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.

START YOUR SUMMARY ADMINISTRATION JOURNEY

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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."

    M Jimenez

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