1Immediate Actions
The first days
First: Get Death Certificates
Required for everythingFlorida Department of Health in Collier 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
Custodian should deposit original will with Clerk within 10 days of receiving information of 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.
Informal application per Florida Statute 735.301 for transfer of personal property only (no real estate)
- Non-exempt personal property only
- Value does not exceed funeral expenses plus medical bills from last 60 days
- No real property in estate
- Must have paid funeral bill or agreement to pay
- 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
Court generates order stating asset devised to petitioner. Certified copy provided for submission to asset holder.
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)
Filed when estate value does not exceed $150,000. Does not require personal representative appointment.
- Can be filed by any beneficiary or nominated personal representative
- Pro se filers may research requirements and find forms
- Qualifies:
- $150,000
- 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
Filed when assets exceed $150,000 and/or when personal representative appointment is necessary
- Letters of Administration issued to personal representative
- Court oversees administration to ensure debts paid and correct distribution
- Qualifies:
- Estates over $150,000 in non-exempt assets
- 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
Collier County Clerk Self-Help Center can help you understand forms and filing requirements at no cost.
Visit Self-Help Center