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LexisNexis® Automated Florida Probate Forms

Convenient and time-saving collection of automated Florida probate forms with the power of HotDocs.
Publisher: LexisNexis
Frequency: (1 issues)
CD :and Online; 1 Year Subscription
$910.00
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ISBN: 9780820550213
Publisher: LexisNexis
Frequency: (1 issues)
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LexisNexis Automated Florida Probate Forms is the fast, simple, convenient way to complete legal documents. Fully automated with HotDocs software, they are powerful, intuitive and easy-to-use. Simply enter client and case information once - a series of easy-to-follow prompts guides you through the process. With one click, the information is inserted automatically throughout the form in the appropriate format. Your document is ready to print. You can even save the information you've entered to an answer file and use it to complete other forms for the same client. The official forms are prepared by the Forms Committee of the Real Property, Probate and Trust Law Section of The Florida Bar. LexisNexis is a licensed vendor of the Florida Lawyers Support Services, Inc. (FLSSI)

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Table of Contents

Attorney Intake

Court Intake

Petitioner/Beneficiary/Personal Representative Intake

New Case Information Form (Automated)

New Case Information Form (Blank)


General Probate Related Forms

Petition to Open Safe Deposit Box (P-1.0100)

Order to Open Safe Deposit Box (P-1.0110)

Caveat by Creditor (P-1.0300)

Caveat by Interested Person (other than creditor) (P-1.0310)

Request for Notice and Copies (P-1.0400)

Formal Notice (P-1.0500)

Formal Notice (adversary) (P-1.0501)

Proof of Service of Formal Notice (P-1.0510)

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

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

Notice of Hearing (P-1.0530)

Notice of Hearing (adversary) (P-1.0531)

Consent and Waiver of Notice (P-1.0600)

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

Joinder, Waiver and Consent (P-1.0620)

Notice of Disqualification of Personal Representative (P-1.0630)

Motion to Substitute Counsel

Certificate of Service


Forms for Abbreviated Probate Proceedings

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

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

Petition for Summary Administration (intestate) (P-2.0215)

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

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

Order of Summary Administration (testate) (P-2.0300)

Order of Summary Administration (intestate) (P-2.0310)

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

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

Notice to Creditors (Summary Administration) (P-2.0355)

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

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

Petition to Admit Foreign Will to Record (P-2.0800)

Order Admitting Foreign Will to Record (P-2.0810)


Opening Formal Administration

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

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

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

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

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

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

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

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

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

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

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

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

Waiver of Notice by Domiciliary Personal Representative (P-3.0190)

Waiver of Priority, Consent to App. of Per. Rep., and Waiver of Notice and Bond (single) (P-3.0200)

Waiver of Priority, Consent to App. of Per. Rep., and Waiver of Notice and Bond (multiple)(P-3.0210)

Oath of Witness to Will (P-3.0300)

Oath of Witness to Will (copy) (P-3.0301)

Oath of Witness to Codicil (P-3.0310)

Oath of Witness to Codicil (copy) (P-3.0311)

Proof of Will (P-3.0320)

Proof of Codicil (P-3.0330)

Petition for Appointment of Commissioner (P-3.0350)

Commission (P-3.0360)

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

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

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

Order Admitting Will to Probate and Appointing Personal Rep. (self proved, singular) (P-3.0420)

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

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

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

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

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

Order Admitting Personal Codicil to Probate (P-3.0460)

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

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

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

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

Order Appointing Personal Representative of Nonresident (intestate -- corporate) (P-3.0491)

Petition to Waive Bond of Personal Representative (P-3.0500)

Waiver of Bond by an Interested Party (P-3.0510)

Bond of Personal Representative (P-3.0520)

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

Designation of Successor Resident Agent, and Acceptance (P-3.0610)

Oath of Corporate Personal Representative (P-3.0620)

Letters of Administration (single personal representative) (P-3.0700)

Letters of Administration (multiple personal representatives) (P-3.0710)

Ancillary Letters of Administration (P-3.0720)

Notice to Creditors (P-3.0740)

Notice of Administration (P-3.0802)

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

Receipt of Notice of Administration (P-3.0811)

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

Proof of Service of Notice of Administration (P-3.0830)

Statement Regarding Creditors (individual) (P-3.0831)

Statement Regarding Creditors (corporate) (P-3.0832)

Inventory (P-3.0900)

Inventory (ancillary) (P-3.0901)

Notice to Beneficiaries Regarding Inventory (P-3.0905)

Request for Copy of Inventory (P-3.0910)

Proof of Service of Inventory (P-3.0920)

Petition to Extend Time for Filing Inventory (P-3.0930)

Order Extending Time for Filing Inventory (P-3.0940)

Notice of Federal Estate Tax Return Due (P-3.0950)

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

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

Statement of Claim By ____________ (P-3.1010)

Objection to Claim (P-3.1020)

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

Proof of Service of Objection to Claim (P-3.1030)

Notice to Creditor to File Petition For Extension (P-3.1033)

Petition For Order Striking Untimely Filed Claim (P-3.1041)

Order Striking Untimely Filed Claim (P-3.1045)

Satisfaction and Release of Claim (P-3.1050)

Inventory of Safe Deposit Box


Special Proceedings

Petition for Allocation of Spouse’s Share (lineal descendants are issue of spouse) (P-4.0100)

Order Allocating Spouse’s Share (lineal descendants are issue of spouse) (P-4.0110)

Petition to Determine Exempt Property (P-4.0200)

Order Determining Exempt Property (surviving spouse) (P-4.0210)

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

Petition for Family Allowance (P-4.0300)

Order Authorizing Family Allowance (periodic payments) (P-4.0310)

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

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

Petition to Determine Homestead Status of Real Property (intestate) (P-4.0410)

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

Order Determining Homestead Status of Real Property (Intestate - spouse . . .) (P-4.0454)

Order Determining Homestead Status of Real Property (Intestate - lineal descendants ...) (P-4.0456)

Order Determining Homestead Status of Real Property (Intestate - spouse . . .) (P-4.0457)

Order Determining Homestead Status of Real Property (Testate - not validly devised . . .) (P-4.0462)

Order Determining Homestead Status of Real Property (Testate - not validly devised . . .) (P-4.0463)

Order Determining Homestead Status of Real Property (Testate - validly devised . . .) (P-4.0464)

Order Determining Homestead Status of Real Property (Testate - validly devised, heirs...) (P-4.0466)

Order Determining Homestead Status of Real Property (Testate - validly devised . . .) (P-4.0468)

Election to Take Elective Share (P-4.0540)

Notice of Election to Take Elective Share (P-4.0545)

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

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

Petition to Determine Amount of Elective Share (Contribution not required) (P-4.0560)

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

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

Order Determining Elective Share (Contribution required) (P-4.0575)

Declaration that Proceeding is Adversary (P-4.0600)

Order that Proceeding is Adversary (P-4.0610)

Notice of Civil Action (P-4.0650)

Notice of Ancillary Administration (P-4.0700)

Notice of Trust (P-4.0800)

Petition for Order Designating Depository for Assets (P-4.0820)

Acceptance of Designation as Depository and Receipt of Assets (P-4.830)

Acceptance and Certification by Depository (P-4.0835)

Order Designating Depository for Assets (P-4.0840)


Closing Administration

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

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

Notice of Interim Accounting (P-5.0300)

Accounting of Personal Representative(s) (P-5.0340)

Petition for Discharge (single personal representative) (P-5.0400)

Petition for Discharge (multiple personal representatives) (P-5.0401)

Notice of Final Accounting and Petition for Discharge (P-5.0410)

Proof of Service of Notice of Final Accounting and Petition for Discharge (P-5.0411)

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

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

Waiver of Accounting and Service of Petition for Discharge, and Consent and Distribution (P-5.0501)

Receipt (P-5.0510)

Receipt (with refunding language) (P-5.0511)

Waiver of Accounting and Service of Petition for Discharge; Receipt of Beneficiary ... (P-5.0520)

Receipt of Beneficiary and Consent to Discharge (P-5.0530)

Petition for Discharge (full waiver) (P-5.0550)

Petition for Discharge (full waiver - multiple PRs) (P-5.0551)

Waiver of Accounting, Portions of Petition for Discharge, Service of Petition for ... (P-5.0570)

Personal Representative’s Release and Cert. of Dist. of Real Prop. (single individual PR) (P-5.0600)

Personal Representative’s Release and Cert. of Dist. of Real Property (multiple PRs) (P-5.0605)

Personal Representative’s Release and Cert. of Dist. of Real Property (corporate PRs) (P-5.0610)

Report of Distribution (single personal representative) (P-5.0700)

Report of Distribution (multiple personal representatives) (P-5.0701)

Order of Discharge (single personal representative) (P-5.0800)

Order of Discharge (multiple personal representatives) (P-5.0810)


Tax Forms


Internal Revenue Service Forms

Application for Employer Identification Number (SS-4)

Application for IRS Individual Taxpayer Identification Number (W-7)

Solicitud de Número de Identificación (W-7(SP))

Application for Preparer Tax Identification Number (W-7P)

Request for Taxpayer Identification Number and Certification (W-9)

Notice Concerning Fiduciary Relationship (56)

United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2009)

United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2008)

United States Estate (and Generation-Skipping Transfer) Tax Return (706) (2007)

United States Additional Estate Tax Return (706-A)

Certificate of Payment of Foreign Death Tax (706-CE)

Generation-Skipping Transfer Tax Return For Distributions (706-GS(D))

Notification of Distribution from a Generation-Skipping Trust (706-GS(D-1))

Generation-Skipping Transfer Tax Return for Terminations (706-GS(T))

United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA) (2009)

United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA) (2008)

United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA) (2006)

United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT)

United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2009)

United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2008)

United States Gift (and Generation-Skipping Transfer) Tax Return (709) (2007)

Life Insurance Statement (712)

Power of Attorney and Declaration of Representative (2848)

Application for Certificate Discharging Property Subject to Federal Estate Tax Lien (4422)

Application for Extension of Time To File a Return and/or Pay U.S. Estate Taxes (4768)

Tax Information Authorization (8821)

Entity Classification Election (8832)

United States Income Tax Return for Estates and Trusts (1041) (2009)

United States Income Tax Return for Estates and Trusts (1041) (2008)

United States Income Tax Return for Estates and Trusts (1041) (2007)

Capital Gains and Losses (1041 Schedule D) (2009)

Capital Gains and Losses (1041 Schedule D) (2008)

Capital Gains and Losses (1041 Schedule D) (2007)

Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2009)

Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2008)

Accumulation Distribution for Certain Complex Trusts (1041 Schedule J) (2007)

Beneficiary’s Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2009)

Beneficiary’s Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2008)

Beneficiary’s Share of Income, Deductions, Credits, etc. (1041 Schedule K-1) (2007)

United States Information Return Trust Accumulation of Charitable Amounts (1041-A)

Estimated Income Tax for Estates and Trusts (1041-ES) (2010)

Estimated Income Tax for Estates and Trusts (1041-ES) (2009)

Estimated Income Tax for Estates and Trusts (1041-ES) (2008)

United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2009)

United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2008)

United States Income Tax Return for Qualified Funeral Trusts (1041-QFT) (2007)

Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2009)

Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2008)

Allocation of Estimated Tax Payments to Beneficiaries (1041-T) (2007)


Florida Department of Revenue Forms

Florida Estate Tax Return (F-706)

Instructions for Florida Estate Tax Return (F-706)

Request and Certificate for Waiver and Release of Florida Estate Tax Lien (DR-308)

Domicile Statement (DR-310)

Affidavit of No Florida Estate Tax Due (DR-312)

Affidavit of No Florida Estate Tax Due when Federal Return is Required (DR-313)


Model Forms

Affidavit re Absence of Original Will

Ex Parte Memo

Oath of Witness to Content of Lost or Destroyed Will

Order Establishing and Admitting Lost Will to Probate

Petition to Establish Lost or Destroyed Will

Verified Statement to Close an Estate