Goal & what you need
Goal
Prevent unauthenticated filings, incorrect route or representative selection, assumed Florida authority, missed notice or claims, mixed ledgers, and unreconciled transfers or distributions.
What you need
- Nonresident-decedent matter and responsible Florida lawyer
- Domiciliary will, petition, probate order, letters, representative, beneficiary, and docket records
- Florida asset, title, value, lien, creditor, tax, homestead, venue, and disposition records
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
Package buyers and members can open all 20 steps.
- 1Verify the decedent, claimed domicile, domiciliary court and file, Florida lawyer, Florida objective, requester, and protected workspace.
- 2Save the current Chapter 734 statutes, Probate Rules compilation, applicable Florida division instructions, and access dates.
Continue the full course
Open the complete SOP and every learning asset
Get the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (8)
Preview two sources. Package buyers and members can open the complete source list.
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