1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingFlorida Department of Health in Hernando County - Vital Statistics
Office info
- Probate Court Filing2 copies
- Social Security Administration1 copy
- Life Insurance Claims2 copies
- Bank/Financial Accounts2 copies
- Pension/Retirement Accounts1 copy
Secure the Property
- Lock the residence and secure valuable items
- Forward mail to a responsible family member
- Make a list of what you find (don't throw anything away yet)
Locate Important Documents
2Required by Law
First 10 days
Deposit the Will
Any person having custody of a will must deposit it with the Clerk of Court within 10 days after learning of the testator's death. (F.S. 732.901)
Creditor claim window
Creditors generally have 3 months from first publication of Notice to Creditors to bring claims against the estate. (F.S. 733.702)
Notify Key Parties
- Banks and credit card companies (to prevent unauthorized use)
- Social Security Administration (1-800-772-1213)
- Employer (if applicable) for final paycheck and benefits
3Assess Your Situation
Before filing anything
Which probate type is right for you?
Small estate? If the estate is worth less than the Florida small-estate limit (shown on the options below), you may qualify for simplified procedures.
Is there a valid will? If yes, you'll file for testate probate. If no will exists, it's intestate administration.
Complex assets? Business interests, real estate in multiple states, or contested claims may require formal administration.
Select a probate type below to see specific requirements and costs.
Which applies to your situation?
Not sure? Use the free checker at the top of this page - you don't have to decide this alone.
Simplest form of probate for very small estates.
- Non-exempt assets do not exceed funeral and medical expenses
- No real property in the estate
- Certified death certificate required
- Itemized funeral bill required
- Qualifies:
- Non-exempt assets do not exceed funeral + 60-day medical expenses
- Attorney:
- not required by law, though many families use one
Documents you'll need:
- Petition for Disposition Without Administration (Form 500.130)
- Certified Death Certificate
- Itemized Funeral Bill
- Proof of Payment (receipt showing funeral bill paid)
Simplified probate for smaller estates or estates where sufficient time has passed since death.
- Estate value under $150,000 in non-exempt assets
- OR at least 2 years have passed since death
- No personal representative appointed
- Assets distributed directly to beneficiaries by court order
- Qualifies:
- $150,000 in non-exempt assets (excluding homestead) OR 2+ years since death
- Attorney:
- not required by law, though many families use one
Attorney strongly recommended but not required for summary administration.
Documents you'll need:
- Petition for Summary Administration (Form 500.110)
- Certified Death Certificate
- Original Will (if any)
- Joinder of interested persons or proof of service
Full probate administration with court supervision.
- Personal representative appointed by court
- Attorney representation required in Florida
- E-filing mandatory for attorneys
- Inventory and accounting required
- Creditor notice period required
- Qualifies:
- Estates exceeding $150,000 in non-exempt assets, or less than 2 years since death
- Typical duration:
- 6-12 months minimum
- Attorney:
- required
Documents you'll need:
- Petition for Administration (Form 500.100)
- Certified Death Certificate
- Original Will (if any)
- Oath of Personal Representative (Form 500.300)
- Designation of Resident Agent (Form 500.400)
- Bond (if required by will or court)
- Notice of Administration (Form 500.600)
- Inventory (Form 500.500)
- Accounting (Form 500.700)
For non-Florida residents who owned Florida real property.
- Decedent was not a Florida resident
- Decedent owned real property in Florida
- Primary probate opened in domicile state
4File for Probate
Where to file, forms & fees
Where to File
Free Filing Help Available
Hernando County Clerk Self-Help can help you understand forms and filing requirements at no cost.
Visit Self-Help Center