LexisNexis® Automated Florida Probate Forms

Convenient and time-saving collection of automated Florida probate forms with the power of HotDocs.
Publisher: Matthew Bender
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ISBN: 9780820550213
Publisher: Matthew Bender
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Product description

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)

* Please refer to software and system requirements below.

Software Requirements

The Downloadable Content format is not compatible with Mac or tablet PCs. HotDocs®, the platform on which the Drafting System operates, does not support WordPerfect X8.

This publication is intended to provide authoritative information regarding the subjects covered. Efforts have been made to ensure that information is current and accurate, within the constraints of publication schedules. It is sold with the understanding that neither the publisher nor the authors and commentators are engaged in rendering legal services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

NOTE: THIS PROGRAM IS INTENDED FOR USE BY LICENSED ATTORNEYS. IT IS NOT A SUBSTITUTE FOR INDEPENDENT THINKING. YOU SHOULD FAMILIARIZE YOURSELF WITH RELEVANT STATUTES, CASE LAW, AND STANDARDS OF PRACTICE, AND THOROUGHLY REVIEW ALL GENERATED DOCUMENTS.

System Requirements

To ensure the best performance please note the following minimum requirements for hardware and software:

Hardware Requirements for Running HotDocs
•  1 GHz processor (2 GHz or faster recommended)
•  1 GB RAM (2 GB, recommended)
•  300 MB hard disk space for installation process, 85 MB thereafter
•  1024 x 768 screen resolution

Software Requirements for Running HotDocs
•  Microsoft Windows Vista (32-bit or 64-bit), Windows 7 (32-bit or 64-bit), Windows 8 (32-bit or 64-bit), or Windows 10 (32-bit or 64-bit)
•  Microsoft Internet Explorer 8.0 or later
•  Microsoft Word 2003, 2007, 2010, 2013, or 2016
•  Corel WordPerfect X4, X5, X6 or X7

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Table of contents


Attorney Intake
Court Intake
Petitioner/Beneficiary/Personal Representative Intake
Form Index with Rule and Statutory References
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 (nonresident--pro se) (P-1.0300)
Caveat by Creditor (nonresident--represented by Florida attorney) (P-1.0301)
Caveat by Creditor (resident) (P-1.0305)
Caveat by Interested Person (other than creditor--nonresident, pro se) (P-1.0310)
Caveat by Interested Person (other than creditor--nonresident, represented by FL atty) (P-1.0311)
Caveat by Interested Person (other than creditor--resident) (P-1.0315)
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)
Proof of Service in the Manner of Formal Notice (P-1.0512)
Proof of Service in the Manner of Formal Notice (adversary) (P-1.0513)
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)
Notice of Confidential Information Within Court Filing (P-1.0640)
Notice of Confidential Information Within Court Filing (contemporaneous filing) (P-1.0641)
Notice of Trust (P-1.0800)
Notice of Designation of Email Addresses for Service of Documents (P-1.0900)
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--single petitioner) (P-2.0204)
Petition for Summary Administration (testate--multiple petitioners) (P-2.0205)
Petition for Summary Administration (intestate--single petitioner) (P-2.0214)
Petition for Summary Administration (intestate--multiple petitioners) (P-2.0215)
Petition for Summary Administration (testate nonresident decedent--single petitioner) (P-2.0219)
Petition for Summary Administration (testate nonresident decedent--multiple petitioners) (P-2.0220)
Petition for Summary Administration (intestate nonresident decedent--single petitioner) (P-2.0224)
Petition for Summary Administration (intestate nonresident decedent-multiple petitioners) (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 and of Summary Administration (P-2.0500)
Order Admitting Will to Probate (summary administration) (P-2.0600)
Order Admitting Will to Probate (summary administration--self proved) (P-2.0610)
Order Admitting Will of Nonresident to Probate (summary administration--authenticated...) (P-2.0630)
Order Admitting Will to Probate (summary administration--nonresident, self proved) (P-2.0650)
Petition to Admit Foreign Will to Record (P-2.0800)
Order Admitting Foreign Will to Record (P-2.0810)

Opening Formal Administration

Petition to Appoint Curator (P-3.0050)
Order Appointing Curator (no bond) (P-3.0065)
Order Appointing Curator (bond required) (P-3.0070)
Letters of Curatorship (P-3.0075)
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)
Order Appointing Commissioner (P-3.0355)
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 Representatives (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 Reps. (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 Representatives (intestate--multiple) (P-3.0450)
Order Admitting Codicil to Probate (P-3.0460)
Order Admitting 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 and 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 (testate) (P-3.0802)
Notice of Administration (intestate) (P-3.0804)
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)
Proof of Service of Objection to Claim (by attorney) (P-3.1031)
Notice to Creditor to File Petition for Extension (P-3.1033)
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 Payment of Family Allowance (periodic payments) (P-4.0310)
Order Authorizing Payment of 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--spouse and/or des...) (P-4.0410)
Petition to Determine Homestead Status of Real Property (intestate--no spouse or des...) (P-4.0415)
Petition to Determine Homestead Status of Real Property (testate) (P-4.0420)
Election of Surviving Spouse to Take a One-Half Interest of Decedent's Interest in ... (P-4.0430)
Order Determining Homestead Status of Real Property (intestate--spouse, no lineal...) (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, lineal...) (P-4.0457)
Order Determining Homestead Status of Real Property (intestate--heirs, no spouse...) (P-4.0458)
Order Determining Homestead Status of Real Property (testate--not devised, no...) (P-4.0461)
Order Determining Homestead Status of Real Property (testate--not devised, spouse...) (P-4.0462)
Order Determining Homestead Status of Real Property (testate--not devised, minor...) (P-4.0463)
Order Determining Homestead Status of Real Property (testate--devised, spouse, no...) (P-4.0464)
Order Determining Homestead Status of Real Property (testate--devised, heirs...) (P-4.0466)
Order Determining Homestead Status of Real Property (testate--devised to persons...) (P-4.0468)
Election to Take Elective Share (P-4.0540)
Proof of Service of Notice of Election to Take Elective Share (P-4.0541)
Personal Representative's 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)
Petition for Order Designating Depository for Assets (P-4.0820)
Receipt of Assets by Depository (P-4.0830)
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 of Service of Petition for Discharge (P-5.0500)
Waiver of Accounting and of Service of Petition for Discharge and Consent to 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 and 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)

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 Determine Heirs and Their Shares
Petition to Establish Lost or Destroyed Will
Verified Statement to Close an Estate

Tax Forms
Internal Revenue Service Forms

Application for Employer Identification Number (SS-4)
Application for IRS Individual Tax Payer Identification Number (W-7)
Solicitud de Número de Identificación (W-7(SP))
Request for Taxpayer Identification Number and Certification (W-9)
Notice Concerning Fiduciary Relationship (56)
United States Estate (and Generation-Skipping Transfer) Tax Return (706)
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)
United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT)
United States Gift (and Generation-Skipping Transfer) Tax Return (709)
Information Regarding Beneficiaries Acquiring Property from a Decedent (8971)
Life Insurance Statement (712)
Power of Attorney and Declaration of Representative (2848)
Application for Certificate Discharging Property Subject to 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)
Capital Gains and Losses (1041 Schedule D)
Accumulation Distribution for Certain Complex Trusts (1041 Schedule J)
Beneficiary's Share of Income, Deductions, Credits, etc. (1041 Schedule K-1)
United States Information Return Trust Accumulation of Charitable Amounts (1041-A)
Estimated Income Tax for Estates and Trusts (1041-ES)
United States Income Tax Return for Qualified Funeral Trusts (1041-QFT)
Allocation of Estimated Tax Payments to Beneficiaries (1041-T)

Florida Department of Revenue Forms

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)