A Simpler Path for Qualifying Estates

Summary administration is a streamlined probate process available in Florida for certain qualifying estates.



This option can offer a faster and more efficient resolution when specific criteria are met.

Serving clients throughout Florida and beyond. Virtual consultations available.

Wills

A will outlines how your assets should be distributed after your passing and allows you to name guardians for minor children.



Wills typically go through probate, which means the court oversees the administration and distribution of your estate.

Trusts

A trust is a legal structure that allows assets to be managed and distributed according to your instructions.


Depending on how it is set up, a trust can:

  • avoid probate
  • provide privacy
  • allow for more control over how and when assets are distributed
  • support long-term planning strategies


When Summary Administration Applies

Summary Administration in Florida

This process may be available when:

  • the estate meets certain value thresholds
  • the decedent has been deceased for a specified period
  • the estate qualifies under Florida guidelines

Benefits of Summary Administration

  • reduced time compared to formal probate
  • simplified court process
  • lower administrative burden

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Guidance You Can Rely On

We help determine eligibility and ensure the process is handled correctly from start to finish.


Have questions or not sure what is right for you? Send us a message using the form below.

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Faqs

Frequently asked questions

  • What is summary probate administration?

    Summary probate administration is a simplified probate process available in Florida for qualifying estates. It is generally faster and involves less court supervision than formal probate administration.

  • Who qualifies for summary administration?

    An estate may qualify if the total value of probate assets is within Florida’s statutory limits or if the decedent has been deceased for more than two years.

  • How is summary probate different from formal probate?

    Summary administration is typically quicker and does not require the appointment of a personal representative in the same way formal probate does. It is designed for smaller or qualifying estates with fewer complexities.

  • How long does summary probate take?

    The timeline depends on the estate and court processing times, but summary administration is often completed much faster than formal probate.

  • Is summary probate less expensive?

    In many cases, yes. Because the process is more streamlined and involves fewer court requirements, it can often reduce administrative time and overall costs.

  • Do I need an attorney for summary administration?

    While the process is simpler than formal probate, legal guidance is still important to ensure the estate qualifies, paperwork is filed correctly, and assets are distributed properly.

  • Can out-of-state family members handle summary probate in Florida?

    Yes. Many families handling Florida probate live outside the state. Much of the process can be managed remotely with proper legal support.

  • What happens if the estate does not qualify for summary administration?

    If the estate does not meet Florida’s requirements, formal probate administration may be necessary. A review of the assets and circumstances will determine the right path.

  • How do I know which probate process is right for the estate?

    The best way to determine this is through a consultation. Reviewing the estate assets, debts, and timeline helps identify whether summary or formal probate is the appropriate option.