Broward Florida Summary Plan Description Checklist
Description
How to fill out Summary Plan Description Checklist?
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FAQ
To obtain an order of summary administration in Florida, you must file a petition with the court. This petition should include necessary documents, such as a death certificate and a completed Broward Florida Summary Plan Description Checklist. Once the documents are submitted, the court will review them and issue an order if everything is in order, allowing you to proceed with estate administration.
For all but the simplest estates, Florida law requires that the personal representative of an estate hire a probate attorney to guide him or her through the process. While hiring an attorney might seem like an unnecessary burden, an attorney should help make the probate process as efficient as possible.
Yes, in almost all cases you will need a Florida Probate Lawyer. Except for disposition without administration (very small estates) and those estates in which the executor (personal representative) is the sole beneficiary, Florida law requires the assistance of an attorney.
According to Section 735.201 of the Florida Statutes, summary administration in Florida can be done if the person has been deceased for over two years or if the assets are less than $75,000. If the person has been dead for over two years then there is no cap in the amount of assets of the administration.
An inventory is due 60 days after appointment by the personal representative. Heirs are entitled to an accounting of all costs, creditors, fees, etc. The process generally takes about 6 months from start to finish.
Step 1: Meet with an Attorney Step 2: File a Petition with the Probate Court.Step 3: Notify the Deceased's Creditors.Step 4: Inventory the Deceased's Estate.Step 5: Close Creditor Period & Pay Valid Debts.Step 6: File & Pay Estate Taxes.Step 7: Final Estate Accounting.Step 8: Distribute Remaining Assets to Beneficiaries.
In Florida the fees for a Summary Administration vary but will typically range from $1,500.00 to $3,500.00 depending on the nature of the assets, creditor claims, the number of beneficiaries and any complexities associated with getting the Last Will and Testament admitted to Probate Court in Florida.
Printable Probate forms can be accessed from the left side menu or the Sixth Judicial Circuit's website. These forms are also available for purchase at both of our Legal Resource Center locations.
Florida law does not require the person who requests a summary administration of a Florida estate to have a lawyer. The interested person can go down to the courthouse and file the request for the summary administration without any attorney.
Requirements for filing for summary probate in Florida To qualify for a summary probate, the value of the estate' nonexempt assets must be less than $75,000 and/or if someone has been dead for more than two years. Some assets pass to others automatically without the need for probate.
