Goal & what you need
Goal
Prevent commingling, unsupported transactions, missing deposits, duplicate payments, unexplained transfers, stale balances, and accounting gaps while reserving fiduciary, payment, priority, tax, and distribution decisions to the responsible professionals.
What you need
- Opened Florida probate administration with current letters and lawyer-confirmed authority
- Responsible lawyer and personal representative assigned to control account opening, deposits, expenditures, claims, reserves, taxes, compensation, reimbursements, and distributions
- Access to the approved inventory, creditor-claim ledger, bank records, receipts, invoices, authorizations, and accounting workspace or documented gaps
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 decedent, estate, case, responsible lawyer, personal representative, letters, assignment, account objective, scope, and protected workspace.
- 2Obtain written lawyer and fiduciary instructions defining the financial institution, account title, signers, authority documents, tax-identification workflow, permitted users, transaction approvals, ledger fields, statement cadence, reconciliation reviewer, and exceptions.
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 (13)
Preview two sources. Members can open the complete source list.
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