Goal & what you need
Goal
Prevent unsupported category decisions, incomplete asset descriptions, missed entitled persons, deadline errors, defective notice, overlooked devises or liens, and unauthorized transfers.
What you need
- Opened or identified Florida probate matter and responsible lawyer
- Death, domicile, family, will, inventory, ownership, use, value, account, benefit, lien, and docket records
- Written lawyer direction controlling petitioner, claimed assets, persons, deadline, notice, proposed findings, and transfer
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, probate case, responsible lawyer, petitioner, administration posture, objective, and protected workspace.
- 2Preserve death and domicile evidence, wills, inventory versions, household lists, photographs, receipts, appraisals, vehicle titles and registrations, use and weight evidence, tuition-plan and benefit records, liens, family records, notices, prior orders, and the docket.
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 (6)
Preview two sources. Members can open the complete source list.
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