The Florida Probate Process: A Step-by-Step Guide for Families
A practical guide explaining the Florida probate process, including summary administration, formal administration, probate timelines, costs, and what families should expect after the loss of a loved one.
Quick take: Probate in Florida is the court-supervised legal process used to settle a deceased person’s estate, pay debts, and distribute assets. Most estates involving solely owned property must go through probate, either through Summary Administration or Formal Administration.
- Probate is often required: Especially when assets are solely titled in the decedent’s name.
- Two common probate types: Summary Administration and Formal Administration.
- Formal probate follows specific steps: Including creditor notice, inventory, debt payment, and asset distribution.
- Legal guidance matters: Probate involves strict deadlines, filings, and court procedures.
Losing a loved one is already difficult, and dealing with legal matters afterward can feel overwhelming. Understanding the Florida probate process can help families know what to expect and avoid unnecessary delays or complications during an already emotional time.
At Hogan & Hogan, we help families throughout Florida navigate probate efficiently and with compassion.
1. What Is Probate and When Is It Required in Florida?
The Florida probate process is the court-supervised legal procedure used to identify a deceased person’s assets, pay debts and taxes, and distribute remaining property to beneficiaries or heirs.
In Florida, probate is generally required when a person passes away owning assets solely in their name without a designated beneficiary or joint owner.
- Real estate titled only in the decedent’s name
- Bank accounts without payable-on-death beneficiaries
- Vehicles
- Investments
- Personal property
Some assets may avoid probate entirely, including jointly owned property, trust assets, retirement accounts with beneficiaries, and life insurance policies with named beneficiaries.
Learn more directly from the Florida Probate Code .
2. Summary Administration vs. Formal Administration
There are two primary types of probate administration in Florida: Summary Administration and Formal Administration.
Summary Administration
Summary Administration is a simplified probate process available when the probate estate is valued at $75,000 or less or the decedent has been deceased for more than two years.
This process is governed by §735.201, Fla. Stat.
Formal Administration
Formal Administration is the more common probate process used for larger or more complex estates.
- Appointment of a personal representative
- Court supervision
- Notice to creditors
- Payment of debts and expenses
- Distribution of estate assets
3. The 7 Steps of Formal Probate in Florida
Understanding the steps involved in the Florida probate process can help families prepare for what lies ahead.
1. Filing the Petition for Administration
The probate process begins by filing a petition with the circuit court to open the estate and appoint a personal representative.
2. Appointment of the Personal Representative
The court appoints a personal representative pursuant to §733.301, Fla. Stat. .
3. Identifying Estate Assets
The personal representative gathers and inventories estate assets under §733.604, Fla. Stat. .
4. Notifying Creditors
Creditors must receive notice of the probate proceeding. Under §733.702, Fla. Stat. , creditors generally have three months to file claims.
5. Paying Debts and Expenses
The estate must pay valid debts, taxes, funeral expenses, court costs, and attorney’s fees before distributions can be made.
6. Distributing Assets
Remaining assets are distributed according to the will or Florida intestacy laws if no will exists.
7. Closing the Estate
Once debts are resolved and distributions are complete, the estate can be formally closed with the court.
Need Help Navigating Probate in Florida?
The Florida probate process can feel overwhelming, especially during an emotional time. Working with the right legal team can help families avoid delays, protect estate assets, and move through probate with greater confidence.
Next step: Contact Hogan & Hogan to discuss your probate matter and learn what steps may be required for your family’s estate.
4. How Long Does Florida Probate Take?
The length of the Florida probate process depends on the type of administration, the complexity of the estate, whether creditors file claims, and whether any disputes arise among beneficiaries or heirs.
In general, Summary Administration is faster because it involves a simplified process, while Formal Administration usually takes longer because it requires more court supervision, creditor notice, asset management, and final approval before the estate can be closed.
Typical Florida probate timelines include:
- Summary Administration: Approximately 1–3 months
- Formal Administration: Approximately 6–12 months
- Contested Estates: Longer depending on the issues involved
Delays may occur when documents are missing, estate assets are difficult to value, real estate must be sold, creditors file claims, taxes must be resolved, or family members disagree about how the estate should be handled.
5. What Does Probate Cost in Florida?
Probate costs in Florida vary depending on the size of the estate, the type of administration required, the assets involved, and whether the case includes disputes, creditor issues, or real estate complications.
Families should understand that probate costs are not limited to attorney’s fees. The estate may also be responsible for court expenses, publication costs, administrative fees, and compensation for the personal representative.
Common Florida probate expenses may include:
- Court filing fees
- Attorney’s fees
- Publication costs
- Personal representative fees
- Administrative expenses
Attorney fee guidelines are addressed under §733.6171, Fla. Stat. , which provides presumed reasonable fee guidelines based on the value of the estate.
While probate costs are an important consideration, proper legal guidance can often help families avoid more expensive delays, filing mistakes, and disputes later in the process.
6. Why Working With a Florida Probate Attorney Matters
The Florida probate process involves strict legal requirements, deadlines, and court procedures that can quickly become overwhelming.
- Avoid delays
- Ensure compliance with Florida law
- Resolve disputes
- Protect estate assets
- Guide the personal representative
Learn more about our probate and estate administration services .
7. Final Takeaway
The Florida probate process is designed to ensure estates are handled properly, debts are paid, and assets are distributed according to Florida law.
Understanding the process early and getting experienced legal guidance can help families avoid unnecessary delays and reduce stress during a difficult time.
Legal Disclaimer: This article is for informational purposes only and does not constitute legal advice. Consult a qualified Florida probate attorney regarding your specific situation.
