Goal & what you need
Goal
Prevent omitted assets, duplicate entries, unsupported ownership or probate classifications, mixed valuation dates, exposed confidential information, incomplete service, and stale inventory versions.
What you need
- Opened Florida formal administration with current letters and docket
- Responsible lawyer and personal representative assigned to control asset classification, homestead, exempt-property, ownership, valuation, filing, service, and amendments
- Access to verified title, account, property, appraisal, beneficiary, and date-of-death evidence 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 date, assignment, inventory objective, scope, and protected workspace.
- 2Obtain written lawyer instructions defining asset-search sources, classification and valuation decision owners, approved inventory form, reviewers, filing and service controls, calendar authority, confidentiality, 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 (12)
Preview two sources. Members can open the complete source list.
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