Navigating probate after losing a loved one is hard enough. This free checklist gives you a clear starting point — the first steps Florida families need to take, in the right order, without the legal jargon.
What the checklist covers:
- What documents to locate first, including the Will, any Trusts, and the right type of death certificate
- How to identify which assets go through probate and which pass directly to beneficiaries
- The one thing you should never do with the decedent’s debts before speaking with an attorney
- Practical steps most families don’t think about until it’s too late – mail forwarding, pension notifications, and account cancellations
- Why there’s no deadline to start the probate process in Florida, and what to focus on first
This checklist is for Florida families who have recently lost a loved one and need a clear, practical starting point without wading through legal complexity.
Fill out the form below and we’ll send the checklist directly to your inbox.
Taking the right steps early in the probate process protects both you and the estate. This checklist tells you exactly where to start.
Prefer to talk it through first? Call our office at 954-580-3690 — we’re here to help.
Want to go deeper before you download?
These two posts answer the questions Florida families ask most at the start of the probate process: