Goal & what you need
Goal
Prevent incomplete creditor searches, defective publication, omitted individual notice, stale addresses, mixed notice versions, missing proof, staff-created deadlines, and premature claim decisions.
What you need
- Opened Florida probate administration with current docket, letters, fiduciary, and attorney information
- Responsible lawyer assigned to control creditor status, search sufficiency, publication, individual service, legal dates, and exceptions
- Available financial, mail, property, litigation, medical, tax, and communication sources 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, assignment, creditor-notice objective, scope, and protected workspace.
- 2Obtain written lawyer instructions defining search sources, search period, reviewer, publication county and outlet, notice text, individual-service method, AHCA branch, calendar authority, 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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