Probate

Forms Relating to a Probate Actions

There are a number of forms that can relate to a probate action. Florida Courts Help does not provide any forms related to the Probate process.

If you have any questions about which form you need, please contact a lawyer.

For more information regarding Probate forms, please see the Florida Probate Code (Chapters 731 through 735 of the Florida Statutes), and the links provided below.


The Court Process

Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries.

The Florida Probate Code is found in Chapters 731 through 735 of the Florida Statutes, and the rules governing Florida probate proceedings are found in the Florida Probate Rules, Part I and Part II (Rules 5.010-5.530).

There are two types of probate administration under Florida law: formal administration and summary administration.

There is also a non-court supervised administration proceeding called “Disposition of Personal Property Without Administration.”

  • This type of administration only applies in limited circumstances.
  • Probate administration only applies to probate assets.
  • Probate assets are those assets that the decedent owned in his or her sole name at death, or that were owned by the decedent and one or more co-owners and lacked a provision for automatic succession of ownership at death.

Probate assets include, but are not limited to, the following:

  • A bank account or investment account in the sole name of a decedent.
  • A life insurance policy, annuity contract, or individual retirement account payable to the decedent’s estate.
  • Real estate titled in the sole name of the decedent, or in the name of the decedent and another person as tenants in common, is a probate asset (unless it is homestead property).

Probate is necessary to pass ownership of the decedent’s probate assets to the decedent’s beneficiaries, if the decedent did not have a will.

Probate is also necessary to complete the decedent’s financial affairs after his or her death. Administration of the decedent’s estate ensures that the decedent’s creditors are paid if certain procedures are correctly followed.

Filing with the Court

  • Probate proceedings are filed with the clerk of the circuit court, usually in the county in which the decedent lived at the time of his or her death.
  • A filing fee is required and should be paid to the clerk.
  • After you file for probate, the clerk then assigns a file number and maintains an ongoing record of all papers filed with the clerk for the administration of the decedent’s probate estate.

Read more about Probate matters and Florida courts.