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In navigating the intricacies of probate law within the state of Florida, legal professionals often turn to a vital resource known as the Florida Lawyers Support Services, Inc. (FLSSI). Established to streamline legal processes, the FLSSI provides an essential kit of probate forms, developed by esteemed members of the Real Property, Probate, and Trust Law Section of The Florida Bar. With a starting point in 2022, these forms have been explicitly preferred by probate judges across the state, ensuring a high level of standardization and acceptance in probate court proceedings. Available in various formats, including a PDF on a flash drive and physical copies, the forms cater to diverse needs within the legal community, reinforcing the ease of administering estates. Alongside the forms, users are presented with purchasing options that accommodate different preferences, from comprehensive packages to a la carte selections, all aimed at providing flexibility and precision in legal documentation. Acknowledging the digital era's demands, the FLSSI also guides users towards licensed vendors for those seeking interactive or program-format probate forms. Through meticulous development and thoughtful organization, the 2022 probate forms represent a cornerstone of legal efficiency, embodying the commitment of the Florida legal community to uphold clarity, accuracy, and accessibility in the probate process.

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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) .

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

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UPS Ground Shipping

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Option #3 TOTAL

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

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3 Digit Code

Signature of Cardholder

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Check # ___________ $ ___________

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SHIP DATE ____/____/2022 LB____

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___ ___ ___ ___ 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

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Document Overview

Fact Name Detail
Organization Florida Lawyers Support Services, Inc. is the entity offering the forms.
Effective Date The probate forms became effective on January 1, 2022.
Preference of Use Probate Judges in Florida prefer the use of the 2022 FLSSI forms.
Interactive Options For interactive or program format of the forms, FLSSI directs individuals to visit FLSSI.org to view a list of official licensed vendors.

Instructions on How to Fill Out Florida Lawyers Support

After completing the Florida Lawyers Support form, the individual initiates a request for probate forms developed by the Real Property, Probate, and Trust Law Section of The Florida Bar. These forms are designed to meet the requirements set by Probate Judges across Florida. The next step involves selecting the format in which the forms will be received—whether as a PDF on a flash drive, a single physical copy of each form, or selecting specific forms built to meet the user's specific needs. Payment information and shipping details are then provided to finalize the order.

  1. Start by entering the name of the firm in the designated line at the top of the form.
  2. Fill in the attorney's name and Bar number in the next two fields.
  3. Provide the physical address of the law firm, including city, state, and zip code.
  4. Enter the firm's phone number and email address in the respective fields.
  5. Choose the preferred option for receiving the 2022 forms. For a digital version, select Option #1 and for a physical copy, select Option #2. If specific forms are needed, proceed with Option #3 and list the totals from pages 2-9.
  6. If selecting Option #3, calculate and enter the subtotal for the forms, add 7% Florida sales tax (if applicable), and include the flat rate for UPS Ground Shipping.
  7. For payment, indicate the total amount due and provide credit card information, including the card number, expiration date, 3-digit code, and cardholder's signature. Also, include the credit card billing address if it's different from the shipping address above.
  8. If paying by check, write the check number and include it with the mail-in form.
  9. Sign the form and fill in the authorization date to confirm the order.
  10. Review and ensure all information is accurate before mailing the form to the provided address, along with the check or credit card details for payment.

Upon receipt, the Florida Lawyers Support Services team will process the request and dispatch the selected probate forms according to the chosen option. The delivery includes ground shipping and is expected to arrive in accordance with UPS's standard timing from the shipment date indicated on the form.

Listed Questions and Answers

What are the 2022 Probate Forms developed by Florida Lawyers Support Services, Inc.?

The 2022 Probate Forms have been crafted by the Real Property, Probate and Trust Law Section of The Florida Bar, in association with Florida Lawyers Support Services, Inc. They include a comprehensive assortment of documents necessary for the process of probate, which is the legal process of administering a deceased person's estate. These forms are updated to reflect the latest legal standards and practices. Probate judges in Florida show a preference for these specific forms. For those requiring access in an interactive or program format, the forms are available through official licensed vendors listed on FLSSI.org.

How can one purchase the 2022 Probate Forms?

The forms can be purchased in several formats to meet different needs. Option #1 offers a flash drive containing the forms in LOCKED .pdf format for $471.10, allowing printing but prohibiting saving or modifications. Option #2 provides a physical copy of each form for $491.20. There's also Option #3 for ordering physical forms a la carte, with a minimum order requirement of $30.00. These prices include sales tax and UPS ground shipping. Orders can be mailed with a check to the provided address or submitted via email with credit card information (VISA or MasterCard only).

What is included in the price of the forms?

The listed prices for each option include sales tax and UPS ground shipping costs. This ensures that the total price paid covers not only the forms themselves but also the convenience of having them delivered directly to the buyer's specified location. For Option #3 orders, a separate shipping fee of $12.50 is added to the subtotal to cover these logistics.

Can these forms be saved or edited electronically?

The forms provided on the flash drive in Option #1 are in a LOCKED .pdf format. This specifically means that while purchasers can open and print the forms as needed, they are restricted from saving any changes or editing the forms in any way. This limitations ensures the integrity of the original documents but may require purchasers to complete them manually or invest in interactive versions available from official licensed vendors if digital completion and submission are needed.

Are there alternative formats available for the 2022 Probate Forms?

Yes, for those who prefer or require the ability to interact with the forms digitally, the Florida Lawyers Support Services, Inc. directs individuals to FLSSI.org, where a list of official licensed vendors offering the forms in interactive formats can be found. These interactive versions are designed for legal professionals who need to edit, save, or modify forms to suit specific cases, providing a higher level of convenience and efficiency in managing estate administration and probate proceedings.

Common mistakes

When filling out the Florida Lawyers Support Services (FLSSI) form, people commonly make several mistakes that can delay or affect the processing of their orders. It's important to avoid these errors to ensure your form is accepted and processed smoothly.

  1. Incorrectly filled in attorney information: The form requires specific details about the attorney including the attorney's name and Bar number. Mistakes in this section can create confusion regarding the attorney's identity or the legitimacy of the order.
  2. Leaving the firm name blank: Even if you are a solo practitioner, it's necessary to fill in your firm name or indicate that you are an individual practitioner to help identify your order appropriately.
  3. Not specifying the version of forms needed: It’s crucial to specify that you are ordering the 2022 version of the probate forms, as the form makes clear that judges prefer the use of the 2022 FLSSI forms.
  4. Incorrect contact information: Providing incorrect or incomplete contact details, including the e-mail address and phone number, can lead to delays in receiving confirmation of your order or the order itself.
  5. Failure to choose the correct payment option: The form offers different payment options for the forms and services. Not clearly marking or specifying your chosen option can lead to delays in the processing of your request.
  6. Inaccurate calculation of totals for Option #3: When choosing Option #3, it is imperative to accurately calculate the total cost of your order, including the required minimum, sales tax (for Florida residents only), and shipping. Mistakes in this calculation can result in an underpayment or overpayment and potential delays.

Being careful with these details will help ensure your FLSSI form is processed quickly and correctly, allowing you to receive your probate forms without unnecessary delay.

Documents used along the form

When navigating through probate matters in Florida, especially with the use of the Florida Lawyers Support (FLSSI) forms, it's often necessary to complement these forms with additional documents to ensure a comprehensive approach to estate planning and probate proceedings. Understanding each of these documents can be crucial for a seamless process.

  • Last Will and Testament: A legal document outlining the decedent's wishes regarding the distribution of their property and the care of any minor children.
  • Revocable Living Trust: This document allows individuals to manage their assets during their lifetime and specify how the assets should be distributed upon their death, often bypassing the probate process.
  • Durable Power of Attorney: Grants authority to another person to make legal and financial decisions on behalf of the individual, effective immediately or upon the individual becoming incapacitated.
  • Health Care Surrogate Designation: Allows an individual to appoint someone else to make medical decisions for them if they become unable to do so.
  • Living Will: Specifies an individual's wishes regarding medical treatment in situations where they can no longer express informed consent.
  • Designation of Pre-Need Guardian: Allows individuals to designate a guardian in advance, in case they become incapacitated.
  • Declaration of Pre-Need Guardian for Minor: Similar to the above, but specifically designates a guardian for minor children in the event of the parent’s incapacity.
  • Notice of Trust: Used when a trust is created during the grantor's lifetime, informing relevant parties of the trust's existence and the trustee's authority.
  • Inventory and Appraisal Forms: Used within the probate process to itemize the decedent’s assets and assess their value.
    • < Parameter-8>Petition for Discharge: Filed at the conclusion of the probate process, requesting the court to release the executor or administrator from their duties after all assets have been properly distributed.

These documents, when used alongside the FLSSI forms, ensure a thorough handling of an individual’s estate, addressing not only the distribution of assets but also care and decision-making during incapacity and the end of life. It's recommended to consult with a legal professional specializing in estate planning and probate law in Florida to ensure these documents are accurately prepared and reflect the individual's wishes.

Similar forms

The Florida Lawyers Support form is similar to various other legal documents used within the probate process, namely, the Petition for Probate Administration and Waiver of Notice. Both these forms serve pivotal roles in simplifying and expediting the administrative proceedings after someone passes away.

Specifically, the Petition for Probate Administration is akin to the FLSSI forms in that it initiates the formal process to administer the decedent’s estate under the court's supervision. It provides detailed information about the decedent, their assets, and potential heirs, similar to how the FLSSI forms collect and present essential data for various probate procedures. The key similarity lies in their foundational goal: to ensure a deceased person's assets are appropriately managed and distributed.

On the other hand, the Waiver of Notice is parallel to FLSSI's emphasis on simplifying legal processes. This document, akin to several FLSSI forms, allows parties involved in a probate case to expedite proceedings by waiving their right to be formally notified about various stages of the probate process. By doing so, it aligns with the FLSSI form's objective of streamlining administrative tasks, thereby reducing delays and facilitating smoother execution of legal responsibilities.

Dos and Don'ts

Filling out the Florida Lawyers Support Services form necessitates attention and accuracy to ensure your request is processed smoothly. Here are some guidelines to help you complete your form effectively:

Things You Should Do:

  1. Review the entire form before starting, to understand all the requirements and options available, including choosing between a flash drive or physical copy of the 2022 Probate Forms.
  2. Ensure the attorney's name, Bar number, and contact information are filled out accurately to avoid any communication or verification issues.
  3. Clearly indicate your chosen option (Option #1, #2, or #3) for receiving the probate forms to ensure you receive the correct format and items.
  4. For Option #3 orders, calculate the total cost accurately, including the minimum order amount, Florida sales tax (if applicable), and UPS ground shipping fees, to avoid delays in processing.
  5. Double-check that the payment information is correct and complete, including the credit card number, expiration date, 3-digit code, and the signature of the cardholder, to ensure your order is paid without any issues.

Things You Shouldn't Do:

  1. Do not leave the payment section incomplete or incorrect, as this will delay the processing of your order.
  2. Avoid guessing on the total cost of your order; use a calculator to ensure all figures are accurate, especially for custom orders under Option #3.
  3. Do not forget to include your shipping address if it is different from the billing address, to prevent your order from being sent to the wrong location.
  4. Refrain from using outdated forms or payment methods not accepted by the Florida Lawyers Support Services, such as checks for incorrect amounts or unsupported credit card types.
  5. Avoid submitting the form without reviewing all sections for completeness and accuracy, as missing or incorrect information can lead to significant delays.

By following these dos and don'ts, you can streamline the process of obtaining Florida probate forms and ensure that your legal service needs are met efficiently and accurately.

Misconceptions

When it comes to understanding the Florida Lawyers Support Services (FLSSI) probate forms, several misconceptions can lead to confusion. Here's a breakdown of common misunderstandings:

  • Misconception #1: All probate matters require an attorney to file FLSSI forms.

    While it's true that navigating probate can be complex, and an attorney's guidance is valuable, there are instances, such as the filing of a simple caveat by a creditor, where individuals may file the forms pro se (on their own behalf).

  • Misconception #2: The FLSSI forms available on the flash drive are editable and can be saved.

    The flash drive option provides forms in a LOCKED .pdf format. Users can only open and print these forms. They are not interactive and cannot be saved or modified in any way, contrary to what some users may expect.

  • Misconception #3: Purchasing the FLSSI probate forms is unnecessary if you're not a lawyer.

    While designed with legal professionals in mind, FLSSI forms can be a valuable resource for personal representatives or individuals directly involved in probate proceedings. These forms help ensure that filings comply with Florida law, making them useful beyond just the legal community.

  • Misconception #4: Only Florida residents need to use FLSSI probate forms.

    The forms cover a range of circumstances, including those involving nonresidents or decedents with assets in Florida. Therefore, they are not exclusively for Florida residents. Nonresidents, or attorneys representing them, dealing with Florida-based assets must often use these forms.

  • Misconception #5: The index of probate forms is an optional extra that doesn't provide much value.

    The index is a critical component of the probate forms package. It includes rule and statutory references for each form, making it an indispensable tool for ensuring that submissions are both accurate and compliant with current Florida law.

Key takeaways

Filling out and using the Florida Lawyers Support (FLSSI) form correctly is crucial for legal professionals in Florida, especially those handling probate matters. Here are key takeaways to help navigate this process:

  • The 2022 FLSSI Probate Forms are designed by members of the Real Property, Probate and Trust Law Section of The Florida Bar, highlighting their credibility and alignment with current legal standards.
  • It's strongly recommended to use the latest version of the forms, as probate judges in Florida prefer these for submissions. This ensures smoother proceedings and reduces the risk of unnecessary delays caused by outdated documentation.
  • The forms are available in multiple formats, including a locked PDF on a flash drive and a physical copy. Each format serves different needs: the flash drive for those who need multiple forms digitally and the physical copy for traditional file management. It is important to choose the format that best suits your practice's needs.
  • Orders must meet a minimum purchase requirement of $30.00 for option #3, which offers forms à la carte. This allows for buying specific forms as needed but requires careful selection to meet the minimum order value.
  • When placing an order, Florida residents are subject to a 7% sales tax, and all orders include a flat rate for UPS ground shipping. These additional costs should be factored into the budget when ordering FLSSI forms.

In summary, understanding the options and requirements for obtaining and using FLSSI probate forms is essential for legal practitioners in Florida. Being informed about the latest versions, formats available, and associated costs ensures efficiency and compliance in probate proceedings.

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