SMALL ESTATE PROBATE

Florida Summary Administration

Simplify Summary Administration with Pro Docs Plus

Losing a loved one is a deeply emotional experience. Dealing with the legal complexities of probate can add an extra layer of stress during this difficult time. If your loved one's estate qualifies for summary administration, Pro Docs Plus can help simplify the process. Our compassionate team will prepare all of your necessary documents and guide you through the entire process, so that you can ensure a smooth and efficient transfer of assets to the beneficiaries. We understand the importance of focusing on healing and honoring your loved one's memory. Let us lighten the burden with our affordable, full-service packages. You are not alone.

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WHAT IS SUMMARY ADMINISTRATION ?

Summary administration is a streamlined probate process designed for smaller estates or those where the decedent has been deceased for over two years. It often involves less paperwork and court involvement compared to a full probate proceeding.

Eligibility Requirements

To qualify for summary administration in Florida, the estate must meet certain requirements. Our experienced team can assess your situation and determine if this option is suitable for you.

  • Estate Value: The estate's value, minus exempt property, is less than $75,000.

  • Decedent's Death: The decedent has been deceased for more than two years.

  • No Will or Simple Will: The decedent either did not have a will or had a simple will that doesn't require formal probate proceedings.

  • No Known Creditors: There should be no known creditors or outstanding debts (there are some exceptions to this).

Steps Involved

  • Petition for Summary Administration:

    • A beneficiary or interested party files a petition with the probate court.

    • The petition must include details about the decedent, their assets, and the proposed distribution plan.

  • Court Approval:

    • The court reviews the petition and, if satisfied, issues a summary administration order.

  • Payment of Debts and Taxes:

    • Any outstanding debts and taxes are paid from the estate's assets.

  • Distribution of Assets:

    • The remaining assets are distributed to the beneficiaries according to the decedent's will or Florida's intestacy laws.

Different Kinds of Summary Administration:

  • Testate: The decedent left a valid will. A personal representative (executor) is appointed to administer the estate according to the will's instructions.

  • Intestate: The decedent died without a valid will. The state's intestacy laws determine how the estate is distributed to heirs.

  • Ancillary: The decedent owned property in multiple states. A separate probate proceeding is necessary in each state where the decedent owned property.

Necessary Documents

  • Death certificate of the decedent

  • Proof of asset(s) dated after date of death

  • Exemplified copies of any previous proceedings in other states for the same estate

Benefits of Summary Administration

  • Faster Process: It's typically faster than a formal probate process.

  • Lower Costs: Fewer court fees and attorney not required, so you save on legal fees.

  • Simplified Procedures: Less paperwork and fewer court appearances are required.

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What People Are Saying About Pro Docs Plus

  • "Pro Docs Plus helped us navigate the complicated court system from beginning to end. They were very responsive, efficient and easy to work with. I would highly recommend them."

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  • “El servicio que nos brindaron fue excelente, respuestas inmediatas, Aclaraciones en las partes que no entendíamos, los recomiendo sin dudarlo, El servicio es bilingüe”

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Summary Administration

FAQs

  • Pro se means that you are representing yourself in a legal case. You are not being represented by an attorney or legal aid. In other words, you are acting as your own lawyer, as a self-represented litigant. This means you are responsible for your own case.

    In Florida, you can hire a non-lawyer to prepare all your legal documents and provide procedural guidance, saving you lots of money in legal fees.

  • A non-lawyer is someone who does not have a law degree and cannot practice law. A non-lawyer cannot provide legal advice or represent clients in court. However, in Florida, they can use their expertise to provide legal document preparation and procedural guidance to self-represented individuals. This is a great alternative to those looking for a convenient and affordable option for their legal matters.

  • No, it is not legally required to have an attorney for summary administration in Florida. You can choose to represent yourself in the summary administration process.

    However, if your case becomes complex or legal issues arise, such as issues with contesting beneficiaries or unexpected creditor claims, it may be beneficial to consider legal representation at that time and for the final hearing.

  • Summary Administration is a simplified probate process in Florida designed for smaller estates or estates where the deceased has been gone for over two years. It's a faster and less expensive alternative to a full probate.

    Probate, on the other hand, is a legal process that oversees the distribution of a deceased person's assets. It involves a more formal court process, including the appointment of a personal representative to manage the estate.

  • Formal administration is typically more complex and requires more court involvement. It's often best handled by an attorney, especially for larger or more complicated estates. Summary administration, on the other hand, is simpler and can sometimes be handled pro se, especially for smaller estates. Ultimately, the best choice depends on the specific circumstances of the estate.

  • Generally, pro se summary administration in Florida can take about two or three months. However, this timeframe can vary significantly based on several factors.

    • Complexity of the case: Simpler Estates with fewer assets and beneficiaries can be processed more quickly.

    • Cooperation of all parties involved: If all parties involved are cooperative and willing to work together, the process can be expedited. If a party cannot be located, that could delay things.

    • Court backlogs: Delays in the court system can impact the timeline. Sometimes they can be short staffed, or holidays can slow things down.

    • Court and judge specifications and requirements: Specific County court rules and judge preferences can also contribute to delays. For example, some judges may require additional documentation or hearings, while others may be more efficient in processing cases.

    • Testate, Intestate, or Ancillary: While similar, there are key differences between each. Using the wrong forms can lead to delays or even dismissal of your case.

    • Your own schedule: How quickly you can provide necessary information, paperwork and complete procedural tasks can also play a big part in how quickly your case moves along.

  • The costs of summary administration in Florida can vary depending on specific circumstances. Working with an attorney in Florida can typically cost between $1,500 and $3,500 or more. In addition, you generally should expect to incur fees for court filing and court processes as well that are required for summary administration.

    To help streamline the process and provide a more predictable cost structure, Pro Docs Plus offers a flat-rate full service packages for pro se summary administration in Florida, saving you thousands in legal fees. We provide nonlawyer legal document preparation, court filing assistance, and procedural guidance, allowing you to focus on healing from your loss.

  • To qualify for summary administration in Florida, the estate must be relatively small (under $75,000) with no significant debts, or the deceased must have been gone for over two years. Read More

  • You must submit the original will to the clerk of the court in the county where the deceased person lived. This is a crucial step in the probate process.

    By submitting the original will, you ensure its authenticity and allow the court to verify its contents. This is necessary for the court to appoint a personal representative and begin the process of distributing the deceased person's assets according to their wishes.

  • If a person dies without a will, their estate will be distributed according to Florida's intestacy laws. This means the state will determine who inherits the deceased person's assets based on a specific order of priority, usually starting with the closest living relatives.

    Without a will, the process of distributing assets can be more complex, time-consuming, and potentially lead to disputes among family members. A will allows the deceased person to specify their wishes for the distribution of their assets, ensuring that their property goes to the intended beneficiaries.

  • Generally, no, you cannot directly cash a check made out to "The Estate of..." through a summary administration alone.  

    While summary administration simplifies the probate process, it doesn't automatically grant you the authority to act on behalf of the estate. You'll likely need to:  

    1. Contact the Issuing Entity: Reach out to the bank, insurance company, or other entity that issued the check.  

    2. Discuss Cancellation and Reissue: Request that they cancel the original check and reissue it to the appropriate person or entity, such as the personal representative or a beneficiary.  

    3. Await Court Order: In some cases, you might need to obtain a court order through the summary administration process to authorize the distribution of funds.

  • If a non-resident decedent owns property in Florida, an ancillary probate proceeding may be necessary. This involves opening a separate probate case in Florida to deal with the decedent's assets located within the state.

    The primary probate will typically occur in the decedent's state of domicile. However, Florida will need to handle the distribution of any real estate or other assets located within its borders.

  • Typically, you don't need to submit individual documents from each beneficiary to the court during the summary administration process. However, it's crucial to maintain accurate records of all beneficiaries and their contact information. While not mandatory, obtaining the consent of all beneficiaries can streamline the process. In the absence of consent, the court may require additional steps, such as formal notice, to protect the interests of all parties. If a beneficiary is a minor or incapacitated, you might need to provide additional documentation, such as a guardianship order or a power of attorney.

  • If a beneficiary disputes a summary administration, the process can become more complex. The court may need to intervene to resolve the dispute, which can delay the distribution of assets. In some cases, the court may convert the summary administration to a formal administration, requiring more legal proceedings and potentially higher costs. It's essential to address any disputes promptly and, if necessary, seek legal advice to protect your interests.

  • Obtain a Certified Copy of the Court Order
    and
    Update Your Official Documents

    • Property Records: Transfer property titles with the county appraiser's office.

    • Financial Accounts: Notify banks, investment firms, and retirement plan administrators of the death certificate.

    • Insurance Policies: Contact life insurance companies to claim benefits.

    • Utilities and Subscriptions: Close or transfer utility accounts and cancel/transfer memberships.

    Read More

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