Florida Probate Forms
Common probate forms used during estate settlement in Florida. Each page explains what the form is for, where to download the official version, and how to file it.
Informational only — not legal advice. Always confirm the current form with your local probate court.
Accounting (Guardianship Report) of Guardian of PropertyForm G-4.025Verified PDFA guardianship report documenting the financial accounting of assets held and managed by a guardian of property during a specified accounting period.AffidavitVerified PDFThis document establishes the requirements and process for obtaining a Small Estate Letter in Hernando County, Florida, and includes the affidavit form needed to petition for one.Affidavit for Disposition Without Administration of Intestate Personal Property in Small EstatesForm RULE 5.9XXVerified PDFAllows heirs of a decedent who died intestate to obtain disposition of personal property without formal estate administration when certain conditions are met.Affidavit of HeirsVerified PDFTo identify and document all heirs of a deceased person for probate proceedings by requiring disclosure of the decedent's spouse, children, grandchildren, parents, and siblings.Affidavit Under Section 735.303, Florida Statutes, to Obtain Bank Property of Deceased Account HolderVerified PDFAllows a qualified family member to obtain a deceased person's bank deposits and certificates of deposit (up to $1,000 aggregate) without formal probate proceedings.Annual Guardian Advocacy Report Annual Plan of Guardian Advocate of PersonForm Form HVerified PDFTo submit an annual report and plan by a guardian advocate detailing the residential, medical/mental health, and social conditions and needs of a person with a developmental disability.Annual Guardian Advocate Report / Annual Guardian Advocate Plan of Guardian of PersonForm Form JVerified PDFA guardian advocate reports on the annual status, residential setting, medical care, and social condition of a person with a developmental disability under their guardianship advocacy.Annual Guardianship Plan – Adult (Report of Guardianship of the Person)Verified PDFA guardian files this annual report documenting the ward's residential placement, medical treatment, social services, and care plan for the upcoming twelve months.Annual Guardianship Plan for MinorVerified PDFA guardian of a minor ward submits an annual plan documenting the ward's residential status, medical/dental treatment, school progress, social development, and anticipated care needs for the coming year.Annual Guardianship Plan of Guardian/Guardian Advocate of the PersonVerified PDFTo document the annual plan for the care, residential placement, medical treatment, and social services of an adult ward under guardianship or guardianship advocacy.Annual Plan for MinorVerified PDFThe guardian submits an annual written plan describing the minor/ward's residence, medical and social services, social skills, educational progress, and medical care during the reporting period.Application for Appointment As Guardian AdvocateForm Form AVerified PDFTo apply for appointment as a guardian advocate for a person with a developmental disability under Florida Statute Section 393.12.Application for Appointment As Guardian/Guardian AdvocateVerified PDFTo apply for appointment as guardian or guardian advocate of an incapacitated ward in Florida circuit court.Application for Appointment of Guardian Advocate (Form a)Form FORM AVerified PDFTo apply for appointment as a guardian advocate for a person with a developmental disability under Florida Statutes Section 393.12.Checklist and Certification - Summary Administration – IntestateForm CC01Verified PDFA checklist and certification by the attorney of record confirming compliance with all procedural and filing requirements for summary administration in an intestate estate.CHECKLIST FOR AUDIT OF ANNUAL GUARDIANSHIP PLAN INITIAL GUARDIANSHIP REPORT OF GUARDIAN OF PERSON (Adult Ward)Verified PDFTo audit and verify that an annual guardianship report for an adult ward meets statutory requirements under Florida law.Checklist for Audit of Initial Guardianship PlanVerified PDFTo audit the initial guardianship plan for compliance with Florida statutory requirements regarding ward information and guardian consultation.Checklist for Summary AdministrationVerified PDFA court checklist to verify that an attorney has properly completed and filed all required documentation for a summary administration probate petition.Delivery of WillVerified PDFTo formally deliver a deceased person's will to the Circuit Court clerk pursuant to Florida Statute 732.901.DISPOSITION OF PERSONAL PROPERTY WITHOUT ADMINISTRATION - Verified StatementForm CL-0231-2107Verified PDFAllows a petitioner to request disposition of a deceased person's personal property without formal estate administration when the estate consists only of exempt property and items not exceeding funeral/medical expenses.Disposition of Personal Property Without Administration (Verified Statement)Verified PDFAllows a person to transfer personal property of a deceased estate without full probate administration through a verified statement filed with the circuit court.Disposition of Personal Property Without Administration Verified StatementForm 735.301Verified PDFThis form allows for the disposition of a decedent's personal property without requiring full probate administration when the estate meets specific statutory requirements under Florida law.Form for Petition, Notice, and Order for Appointment of Guardian Advocate of the PersonForm RULE 5.905Verified PDFTo petition a Florida circuit court for the appointment of a guardian advocate to exercise limited rights on behalf of a person with a developmental disability.Formal Administration Checklist for Closing EstateVerified PDFA comprehensive checklist for attorneys and personal representatives to track completion of all procedural requirements necessary to close a formal estate administration in Florida probate court.Formal Administration Checklist for Opening EstateVerified PDFTo verify that all required documents and procedures have been completed before a formal estate administration case is opened in probate court.Guardian Advocate Education RequirementsForm Form KVerified PDFA guardian advocate certifies to the court that they have completed the required statutory education and training within four months of appointment.Information - Will on Deposit (Safekeeping)Form CL-0151-2102Verified PDFRecords information about a will held in safekeeping with the Volusia County Circuit Court Clerk's office.Information - Will on Deposit (Safekeeping)Form CL-0151-2102Verified PDFTo record and document a will that is being held in safekeeping by the Volusia County Clerk of Court.Initial Guardianship Plan (Initial Report of Guardian/Guardian Advocate)Verified PDFThe guardian submits a formal plan outlining the medical, mental, personal, social, and residential services to be provided to the ward over the upcoming year.Initial Guardianship Plan for MinorForm Rule 5.904(a)Verified PDFA guardian submits this plan to describe the medical, dental, mental, personal care, social, residential, and educational services to be provided for a minor ward during the upcoming year.Initial Guardianship Plan for MinorForm RULE 5.904(a)Verified PDFA guardian of a minor ward submits a comprehensive plan detailing the ward's medical, dental, mental, personal, social, residential, educational, and mental health care for the upcoming year.Initial InventoryForm RULE 5.910Verified PDFTo document and report the complete inventory of all assets and liabilities held by a guardian for a ward's property at the inception of the guardianship.Initial Plan of Guardian Advocate of the PersonForm Form IVerified PDFA guardian advocate submits their initial care plan for a person with a developmental disability, outlining medical, social, residential, and treatment services.Initial Plan of Guardian Advocate of the PersonForm Form GVerified PDFThe Guardian Advocate submits an initial plan outlining medical, mental health, social, personal, and residential services for a person with a developmental disability.Joinder, Waiver and ConsentVerified PDFAllows an interested party in an estate to join a petition, waive notice and hearing, and consent to entry of an order granting the requested relief.Letters of Guardian Advocacy of the Person OnlyForm Form FVerified PDFThis form grants a Guardian Advocate authority to make specific decisions on behalf of a person with a developmental disability who retains most legal rights.Letters of Guardian Advocate of the Person OnlyForm HVerified PDFThis form issues court-authorized letters designating a guardian advocate to exercise limited powers on behalf of a person with a developmental disability who lacks decision-making capacity in some areas.Letters of Guardianship of the PropertyVerified PDFThis form establishes and documents the court's appointment of a guardian of the property and grants the guardian full power to exercise delegable legal rights and powers of an incapacitated ward.Notice of Petition for the Appointment of Guardian AdvocateForm Form BVerified PDFTo notify a person with a developmental disability that a petition has been filed seeking appointment of a Guardian Advocate and to inform them of their hearing rights and the legal implications of such appointment.Notice of South County OriginVerified PDFCertifies that a Circuit Civil or Family Law case (including probate, guardianship, and other matters) meets jurisdictional criteria under the South County Judicial District.Oath of Guardian Advocate, Designation of Resident Agent & AcceptanceForm FORM EVerified PDFA guardian advocate swears an oath to faithfully perform their duties and designates a resident agent for service of process in a guardianship advocacy case.Oath of Guardian Advocate, Designation of Resident Agent & AcceptanceForm Form DVerified PDFTo administer the oath of a newly appointed Guardian Advocate, designate a resident agent for service of process, and obtain acceptance of that designation.Order Admitting Will to ProbateVerified PDFThis order admits a decedent's will to probate after establishment by witness oath and absence of objections.Order Admitting Will to Probate and of Summary Administration (Testate)Form RULE 5.9XXVerified PDFThis order admits a testator's will to probate and authorizes immediate distribution of estate assets under Florida's summary administration procedure.Order Approving Annual Accounting of Guardian of the PropertyForm G-4.041Verified PDFCourt order approving the annual accounting filed by a guardian of the property of a ward in a guardianship case.Order Approving Annual Guardianship Plan of Guardian of the PersonForm G-4.040Verified PDFA court order approving the annual guardianship plan filed by a guardian of the person, confirming the guardian's authority and powers for the forthcoming year.Order Approving Initial Guardianship Plan of Guardian of the PersonForm G-4.030Verified PDFA court order approving the initial guardianship plan filed by a guardian of the person and authorizing the guardian's powers for the forthcoming year.Order Approving Verified Inventory of Guardian of the PropertyForm G-4.031Verified PDFA court order approving the initial guardianship report and verified inventory filed by a guardian of the property.Order for Disposition Without Administration of Intestate Personal Property in Small EstatesForm NN-1Verified PDFThis order authorizes the disposition of a deceased person's small estate (intestate personal property not exceeding $10,000 plus funeral and medical expenses) without requiring formal probate administration.Order of Summary AdministrationVerified PDFThis order authorizes the immediate distribution of a decedent's real and personal property to specified beneficiaries without the need for full probate administration.Petition for Appointment of Guardian Advocate of the Person OnlyForm Form CVerified PDFTo petition the court for the appointment of a Guardian Advocate for a person with a developmental disability who lacks decision-making ability in specific areas of personal care and treatment.Petition for Summary Administration (Testate)Form RULE 5.9XXVerified PDFTo request simplified court administration of a testator's estate when the estate qualifies for summary administration under Florida law.Petition to Determine IncapacityForm Rule 5.901Verified PDFTo request a court determination of whether a respondent is incapacitated and to specify which legal rights should be removed or delegated to a guardian.Petition to Open Safe Deposit BoxForm P-1.0100Verified PDFThis petition requests a court order authorizing the petitioner to open and examine the contents of a safe deposit box leased by a deceased person and direct the lessor to deliver specified documents.Physician's ReportVerified PDFA physician documents the mental and physical condition of a ward and evaluates whether the ward continues to need guardianship assistance, as required by Florida Statute § 744.3675(b).Physician's ReportVerified PDFA physician certifies the mental and physical condition of a ward and evaluates their capacity to live independently and need for continued guardianship.Physician's Report for an Adult WardVerified PDFThis form documents a physician's medical evaluation and assessment of an adult ward's mental and physical condition, capacity to live independently, and need for continued guardianship.Proof of Service of Guardianship ReportsVerified PDFTo certify and document that guardianship reports (inventory, accounting, plans) have been filed with the court and served upon the ward and ward's attorney.Request to Release Protected Decedent's Removed Information for Wakulla CountyForm F.S. 119.071(4)(d)9Verified PDFTo request the release of a protected decedent's removed information from official records following the decedent's death.Simplified Accounting of Guardian of PropertyForm G-4.028Verified PDFA guardian of property files an annual accounting to report year-end balances and minimal transactions (interest, deposits, fees) for a ward's assets held in designated depositories.Statement of ClaimVerified PDFA creditor files this form to present a claim against a deceased person's estate for payment of a debt or obligation.Statement of ClaimForm CLK/CT. 041Verified PDFA creditor submits a claim against a decedent's estate during probate proceedings to assert their right to payment from estate assets.Statement of ClaimForm LAW 218Verified PDFAllows a creditor or claimant to file a formal claim against a deceased person's estate during probate administration.Statement of ClaimForm CL-0014-2001Verified PDFA creditor files this form to present a claim against a deceased person's estate for payment of a debt.Statement of ClaimForm CLK/CT. 041Verified PDFAllows a creditor to submit a claim against a deceased person's estate during probate proceedings.Statement of ClaimForm CLK/CT. 041Verified PDFA creditor files this form to submit a claim against a probate estate for payment of a debt or obligation owed by the deceased.Statement of ClaimVerified PDFAllows creditors to file a claim against a deceased person's estate within the statutory three-month filing period.Statement of ClaimVerified PDFAllows creditors and claimants to file a statement of claim against a decedent's estate in probate court.Statement of ClaimForm P-3.1010Verified PDFAllows a creditor or claimant to file a formal claim against a deceased person's estate in probate court.Statement of ClaimVerified PDFAllows a creditor or claimant to file a claim against a deceased person's estate for payment of a debt or obligation owed by the decedent.Statement of ClaimVerified PDFAllows a creditor to present a verified claim against an estate for payment of a debt or obligation.Statement of ClaimForm P-3.1010Verified PDFA claimant files this form to present a claim against a deceased person's estate in probate court.Statement of ClaimVerified PDFAllows creditors and claimants to present claims against a deceased person's estate for payment of debts or obligations.Statement of Claim ByVerified PDFA creditor or claimant files this form to present a claim against a deceased person's estate for payment of a debt or obligation.VERIFIED INVENTORY OF GUARDIAN (Initial Guardianship Report of Guardian of the Property)Verified PDFThe guardian of the property files this verified inventory listing all property of the ward that has come into the guardian's possession or knowledge as of the date the Guardianship Letters were issued.Verified Petition for Disposition of Personal Property Without AdministrationVerified PDFAllows claimants to obtain disposition of a decedent's small estate personal property without formal probate administration.Waiver & ConsentVerified PDFAn interested party in an estate waives their right, title, and interest in the estate assets in favor of a designated claimant to enable payment of expenses or receipt of proceeds.Waiver and ConsentVerified PDFPermits interested parties in an estate to waive notice and hearing and consent to a Petition for Summary Administration without judicial hearing.
Probate in Florida
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