Probate services

Probate Case Review

When someone has died, the first question is not which form to file. It is whether the court is needed at all, and for what. The case review establishes what the estate holds, which parts need probate, who inherits, and what deadlines are already running.

A Florida attorney reviews the estate and tells you what the court needs, what it will cost, and what happens next.

$1,440

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What the review covers

Everything a personal representative has to know before anything is filed.

  • Every asset, and how each one is titled
  • Which assets pass outside probate — named beneficiaries, joint ownership, trust property, a lady bird deed
  • Whether the estate fits Florida's shorter summary administration or needs formal administration
  • Creditor issues and the deadlines already running
  • Who should serve as personal representative, and whether the will names one

What you leave with

A written recommendation and a quoted cost for the administration, so the family can decide with the numbers in front of them.

How it works

Start the probate intake online. A Florida attorney's office reviews what you submit and schedules the review with you. Probate is court work, so it is handled by the attorney's firm rather than through the online document system.

What's included

  • Review of the estate's assets and how each is titled
  • Which assets need probate and which pass outside it
  • Deadlines, creditor issues, and who should serve as personal representative
  • A written recommendation and a quoted cost for the administration

What it does not cover

  • Filing the probate itself — quoted separately after the review
  • Contested estates or litigation between heirs
  • Tax return preparation

Is this you?

If none of these quite fit, that is worth a conversation rather than a guess.

  • A spouse or adult child who has just lost someone and does not know where to start
  • Anyone named as personal representative in a Florida will
  • Out-of-state family handling a Florida estate
  • Families unsure whether the estate needs the court at all

Probate case review, answered.

More general questions live on the questions page.

Do we need probate at all?

Not always. Assets with a named beneficiary, jointly held property with survivorship, payable-on-death accounts and property held in a trust all pass outside probate. The review sorts out what is left.

How long does Florida probate take?

It depends on the estate and the court's calendar. Smaller estates that qualify for summary administration move faster; formal administration takes longer. The review gives you a realistic read on yours.

Is this handled online?

The intake is. The review and any filing are handled by a Florida attorney's office, because probate is court work.

Ready when you are.

Start now if you know what you need, or answer a few questions and we'll point you at the right plan. Nothing here locks you into anything.

You'll continue on our secure document system to build your plan.

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