The Florida Lawyers Support form is a crucial document used by legal professionals in Florida to request various probate forms and services. Developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar, this form ensures that attorneys have access to the most current and preferred documents for probate cases. For those navigating the complexities of probate law, filling out this form is an essential step—click the button below to get started.
The Florida Lawyers Support form is an essential tool for legal professionals navigating the probate process in Florida. Designed by members of the Real Property, Probate and Trust Law Section of The Florida Bar, this form offers a comprehensive suite of probate-related documents, effective from January 1, 2022. It provides attorneys with several options for acquiring these forms, including a flash drive containing locked PDF files and physical copies of each form. The form also outlines an a la carte option for ordering specific documents, ensuring that attorneys can tailor their orders to meet their unique needs. Each form is priced individually, with a clear breakdown of costs, including sales tax and shipping fees. Furthermore, the form includes an index of all probate forms, making it easier for users to locate the specific documents they require. Overall, the Florida Lawyers Support form streamlines the process of obtaining necessary legal documentation, ensuring that attorneys can efficiently serve their clients in probate matters.
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
P-1.0300 Caveat by Creditor (nonresident- pro se)
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)
P-1.0311 Caveat by Creditor (other than Creditor – nonresident, represented by Florida attorney)
P-1.0315 Caveat by Interested Person (other than creditor – resident)
P-1.0400 Request for Notice and Copies
P-1.0500 Formal Notice
P-1.0501 Formal Notice (adversary)
P-1.0510 Proof of Service of Formal Notice
P-1.0511 Proof of Service of Formal Notice (adversary)
P-1.0512 Proof of Service in the manner of Formal Notice
P-1.0513 Proof of Service in the manner of Formal Notice (adversary)
P-1.0520 Notice of Action (formal notice by publication)
P-1.0530 Notice of Hearing
P-1.0531 Notice of Hearing (adversary)
P-1.0600 Consent and Waiver of Notice
P-1.0610 Consent and Waiver of Notice (copy attached)
P-1.0620 Joinder, Waiver and Consent
P-1.0630 Notice of Disqualification of Personal Representative
P-1.0640 Notice of Confidential Information Within Court Filing (no contemporaneous filing)
P-1.0641 Notice of Confidential Information Within Court Filing (contemporaneous filing)
P-1.0800 Notice of Trust
P-1.0900 Notice of Designation of Email Addresses for Service of Documents
2
P-1.0910 Statement Regarding Compensation of Personal Representative (will)
P-1.0915 Statement Regarding Compensation of Personal Representative (codicil)
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)
P-2.0214 Petition for Summary Administration (intestate
P-2.0215 Petition for Summary Administration (intestate
–multiple petitioners))
P-2.0219 Petition for Summary Administration (testate nonresident decedent – single petitioner)
P-2.0220 Petition for Summary Administration (testate nonresident decedent – multiple petitioners)
P-2.0224 Petition for Summary Administration (intestate nonresident decedent – single petitioner)
P-2.0225 Petition for Summary Administration (intestate nonresident decedent – multiple petitioners)
P-2.0300 Order of Summary Administration (testate)
P-2.0310 Order of Summary Administration (intestate)
P-2.0320 Order of Summary Administration (testate nonresident decedent)
P-2.0322 Order of Summary Administration (testate nonresident decedent-authenticated copy of will)
P-2.0325 Order of Summary Administration (intestate nonresident decedent)
P-2.0355 Notice to Creditors (summary administration)
P-2.0500 Order Admitting Will to Probate and of Summary Administration (self-proved)
P-2.0600 Order Admitting Will to Probate (summary administration)
P-2.0610 Order Admitting Will to Probate (summary administration - self proved)
P-2.0630 Order Admitting Will of Nonresident to Probate (summary administration-authenticated copy of will)
P-2.0650 Order Admitting Will to Probate (summary administration – nonresident, self-proved)
P-2.0800 Petition to Admit Foreign Will to Record
P-2.0810 Order Admitting Foreign Will to Record
3
P-2.0850 Affidavit Under Section 735.303, Florida Statutes, to Obtain Bank Property of Deceased Account Holder
III.OPENING FORMAL ADMINISTRATION
P-3.0050 Petition to Appoint Curator
P-3.0065 Order Appointing Curator (no bond)
P-3.0070 Order Appointing Curator (bond required)
P-3.0071 Oath of Curator and Designation and Acceptance of Resident Agent
P-3.0075 Letters of Curatorship
P-3.0100 Petition for Administration (testate Florida resident-single petitioner)
P-3.0110 Petition for Administration (testate Florida resident-multiple petitioners and single PR)
P-3.0111 Petition for Administration (testate Florida resident- multiple petitioners and PRs)
P-3.0120 Petition for Administration (intestate Florida resident-single petitioner)
P-3.0130 Petition for Administration (intestate Florida resident--multiple petitioners and single PR)
P-3.0131 Petition for Administration (intestate Florida resident-multiple petitioners and PRs)
P-3.0140 Petition for Administration (testate nonresident-single petitioner)
P-3.0150 Petition for Administration (testate nonresident-multiple petitioners and single PR)
P-3.0151 Petition for Administration (testate nonresident-multiple petitioners and PRs)
P-3.0160 Petition for Administration (intestate nonresident-single petitioner)
P-3.0170 Petition for Administration (intestate nonresident-multiple petitioners and single PR)
P-3.0171 Petition for Administration (intestate nonresident-multiple petitioners and PRs)
P-3.0190 Waiver of Notice by Domiciliary Personal Representative
P-3.0200 Waiver of Priority, Consent to Appointment of Personal Representative and Waiver of Notice and Bond (single)
P-3.0210 Waiver of Priority, Consent to Appointment of Personal Representative and Waiver of Notice and Bond (multiple)
P-3.0300 Oath of Witness to Will
P-3.0301 Oath of Witness to Will (copy)
P-3.0310 Oath of Witness to Codicil
4
P-3.0311 Oath of Witness to Codicil (copy)
P-3.0320 Proof of Will
P-3.0330 Proof of Codicil
P-3.0350 Petition for Appointment of Commissioner
P-3.0355 Order Appointing Commissioner
P-3.0360 Commission
P-3.0400 Order Admitting Will to Probate and Appointing Personal Representative (single)
P-3.0401 Order Admitting Will to Probate and Appointing Personal Representative (corporate)
P-3.0410 Order Admitting Will to Probate and Appointing Personal Representatives (multiple)
P-3.0420 Order Admitting Will to Probate and Appointing Personal Representative (self-proved)
P-3.0421 Order Admitting Will to Probate and Appointing Personal Representative (self-proved, corporate)
P-3.0430 Order Admitting Will to Probate and Appointing Personal Representatives (self-proved, multiple)
P-3.0440 Order Appointing Personal Representative (intestate-single)
P-3.0441 Order Appointing Personal Representative (intestate-corporate)
P-3.0450 Order Appointing Personal Representatives (intestate-multiple)
P-3.0460 Order Admitting Codicil to Probate
P-3.0470 Order Admitting Codicil to Probate (self- proved)
P-3.0480 Order Admitting Will of Nonresident to Probate and Appointing Personal Representative
P-3.0481 Order Admitting Will of Nonresident to Probate and Appointing Personal Representative (corporate)
P-3.0490 Order Appointing Personal Representative of Nonresident (intestate)
P-3.0491 Order Appointing Personal Representative of
Nonresident (intestate-corporate)
P-3.0500 Petition to Waive Bond of Personal Representative
P-3.0510 Waiver of Bond by an Interested Person
P-3.0520 Bond of Personal Representative
P-3.0600 Oath of Personal Representative and Designation and Acceptance of Resident Agent
5
P-3.0610 Designation of Successor Resident Agent and Acceptance
P-3.0620 Oath of Corporate Personal Representative
P-3.0700 Letters of Administration (single personal representative)
P-3.0710 Letters of Administration (multiple personal representatives)
P-3.0720 Ancillary Letters of Administration
P-3.0740 Notice to Creditors
P-3.0802 Notice of Administration (testate)
P-3.0804 Notice of Administration (intestate)
P-3.0810 Waiver of Service of Notice of Administration (testate)
P-3.0811 Receipt of Notice of Administration
P-3.0820 Waiver of Service of Notice of Administration (intestate)
P-3.0830 Proof of Service of Notice of Administration
P-3.0831 Statement Regarding Creditors (individual)
P-3.0832 Statement Regarding Creditors (corporate)
P-3.0900 Inventory
P-3.0901 Inventory (ancillary)
P-3.0905 Notice to Beneficiaries Regarding Inventory
P-3.0910 Request for Copy of Inventory
P-3.0915 Inventory of Safe Deposit Box
P-3.0920 Proof of Service of Inventory
P-3.0925 Proof of Service of Inventory of Safe Deposit Box
P-3.0930 Petition to Extend Time for Filing Inventory
P-3.0940 Order Extending Time for Filing Inventory
P-3.0950 Notice of Federal Estate Tax Return Due
P-3.1001 Personal Representative's Proof of Claim (debts paid)
P-3.1002 Personal Representative's Proof of Claim (debts to be paid)
P-3.1010 Statement of Claim by _____________
P-3.1020 Objection to Claim
P-3.1021 Objection to Personal Representative's Proof of Claim (items listed as “to be paid”)
6
P-3.1030 Proof of Service of Objection to Claim
P-3.1031 Proof of Service of Objection to Claim (by attorney)
P-3.1033 Notice to Creditor to File Petition for Extension
#_______@ $5.00 each
P-3.1050 Satisfaction and Release of Claim
IV. SPECIAL PROCEEDINGS
P-4.0200 Petition to Determine Exempt Property
P-4.0210 Order Determining Exempt Property (surviving spouse)
P-4.0220 Order Determining Exempt Property (children of decedent; no surviving spouse)
P-4.0300 Petition for Family Allowance
P-4.0310 Order Authorizing Payment of Family Allowance (periodic payment)
P-4.0311 Order Authorizing Payment of Family Allowance (lump sum)
P-4.0400 Notice of Personal Representative Taking Possession of Protected Homestead
P-4.0410 Petition to Determine Homestead Status of Real Property (intestate – spouse and/or descendants)
P-4.0415 Petition to Determine Homestead Status of Real Property (intestate – no spouses or descendants)
P-4.0420 Petition to Determine Homestead Status of Real Property (testate)
P-4.0430 Election of Surviving Spouse to Take a One- Half Interest of Decedent’s Interest in Homestead Property
P-4.0454 Order Determining Homestead Status of Real Property (intestate--spouse, no lineal descendants- exempt from claims)
P-4.0456 Order Determining Homestead Status of Real Property (intestate--lineal descendants, no spouse exempt from claims)
P-4.0457 Order Determining Homestead Status of Real Property (intestate – spouse, lineal descendants exempt from claims)
P-4.0458 Order Determining Homestead Status of Real Property (intestate – heirs, no spouse or lineal descendants, exempt from claims)
P-4.0461 Order Determining Homestead Status of Real Property (testate – not devised, spouse and minor child- exempt from claims and election by spouse)
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)
P-4.0463 Order Determining Homestead Status of Real Property (testate - not devised, minor child but no surviving spouse - exempt from claims)
7
P-4.0464 Order Determining Homestead Status of Real Property (testate-devised, spouse, no minor child- exempt from claims)
P-4.0466 Order Determine Homestead Status of Real Property (testate-devised, heirs, no spouse or minor child- exempt from claims)
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)
P-4.0540 Election to Take Elective Share
P-4.0541 Proof of Service of Election to Take Elective Share
P-4.0545 Notice of Election to Take Elective Share
P-4.0550 Proof of Service of Notice of Election to Take Elective Share
P-4.0555 Order Determining Spouse’s Entitlement to Elective Share
P-4.0560 Petition to Determining Amount of Elective Share (contribution not required)
P-4.0565 Order Determining Amount of Elective Share (contribution not required)
P-4.0570 Petition to Determine Amount of Elective Share (contribution required)
P-4.0575 Order Determining Elective Share (contribution required)
P-4.0600 Declaration that Proceeding is Adversary
P-4.0610 Order that Proceeding is Adversary
P-4.0650 Notice of Civil Action
P-4.0700 Notice of Ancillary Administration
P-4.0820 Petition for Order Designating Depository for Assets
P-4.0830 Receipt of Assets by Depository
P-4.0835 Acceptance and Certification by Depository
P-4.0840 Order Designating Depository for Assets
V.CLOSING ADMINISTRATION
P-5.0100 Petition to Extend Time for Filing Final Accounting and Petition for Discharge
P-5.0200 Order Extending Time for Filing Final Accounting and Petition for Discharge
P-5.0300 Notice of Interim Accounting
P-5.0340 Accounting of Personal Representative(s)
#______@ $17.50 each
P-5.0400 Petition for Discharge (single personal representative)
8
P-5.0401 Petition for Discharge (multiple personal representatives)
P-5.0410 Notice of Final Accounting and Petition for Discharge
P-5.0411 Proof of Services of Notice of Final Accounting and Petition for Discharge
P-5.0420 Receipt of Petition for Discharge and Accounting and Consent to Distribution
P-5.0500 Waiver of Accounting and of Service of Petition for Discharge
P-5.0501 Waiver of Accounting and of Service of Petition for Discharge and Consent to Distribution
P-5.0510 Receipt
P-5.0511 Receipt (with refunding language)
P-5.0520 Waiver of Accounting and Service of Petition for Discharge; Receipt of Beneficiary and Consent to Discharge
P-5.0530 Receipt of Beneficiary and Consent to Discharge
P-5.0550 Petition for Discharge (full waiver – single personal representative)
P-5.0551 Petition for Discharge (full waiver – multiple representatives)
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)
P-5.0600 Personal Representative’s Release and Certificate of Distribution of Real Property (single individual personal representative)
P-5.0605 Personal Representative’s Release and Certificate of Distribution of Real Property (multiple individual representatives)
P-5.0610 Personal Representative's Release and
Certificate of Distribution of Real Property (corporate
representatives)
P-5.0700 Report of Distribution (single personal representative)
P-5.0701 Report of Distribution (multiple personal representatives)
P-5.0800 Order of Discharge (single personal representative)
P-5.0810 Order of Discharge (multiple personal representatives)
P-5.0900 Petition for Further Administration
P-5.0901 Order for Further Administration
9
Filling out the Florida Lawyers Support form is a straightforward process that requires careful attention to detail. Once completed, the form should be submitted to the designated address or emailed with the necessary payment information. Below are the steps to ensure that the form is filled out correctly.
What is the Florida Lawyers Support form?
The Florida Lawyers Support form is a document used by attorneys in Florida to order probate forms from Florida Lawyers Support Services, Inc. These forms are essential for legal proceedings related to probate, trust, and estate matters. The form includes options for purchasing various formats of the probate forms, ensuring that attorneys have access to the necessary tools for their practice.
What types of forms are available through the Florida Lawyers Support form?
The Florida Lawyers Support form provides access to a variety of probate-related forms. These include general probate forms, forms for abbreviated probate proceedings, and forms for opening formal administration. Each type of form is designed to address specific needs within the probate process, ensuring that attorneys can find the right documentation for their cases.
How can I submit my order for the forms?
To submit your order, complete the Florida Lawyers Support form with your firm details, attorney name, and contact information. You can choose your desired option for form delivery, which may include a flash drive, physical copies, or individual forms. Once completed, mail the form along with your payment (check or credit card information) to the address provided on the form or email your order to order@FLSSI.org.
What payment methods are accepted for ordering forms?
Payments can be made via check or credit card. If using a credit card, only Visa and MasterCard are accepted. Ensure that you provide the card number, expiration date, and the three-digit security code on the form. If the billing address differs from the shipping address, include that information as well.
Are there any shipping costs associated with the orders?
Yes, shipping costs are included in the price of the forms. For most options, UPS ground shipping is provided at a standard rate. Be sure to check the total amount on your order form to confirm that shipping is accounted for in your final payment.
Is there a minimum order requirement for individual forms?
Yes, for the a la carte option, there is a minimum order requirement of $30. This means that the total cost of the individual forms you select must meet or exceed this amount. This policy ensures that the processing and shipping costs are justified for smaller orders.
What is the difference between the locked PDF format and physical copies of the forms?
The locked PDF format allows users to open and print the forms but does not permit any modifications or saving of the documents. In contrast, physical copies are tangible documents that can be filled out manually. Attorneys may choose based on their preference for digital versus physical documentation.
How often are the forms updated?
The forms are updated periodically to reflect changes in laws and regulations. The current set of forms is effective as of January 1, 2022. It is crucial for attorneys to stay informed about any updates to ensure compliance with the latest legal standards in probate law.
Where can I find additional resources or support regarding these forms?
For further assistance, attorneys can visit the Florida Lawyers Support Services website at FLSSI.org. The site provides additional resources, including a list of official licensed vendors for interactive forms, as well as contact information for support related to any questions or issues with the ordering process.
Filling out the Florida Lawyers Support form can seem straightforward, but many individuals encounter common pitfalls that can lead to delays or complications. One frequent mistake is failing to provide complete and accurate information. Each section of the form requires specific details, such as the attorney's name, bar number, and physical address. Omitting any of these details can result in processing delays.
Another common error is neglecting to double-check the selected options for form purchases. The form offers multiple options for obtaining probate forms, including a flash drive or physical copies. Individuals sometimes miscalculate the total cost or select the wrong option, which can lead to confusion and extra steps to correct the order.
People also often forget to include their payment information. Whether paying by check or credit card, it is essential to fill out the payment section completely. Missing information, such as the credit card expiration date or the signature of the cardholder, can result in the form being returned or delayed.
Another mistake involves misunderstanding the shipping address requirements. If the billing address differs from the shipping address, it’s crucial to provide both. Failing to do so can cause the forms to be sent to the wrong location, which can be frustrating and time-consuming.
In addition, individuals sometimes overlook the importance of including the correct sales tax, especially for Florida residents. The form specifies a 7% sales tax that must be calculated and added to the total. Ignoring this detail can lead to an incomplete payment and subsequent delays in processing.
Finally, many forget to keep a copy of the completed form for their records. Having a copy can be invaluable for tracking the order and ensuring that all necessary steps have been completed. Without it, individuals may find themselves scrambling for information later on.
The Florida Lawyers Support form is a crucial document utilized in the probate process. However, several other forms and documents are often used in conjunction with it to ensure a smooth and efficient legal procedure. Below is a list of commonly associated forms, each serving a specific purpose within the probate framework.
Understanding these forms and their functions can significantly aid in navigating the probate process in Florida. Each document plays a vital role in ensuring that the wishes of the deceased are honored and that the estate is administered fairly and efficiently.
When filling out the Florida Lawyers Support form, it is important to follow specific guidelines to ensure your submission is complete and accurate. Below is a list of things you should and shouldn't do.
Following these guidelines will help facilitate a smooth process when submitting your Florida Lawyers Support form.
When it comes to the Florida Lawyers Support form, there are several misconceptions that can lead to confusion. Here’s a list of ten common misunderstandings, along with clarifications to help clear things up.
Understanding these misconceptions can help you navigate the process more effectively and ensure that you are using the Florida Lawyers Support form correctly. If you have any questions or need further assistance, it’s always a good idea to consult with a legal professional.
When filling out and using the Florida Lawyers Support form, several important points should be considered: