Summary administration forms florida 2026

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  1. Click ‘Get Form’ to open the summary administration form in the editor.
  2. Begin by entering the estate name and case number at the top of the form. This identifies your petition clearly.
  3. In the section for petitioner’s interest, provide a brief description of your relationship to the decedent.
  4. 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.
  5. List all beneficiaries' names and addresses, ensuring to include spouses and any qualified trust beneficiaries.
  6. Complete statements regarding venue, pending domiciliary proceedings in other states, and whether there are any unrevoked wills or codicils.
  7. Detail all assets in the estate along with their estimated values. Include a statement about creditors and any claims against the estate.
  8. Finally, review your entries for accuracy before saving or printing your completed form for submission.

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