Goal & what you need
Goal
Prevent stale threshold use, unsupported eligibility decisions, omitted assets or creditors, defective notice, premature collection, and transfers that do not match the entered order.
What you need
- Verified decedent, death evidence, possible will, domicile and venue records, family and beneficiary information, and responsible lawyer
- Available asset, title, valuation, protected-property, debt, creditor, and prior-proceeding records preserved in a protected workspace
- Written lawyer direction controlling eligibility, petitioners, interested persons, creditor treatment, notice, proposed distribution, filing, and court-order review
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, date and place of death, domicile, possible venue, responsible lawyer, assignment, petition objective, protected workspace, and any existing probate docket.
- 2Preserve death evidence, each will or codicil candidate, trust references, family records, prior proceedings, asset and debt records, correspondence, and physical-original custody before processing.
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 (7)
Preview two sources. Members can open the complete source list.
Florida training hub
See how this lesson fits into practical training for Florida legal teams.
Explore Florida training