How to use or fill out summary administration forms Florida with our platform
- Click ‘Get Form’ to open the summary administration form in the editor.
- Begin by entering the estate name and case number at the top of the form. This identifies your petition clearly.
- In the section for petitioner’s interest, provide a brief description of your relationship to the decedent.
- Fill in the decedent’s last known address, Social Security number (last four digits), date and place of death, and state and county of domicile.
- List all beneficiaries' names and addresses, ensuring to include spouses and any qualified trust beneficiaries.
- Complete statements regarding venue, pending domiciliary proceedings in other states, and whether there are any unrevoked wills or codicils.
- Detail all assets in the estate along with their estimated values. Include a statement about creditors and any claims against the estate.
- Finally, review your entries for accuracy before saving or printing your completed form for submission.
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