786-832-4694 info@lglawmiami.com

Probate attorneys · Coral Gables & Miami-Dade

Summary Administration, a Faster Path Through Florida Probate

For smaller estates, or when a loved one passed away more than two years ago, Florida offers a shorter probate process. We will tell you quickly whether the estate qualifies and handle it for you.

✓  Board Certified Wills, Trusts & Estates attorney on our team✓  Formal, summary & ancillary administration✓  Clear updates at every step

Find out if the estate qualifies

Tell us a little about the estate and we will reach out to schedule your consultation.

What summary administration is

Summary administration is a simplified form of probate. Instead of appointing a personal representative and running a full administration, the court enters an order that releases the assets directly to the people entitled to them.

It is available when the value of the probate estate, not counting exempt property, is $75,000 or less, or when the person passed away more than two years ago. Creditors still have to be addressed, so the petition must be prepared carefully.

Confirm the estate qualifies
Identify probate and exempt assets
Address known and reasonably ascertainable creditors
Prepare and file the petition
Obtain the order of summary administration
Help transfer assets to beneficiaries

Is summary administration right for this estate?

The right process depends on the size of the estate, when the person passed away and what the assets are.

Smaller Estates

Probate estates valued at $75,000 or less, not counting exempt property, can often use summary administration.

Older Estates

If the person passed away more than two years ago, summary administration may be available regardless of estate size.

Homestead Property

Protected homestead is handled separately. We help families confirm homestead status and clear title.

Bank and Investment Accounts

We help release accounts that were in the person’s name alone and have no named beneficiary.

Creditor Issues

We make sure creditors are properly addressed so beneficiaries are protected after distribution.

Family Agreement

Beneficiaries generally join in the petition. We help coordinate signatures and answer questions.

Discover

Tell us about your loved one and the assets that need to be transferred.

U

Evaluate

We confirm whether summary administration is available.

l

Administer

We prepare the petition and see it through to the court order.

How long does summary administration take?

Summary administration is usually much faster than formal administration because there is no personal representative to appoint and no three-month creditor period. Timing still depends on the court and on gathering the required information. At your first meeting, we give you a realistic timeline.

Frequently asked questions

Straight answers to the questions we hear most. For advice about your situation, schedule a consultation.

Does summary administration skip creditors?

No. The petition must address creditors, and beneficiaries who receive property can remain responsible for valid claims for a period of time. Handling this correctly is part of our job.

What counts as exempt property?

Florida exempts certain property from creditors, such as some household furniture and personal effects and up to two motor vehicles within limits. Protected homestead is handled separately from the probate estate.

Can we use summary administration if there is a will?

Yes. Summary administration is available whether or not there is a will, as long as the estate qualifies.

What if the estate does not qualify?

We will explain formal administration and what it involves for your situation.

Testimonials 

★★★★★
Very thorough and helpful in explaining the different protections needed and laws between our old state and FL. We feel like our family will have the most protection and minimal difficulties in handling our estate should the worst case scenario happen.
Antonia
★★★★★
Very thorough and helpful in explaining the different protections needed and laws between our old state and FL. We feel like our family will have the most protection and minimal difficulties in handling our estate should the worst case scenario happen.
Antonia
Antonia
★★★★★
I am very grateful for Ms. Greenberg and her team's expertise in assisting me through the Probate process to transfer my late mother's property in my name. Ms. Greenberg and her team are professional and compassionate and did an excellent job in expediting my case. I look forward to working ...
Dania
★★★★★
I am very grateful for Ms. Greenberg and her team's expertise in assisting me through the Probate process to transfer my late mother's property in my name. Ms. Greenberg and her team are professional and compassionate and did an excellent job in expediting my case. I look forward to working with you in the future. God bless you!
Dania
Dania
★★★★★
Monique and her team were fantastic to work with —professional, responsive, and genuinely caring. They made the entire process smooth and stress-free. Highly recommend!
Jack
★★★★★
Monique and her team were fantastic to work with—professional, responsive, and genuinely caring. They made the entire process smooth and stress-free. Highly recommend!
Jack
Jack
★★★★★
Monique is an outstanding estate planning lawyer. She is very thorough in explaining all the paperwork involved that comes with estate planning. She took the time to educate and guide us. Her office is very friendly, prompt to respond to emails, and more importantly professional.
Chriss
★★★★★
Monique is an outstanding estate planning lawyer. She is very thorough in explaining all the paperwork involved that comes with estate planning. She took the time to educate and guide us. Her office is very friendly, prompt to respond to emails, and more importantly professional.
Chriss
Chriss
★★★★★
Excellent representation, communication and service provided by Lavender Greenberg PLLC. Would highly recommend as I found the firm to be top notch!
Denise
★★★★★
Excellent representation, communication and service provided by Lavender Greenberg PLLC. Would highly recommend as I found the firm to be top notch!
Denise
Denise
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