Get the free pdffiller

Get Form

Show details

Under Florida statute, where as estate is valued at less than $75,000, any beneficiary of the estate may file a petition for summary administration of the estate within two years after the death of

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why choose pdfFiller for your legal forms?

Learn more about security

All-in-one solution

pdfFiller offers a PDF editor, eSignatures, file sharing, collaboration tools, and secure storage—all in one place.

Easy to use

pdfFiller is simple, cloud-based, has a mobile app, and requires no downloads or a steep learning curve.

Secure and compliant

With encryption, user authentication, and certifications like HIPAA, SOC 2 Type II, and PCI DSS, pdfFiller keeps sensitive legal forms secure.

What is summary administration package

A summary administration package is a document used to provide a concise overview of the administration process, typically outlining key details for beneficiaries and stakeholders.

pdfFiller scores top ratings on review platforms

It fills out PDF's easily.

Robert D

Very easy to use and discover the tools fuctionality. Perfect!!

Saulo Barbosa C

Great Service

Greg L

easy to use and works as intended

Nick a

love it!

Anonymous Customer

Somewhat hard to navigate

Doreen J

Show more Show less

Fill fillable pdffiller template form: Try Risk Free

Rate free pdffiller template form

4.8

satisfied

56 votes

Who needs pdffiller template?

Explore how professionals across industries use pdfFiller.

Pdffiller template is needed by:

Estate executors managing probate proceedings.
Beneficiaries seeking clear information about an estate.
Lawyers assisting clients in trust administration.
Financial institutions requiring documentation for asset distribution.

How to fill out a summary administration package form in Florida

Understanding Florida summary administration

Summary Administration in Florida law streamlines the probate process by allowing expedited handling of the estates of those who have passed away, under specific conditions. Unlike Formal Administration, which can be lengthy and complicated, Summary Administration is designed for cases where time and efficiency are crucial. To qualify, the estate must be below a specific value and must not involve any debts, making it a favorable choice for many families.

Summary Administration simplifies the probate process for smaller estates in Florida.
It requires less time and fewer resources than Formal Administration.
The estate must meet specific criteria, including a value under $75,000 excluding exempt property.

Key components of the summary administration package

When preparing to complete your summary administration, it's essential to understand the required documentation. The summary administration package includes several forms necessary to initiate the process. One significant component to note is the Control Number FL-ET, which must be included for your application to be recognized in Florida's probate system.

In addition to the Application for Summary Administration, you'll typically find forms such as Affidavit of Heirs and Notice of Filing in the package.
This number ensures that your forms are properly filed in the correct county court and denotes the case's authenticity.
Each form serves specific legal purposes, aiding in the detailed declaration of the decedent's estate.

Steps to complete the summary administration forms

Filling out the summary administration forms correctly is crucial to avoid delays or rejections. Utilize tools like Adobe Acrobat or Microsoft Word for seamless editing. To do this effectively, navigate to the View menu, open Toolbars, and select Forms. This allows you to access interactive fields, ensuring that all required information is entered accurately.

Ensure you have the latest versions of the summary administration forms, available through your local probate court or online.
Identify where to input data clearly to prevent common mistakes, especially in key areas.
Carefully enter information, double-checking that all fields are complete to meet legal standards.

Legal considerations and disclaimer

It's vital to understand the importance of legal counsel when using summary administration forms. While these documents are designed to cover standard procedures, they should not be used in isolation without professional legal advice. The limitations of these forms may impact the validity of your filings.

Refrain from relying solely on the forms provided, as they may not encompass unique scenarios or legal nuances.
Engaging an attorney can clarify complex situations or eligibility issues.
The information provided here does not constitute legal advice and is meant for instructional purposes.

Editing and managing your summary administration documents with pdfFiller

Managing your summary administration documents effectively is critical for a smooth process. With pdfFiller’s cloud-based platform, you can easily upload and edit your forms to meet Florida's legal requirements. Features such as real-time collaboration allow you to share documents with family members or legal advisors, ensuring everyone stays informed.

Utilize pdfFiller to conveniently store and manage your summary administration documents in one location.
Make necessary adjustments to completed forms to ensure they reflect all required information.
Share your documents easily with trusted parties for review or further assistance.

Signing and submitting your summary administration forms

Once your forms are complete, it's essential to sign and submit them correctly. PdfFiller provides various eSignature options for secure online signing. Additionally, understanding the submission process to your appropriate county office in Florida can help avoid pitfalls.

Explore the different secure signing options available through pdfFiller for completing your documents online.
Ensure that your forms are signed in compliance with Florida law to uphold their validity.
Follow the outlined procedures for submitting forms to your local county courthouse to finalize the administration of the estate.

Common challenges with Florida summary administration

While summary administration can simplify the probate process, it’s not without its challenges. Common issues may arise during form completion, including incorrect information or failure to meet deadlines. Utilizing available resources can help mitigate confusion.

Avoid errors in form filling by double-checking entries and understanding requirements thoroughly.
Seek out local legal aid organizations or online resources for additional guidance on forms and processes.
Clarify eligibility requirements ahead of time to prevent complications during submission.

How to fill out the pdffiller template

1.

Open the summary administration package PDF in pdfFiller.
2.

Review the fields in the document for required information.
3.

Begin with the header section, filling in the decedent's name, date of death, and estate information.
4.

Proceed to the executor section, entering the name and contact information of the executor or personal representative.
5.

Complete the beneficiary section by listing all beneficiaries, including their names, relationship to the decedent, and shares of the estate.
6.

Fill in any outstanding debts or liabilities in the respective section, ensuring all information is accurate and complete.
7.

Review all provided information for any errors or omissions before finalizing the document.
8.

Save your changes, and consider printing a copy for your records and for distribution to relevant parties.