless the will or court order says otherwise. If none remains, Rule 5.430 requires appointment of a successor before resignation acceptance. The statutes likewise require a personal representative or a curator upon accepted resignation or removal (Fla. Stat. §§ 733.502-733.5036, 733.504-733.5061, 733.614-733.616).
A successor has the original representative's power and duty to finish the administration and distribution promptly. A power made personal to the named representative in the will, however, requires court approval before the successor uses it.
The statutes distinguish appeal protection from reinstatement
Failure to comply with a court order can support removal, but not while that order has been superseded on appeal. The surveyed Florida provisions state no removal-specific appeal, automatic stay, temporary-successor-on-appeal, or reinstatement procedure (Fla. Stat. §§ 733.504-733.5061).
Removal revokes the representative's letters. Accepted resignation also revokes letters, but discharge and release of representative and surety liability occur only after the later accounting, turnover, objection, compensation, and liability steps.
What trips people up
Acceptance is not discharge. A resigning representative may have lost the letters and turned over the estate while the accounting, objections, liability, and bond release remain unresolved.
Removal is not uniformly discretionary. Original disqualification uses “shall,” while every listed ground that follows uses “may.”
The resignation and removal accounting clocks start from different events: revocation of the resigning representative's letters versus removal of the removed representative.
Curator appointment is not the same as permanent successor selection. The statute allows a curator to protect and manage the estate until a successor is appointed.
Common questions
Must the resigning representative notify the surety?
Yes. Rule 5.430 requires formal notice of the verified resignation petition to the surety, if any, as well as every interested person.
Can the court remove a representative without an interested person's petition?
Yes. Section 733.506 and Rule 5.440 let the court commence removal on its own motion.
Does resignation release the bond immediately?
No. Acceptance preserves representative and surety liability. Bond and surety release follow only after the required accounting, delivery, liability, compensation, and objection conditions are satisfied.
Does a surviving joint representative continue?
Generally yes. Section 733.616 permits the remaining representative or representatives to exercise the joint powers unless the will or a court order provides otherwise.
Statutes and sources
- Fla. Stat. §§ 733.501-733.509 — curator, resignation, removal grounds, standing, successor appointment, turnover, accounting, discharge, bond, and surety — https://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0733/0733.html (accessed 2026-08-28)
- Fla. Stat. §§ 733.614-733.616 — successor, joint, and surviving personal- representative powers — https://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0733/0733.html (accessed 2026-08-28)
- Fla. Prob. R. 5.025 — adversary classification, formal notice, and civil- style procedure — https://www-media.floridabar.org/uploads/2026/07/Probate-Rules-07-16-26.pdf (accessed 2026-08-28)
- Fla. Prob. R. 5.430 — verified resignation petition, service, acceptance, successor, turnover, accounting, objections, discharge, and surety release — https://www-media.floridabar.org/uploads/2026/07/Probate-Rules-07-16-26.pdf (accessed 2026-08-28)
- Fla. Prob. R. 5.440 — removal petition, accounting, delivery, and contempt — https://www-media.floridabar.org/uploads/2026/07/Probate-Rules-07-16-26.pdf (accessed 2026-08-28)
Source links
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