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Florida Lawyers Support Template

The Florida Lawyers Support form is a comprehensive resource developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar, designed for legal professionals handling probate matters. This form, preferred by Probate Judges, is available through Florida Lawyers Support Services, Inc., and offers various options including digital formats and physical copies to cater to different needs. If you are in need of the latest Probate Forms, click the button below to fill out your Florida Lawyers Support form.

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Table of Contents

In the legal landscape of Florida, Florida Lawyers Support Services, Inc. presents an invaluable resource for professionals navigating the complexities of probate law. With the 2022 PROBATE FORMS crafted by adept members of the Real Property, Probate and Trust Law Section of The Florida Bar, this comprehensive collection is tailored to streamline the proceedings involved in probate cases. Acknowledged by Probate Judges for their precision, these forms stand as a testament to meticulous legal craftsmanship aimed at facilitating smoother judicial processes. The offerings cataloged include an array of formats such as a locked PDF on a flash drive, highlighting its modern approach to accessibility and security of these crucial documents. Moreover, it caters to varied needs through the provision of physical copies and a la carte options, ensuring that legal professionals can acquire these essential tools in a manner that best suits their operational dynamics. Additionally, the structure of pricing, inclusive of sales tax and shipping fees, underscores the organization’s commitment to transparency and efficiency in service delivery. With details for ordering provided, along with an array of forms covering every facet from petitions to open a safe deposit box to nuanced notifications within the court filings, the documentation encapsulates a broad spectrum of probate-related requirements. This initiative not only aids legal practitioners in their procedural tasks but also elevates the quality and consistency of probate administration across Florida.

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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 $30.00 minimum)
	Option #3 (totals from pages 2 - 9) .	. .. . . . . . .	. . . . . . . . . . . . . .$ _____________

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

	UPS Ground Shipping	. . . . . . . . . . . . . . . . . . . . . . $ ______12.50___

	Option #3 TOTAL	. . . . . . . . . .	. . . . . . . . . . . . . . $ _____________

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

VISA or MasterCard ONLY.


$ __________	________________________________		____/____	________		__________________________
Charge	Card Number		Exp. Date	3 Digit Code		Signature of Cardholder
_____________________________________________________________					______________________________
Credit Card Billing Address (If different from shipping address above)						Printed Name of Cardholder
Check # ___________ $ ___________		Authorization Date _____/____/2022				# ____ ____ _____ _____ _____
SHIP DATE ____/____/2022 LB____		$________	# ___ ___ ___ ___		___ ___ ___ ___ 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

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

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

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

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

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

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

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

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Form Breakdown

Fact Name	Detail
Organization	Florida Lawyers Support Services, Inc. is responsible for distributing the 2022 Probate Forms.
Preferred Forms	Probate Judges in Florida prefer the use of 2022 FLSSI forms for proceedings.
Availability	The forms are available in non-interactive .pdf format on a flash drive or as a physical copy, directly from FLSSI.
Governing Law	The forms were developed under the guidance of The Real Property, Probate and Trust Law Section of The Florida Bar, adhering to Florida's laws and statutes.

Guidelines on Filling in Florida Lawyers Support

Once you've gathered all necessary information and documents, filling out the Florida Lawyers Support Services form is the next step in acquiring the 2022 Probate Forms. This process, although detailed, is straightforward if the steps are followed carefully. After completion, submitting the form promptly ensures that your order will be processed without delays, allowing you access to the probate forms sought. Below are the step-by-step instructions for completing the form:

Start by providing the name of your firm in the space labeled "Firm."
Enter the full name of the attorney responsible for the order in the "Attorney Name" field.
Fill in the attorney’s Bar number where indicated.
Provide the firm's physical address, including city, state, and zip code in the designated areas.
Input the firm's phone number, ensuring to include the area code.
Type the email address for order correspondence in the "E-mail Address" section.
Choose your preferred order option (Option #1, Option #2, or Option #3) by indicating the total amount for each selection. For Option #3, ensure you meet the minimum order total of $30.00, and calculate and include the sales tax (7% for Florida residents only) and UPS Ground Shipping cost.
For payment, fill in the credit card information or, if paying by check, provide the check number. Include the credit card number, expiration date, 3-digit code, and the cardholder's signature.
If the billing address differs from the shipping address provided earlier, ensure to specify the credit card billing address.
Complete the space for the printed name of the cardholder, authorization date, and ship date. These details are essential for processing your order.
Review the form to ensure all information provided is accurate and complete.
Mail the form with the payment to the address provided at the top of the form or email the details if paying by credit card to order@FLSSI.org.

After the form has been submitted, your order will be processed based on the ship date you've designated. It's crucial to monitor your email for any communication regarding your order. This ensures any issues can be addressed promptly, facilitating a smooth transaction and quick delivery of your probate forms.

Learn More on Florida Lawyers Support

What are FLSSI Probate Forms?

FLSSI Probate Forms are legal documents developed by the Real Property, Probate, and Trust Law Section of The Florida Bar. These forms, effective from January 1, 2022, are specifically designed for use in probate proceedings and are preferred by Probate Judges in Florida. They cover a range of needs, from opening a safe deposit box to various petitions and notices related to probate administration.

How can I purchase the 2022 Probate Forms?

There are three options available for purchasing the 2022 Probate Forms:

PDF on Flash Drive: This includes the forms in a locked PDF format for $471.10, including sales tax and UPS ground shipping. The user can open and print the forms, but not save or modify them.
Physical Copy: One physical copy of each form for $491.20, including sales tax and UPS ground shipping.
Forms A La Carte: Individual forms can be ordered with a minimum order of $30.00, plus Florida sales tax and $12.50 for UPS ground shipping.

Are these forms editable?

The forms provided on the flash drive are in a locked PDF format, which allows them to be opened and printed only. They are not editable, and changes cannot be saved.

Can these forms be used for all types of probate proceedings in Florida?

Yes, the 2022 Probate Forms cover a wide range of probate proceedings, including opening formal administration, summary administration, and even specific proceedings like admitting foreign wills to record. They are designed to be comprehensive for use in Florida probate courts.

How do I submit my order for FLSSI Probate Forms?

To order the FLSSI Probate Forms, you can mail the order form to Florida Lawyers Support Services, Inc. at the address provided, or you can email your order to order@FLSSI.org. Acceptable payment methods include checks and credit cards (VISA or MasterCard only).

Is there a refund policy for the FLSSI Probate Forms?

The FAQ does not specify a refund policy. For specific queries about refunds or returns, it's recommended to directly contact Florida Lawyers Support Services, Inc. through the provided contact details.

What is included in the 2022 Forms and Index?

The 2022 Forms and Index include an extensive list of probate forms categorized into general probate-related forms, forms for abbreviated probate proceedings, and forms necessary for opening formal administration. Each category provides specific forms, such as petitions, orders, notices, and statements related to various aspects of probate law, with rule and statutory references for each form.

Can I order specific forms instead of the entire package?

Yes, through Option #3 (Forms A La Carte), you can order specific forms based on your needs, provided the total order meets a $30.00 minimum. This option allows for customization of your order to suit individual case requirements.

Common mistakes

When completing the Florida Lawyers Support Services form, accuracy and attention to detail are paramount. While filling out this document, individuals often encounter pitfalls that can delay or disrupt the submission process. Highlighted below are common errors to be mindful of:

Incorrect Contact Information: Failing to provide accurate contact details, including the firm's address, telephone number, and email, can lead to communication difficulties, ultimately slowing down any correspondence or delivery of services.
Incomplete Attorney Details: Neglecting to fully write the attorney name and Bar number can result in processing delays, as these are essential for validation and any necessary verification processes.
Choosing the Wrong Forms Option: Selecting an inappropriate option for forms (either digital or physical copy) without considering the specific needs or limitations of one's firm might lead to unnecessary expenses or compatibility issues.
Incorrectly Calculated Totals for Option #3: Not accurately summing up the totals from pages 2 - 9, including the added Florida Sales Tax for residents and the fixed UPS Ground Shipping cost, can cause discrepancies and delays in the ordering process.
Payment Information Errors: Inputting incorrect credit card information, including card number, expiration date, the 3-digit code, or mismatches in the billing address, can lead straight to rejection of the order.
Overlooking the Signature: Omitting the cardholder's signature or failing to fill out the check number (if opting for mail-in payments) invalidates the form, preventing progression until rectified.
Failure to Specify Quantity: Not clearly indicating the desired quantity for each selected form under the comprehensive index of probate forms leads to uncertainty and could result in either overordering or underordering.

Addressing these common missteps promptly ensures a smoother transaction with the Florida Lawyers Support Services, thereby facilitating a more efficient legal documentation process.

Documents used along the form

When navigating the complex waters of probate in Florida, having a deep understanding of the requisite forms can significantly simplify the process. Alongside the essential Florida Lawyers Support Services forms, a myriad of additional documents are frequently utilized. These complementary forms, which span various aspects of the estate and probate process, are indispensable for legal practitioners and estate administrators alike. This list elucidates some of the key documents often used in conjunction with the FLSSI Probate Forms to ensure a comprehensive approach to estate management and probate proceedings.

Petition for Discharge: This document requests the court's permission to release the personal representative from their duties, marking the conclusion of the probate process.
Inventory and Appraisement Form: Compiles a detailed list and valuation of the decedent's estate, necessary for tax considerations and equitable distribution.
Notice to Creditors: Used to inform potential creditors of the probate proceeding, giving them an opportunity to file claims against the estate.
Homestead Declaration: Filed to establish certain property as homestead, protecting it from estate debts and reducing tax liability.
Waiver of Notice: Signed by heirs or beneficiaries, this form indicates that the signer is waiving their right to be formally notified about certain motions or hearings in the probate case.
Objection to Claim Form: Allows the estate's representative to legally dispute a claim made against the estate by a creditor.
Order for Distribution: A court order that approves the proposed distribution of assets to heirs and beneficiaries according to the will or state law.
Application for Tax Identification Number: Required to open an estate bank account, ensuring the estate operates within federal and state tax codes.
Settlement Agreement: A legal agreement used when parties wish to resolve disputes outside of court, particularly useful if there are contested issues within the probate process.
Trust Certification: Essential for estates involving trusts, it verifies the trust's existence, outlines its terms, and identifies the trustees.

Understanding and properly utilizing these documents can vastly improve the efficiency and effectiveness of handling probate matters. Each plays a unique role in safeguarding the estate's assets, ensuring debts are paid, and ultimately, that the decedent's wishes, as outlined in their last will and testament, are honored. As the probate process can be fraught with legal nuances and potential complications, it's advisable to seek professional legal assistance to navigate this complex terrain successfully.

Similar forms

The Florida Lawyers Support form shares similarities with the Uniform Commercial Code (UCC) filing forms, as both sets of documents provide standardized forms utilized within a specific legal framework. UCC forms are essential for the filing of commercial transactions and liens, similar to how the FLSSI forms are crucial for probate proceedings.
Like the Internal Revenue Service (IRS) tax forms, the Florida Lawyers Support form collection offers specialized documentation for a particular legal process. IRS forms are used for taxation matters, requiring detailed information for tax filing and reporting, paralleling how FLSSI forms require detailed information relevant to probate law.
Comparable to Court Petition Forms used in legal proceedings outside of probate, the Florida Lawyers Support forms include petitions and orders for various steps within the probate process. Court petition forms, in general, are designed to request legal judgments or actions, aligning with the purpose of FLSSI’s probate forms.
The Uniform Probate Code (UPC) forms share a direct resemblance to Florida Lawyers Support forms, as both provide legal templates tailored for use in probate matters. UPC forms, applicable in states that have adopted the code, aim to streamline the probate process with standardized documents, much like FLSSI’s objective within Florida.
The collection is akin to Real Estate Closing Forms, which are used to complete property transactions. Both types of forms facilitate complex legal processes (probate and real estate closings), requiring accurate and detailed information to ensure the legal transfer of assets.
Similar to Legal Consent Forms, which are utilized across various areas of law to obtain permission or acknowledge understanding and agreement, the FLSSI forms also include documents like consent and waiver forms, integral in probate proceedings for acknowledging legal notices or waiving certain rights.
The Florida Lawyers Support forms relate to Bankruptcy Forms, as both sets of documents are specialized to assist in navigating a specific legal framework, bankruptcy in this instance. These forms provide a structured approach to submitting required information for the legal process, ensuring compliance with the law.

Dos and Don'ts

Filling out the Florida Lawyers Support form correctly is crucial for ensuring your order for probate forms is processed efficiently and without errors. Here are some guidelines to help you navigate this process:

Do:

Read the instructions carefully before you start filling out the form to avoid any mistakes.
Ensure that all information related to the firm, attorney name, bar number, and contact details is filled in accurately.
Double-check the selection between OPTION #1, OPTION #2, and OPTION #3 to make sure it aligns with your needs.
Calculate the total cost correctly, including Florida sales tax if applicable and ensure the correct shipping fee is added for Option #3.
Provide a valid email address where confirmation and any communication can be sent.
If paying by credit card, ensure the card details, expiration date, and the 3-digit code on the back are entered correctly.
Sign the form if paying by credit card to validate the transaction.
Include the correct shipping and billing address, especially if they differ.
Before mailing or emailing the form, review all entered information for completeness and accuracy.
If necessary, contact customer service at the provided number or email address for any clarification.

Don't:

Rush through filling out the form without understanding the options and requirements.
Leave mandatory fields blank, as this could delay your order.
Guess amounts or required information; use the document references available to get accurate details.
Use an outdated form; always ensure you are filling out the form for the correct year as probate forms can change.
Overlook the option that best fits your needs; review what each option offers and how they differ.
Forget to check if you are required to pay sales tax based on your residency status.
Ignore the minimum order requirement for Option #3.
Mistype your email or credit card information, as this could delay order processing or lead to order cancellation.
Submit the form without signing, as an unsigned form (when necessary) will not be processed.
Assume your order is processed immediately; allow for processing time and shipping, especially when ordering physical copies.

Misconceptions

When delving into the realm of legal documentation, specifically the Florida Lawyers Support Services (FLSSI) forms, numerous misconceptions can emerge, causing confusion and potentially leading to improper handling or misunderstanding of the documents. It’s crucial to address these misconceptions head-on, ensuring that legal professionals and the general public alike have a clear understanding of what FLSSI forms offer and their correct application within the legal framework of Florida probate proceedings.

FLSSI Forms Are Optional for Legal Proceedings: A common misconception is that the use of FLSSI forms in probate matters is optional or merely a suggestion. In reality, these forms are highly preferred by probate judges throughout Florida, as they are developed by experienced members of the Real Property, Probate, and Trust Law Section of The Florida Bar. This preference underscores the forms’ precision in compliance with Florida law, ensuring smooth proceedings within the state’s legal system.
FLSSI Forms Are Fully Editable and Interactive: Another misunderstanding revolves around the belief that FLSSI forms, particularly the digital versions, are fully interactive and editable. However, the digital forms provided on a flash drive are in a LOCKED PDF format, restricting manipulation. Users can open and print the forms, but saving or modifying them is not permissible. This restriction aims to preserve the integrity and reliability of the official forms as prescribed by Florida law.
FLSSI Forms Cater Only to Legal Professionals: While FLSSI forms are indeed designed to assist attorneys and legal practitioners in the execution of probate documents, asserting that they are solely for professional use overlooks their broader utility. These forms act as a standardized reference point for legal proceedings, thereby indirectly serving the interests of all parties involved in probate matters, including non-professional individuals who seek to understand the legal requirements and processes in Florida.
Any Purchase Option Includes a Broad License for Redistribution: Purchasing FLSSI forms, whether as a flash drive, physical copies, or a la carte, does not grant the buyer a license to redistribute the forms. The misunderstanding that once purchased, these forms can be freely shared or distributed, ignores the proprietary nature of the content. The official licensed vendors mentioned are explicit in offering these forms for use by the purchaser only, aligning with copyright laws and ensuring the respect of intellectual property rights.

In sum, while FLSSI forms are an invaluable tool in the realm of Florida probate law, understanding their designed purpose, limitations, and the legal context within which they are to be used is paramount. By dispelling these misconceptions, stakeholders are better equipped to navigate the probate process effectively, with a clear grasp of the formal requirements and the professional standards expected by the courts.

Key takeaways

When filling out and utilizing the Florida Lawyers Support (FLSSI) form for 2022 probate forms, there are several key takeaways to consider:

The forms developed by the Real Property, Probate, and Trust Law Section of The Florida Bar are the preferred choice of Probate Judges.
These forms are available in a locked PDF format on a flash drive which allows for printing but does not permit saving or modifying the forms.
Physical copies of the forms are also available, ensuring access to the documents in various formats depending on individual needs or preferences.
For those requiring specific forms, there is an option to purchase forms a la carte with a minimum order requirement.
Orders can be placed by mail with a check or by email with credit card information, providing flexibility in the ordering process.
The form includes sections for detailing attorney and firm information, ensuring clarity on the user or requester’s identity.
Prices for the forms include sales tax and UPS ground shipping, making budgeting for these expenses straightforward.
Various probate-related forms, including petitions to open safe deposit boxes, caveats by creditors, notices, and orders for summary administration, among others, are listed with their respective charges, offering a comprehensive toolkit for legal proceedings.

Understanding these aspects of the Florida Lawyers Support form for probate proceedings can significantly enhance efficiency and compliance with Florida law, while also catering to the specific needs of legal professionals handling probate matters.

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