Probate serves as a court-supervised process for handling the estate of a deceased individual (referred to as the decedent). Its primary objectives include identifying, collecting, and distributing the decedent’s assets, as well as settling outstanding debts.

Selling a deceased loved one’s property can be a complex process, but here are some key points:

The legal ownership of the property must first be determined by locating the last recorded deed. Common types of ownership include individually owned, jointly owned, or held in a trust.

The next steps depend on how the property was owned. If the deceased was the sole owner, the property will likely need to go through probate unless it was transferred via a living trust or other method. Only the executor or administrator appointed by the court can sell the property during probate.
All heirs/beneficiaries should agree to the sale to avoid challenges.

Debts and mortgages tied to the property must be paid from the estate funds before distributing proceeds to heirs. Property taxes, insurance, utilities, and maintenance costs must also be kept current until the sale.

Required disclosures about the property’s condition must be made to potential buyers to avoid liability. An appraisal is recommended to determine fair market value.

In some cases, the property may bypass probate, such as if owned jointly with rights of survivorship or through a transfer-on-death deed. Estate planning tools like wills and trusts can also dictate what happens to the property.

Consulting an attorney, especially one experienced in probate law, is highly advisable to ensure the proper legal steps are followed for the type of ownership

Legal Framework

In Florida, the Florida Probate Code is outlined in Chapters 731 through 735 of the Florida Statutes. Additionally, the rules governing probate proceedings are detailed in the Florida Probate Rules, specifically Part I and Part II (Rules 5.010-5.530).

Types of Probate Administration

1. Formal Administration: This type of probate involves court oversight and is commonly used for more complex estates.
2. Summary Administration: A streamlined process suitable for smaller estates with limited assets.
3. Disposition of Personal Property Without Administration: An alternative to court-supervised proceedings, applicable only in specific circumstances.

Understanding Probate Assets

Probate assets encompass property and financial holdings that belonged solely to the decedent at the time of their passing. These assets lack provisions for automatic transfer of ownership upon death. Examples of probate assets include:

• Bank or investment accounts held solely in the decedent’s name.
• Life insurance policies, annuity contracts, or individual retirement accounts payable to the decedent’s estate.
• Real estate titled solely in the decedent’s name or jointly with another person (unless it qualifies as homestead property).

Why Is Probate Necessary?

• Transfer of Ownership: Probate ensures the orderly transfer of the decedent’s probate assets to their rightful beneficiaries, especially when no valid will exists.
• Financial Affairs Completion: Administering the estate posthumously allows for the resolution of outstanding financial matters.
• Creditor Satisfaction: Proper procedures under probate safeguard that the decedent’s creditors receive their due payments.

Initiating Probate Proceedings

To commence probate, individuals must file necessary documents with the clerk of the circuit court. Typically, this occurs in the county where the decedent resides.

Forms Relating to a Probate Actions

There are a number of forms that can relate to a probate action. Florida Courts Help does not provide any forms related to the Probate process.

If you have any questions about which form you need, please contact a lawyer.

For more information regarding Probate forms, please see the Florida Probate Code (Chapters 731 through 735 of the Florida Statutes), and the links provided below.

• The Florida Statutes
• Center for Elders and the Courts
• Florida Bar Consumer Pamphlet on Probate
• Florida Probate Rules of Court Procedure