Get Fl Summary Administration Checklist

The FL Summary Administration Checklist is an essential document for individuals seeking to manage an estate in Florida. This guide provides step-by-step instructions to help users accurately complete the checklist online, ensuring a smooth and compliant submission process.

Follow the steps to fill out the FL Summary Administration Checklist online.

1. Click the ‘Get Form’ button to access the FL Summary Administration Checklist and open it in your preferred online editor.
2. Begin by entering the estate name and case number at the top of the form. Ensure that this information is accurate and corresponds with the estate details.
3. In Section 1, describe your interest in the estate clearly. This is important for establishing your role in the summary administration process.
4. Proceed to Section 2 to provide details regarding any ancillary administration as required by Florida Statutes. Include an authenticated copy of relevant documents if applicable.
5. In Section 3, enter the decedent's last known address, the last four digits of their Social Security Number, and details regarding their date, place of death, and county of domicile.
6. Section 4 requires you to list the names and addresses of all beneficiaries, which should include the spouse and any qualified trust beneficiaries.
7. In Section 5, provide a statement showing the proper venue for the case based on the decedent’s residence.
8. Section 6 asks whether any domiciliary proceedings are pending in other states. Answer truthfully based on your knowledge.
9. For Section 7, confirm that the decedent’s will does not direct administration contrary to Florida Statutes.
10. In Section 8, you will need to state whether the total value of the estate does not exceed $75,000 or if the decedent has been deceased for over two years.
11. Section 9 requires a description of all assets, their estimated values, and the status of creditors. Ensure this information is complete and accurate.
12. In Section 10, provide a statement indicating no known unrevoked wills or codicils exist, or identify those being presented for probate.
13. Section 11 is dedicated to the schedule of proposed distribution for the estate’s assets and the names of beneficiaries receiving them.
14. After completing all sections, review the information carefully for accuracy and completeness.
15. Once satisfied, save your changes and download, print, or share the completed FL Summary Administration Checklist as needed.

Fill out your FL Summary Administration Checklist online today for efficient document management.