Goal & what you need
Goal
Prevent incomplete property descriptions, unsupported homestead conclusions, missed interested persons, defective notice, unauthorized property action, and downstream reliance on an unentered or ambiguous order.
What you need
- Opened or identified Florida probate matter, property candidate, and responsible lawyer
- Deed and official-record evidence, complete legal description, death evidence, will or trust materials, family information, domicile and occupancy evidence, and docket access
- Written lawyer direction controlling petitioner, claimed property, spouse and descendants, waiver, devise, interested persons, notice, proposed findings, and recording or title work
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, proposed petitioner, property candidate, assignment, objective, and protected workspace.
- 2Preserve death evidence, wills and codicils, trust instruments, deeds, official-record images, parcel and tax records, surveys, mortgages, liens, title materials, insurance, occupancy evidence, family records, waivers, contracts, litigation, prior orders, and docket materials.
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.
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