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In today's rapidly evolving legal landscape, having readily accessible and up-to-date legal forms is crucial for attorneys, especially those specializing in probate law in Florida. Florida Lawyers Support Services, Inc. offers a comprehensive solution with its 2022 Probate Forms, meticulously developed by the Real Property, Probate, and Trust Law Section of The Florida Bar. These forms are the preferred choice among Probate Judges in Florida, ensuring compliance and smooth proceedings within the legal framework. Available in various formats, including a locked .pdf format on a flash drive for secure viewing and printing, or as physical copies, these forms cater to the diverse needs of legal professionals. Additionally, they provide an index with rule and statutory references for every form, making it easier for attorneys to navigate the complexities of probate law. With an option for a la carte orders to meet specific needs and all transactions facilitated directly through FLSSI.org, these forms are designed for ease of use and efficiency. Orders can be placed with a simple mail-in form or via email, supporting payments through major credit cards for convenience. This tailored approach, combined with the backing of The Florida Bar, ensures that legal practitioners have the most reliable, authoritative resources at their disposal for probate matters.

Preview - Florida Lawyers Support Form

Florida Lawyers Support Services, Inc.

Post Office Box 195909 – Winter Springs, Florida – 32719-5909 407.515.1501 order@FLSSI.org FLSSI.org

2022

PROBATE FORMS

Effective January 1, 2022

Developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar. Probate Judges prefer the use of 2022 FLSSI forms. If you are looking for the Probate Forms in an interactive or program format, please visit FLSSI.org to view our list of official licensed vendors.

Firm: ______________________________________________________________________________

Attorney Name: ______________________________________________ Bar #: __________________

Physical Address: ______________________________________________________________________

City/State/Zip: ______________________________________________________________________

Phone: (____)_______________ E-mail Address: ___________________________________________

OPTION #1 2022 FORMS AND INDEX - .PDF ON FLASH DRIVE . . . . . . . . . . . . $ 471.10

This flash drive provides forms in LOCKED .pdf format, which will only allow the user to open and print forms. These forms are not interactive and are not able to be saved or modified in any way. This price includes sales tax and UPS ground shipping.

OPTION #2

2022 FORMS AND INDEX - 1 PHYSICAL COPY OF EACH

$ 491.20

This price includes sales tax and UPS ground shipping.

 

 

 

 

 

 

OPTION #3

2022 FORMS A LA CART - PHYSICAL

(Orders must meet a $30.00 minimum)

 

Option #3 (totals from pages 2 - 9) .

. .. . . . . . .

. . . . . . . . . . . . . .$ _____________

 

 

 

 

Florida Sales Tax 7% (Florida resident only) . . . .

. . . .. . . . . . . . . .$ _____________

 

 

 

 

UPS Ground Shipping

. . . . . . . . . . . . . . . . . . . . . . $ ______12.50___

 

 

 

 

 

Option #3 TOTAL

. . . . . . . . . .

. . . . . . . . . . . . . . $ _____________

 

 

 

 

 

Mail this form with check to the address listed above or include credit card information and email: order@FLSSI.org.

VISA or MasterCard ONLY.

$ __________

________________________________

____/____

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__________________________

Charge

Card Number

 

Exp. Date

3 Digit Code

Signature of Cardholder

_____________________________________________________________

______________________________

Credit Card Billing Address (If different from shipping address above)

 

Printed Name of Cardholder

Check # ___________ $ ___________

Authorization Date _____/____/2022

# ____ ____ _____ _____ _____

SHIP DATE ____/____/2022 LB____

$________

# ___ ___ ___ ___

___ ___ ___ ___ OFFICE January 2022

INDEX of all probate forms; includes rule and statutory references pertaining to each form.

#______@ $25.00 each

I.GENERAL PROBATE RELATED FORMS

P-1.0100 Petition to Open Safe Deposit Box

#______@ $5.00 each

P-1.0110 Order to Open Safe Deposit Box

#______@ $5.00 each

P-1.0300 Caveat by Creditor (nonresident- pro se)

#______@ $5.00 each

P-1.0301 Caveat by Creditor (non-resident Represented by Florida attorney)

#______@ $2.50 each

P-1.0305 Caveat by Creditor (Resident)

#_____@ $2.50 each

P-1.0310 Caveat by Interested Person (other than creditor - nonresident, pro se)

#______@ $5.00 each

P-1.0311 Caveat by Creditor (other than Creditor – nonresident, represented by Florida attorney)

#_____@ $2.50 each

P-1.0315 Caveat by Interested Person (other than creditor – resident)

#______@ $2.50 each

P-1.0400 Request for Notice and Copies

#______@ $5.00 each

P-1.0500 Formal Notice

#______@ $2.50 each

P-1.0501 Formal Notice (adversary)

#______@ $2.50 each

P-1.0510 Proof of Service of Formal Notice

#______@ $2.50 each

P-1.0511 Proof of Service of Formal Notice (adversary)

#______@ $2.50 each

P-1.0512 Proof of Service in the manner of Formal Notice

#_____@ $2.50 each

P-1.0513 Proof of Service in the manner of Formal Notice (adversary)

#_____@ $2.50 each

P-1.0520 Notice of Action (formal notice by publication)

#______@ $2.50 each

P-1.0530 Notice of Hearing

#______@ $5.00 each

P-1.0531 Notice of Hearing (adversary)

#______@ $5.00 each

P-1.0600 Consent and Waiver of Notice

#______@ $2.50 each

P-1.0610 Consent and Waiver of Notice (copy attached)

#______@ $2.50 each

P-1.0620 Joinder, Waiver and Consent

#______@ $2.50 each

P-1.0630 Notice of Disqualification of Personal Representative

#______@ $2.50 each

P-1.0640 Notice of Confidential Information Within Court Filing (no contemporaneous filing)

#______@ $5.00 each

P-1.0641 Notice of Confidential Information Within Court Filing (contemporaneous filing)

#______@ $2.50 each

P-1.0800 Notice of Trust

#______@ $2.50 each

P-1.0900 Notice of Designation of Email Addresses for Service of Documents

#______@ $2.50 each

2

P-1.0910 Statement Regarding Compensation of Personal Representative (will)

#______@ $2.50 each

P-1.0915 Statement Regarding Compensation of Personal Representative (codicil)

#______@ $2.50 each

II.FORMS FOR ABBREVIATED PROBATE PROCEEDINGS

P-2.0100 Disposition of Personal Property without Administration (verified statement)

#______@ $7.50 each

P-2.0204 Petition for Summary Administration (testate

– single petitioner)

#______@ $10.00 each

P-2.0205 Petition for Summary Administration (testate- multiple petitioners)

#______@ $10.00 each

P-2.0214 Petition for Summary Administration (intestate

– single petitioner)

#______@ $10.00 each

P-2.0215 Petition for Summary Administration (intestate

–multiple petitioners))

#______@ $10.00 each

P-2.0219 Petition for Summary Administration (testate nonresident decedent – single petitioner)

#______@ $7.50 each

P-2.0220 Petition for Summary Administration (testate nonresident decedent – multiple petitioners)

#______@ $7.50 each

P-2.0224 Petition for Summary Administration (intestate nonresident decedent – single petitioner)

#______@ $7.50 each

P-2.0225 Petition for Summary Administration (intestate nonresident decedent – multiple petitioners)

#______@ $7.50 each

P-2.0300 Order of Summary Administration (testate)

#______@ $5.00 each

P-2.0310 Order of Summary Administration (intestate)

#______@ $5.00 each

P-2.0320 Order of Summary Administration (testate nonresident decedent)

#______@ $5.00 each

P-2.0322 Order of Summary Administration (testate nonresident decedent-authenticated copy of will)

#______@ $5.00 each

P-2.0325 Order of Summary Administration (intestate nonresident decedent)

#______@ $5.00 each

P-2.0355 Notice to Creditors (summary administration)

#______@ $2.50 each

P-2.0500 Order Admitting Will to Probate and of Summary Administration (self-proved)

#______@ $5.00 each

P-2.0600 Order Admitting Will to Probate (summary administration)

#______@ $2.50 each

P-2.0610 Order Admitting Will to Probate (summary administration - self proved)

#______@ $2.50 each

P-2.0630 Order Admitting Will of Nonresident to Probate (summary administration-authenticated copy of will)

#_____@ $2.50 each

P-2.0650 Order Admitting Will to Probate (summary administration – nonresident, self-proved)

#_____@ $2.50 each

P-2.0800 Petition to Admit Foreign Will to Record

#______@ $5.00 each

P-2.0810 Order Admitting Foreign Will to Record

#______@ $2.50 each

3

P-2.0850 Affidavit Under Section 735.303, Florida Statutes, to Obtain Bank Property of Deceased Account Holder

#______@ $5.00 each

III.OPENING FORMAL ADMINISTRATION

P-3.0050 Petition to Appoint Curator

#______@ $5.00 each

P-3.0065 Order Appointing Curator (no bond)

#______@ $2.50 each

P-3.0070 Order Appointing Curator (bond required)

#______@ $2.50 each

P-3.0071 Oath of Curator and Designation and Acceptance of Resident Agent

#______@ $5.00 each

P-3.0075 Letters of Curatorship

#______@ $2.50 each

P-3.0100 Petition for Administration (testate Florida resident-single petitioner)

#______@ $7.50 each

P-3.0110 Petition for Administration (testate Florida resident-multiple petitioners and single PR)

#______@ $7.50 each

P-3.0111 Petition for Administration (testate Florida resident- multiple petitioners and PRs)

#______@ $7.50 each

P-3.0120 Petition for Administration (intestate Florida resident-single petitioner)

#______@ $7.50 each

P-3.0130 Petition for Administration (intestate Florida resident--multiple petitioners and single PR)

#______@ $7.50 each

P-3.0131 Petition for Administration (intestate Florida resident-multiple petitioners and PRs)

#______@ $7.50 each

P-3.0140 Petition for Administration (testate nonresident-single petitioner)

#______@ $7.50 each

P-3.0150 Petition for Administration (testate nonresident-multiple petitioners and single PR)

#______@ $7.50 each

P-3.0151 Petition for Administration (testate nonresident-multiple petitioners and PRs)

#______@ $7.50 each

P-3.0160 Petition for Administration (intestate nonresident-single petitioner)

#______@ $7.50 each

P-3.0170 Petition for Administration (intestate nonresident-multiple petitioners and single PR)

#______@ $7.50 each

P-3.0171 Petition for Administration (intestate nonresident-multiple petitioners and PRs)

#______@ $7.50 each

P-3.0190 Waiver of Notice by Domiciliary Personal Representative

#______@ $2.50 each

P-3.0200 Waiver of Priority, Consent to Appointment of Personal Representative and Waiver of Notice and Bond (single)

#______@ $2.50 each

P-3.0210 Waiver of Priority, Consent to Appointment of Personal Representative and Waiver of Notice and Bond (multiple)

#______@ $2.50 each

P-3.0300 Oath of Witness to Will

#______@ $2.50 each

P-3.0301 Oath of Witness to Will (copy)

#______@ $2.50 each

P-3.0310 Oath of Witness to Codicil

#______@ $2.50 each

4

P-3.0311 Oath of Witness to Codicil (copy)

#______@ $2.50 each

P-3.0320 Proof of Will

#______@ $2.50 each

P-3.0330 Proof of Codicil

#______@ $2.50 each

P-3.0350 Petition for Appointment of Commissioner

#______@ $2.50 each

P-3.0355 Order Appointing Commissioner

#______@ $2.50 each

P-3.0360 Commission

#______@ $7.50 each

P-3.0400 Order Admitting Will to Probate and Appointing Personal Representative (single)

#______@ $2.50 each

P-3.0401 Order Admitting Will to Probate and Appointing Personal Representative (corporate)

#______@ $2.50 each

P-3.0410 Order Admitting Will to Probate and Appointing Personal Representatives (multiple)

#______@ $2.50 each

P-3.0420 Order Admitting Will to Probate and Appointing Personal Representative (self-proved)

#______@ $2.50 each

P-3.0421 Order Admitting Will to Probate and Appointing Personal Representative (self-proved, corporate)

#______@ $2.50 each

P-3.0430 Order Admitting Will to Probate and Appointing Personal Representatives (self-proved, multiple)

#______@ $2.50 each

P-3.0440 Order Appointing Personal Representative (intestate-single)

#______@ $2.50 each

P-3.0441 Order Appointing Personal Representative (intestate-corporate)

#______@ $2.50 each

P-3.0450 Order Appointing Personal Representatives (intestate-multiple)

#______@ $2.50 each

P-3.0460 Order Admitting Codicil to Probate

#______@ $2.50 each

P-3.0470 Order Admitting Codicil to Probate (self- proved)

#______@ $2.50 each

P-3.0480 Order Admitting Will of Nonresident to Probate and Appointing Personal Representative

#______@ $2.50 each

P-3.0481 Order Admitting Will of Nonresident to Probate and Appointing Personal Representative (corporate)

#______@ $2.50 each

P-3.0490 Order Appointing Personal Representative of Nonresident (intestate)

#______@ $2.50 each

P-3.0491 Order Appointing Personal Representative of

Nonresident (intestate-corporate)

#______@ $2.50 each

P-3.0500 Petition to Waive Bond of Personal Representative

#______@ $5.00 each

P-3.0510 Waiver of Bond by an Interested Person

#______@ $2.50 each

P-3.0520 Bond of Personal Representative

#______@ $2.50 each

P-3.0600 Oath of Personal Representative and Designation and Acceptance of Resident Agent

#______@ $5.00 each

5

P-3.0610 Designation of Successor Resident Agent and Acceptance

#______@ $2.50 each

P-3.0620 Oath of Corporate Personal Representative

#______@ $2.50 each

P-3.0700 Letters of Administration (single personal representative)

#______@ $2.50 each

P-3.0710 Letters of Administration (multiple personal representatives)

#______@ $2.50 each

P-3.0720 Ancillary Letters of Administration

#______@ $2.50 each

P-3.0740 Notice to Creditors

#______@ $2.50 each

P-3.0802 Notice of Administration (testate)

#______@ $5.00 each

P-3.0804 Notice of Administration (intestate)

#______@ $5.00 each

P-3.0810 Waiver of Service of Notice of Administration (testate)

#______@ $2.50 each

P-3.0811 Receipt of Notice of Administration

#______@ $2.50 each

P-3.0820 Waiver of Service of Notice of Administration (intestate)

#______@ $2.50 each

P-3.0830 Proof of Service of Notice of Administration

#______@ $2.50 each

P-3.0831 Statement Regarding Creditors (individual)

#______@ $2.50 each

P-3.0832 Statement Regarding Creditors (corporate)

#______@ $2.50 each

P-3.0900 Inventory

#______@ $7.50 each

P-3.0901 Inventory (ancillary)

#______@ $5.00 each

P-3.0905 Notice to Beneficiaries Regarding Inventory

#______@ $2.50 each

P-3.0910 Request for Copy of Inventory

#______@ $2.50 each

P-3.0915 Inventory of Safe Deposit Box

#______@ $7.50 each

P-3.0920 Proof of Service of Inventory

#______@ $2.50 each

P-3.0925 Proof of Service of Inventory of Safe Deposit Box

#______@ $2.50 each

P-3.0930 Petition to Extend Time for Filing Inventory

#______@ $5.00 each

P-3.0940 Order Extending Time for Filing Inventory

#______@ $2.50 each

P-3.0950 Notice of Federal Estate Tax Return Due

#______@ $2.50 each

P-3.1001 Personal Representative's Proof of Claim (debts paid)

#______@ $5.00 each

P-3.1002 Personal Representative's Proof of Claim (debts to be paid)

#______@ $5.00 each

P-3.1010 Statement of Claim by _____________

#______@ $2.50 each

P-3.1020 Objection to Claim

#______@ $5.00 each

P-3.1021 Objection to Personal Representative's Proof of Claim (items listed as “to be paid”)

#______@ $5.00 each

6

P-3.1030 Proof of Service of Objection to Claim

#______@ $2.50 each

P-3.1031 Proof of Service of Objection to Claim (by attorney)

#______@ $2.50 each

P-3.1033 Notice to Creditor to File Petition for Extension

#_______@ $5.00 each

P-3.1050 Satisfaction and Release of Claim

#______@ $2.50 each

IV. SPECIAL PROCEEDINGS

P-4.0200 Petition to Determine Exempt Property

#______@ $5.00 each

P-4.0210 Order Determining Exempt Property (surviving spouse)

#______@ $2.50 each

P-4.0220 Order Determining Exempt Property (children of decedent; no surviving spouse)

#______@ $2.50 each

P-4.0300 Petition for Family Allowance

#______@ $5.00 each

P-4.0310 Order Authorizing Payment of Family Allowance (periodic payment)

#______@ $2.50 each

P-4.0311 Order Authorizing Payment of Family Allowance (lump sum)

#______@ $2.50 each

P-4.0400 Notice of Personal Representative Taking Possession of Protected Homestead

#______@ $5.00 each

P-4.0410 Petition to Determine Homestead Status of Real Property (intestate – spouse and/or descendants)

#______@ $7.50 each

P-4.0415 Petition to Determine Homestead Status of Real Property (intestate – no spouses or descendants)

#______@ $7.50 each

P-4.0420 Petition to Determine Homestead Status of Real Property (testate)

#______@ $7.50 each

P-4.0430 Election of Surviving Spouse to Take a One- Half Interest of Decedent’s Interest in Homestead Property

#______@ $2.50 each

P-4.0454 Order Determining Homestead Status of Real Property (intestate--spouse, no lineal descendants- exempt from claims)

#______@ $5.00 each

P-4.0456 Order Determining Homestead Status of Real Property (intestate--lineal descendants, no spouse exempt from claims)

#______@ $5.00 each

P-4.0457 Order Determining Homestead Status of Real Property (intestate – spouse, lineal descendants exempt from claims)

#______@ $5.00 each

P-4.0458 Order Determining Homestead Status of Real Property (intestate – heirs, no spouse or lineal descendants, exempt from claims)

#______@ $5.00 each

P-4.0461 Order Determining Homestead Status of Real Property (testate – not devised, spouse and minor child- exempt from claims and election by spouse)

#______@ $5.00 each

P-4.0462 Order Determining Homestead Status of Real Property (testate-not devised, spouse and minor child - exempt from claims and no election by spouse)

#______@ $5.00 each

P-4.0463 Order Determining Homestead Status of Real Property (testate - not devised, minor child but no surviving spouse - exempt from claims)

#______@ $5.00 each

7

P-4.0464 Order Determining Homestead Status of Real Property (testate-devised, spouse, no minor child- exempt from claims)

#______@ $5.00 each

P-4.0466 Order Determine Homestead Status of Real Property (testate-devised, heirs, no spouse or minor child- exempt from claims)

#______@ $5.00 each

P-4.0468 Order Determining Homestead Status of Real Property (testate--devised to persons other than heirs, no spouse or minor - not exempt from claims)

#______@ $5.00 each

P-4.0540 Election to Take Elective Share

#______@ $5.00 each

P-4.0541 Proof of Service of Election to Take Elective Share

#______@ $2.50 each

P-4.0545 Notice of Election to Take Elective Share

#______@ $2.50 each

P-4.0550 Proof of Service of Notice of Election to Take Elective Share

#______@ $2.50 each

P-4.0555 Order Determining Spouse’s Entitlement to Elective Share

#______@ $2.50 each

P-4.0560 Petition to Determining Amount of Elective Share (contribution not required)

#______@ $5.00 each

P-4.0565 Order Determining Amount of Elective Share (contribution not required)

#______@ $5.00 each

P-4.0570 Petition to Determine Amount of Elective Share (contribution required)

#______@ $5.00 each

P-4.0575 Order Determining Elective Share (contribution required)

#______@ $5.00 each

P-4.0600 Declaration that Proceeding is Adversary

#______@ $5.00 each

P-4.0610 Order that Proceeding is Adversary

#______@ $2.50 each

P-4.0650 Notice of Civil Action

#______@ $5.00 each

P-4.0700 Notice of Ancillary Administration

#______@ $5.00 each

P-4.0820 Petition for Order Designating Depository for Assets

#______@ $5.00 each

P-4.0830 Receipt of Assets by Depository

#______@ $2.50 each

P-4.0835 Acceptance and Certification by Depository

#______@ $2.50 each

P-4.0840 Order Designating Depository for Assets

#______@ $5.00 each

V.CLOSING ADMINISTRATION

P-5.0100 Petition to Extend Time for Filing Final Accounting and Petition for Discharge

#______@ $5.00 each

P-5.0200 Order Extending Time for Filing Final Accounting and Petition for Discharge

#______@ $2.50 each

P-5.0300 Notice of Interim Accounting

#______@ $2.50 each

P-5.0340 Accounting of Personal Representative(s)

#______@ $17.50 each

P-5.0400 Petition for Discharge (single personal representative)

#______@ $5.00 each

8

P-5.0401 Petition for Discharge (multiple personal representatives)

#______@ $5.00 each

P-5.0410 Notice of Final Accounting and Petition for Discharge

#______@ $2.50 each

P-5.0411 Proof of Services of Notice of Final Accounting and Petition for Discharge

#______@ $2.50 each

P-5.0420 Receipt of Petition for Discharge and Accounting and Consent to Distribution

#______@ $2.50 each

P-5.0500 Waiver of Accounting and of Service of Petition for Discharge

#______@ $2.50 each

P-5.0501 Waiver of Accounting and of Service of Petition for Discharge and Consent to Distribution

#______@ $2.50 each

P-5.0510 Receipt

#______@ $2.50 each

P-5.0511 Receipt (with refunding language)

#______@ $2.50 each

P-5.0520 Waiver of Accounting and Service of Petition for Discharge; Receipt of Beneficiary and Consent to Discharge

#______@ $2.50 each

P-5.0530 Receipt of Beneficiary and Consent to Discharge

#______@ $2.50 each

P-5.0550 Petition for Discharge (full waiver – single personal representative)

#______@ $5.00 each

P-5.0551 Petition for Discharge (full waiver – multiple representatives)

#______@ $5.00 each

P-5.0570 Waiver of Accounting, Portions of Petition for Discharge and Service of Petition for Discharge; Receipt of Beneficiary and Consent to Discharge (full waiver)

#______@ $2.50 each

P-5.0600 Personal Representative’s Release and Certificate of Distribution of Real Property (single individual personal representative)

#______@ $5.00 each

P-5.0605 Personal Representative’s Release and Certificate of Distribution of Real Property (multiple individual representatives)

#______@ $7.50 each

P-5.0610 Personal Representative's Release and

Certificate of Distribution of Real Property (corporate

representatives)

#______@ $5.00 each

P-5.0700 Report of Distribution (single personal representative)

#______@ $5.00 each

P-5.0701 Report of Distribution (multiple personal representatives)

#______@ $5.00 each

P-5.0800 Order of Discharge (single personal representative)

#______@ $2.50 each

P-5.0810 Order of Discharge (multiple personal representatives)

#______@ $2.50 each

P-5.0900 Petition for Further Administration

#______@ $5.00 each

P-5.0901 Order for Further Administration

#______@ $2.50 each

9

Download Florida Lawyers Support PDF Form

Form Data

Fact Name Description
Organization Name Florida Lawyers Support Services, Inc.
Location and Contact Winter Springs, Florida, 407.515.1501, order@FLSSI.org
Form Availability Date Effective January 1, 2022
Form Development Developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar
Judicial Preference Probate Judges prefer the use of 2022 FLSSI forms
Product Options Available in .PDF on flash drive or as a physical copy
Governing Law Florida probate law

Instructions on Utilizing Florida Lawyers Support

Filling out the Florida Lawyers Support Services form is vital for lawyers who need the updated probate forms for their legal practices. This process ensures you have the most current documentation preferred by Probate Judges for the year 2022. Here is a straightforward guide on how to properly fill out the form:

  1. Start by clearly printing your firm's name in the space provided.
  2. Enter the attorney's full name next.
  3. Include the attorney's Bar number, ensuring accuracy for verification purposes.
  4. Provide the physical address of the firm, including city, state, and zip code.
  5. Fill in the firm's phone number, including the area code in the brackets provided.
  6. Type in a valid e-mail address that is used for official correspondence.
  7. Choose your preferred option for receiving the forms:
    • Option #1 if you prefer the forms on a flash drive.
    • Option #2 for a physical copy of each form.
    • Option #3 if you wish to select forms a la carte (remember to meet the $30.00 minimum).
  8. For Option #3, total the amounts from pages 2 to 9, and then calculate and add the 7% Florida Sales Tax if you are a Florida resident. Include the UPS Ground Shipping fee of $12.50.
  9. Indicate the total amount due for Option #3.
  10. For payment, fill in your credit card information or check details, including card number, expiration date, 3-digit code, and signature of the cardholder. If the billing address differs from the shipping address already provided, make sure to list it as well.
  11. Finally, include the printed name of the cardholder, check number (if applicable), and the authorization date.

After filling out the form, review all information for accuracy. Then, mail this form with the appropriate payment to the address listed at the top, or you can choose to email the form with credit card payment information to order@FLSSI.org. Once your order and payment are processed, expect the delivery of your selected form option on the ship date mentioned in the form. This comprehensive suite of documents will support your legal practice in probate matters, streamlining the process with updated and preferred forms.

Obtain Answers on Florida Lawyers Support

Frequently Asked Questions about Florida Lawyers Support Services Probate Forms

  1. What are FLSSI Probate Forms?

    2. FLSSI Probate Forms are standardized legal documents created by the Florida Lawyers Support Services, Inc., as of January 1, 2022. These forms have been developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar and are preferred by Probate Judges in Florida. Designed to streamline the probate process, these forms include petitions, notices, orders, and various other documents necessary for probate proceedings.

  2. How can I purchase FLSSI Probate Forms?

    3. There are three options available for purchasing FLSSI Probate Forms.

    • Option #1: A set of forms and an index on a flash drive in locked PDF format, priced at $471.10, including sales tax and shipping.
    • Option #2: One physical copy of each form and index, priced at $491.20, including sales tax and shipping.
    • Option #3: Forms a la carte in physical format, with a minimum order of $30.00 plus Florida sales tax of 7% and shipping costs of $12.50.
    Orders can be mailed with a check or credit card information to Florida Lawyers Support Services, Inc., or by emailing order@FLSSI.org.

  3. Are these forms editable?

    4. The forms provided on the flash drive (Option #1) are in a locked PDF format, meaning they can only be opened and printed. These documents are not interactive and cannot be saved or modified in any manner. If you need editable forms, it's best to contact FLSSI or visit their website for alternative options.

  4. Can I get these forms if I'm not a Florida resident?

    5. Yes, the FLSSI Probate Forms are available for purchase by both residents and non-residents of Florida. However, it's important to note that these forms are specifically designed to comply with Florida law and are intended for use within Florida's legal system. If you're practicing outside of Florida or dealing with a probate matter in another state, you should seek local legal resources.

Common mistakes

  1. Not verifying the forms are up to date before filling them out. The document clearly states "2022 PROBATE FORMS Effective January 1, 2022" which underscores the importance of ensuring the forms being used are the most current for the task at hand. Using outdated forms can result in delays or rejection of filings.

  2. Ignoring specific instructions related to Florida residents. The form mentions "Florida Sales Tax 7% (Florida resident only)", indicating that certain fields and calculations are applicable only to residents of Florida. Overlooking such details can lead to incorrect submissions.

  3. Choosing the wrong option for their needs among the available options (Option #1, Option #2, and Option #3). Each option caters to different needs, such as digital vs. physical copies of the forms. Misunderstanding the content and benefits of each option could lead to unnecessary expenses or not receiving the required format.

  4. Incorrectly filling out credit card information. The form requires detailed credit card information including "Charge Card Number," "Exp. Date," and "3 Digit Code". Input errors here can lead to payment failures, delaying the order process.

  5. Overlooking the need to sign the form. There's a clearly marked section for the "Signature of Cardholder" which is a common oversight. Unsigned forms may not be processed, as the signature is necessary for authorization.

  6. Not providing the correct shipping or billing address, especially if different. The form separates "Credit Card Billing Address (If different from shipping address above)". Failing to specify an alternate billing address, when applicable, could lead to billing issues or even the shipment of materials to the wrong address.

Attention to detail is crucial when filling out any legal form, especially those related to probate, to ensure the process moves forward without unnecessary delays or complications.

Documents used along the form

When dealing with the complexities of probate in Florida, the Florida Lawyers Support Services form is a crucial starting point. However, it's just one of many documents individuals might need to navigate the process effectively. Here's a look at other essential forms and documents that are frequently used in conjunction with the Florida Lawyers Support form.

  • Death Certificate: This is the official document proving the death of the decedent. It's required for many steps in the probate process, including validating the will and transferring assets.
  • Will: The decedent's last will and testament outlines their wishes for distributing their assets and may appoint a personal representative.
  • Trust Documents: If the decedent created any trusts, these documents are necessary to manage and distribute the assets placed in trust according to the terms set forth.
  • Inventory of the Estate: A detailed list of all assets belonging to the estate at the time of death. This includes bank accounts, real estate, stocks, and personal property among others.
  • Notice to Creditors: This document is used to notify potential creditors of the decedent's death so they can make claims against the estate for any outstanding debts.
  • Petition for Probate Administration: If formal administration is required, this petition is filed with the probate court to initiate the process.
  • Affidavit of No Florida Estate Tax Due: This affidavit may be needed if the estate is required to assert that no estate tax is due in Florida.
  • Letters of Administration: Issued by the court, these documents give the personal representative the authority to act on behalf of the estate.

Navigating probate can be a daunting task. Each document plays a crucial role in ensuring the process is completed accurately and efficiently. Professionals involved in probate administration often utilize these forms to carry out their legal duties, respect the wishes of the deceased, and settle the estate in accordance with Florida law.

Similar forms

  • The Safe Deposit Box Access Forms (e.g., Petition to Open Safe Deposit Box and Order to Open Safe Deposit Box) are similar to the Access to Safety Deposit Box forms in other states, which are also used to gain legal access to a decedent's safe deposit box, usually to locate a will or other important documents.

  • Caveat Forms (e.g., Caveat by Creditor and Caveat by Interested Person) are comparable to challenge or notice forms in estate proceedings in other jurisdictions. These forms serve to notify the court that someone intends to challenge the will or administration of the estate.

  • Notice and Service Forms (e.g., Formal Notice, Proof of Service of Formal Notice) are similar to notice requirements in other states where formal notification must be sent to interested parties or potential challengers during probate procedures to ensure due process.

  • Summary Administration Forms (e.g., Petition for Summary Administration, Order of Summary Administration) resemble streamlined or simplified probate procedures available in many other states designed for estates under a certain value or meeting specific criteria, allowing for a more rapid distribution of assets.

  • The Disposition of Personal Property without Administration form is akin to Small Estate Affidavits or Summary Procedures in other states, where if an estate meets certain criteria, such as having a low total value, it can bypass the usual probate process.

  • Letters of Curatorship and Related Forms parallel temporary or emergency guardianship or conservatorship documents found in other states' laws, used when an immediate appointment is necessary to manage the decedent's estate temporarily.

  • Formal Administration Opening Forms (e.g., Petition for Administration, Order Admitting Will to Probate) are similar to the initial filing documents in other states that start the formal probate process, including petitioning for the appointment of an executor or personal representative and proving the will.

  • The Waiver of Notice Forms mirror documents in other probate courts where parties can consent to bypass certain notices or hearings, thereby expediting the process by removing procedural steps.

  • Oaths and Bonds Forms (e.g., Oath of Personal Representative, Bond of Personal Representative) reflect requirements in many jurisdictions for personal representatives or executors to swear to fulfill their duties faithfully and, in some cases, to post a bond as financial security for their actions.

  • Designation and Email Address Forms (e.g., Notice of Designation of Email Addresses for Service of Documents) are akin to modern procedural requirements in various jurisdictions that allow for and formalize electronic communications in legal processes, emphasizing the legal system's adaptation to digital communication.

Dos and Don'ts

When filling out the Florida Lawyers Support form, it is important to keep in mind the following do's and don'ts to ensure a smooth process:

  • Do ensure all the information provided is accurate and complete. Inaccuracies can delay the process or result in the need to submit corrections.
  • Do check the form for specific submission requirements, such as signatures and the necessity for original documents versus copies.
  • Do use the most current version of the form, as laws and regulations change over time. The 2022 Probate Forms are the latest available and are preferred by Probate Judges.
  • Do not modify or attempt to save the locked PDF forms provided on the flash drive in OPTION #1, as these are intended only for opening and printing.
  • Do not forget to include payment for the selected option. For checks, make sure they are properly signed and dated. If paying by credit card, ensure all details are filled out correctly.
  • Do not omit any required personal or firm information, including the Attorney Name, Bar Number, or contact details, as this is essential for the processing of your order.

Misconceptions

When it comes to understanding the Florida Lawyers Support Services, Inc. (FLSSI) and its offerings, a handful of misconceptions can surface, reflecting a need for greater clarity among legal professionals and the public alike. The importance of demystifying these aspects cannot be overstated, as they play a crucial role in the effective handling of probate forms in the state of Florida.

  • Misconception 1: FLSSI Probate Forms are Optional for Legal Proceedings

    One common misconception is that the use of FLSSI's probate forms is a matter of preference rather than necessity. However, these forms are highly recommended by probate judges throughout Florida, suggesting that their usage can significantly streamline the probate process. These forms are precisely developed by the Real Property, Probate and Trust Law Section of The Florida Bar to ensure consistency, accuracy, and compliance with Florida law, making them more than just optionally convenient.

  • Misconception 2: Forms Can Be Altered after Purchase

    It's mistakenly believed that once purchased, the FLSSI forms, especially those provided in LOCKED .pdf format on a flash drive, can be edited or modified to suit individual case needs. The truth is, these forms are locked to prevent alterations, ensuring their integrity and that they remain in their approved format. This standardization helps maintain legal consistency across cases and courts.

  • Misconception 3: FLSSI Forms are Immediately Accessible Upon Order

    Another incorrect assumption is that FLSSI probate forms, once ordered, are instantly accessible or delivered immediately. In reality, physical products such as flash drives or printed forms require processing and shipping time, as indicated by their handling of orders through mail and UPS ground shipping. The processing time means practitioners must plan accordingly and not expect instantaneous access upon ordering.

  • Misconception 4: The Forms are Only for Attorneys

    While the ordering process and the content of the forms may seem attorney-centric, given the requirement to provide a Bar number during the purchase, many of the forms, such as those related to opening a safe deposit box or the appointment of a curator, can also be utilized by individuals representing themselves in probate matters. This aspect emphasizes FLSSI’s broader utility beyond just the legal professional community, although legal advice may be necessary in complex situations.

Correcting these misconceptions is essential for the proper use and understanding of FLSSI offerings. Whether for legal professionals or individuals navigating the probate process, recognizing the intended use, limitations, and accessibility of the FLSSI probate forms ensures smoother proceedings and adherence to Florida’s legal standards.

Key takeaways

When filling out and using the Florida Lawyers Support Services (FLSSI) form for 2022 Probate Forms, there are several key points to keep in mind:

  • The 2022 FLSSI Probate Forms were developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar and are preferred by Probate Judges for use in proceedings.
  • Options available for obtaining these forms include a locked .pdf format on a flash drive, allowing only for opening and printing of the forms without the possibility of saving or modifying them, and a physical copy of each form.
  • For those requiring specific forms, Option #3 allows for a la carte orders, with a minimum purchase requirement of $30.00. This option totals the cost of selected forms plus Florida sales tax for residents, and a set UPS ground shipping fee.
  • To place an order, you can mail the form with a check to the address provided or use the email option to order with a credit card, accepting only VISA or MasterCard. It's important to include all necessary information, such as the card number, expiration date, 3-digit code, and the signature of the cardholder, along with the billing address if it differs from the shipping address.

Additionally, the index includes rule and statutory references for each form, aiding in the appropriate selection and use of each document within probate proceedings. This meticulous detailing ensures that practitioners can confidently navigate through the probate process with the correct forms and understandings at hand.

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