Goal & what you need
Goal
Prevent premature distributions, unsupported closing statements, missed objections, incomplete receipts, unresolved balances, and files marked closed before the personal representative is discharged.
What you need
- Opened Florida formal administration with current letters, docket, will, orders, and responsible lawyer
- Reconciled final accounting, claims and expense records, tax and compensation records, approved distribution plan, and estate-account ledger or documented exceptions
- Responsible lawyer and personal representative assigned to decide readiness, waivers, service, objections, distributions, reserves, hearing needs, and legal effect
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the estate, case, personal representative, responsible lawyer, current letters, assignment, closing objective, protected workspace, and applicable local requirements.
- 2Obtain written lawyer direction defining whether the estate is ready to close, required final accounting and petition, plan of distribution, compensation disclosure, recipient set, waivers, service, objection control, distribution authorization, receipts, proposed order, and archive standard.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.
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