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Amanda Sweetz, REALTOR® Keller Williams Realty of the Palm Beaches
Amanda Sweetz, REALTOR — Palm Beach County
Free Checklist  ·  Probate & Inherited Homes

Inherited a Home in Florida?

You don't have to figure this out alone.

Navigating probate, legal timelines, and the decision to sell an inherited property can feel overwhelming — especially during an already difficult time. This free checklist walks you through every step, so you know exactly what to do and when.

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7 Step-by-Step Sections
30+ Action Items
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First, a quick question: does this need probate at all?

Not every inherited home in Florida goes through probate. Here's a fast way to tell which path applies to you — and what to do either way.

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No Court Needed

Property held in a trust, owned jointly, or transferred by a Lady Bird Deed usually passes automatically — no probate case required.

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Homestead

The deceased's primary Florida residence typically passes to heirs by law, but usually still needs a quick court filing before it can be sold.

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Full Probate

Everything else generally needs Summary or Formal Administration — which is exactly what the checklist below walks you through.

See which path applies to you, including what to do if no court process is needed →

Already past that — deciding how to sell? Compare a traditional listing vs. a fast cash sale →

Not sure whether to keep, rent, or sell it? Start here →

Why work with Amanda on this?

Most agents handle probate sales. Amanda is a Certified Probate Real Estate Specialist (CPRES) with a paralegal background — she actually understands the legal process behind them.

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Paralegal Background

Years of experience in legal settings — including courtroom work — means Amanda speaks the language your attorney speaks.

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CPRES Certified

Certified Probate Real Estate Specialist — advanced training in probate law, court procedures, estate timelines, and executor representation.

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Local Market Expertise

Deep knowledge of Palm Beach County — pricing, neighborhoods, and buyer demand, from Jupiter to Boca Raton.

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Empathetic Guidance

Every inherited home has a story. Amanda treats your family's situation with the care and sensitivity it deserves.

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Extensive Local Vendor Network

Trusted contractors, cleanout crews, and repair professionals across Palm Beach County — ready to get an inherited property market-ready without the runaround.

What's inside the checklist

1
Secure the property and protect your interests
2
Handle legal essentials — probate, title, liens
3
Assess the property's condition and value
4
Understand financial and tax considerations
5
Prepare the home for sale the right way
6
Navigate the sale and closing process
7
Coordinate with multiple heirs and avoid disputes

Every probate situation is different. This checklist gives you a strong starting point — but when you're ready for guidance specific to your situation, book a free consultation with Amanda.

Common questions

Do I need probate to sell an inherited home in Florida? +
Usually — but not always. Property held in a trust, as joint tenants, or via a Lady Bird Deed passes automatically with no court process. Homestead property is a common middle case: it passes to heirs outside the probate estate by law, but typically still needs a quick court filing (a Petition to Determine Homestead Status) before it can be sold. Everything else generally needs Summary or Formal Administration. Amanda works closely with local probate attorneys and can help you figure out which applies to your situation.
How long does it take to sell an inherited home? +
The timeline depends on the type of probate, the property's condition, and market conditions. Summary Administration can be completed in weeks, while Formal Administration typically takes 6–12 months. The good news: you can begin preparing the property for sale during this time so you're ready to list as soon as the court gives approval. See the full step-by-step breakdown of Florida probate procedure for how each path actually works.
What is a "stepped-up basis" and why does it matter? +
When you inherit a property, the IRS generally resets the cost basis to the home's fair market value on the date of the owner's death — not what they originally paid. This can significantly reduce capital gains tax if you sell the property. Amanda can provide a date of death valuation to help establish this basis. Consult a CPA for guidance specific to your situation; Amanda can also recommend local tax professionals who specialize in inherited property. More on how the timing of your decision affects this →
What if multiple heirs disagree about selling? +
Disagreements among heirs are common and can be resolved. Options include buyouts (one heir purchases the others' shares), mediation, or in difficult cases, a partition action through the courts. Having open conversations early — before listing — and documenting all decisions in writing helps prevent conflict. Amanda's legal background helps her navigate these sensitive dynamics.
Should I renovate an inherited home before selling? +
Usually, no — not a full renovation. Buyers expect some wear in an inherited home. Focus your budget on deal-breakers (roof, water damage, structural issues) and the "clean and bright" approach: deep cleaning, neutral paint, clear surfaces, and good lighting. Amanda provides a complimentary market analysis that includes specific recommendations for your property.

Still have questions? There are 15 more answered in the full FAQ.

View All 20 Questions

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