Florida Probate Filing Checklist

Florida Probate Filing Checklist

Court: Circuit Court, [________________________________] Judicial Circuit
County: [________________________________], Florida
Case Number: [________________________________]
Decedent: [________________________________]
Date of Death: [__/__/____]
Petitioner: [________________________________]
Filing Attorney: [________________________________]
Date Prepared: [__/__/____]

I. Type of Administration

☐ Formal Administration: Estate over $75,000 or creditor claims
☐ Summary Administration: Estate $75,000 or less, or decedent dead 2+ years
☐ Disposition Without Administration: Very small estates
☐ Ancillary Administration: Non-resident decedent with Florida property

II. Venue

☐ County where decedent was domiciled
☐ County where property located (if non-resident)

III. Formal Administration Documents

Petition for Administration

☐ Decedent's information
☐ Date and place of death
☐ Beneficiaries/heirs information
☐ Description of assets
☐ Proposed personal representative

Required Attachments

☐ Original Will (or certified copy)
☐ Death Certificate (certified)
☐ Oath of Personal Representative
☐ Designation of Resident Agent
☐ Bond (if required)

IV. Notice Requirements

Notice of Administration

☐ Served on all beneficiaries and heirs
☐ Within 3 months of appointment
☐ Proof of service filed

Notice to Creditors

☐ Published in local newspaper once a week for 2 weeks
☐ Creditor claims period: 3 months from first publication

V. Inventory

☐ Inventory filed within 60 days of appointment
☐ All assets listed with values
☐ Served on beneficiaries

VI. Summary Administration

☐ Petition for Summary Administration
☐ Estate value $75,000 or less
☐ No personal representative appointed
☐ Assets distributed directly

VII. Closing the Estate

Final Accounting

☐ All debts paid
☐ All taxes paid
☐ Final accounting prepared

Petition for Discharge

☐ Receipts from beneficiaries
☐ Order of Discharge

Sources and References

• Florida Probate Code: http://www.leg.state.fl.us/statutes
• Florida Probate Rules

Prepared by: [________________________________]
Date: [__/__/____]