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Amanda Sweetz, REALTOR® Keller Williams Realty of the Palm Beaches
Amanda Sweetz, REALTOR — Palm Beach County
Start Here · Palm Beach County, FL

Do You Actually Need Probate to Sell an Inherited Home?

Not every inherited property in Florida goes through probate — and assuming it does can waste time and money. Here's how to figure out which path applies to your situation, and what to do next either way.

Three Possible Paths

Which One Sounds Like Your Situation?

PATH 1

No Court Needed

The property was in a trust, owned jointly, or transferred by a Lady Bird Deed.

PATH 2

Homestead

This was the deceased's primary Florida residence, held in their name alone.

PATH 3

Full Probate

Non-homestead property, or a more complex estate situation.

Path 1

No Court Process Needed

If any of these apply, the property likely already passed to you automatically — no probate case required at all.

Living Trust

If the property was titled in a revocable living trust before death, the successor trustee can transfer or sell it directly. Check for trust paperwork before assuming probate is needed.

Joint Tenancy or Tenancy by the Entirety

If you owned the property jointly with the deceased — including as spouses — your ownership share passes to you automatically by operation of law.

Lady Bird Deed

An Enhanced Life Estate Deed names a beneficiary who automatically owns the property at death. If your family member set one up, you may already own the home — recording the death certificate is usually all that's needed.

Worth double-checking either way: even when no court process is required, it's worth confirming the title is actually clear before listing or refinancing — an outstanding mortgage, lien, or a co-owner who didn't sign off can still complicate a sale. A title company or real estate attorney can confirm in a single search.

So Why Would You Still Need a REALTOR®?

Skipping probate doesn't mean skipping decisions. In practice, this is often exactly where families need the most help — because there's no court timeline forcing a decision, and no attorney managing the process. It's just you, the property, and a choice to make.

💰

Carrying Costs Add Up

Property tax, insurance, HOA dues, and basic upkeep don't stop while you decide what to do. Amanda can help you weigh how long holding the property makes financial sense versus listing it now.

✈️

Out-of-State or Not Interested in Keeping It

If you're inheriting a Palm Beach County property from out of state and have no interest in keeping it, Amanda can manage the process remotely — coordinating everything so you're not flying in repeatedly.

🏠

Considering a Rental Instead

Not ready to sell? Amanda can help you compare realistic rental income against sale proceeds, and connect you with property management if renting makes more sense than listing.

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Cleanout, Repairs & Prep

Inherited homes often need decluttering, repairs, or updates before they're ready to sell or rent. Amanda coordinates trusted contractors and vendors, and advises on what's worth fixing versus selling as-is.

Path 2

Homestead: A Lighter Path Through Probate Court

If this was the deceased's primary Florida residence, titled in their name alone, Florida's homestead law says it passes to you automatically at death — it's never technically considered part of the probate estate. But there's a catch worth knowing about.

1

The property is already legally yours

By Florida constitutional and statutory law, homestead property vests in the qualifying heirs immediately at death — protected from most creditors regardless of what the deceased owed.

2

But title companies want proof

To sell or refinance, a title company generally needs a court order confirming the transfer — because without one, there's nothing in the public record showing the property is legally yours.

3

A Petition to Determine Homestead Status clears it

This is a much lighter, faster proceeding than full probate administration — often resolved within a couple of months — filed specifically to confirm homestead status and clear the title for sale.

Where Amanda fits in: the same real-world questions apply here as in Path 1 — carrying costs, whether to sell or rent, and getting the property market-ready — plus the timing question of when to list relative to the homestead filing. Amanda can help you plan the listing so it's ready to launch the moment title clears.

Path 3

Full Probate: Summary or Formal Administration

If the property doesn't fall into either path above — it wasn't in a trust, wasn't jointly owned, and wasn't the deceased's homestead — it generally needs to go through Florida's standard probate process to transfer clear title.

Common Questions

Inherited a Home FAQs

How do I know if a property was held in a trust? +
Check with the family's estate planning attorney, or search the deed on file with the county property appraiser — a property held in trust is typically titled to "[Name], Trustee of the [Name] Trust" rather than the individual's name alone. If you're not sure, a title company can confirm quickly.
What if I'm not sure whether the home was the deceased's homestead? +
Homestead status generally requires the property to have been the deceased's permanent primary residence in Florida. If they claimed the homestead property tax exemption on it, that's a strong indicator — you can confirm with the Palm Beach County Property Appraiser's office.
Can I sell an inherited home before figuring out which path applies? +
You can start preparing — getting the property assessed, decluttered, and market-ready — before the legal path is fully resolved. But a title company generally won't close a sale until title is clear, so it's worth confirming which path applies early rather than waiting until you're ready to list.
Do multiple heirs need to agree before selling, even without probate? +
Generally, yes — if the property passes to more than one heir, all co-owners typically need to agree to a sale, whether or not a court process was involved. If heirs disagree about whether to sell, rent, or keep the property, that's worth resolving with an attorney before listing.