1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingFlorida Department of Health in Hillsborough 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
The will of the deceased person must be deposited by the custodian with the Clerk's Office in the county where the decedent resided within ten (10) days after receiving information of the decedent'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.
Disposition of Personal Property without Administration may be filed without the assistance of an attorney and are handled by the Clerks in the Probate Department. Filed when the amount of the estate does not exceed the amount of the preferred funeral expenses and the expenses of the last sixty days of the last illness.
- Non-exempt assets do not exceed funeral expenses plus medical expenses from last 60 days of life
- No real property in the estate
- Certified death certificate required
- Itemized funeral bill required
- Qualifies:
- Exempt property + preferred funeral expenses + reasonable and necessary medical and hospital expenses of the last 60 days of the last illness (F.S. 735.301; no fixed dollar cap)
- 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)
Summary Administration may be filed when the value of the entire estate does not exceed $150,000 or when the decedent has been dead for more than two years. A petition may be filed by any beneficiary, heir at law, or person nominated as personal representative.
- Estate value under $150,000 in non-exempt assets (excluding homestead)
- 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
Formal Administrations are used when it is necessary to appoint a personal representative to act on behalf of the estate because the assets exceed the monetary limits for other types of administration or other special circumstances.
- Personal representative appointed by court
- Attorney representation required in Florida per Florida Probate Rule 5.030
- 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)
Ancillary Administrations are used when it is necessary to appoint a personal representative to act on behalf of the estate when the decedent is a nonresident because his/her assets are titled in their name alone.
- Decedent was not a Florida resident
- Decedent owned real or personal property in Hillsborough County
- Must be accompanied by authenticated copies of probate proceedings from domiciliary state
Used to transfer title of real property in Florida of a nonresident by filing an authenticated copy of the foreign will. May only be filed if the decedent has been dead for more than two years.
Used when the Court needs to appoint a Curator and issue Letters of Curatorship to take charge of the estate of a decedent until Letters of Administration are granted.
Used when a resident is an 'absentee' (missing due to Armed Forces, reported missing in action, or disappears under circumstances indicating death or mental cause). A Conservator is appointed to administer the estate until they are found or declared dead.
Notice of Trust are to be filed with the Clerk upon the death of a settlor of a trust. Must contain settlor's date of death, name, title of trust, date of trust, and name/address of trustee.
A caveat may be filed with the Clerk by a creditor or an interested person to prevent either probate of a will or administration of an estate without notice.
4File for Probate
Where to file, forms & fees
Where to File
Free Filing Help Available
Hillsborough County Clerk Self-Help Center can help you understand forms and filing requirements at no cost.
Visit Self-Help Center