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Attorney Intake

New Case Information Form (Automated)

New Case Information Form (Blank)

General Probate Related Forms

Petition to Open Safe Deposit Box (P-1.0100)

Order to Open Safe Deposit Box (P-1.0110)

Caveat by Creditor (P-1.0300)

Caveat by Interested Person (P-1.0310)

Request for Notice and Copies (P-1.0400)

Formal Notice (P-1.0500)

Formal Notice (adversary) (P-1.0501)

Proof of Formal Notice (P-1.0510)

Proof of Formal Notice (adversary) (P-1.0511)

Notice of Action (formal notice by publication) (P-1.0520)

Notice of Hearing (P-1.0530)

Notice of Hearing (adversary) (P-1.0531)

Consent and Waiver of Notice (P-1.0600)

Consent and Waiver of Notice (copy attached) (P-1.0610)

Forms for Abbreviated Probate Proceedings

Disposition of Personal Property Without Administration (verified statement) (P-2.0100)

Petition for Summary Administration (testate) (P-2.0200)

Petition for Summary Administration (intestate) (P-2.0210)

Order of Summary Administration (testate) (P-2.0300)

Order of Summary Administration (intestate) (P-2.0310)

Petition for Family Administration (testate) (P-2.0400)

Petition for Family Administration (intestate) (P-2.0410)

Order of Family Administration (testate) (P-2.0500)

Order of Family Administration (intestate) (P-2.0510)

Order Admitting Will to Probate (summary or family administration) (P-2.0600)

Order Admitting Will to Probate (summary or family administration -- self proved) (P-2.0610)

Petition to Admit Transcript to Record (testate nonresident) (P-2.0700)

Petition to Admit Foreign Will to Record (P-2.0800)

Order Admitting Foreign Will to Record (P-2.0810)

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Opening Formal Administration

Petition for Administration (testate FL resident -- single petitioner) (P-3.0100)

Petition for Administration (testate FL resident -- multiple petitioners, single PR) (P-3.0110)

Petition for Administration (testate FL resident -- multiple petitioners and PRs) (P-3.0111)

Petition for Administration (intestate FL resident -- single petitioner) (P-3.0120)

Petition for Administration (intestate FL resident--multiple petitioners, single PR) (P-3.0130)

Petition for Administration (intestate FL resident -- multiple petitioners and PRs) (P-3.0131)

Petition for Administration (testate nonresident -- single petitioner) (P-3.0140)

Petition for Administration (testate nonresident -- multiple petitioners) (P-3.0150)

Petition for Administration (testate nonresident -- multiple petitioners and PRs) (P-3.0151)

Petition for Administration (intestate nonresident -- single petitioner) (P-3.0160)

Petition for Administration (intestate nonresident -- multiple petitioners) (P-3.0170)

Petition for Administration (intestate nonresident -- multiple petitioners and PRs) (P-3.0171)

Waiver of Notice by Domiciliary Personal Representative (P-3.0190)

Waiver of Priority, Consent to Appointment of Personal Representative... (P-3.0200)

Waiver of Priority, Consent to Appointment of Personal Representative... (multiple) (P-3.0210)

Oath of Witness to Will (P-3.0300)

Oath of Witness to Will (copy) (P-3.0301)

Oath of Witness to Codicil (P-3.0310)

Oath Of Witness To Codicil (copy) (P-3.0311)

Proof of Will (witnesses unavailable) (P-3.0320)

Proof of Codicil (witnesses unavailable) (P-3.0330)

Petition for Appointment of Commissioner (P-3.0350)

Commission to Prove Will (P-3.0360)

Order Admitting Will to Probate... (single) (P-3.0400)

Order Admitting Will to Probate... (corporate) (P-3.0401)

Order Admitting Will to Probate... (multiple) (P-3.0410)

Order Admitting Will to Probate... (self proved, singular) (P-3.0420)

Order Admitting Will to Probate... (self proved, corporate) (P-3.0421)

Order Admitting Will to Probate... (self proved, multiple) (P-3.0430)

Order Personal Representative (intestate -- single) (P-3.0440)

Order Personal Representative (intestate -- corporate) (P-3.0441)

Order Personal Representative (intestate -- multiple) (P-3.0450)

Order Personal Codicil to Probate (P-3.0460)

Order Personal Codicil to Probate (self proved) (P-3.0470)

Order Admitting Will of Nonresident to Probate... (P-3.0480)

Order Admitting Will of Nonresident to Probate... (corporate) (P-3.0481)

Order Appointing Personal Representative of Nonresident (intestate) (P-3.0490)

Order Appointing Personal Representative of Nonresident (intestate -- corporate) (P-3.0491)

Petition to Waive Bond of Personal Representative (P-3.0500)

Waiver of Bond by an Interested Person (P-3.0510)

Bond of Personal Representative (P-3.0520)

Oath of Personal Representative, Designation of Resident Agent, and Acceptance (P-3.0600)

Designation of Successor Resident Agent, and Acceptance (P-3.0610)

Oath of Corporate Personal Representative (P-3.0620)

Letters of Administration (single) (P-3.0700)

Letters of Administration (multiple) (P-3.0710)

Ancillary Letters of Administration (P-3.0720)

Notice of Administration (P-3.0800)

Waiver of Notice of Administration (testate) (P-3.0810)

Waiver of Notice of Administration (intestate) (P-3.0820)

Proof of Service of Notice of Administration (P-3.0830)

Statement Regarding Creditors (individual) (P-3.0831)

Statement Regarding Creditors (corporate) (P-3.0832)

Inventory (P-3.0900)

Inventory (ancillary) (P-3.0901)

Request for Copy of Inventory (P-3.0910)

Proof of Service of Inventory (P-3.0920)

Notice of Federal Estate Tax Return Due (P-3.0950)

Personal Representative's Proof of Claim (P-3.1000)

Statement of Claim (P-3.1010)

Objection to Claim (P-3.1020)

Objection to Personal Representative's Proof of Claim (to be paid) (P-3.1021)

Proof of Service of Objection to Claim (P-3.1030)

Notice to Creditor to File Petition For Extension (P-3.1032)

Petition For Order Striking Untimely Filed Claim (P-3.1040)

Order Striking Untimely Filed Claim (P-3.1045)

Satisfaction and Release of Claim (P-3.1050)

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Special Proceedings

Petition for Allocation of Spouse's Share (lineals are issue of surviving spouse) (P-4.0100)

Order Allocating Spouse's Share (lineals are issue of surviving spouse) (P-4.0110)

Petition for Allocation of Spouse's Share (lineals not issue of spouse) (P-4.0120)

Order Allocating Spouse's Share (lineals not issue of spouse) (P-4.0130)

Petition to Determine Exempt Property (P-4.0200)

Order Determining Exempt Property (P-4.0210)

Petition for Family Allowance (P-4.0300)

Order Authorizing Family Allowance (P-4.0310)

Petition to Determine Homestead (intestate) (P-4.0410)

Petition to Determine Homestead (testate) (P-4.0420)

Order Determining Homestead Status of Real Property... (P-4.0454)

Order Determining Homestead Status of Real Property... (P-4.0456)

Order Determining Homestead Status of Real Property... (P-4.0457)

Order Determining Homestead Status of Real Property... (P-4.0462)

Order Determining Homestead Status of Real Property... (P-4.0463)

Order Determining Homestead Status of Real Property... (P-4.0464)

Order Determining Homestead Status of Real Property... (P-4.0466)

Order Determining Homestead Status of Real Property... (P-4.0468)

Election to Take Elective Share (P-4.0500)

Notice of Election to Take Elective Share (P-4.0505)

Proof of Service of Notice of Election to Take Elective Share (P-4.0506)

Petition for Determination of Elective Share (P-4.0510)

Order Determining Elective Share (P-4.0520)

Declaration that Proceeding is Adversary (P-4.0600)

Order that Proceeding is Adversary (P-4.0610)

Notice of Civil Action (P-4.0650)

Notice of Ancillary Administration (P-4.0700)

Notice of Trust (P-4.0800)

Closing Administration

Petition to Extend Time for Filing Final Accounting and Petition for Discharge (P-5.0100)

Order Extending Time for Filing Final Accounting and Petition for Discharge (P-5.0200)

Notice of Interim Accounting (P-5.0300)

Accounting Cover Page (See Appendix A to Rule 5.346) (P-5.0338)

Accounting Summary (P-5.0340)

Accounting Schedule A (P-5.0341)

Accounting Schedule B (P-5.0342)

Accounting Schedule C (P-5.0343)

Accounting Schedule D (P-5.0344)

Accounting Schedule E (P-5.0345)

Accounting Schedule F (P-5.0346)

Petition for Discharge (single) (P-5.0400)

Petition for Discharge (multiple) (P-5.0401)

Notice of Final Accounting and Petition for Discharge (P-5.0410)

Receipt of Petition for Discharge and Accounting and Consent to Distribution (P-5.0420)

Waiver of Accounting and Service of Petition for Discharge (P-5.0500)

Waiver of Accounting and Service of Petition for Discharge, and Consent and Distribution (P-5.0501)

Receipt (P-5.0510)

Receipt (with refunding language) (P-5.0511)

Waiver of Accounting and Service of Petition for Discharge... (P-5.0520)

Receipt of Beneficiary and Consent to Discharge (P-5.0530)

Petition for Discharge (full waiver - single) (P-5.0550)

Petition for Discharge (full waiver - multiple) (P-5.0551)

Full Waiver and Receipt and Consent to Discharge (P-5.0570)

Personal Representative's Release... (P-5.0600)

Personal Representative's Release... (P-5.0605)

Personal Representative's Release... (P-5.0610)

Report of Distribution (single) (P-5.0700)

Report of Distribution (multiple) (P-5.0701)

Order of Discharge (single) (P-5.0800)

Order of Discharge (multiple) (P-5.0810)

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Tax Forms

Internal Revenue Service Forms

Application for Employer Identification Number (SS-4)

Application for IRS Individual Taxpayer Identification Number (W-7)

Solicitud de Número de Identificación (W-7(SP))

Notice Concerning Fiduciary Relationship (56)

United States Estate (and Generation-Skipping Transfer) Tax Return (706)

Instructions for Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return

United States Additional Estate Tax Return (706-A)

Instructions for Form 706-A United States Additional Estate Tax Return

Certificate of Payment of Foreign Death Tax (706-CE)

Generation-Skipping Transfer Tax Return For Distributions (706-GS(D))

Instructions for Form 706-GS(D) Generation-Skipping Transfer Tax Return for Dist.

Notification of Distribution from a Generation-Skipping Trust (706-GS(D-1))

Instructions for Form 706-GS(D-1) Notification of Dist. from a Generation-Skipping Trust

Generation-Skipping Transfer Tax Return for Terminations (706-GS(T))

Instructions for Form 706-GS(T) Generation Skipping Transfer Tax Return for Term.

United States Estate (and Generation-Skipping Transfer) Tax Return (706-NA)

Instructions for Form 706-NA U.S. Estate (and Generation-Skipping) Tax Return

United States Estate Tax Returns for Qualified Domestic Trusts (706-QDT)

Instructions for Form 706-QDT U.S. Estate Tax Return for Qualified Domestic Trusts

United States Gift (and Generation-Skipping Transfer) Tax Return (709)

Instructions for Form 709 U.S. Gift (and Generation-Skipping) Tax Return

United States Short Form Gift Tax Return (709A)

Life Insurance Statement (712)

Power of Attorney and Declaration of Representative (2848)

Instructions for Form 2848 Power of Attorney and Declaration of Representative

Application for Extension of Time To File a Return and/or Pay U.S. Estate Taxes (4768)

Florida Department of Revenue Forms

Florida Estate Tax Return (F-706)

Preliminary Notice and Report (DR-301)

Application for Waiver and Release of Florida Estate Tax Lien (DR-308)

Domicile Statement (DR-310)

Affidavit of No Florida Estate Tax Due (DR-312)

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