Half of what people think is 'the estate' never goes through probate — joint accounts, anything with a beneficiary, the homestead, a trust. What's left decides the process: under $75,000 (and the math has rules) means summary administration, a few weeks and no personal representative; over it means formal, a lawyer and months. Describe what they owned. You get the sorted list, the total computed, the process, the clocks, and where to file.
Free sort
Each asset with a rough value and whose name was on it (alone, joint, with a beneficiary, in a trust). The date of death, the county, whether there's a will, and who the family is.
Why this exists
Disposition without administration is a form. Summary administration is a petition and a few weeks. Formal administration is the one with the lawyer, the personal representative and the months. Which one applies is arithmetic — on the right assets.
How it works
Each asset, a rough value, whose name was on it. The will, the county, the family.
Joint, beneficiary, trust and homestead assets set aside; the probate total computed against the $75,000 line; exempt property and the funeral reimbursement accounted for.
Disposition / summary / formal, what to file in which county, the creditor and 2-year clocks from the date of death, typical cost and time, and what to ask a probate attorney if you need one.
Plans
For one family. Funeral homes, hospices and credit unions license it.
Your asset schedule as the court will want it, the petition outline for your process (summary or disposition), the document checklist (death certificate, will deposit, consents/waivers, creditor notice), the county filing steps, and a deadline calendar.
Branded probate sorter for the families you serve.
All prices in USD, handled by Stripe. The free sort never goes behind a paywall.
Common questions
No — the tool sorts what you describe into assets that pass outside probate (joint accounts, anything with a named beneficiary, trust assets, the homestead) and what's left as the actual probate estate. It works from the title rules you describe, not from documents; it can't see deeds or account agreements, so this isn't legal advice.
The tool totals the true probate assets and checks that against Florida's $75,000 summary-administration line, noting that the math has its own rules. Under the line generally points to summary administration (weeks, no personal representative); over it points to formal administration, which in Florida requires a lawyer under Rule 5.030 except in narrow cases. This is informational only — not legal advice.
The tool flags the 2-year and 3-month creditor clocks that apply in Florida probate along with the process it recommends. It doesn't file anything or track dates for you, so confirm exact deadlines with the clerk of court's probate division.
The tool is free to use. Its own material doesn't state whether what you type is saved or for how long, so treat what you paste as you would any online form and avoid entering more than you need to.
The tool tells you which county to file in and which process fits based on what you describe. Formal administration generally requires an attorney in Florida (Rule 5.030, with narrow exceptions), while summary administration often doesn't; the clerk of court's probate division and the Florida Bar's lawyer referral service are free to consult if you're unsure.
No — la herramienta clasifica lo que usted describe entre los bienes que pasan fuera del proceso de sucesión (cuentas conjuntas, cualquier cosa con beneficiario designado, bienes en fideicomiso, la vivienda protegida u 'homestead') y lo que sí forma parte del caudal sucesorio. Trabaja según las reglas de titularidad que usted describe, no según los documentos; no puede ver escrituras ni contratos de cuenta, así que esto no es asesoría legal.
La herramienta suma los bienes que realmente entran en el proceso de sucesión y compara ese total con el límite de $75,000 para la administración sumaria en la Florida, aclarando que ese cálculo tiene sus propias reglas. Por debajo del límite generalmente indica administración sumaria (unas semanas, sin representante personal); por encima indica administración formal, la cual en la Florida requiere abogado según la Regla 5.030, salvo excepciones limitadas. Esto es solo información — no es asesoría legal.
La herramienta señala los plazos de 2 años y 3 meses para acreedores que aplican en el proceso de sucesión en la Florida, junto con el proceso que recomienda. No presenta nada ante el tribunal ni le da seguimiento a las fechas por usted, así que confirme los plazos exactos con la división de sucesiones del secretario del tribunal (clerk of court).
La herramienta es gratuita. Su propio material no indica si lo que usted escribe se guarda ni por cuánto tiempo, así que trate lo que ingresa como trataría cualquier formulario en línea y evite escribir más información de la necesaria.
La herramienta le indica en qué condado presentar los documentos y qué proceso corresponde según lo que usted describa. La administración formal generalmente requiere abogado en la Florida (Regla 5.030, con excepciones limitadas), mientras que la administración sumaria muchas veces no lo requiere; la división de sucesiones del secretario del tribunal y el servicio de referencia de abogados del Florida Bar son gratuitos si tiene dudas.
Built by the same team, free to try.