Skip to content(opens in a new tab)
TrusteeClear
For firmsFor TrusteesPricingSecurityResources
Sign in
Read the Trust
Map the deadlines
Identify qualified beneficiaries
Run AI analysis
Flag homestead risk
Draft the notices
Detect funding gaps
Attorney approves
File Notice of Trust
Serve beneficiaries
Record acknowledgment
Track the accounting
Trustee compensation
Send for signature
Build the audit trail
Guide the Trustee
Spin up the matter
Activate on death
Capture the work
Co-trustee approval
Close the matter

Florida Probate, Explained

Probate is the court-supervised process of settling someone's estate after they die. Here's how it works in Florida, the main types, and what to expect. General information, not legal advice.

Settling an estate or Trust in Florida? A free role check points you to the right next step.

Start the free role check

What is probate?

Probate is how a Florida court oversees transferring a deceased person's assets — validating any will, appointing a personal representative, paying valid debts and expenses, and distributing what remains to the heirs or beneficiaries. Assets that pass another way (a funded Trust, beneficiary designations, jointly held property) generally skip probate.

The main types of Florida probate

Formal administration

The standard process for most estates, supervised by the court with an appointed personal representative. Used when the estate is larger or fewer than two years have passed since death.

Summary administration

A faster, simpler option generally available when the estate's non-exempt assets are worth $75,000 or less, or the person died more than two years ago. No personal representative is appointed.

Disposition without administration

A limited process for very small estates, mainly to reimburse final expenses — available only in narrow circumstances.

What happens in a Florida probate

  1. Open the estate and, in formal administration, appoint a personal representative.
  2. Identify and notify beneficiaries and known creditors, and publish notice to creditors.
  3. Inventory the estate's assets and their values.
  4. Pay valid claims, taxes, and administration expenses.
  5. Distribute what remains to the beneficiaries and close the estate.

Can you avoid probate in Florida?

Often, in part — a funded revocable living Trust, beneficiary or pay-on-death designations, and jointly titled property generally pass outside probate. What works depends on how each asset is titled. This page is general information, not legal advice; a free role check can point you to the right next step, and a Florida attorney can advise on your estate.

TrusteeClear

The Florida successor-trustee layer for Estate-Planning firms — and the Trustees they serve.

For firms

  • Overview
  • AI Trustee intake
  • Firm pricing
  • Security
  • Partners

For Trustees

  • Overview
  • Free role check
  • Trustee pricing
  • After a death
  • Duties packet

Resources

  • Trustee resources
  • Trustee duties
  • Notice of Trust
  • Trust accounting

Company

  • Terms
  • Privacy

Related reading

  • The Florida revocable living Trust, explained →
  • Florida will vs. revocable living Trust →
  • Florida estate planning overview →

General information about Florida law, not legal advice.

Frequently asked questions

How long does probate take in Florida?
It varies. Summary administration can take a few weeks to a couple of months; formal administration commonly takes several months to a year or more, depending on the estate, creditor claims, and any disputes. A Florida attorney can estimate for your situation. General information, not legal advice.
Is probate required in Florida if there's a will?
Often yes — a will generally must be admitted to probate to transfer the assets it covers. A will directs who receives property; it does not avoid probate. Assets in a funded trust or with beneficiary designations may pass outside probate.
What is the difference between formal and summary administration in Florida?
Formal administration is the standard, court-supervised process with an appointed personal representative. Summary administration is a faster, simpler option generally available when the estate's non-exempt assets are $75,000 or less, or the death was more than two years ago.
Does a trust avoid probate in Florida?
A funded revocable living trust generally passes its assets outside probate. Assets left outside the trust may still require probate, which is why a pour-over will is common. General information, not legal advice.

General information about Florida law, not legal advice.

  • Data processing (DPA)
  • Security & Trust
  • Accessibility
  • Accessibility settings
  • TrusteeClear. General information about Florida Trustee duties, not legal advice. Using these tools does not create an attorney-client relationship. AI organizes and drafts; TrusteeClear never files or sends anything on your behalf. Where attorney review happens, it is your firm's attorney or an independent attorney you engage directly. AI observations and chat are informational only — not legal advice, and not attorney-reviewed.