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

Florida Probate Procedure & Rules: A Palm Beach County Guide

If you're trying to understand how Florida probate actually works — the legal steps, the court process, and where a home fits into it — here's the plain-English walkthrough, grounded in current Florida law and the local Palm Beach County court process.

Amanda Sweetz, REALTOR® · SRS, CPRES, FRP #1033928 · Keller Williams Realty of the Palm Beaches
This page is for informational purposes only and does not constitute legal, tax, or financial advice. Every probate case is unique, and Florida probate procedure has real deadlines and filing requirements attached to it. Please consult a licensed Florida probate attorney for guidance specific to your situation. Amanda Sweetz is a Florida Bar Registered Paralegal (FRP #1033928) and a licensed real estate agent — not an attorney, and not authorized to give legal advice.
Where Every Case Starts

The Two Paths: Formal vs. Summary Administration

Florida law offers two main routes through probate, and which one applies depends mostly on the size and makeup of the estate — not on how complicated the family situation is.

Formal Administration

The standard, full-length process for larger estates.

  • Court appoints a Personal Representative (what other states call an executor)
  • Requires a licensed Florida attorney to file — this is a statutory requirement, not just a recommendation
  • Mandatory notice to creditors and a claims period
  • Typically 6–12 months for a straightforward estate; longer if there are disputes, tax issues, or hard-to-locate heirs

Summary Administration

A streamlined process for smaller, qualifying estates.

  • No Personal Representative is appointed — the court enters an order distributing assets directly
  • Available when non-exempt probate assets fall under the statutory threshold, or when the decedent has been deceased more than two years
  • Still a real court proceeding — a petition must be filed and signed by all beneficiaries named in it
  • Typically weeks to a few months, not the 6–12+ months of formal administration

What changed in 2026: The Summary Administration asset threshold doubled from $75,000 to $150,000 in non-exempt probate assets, effective July 1, 2026, under CS/HB 1337 (Chapter 2026-57). Homestead property is excluded from that calculation. We cover exactly what counts toward the threshold — and who the new law applies to — in a dedicated post: Florida Summary Administration 2026: What Changed.

Step by Step

How Formal Administration Actually Works

Most estates that include real property and exceed the Summary Administration threshold go through Formal Administration. Here's the general sequence — the specifics vary by case, and an attorney handles the actual filings.

1

The will is filed and a petition is opened

Florida law requires the original will to be deposited with the Clerk of Court in the county where the decedent lived, within 10 days of death (F.S. §732.901) — whether or not probate is opened right away. A petition for administration is then filed in that county's circuit court.

2

The court appoints a Personal Representative

The judge issues "Letters of Administration," which give the PR legal authority to act on behalf of the estate — including, eventually, listing and selling real property.

3

Notice to creditors is published

Creditors get a window to file claims against the estate. This period is a major reason formal administration takes months rather than weeks — the estate generally can't be closed until it runs.

4

Assets are inventoried

The PR files an inventory of estate assets — including real estate — with the court.

5

Debts, taxes, and expenses are paid

Valid creditor claims, estate taxes if applicable, and administration costs are settled from estate assets before distribution.

6

Remaining assets are distributed and the estate is closed

Once debts are resolved, the PR distributes what's left to the beneficiaries and files a final accounting to close the case.

Local Court Process

Probate in Palm Beach County: The 15th Judicial Circuit

Probate cases for Palm Beach County residents are heard in the Probate Division of the 15th Judicial Circuit. Venue is determined by the decedent's county of residence at time of death — not where the heirs live — and specifically by zip code, per the Circuit's administrative order assigning cases to one of three courthouse locations:

Main Courthouse

205 N. Dixie Highway, West Palm Beach, FL 33401 — Probate Division

Probate Division: (561) 355-2986

North County Courthouse

3188 PGA Boulevard, Palm Beach Gardens, FL 33410 — Probate Division

Civil/Probate filing: (561) 624-6650

South County Courthouse

200 W. Atlantic Avenue, Delray Beach, FL 33444 — Probate Division

Civil/Probate filing: (561) 274-1588

To check the status of an existing probate case — hearing dates, filed documents, and docket activity — heirs and personal representatives (or their attorneys) can search by name or case number through the Clerk & Comptroller's free eCaseView case search portal.

Filing in Florida probate is largely electronic through the state's e-filing portal, and the 15th Circuit runs its own Online Scheduling (OLS) system for hearings and required checklists. Formal Administration requires a licensed attorney to file — Florida does not allow individuals to represent themselves (pro se) in formal administration, though pro se filing is permitted for Summary Administration and Disposition of Personal Property Without Administration.

Where This Connects to Real Estate

Selling a Home During Probate

A home doesn't have to sit vacant for the full length of probate before it can be marketed. Once the court issues Letters of Administration, the Personal Representative generally has authority to list and sell estate real property — though the specific authority, and whether court approval of the sale itself is required, depends on what the will says and how the estate is being administered. This is exactly the kind of detail that should be confirmed with the estate's attorney before a listing goes live.

What a REALTOR® can do in the meantime — and often should, well before probate closes — is help the family understand market timing, get the property assessed and prepped, and coordinate the listing so it's ready to launch the moment the PR has clear authority to sell.

How This Fits Together

Amanda's Role — and Where It Ends

Amanda is a Florida Bar Registered Paralegal (FRP #1033928) as well as a REALTOR®. That background means she's fluent in probate terminology, timelines, and documentation — Letters of Administration, notice periods, inventory requirements — which makes coordinating with a family's probate attorney more efficient on the real estate side of the case.

What that background is not: legal representation or legal advice. Amanda does not file probate paperwork, does not advise on which administration path applies, and does not replace the estate's attorney. If a family doesn't yet have a probate attorney, Amanda maintains relationships with probate and estate attorneys across Palm Beach County and can make an introduction.

Related Resources

Go Deeper

Common Questions

Florida Probate Procedure FAQs

What are the Florida Rules of Probate Procedure? +
The Florida Probate Rules (Part I of the Florida Rules of Civil Procedure system, promulgated by the Florida Supreme Court) govern how probate cases are filed, noticed, and processed in court — separate from the substantive law in Florida Statutes Chapters 731–735, which defines things like who inherits, what Personal Representatives can do, and the Summary Administration threshold. In practice, "probate procedure" usually means the sequence described above: filing the will, opening the case, appointing a PR, creditor notice, and closing the estate.
Do all estates have to go through probate in Florida? +
No. Assets with a named beneficiary or joint owner — like retirement accounts, life insurance, and jointly titled real estate — typically pass outside probate. A revocable living trust or a recorded Lady Bird Deed (enhanced life estate deed) also avoids probate entirely for property titled that way. Homestead property is its own category: Florida law says it passes outside the probate estate automatically at death, but heirs typically still need to file a Petition to Determine Homestead Status in probate court — a much lighter proceeding than full administration — before a title company will insure a sale. Real estate that's none of the above generally does require Summary or Formal Administration to transfer clear title. For a full walkthrough of all three paths, see Do You Need Probate to Sell an Inherited Home?
Which court handles probate for Palm Beach County residents? +
The Probate Division of the 15th Judicial Circuit of Florida, at one of three courthouse locations depending on case assignment: the Main Courthouse in West Palm Beach, the North County Courthouse in Palm Beach Gardens, or the South County Courthouse in Delray Beach.
Do I need an attorney for Florida probate? +
For Formal Administration, yes — Florida law requires a licensed attorney to represent the Personal Representative. Summary Administration and Disposition of Personal Property Without Administration don't carry that same requirement, though an attorney is still often worth having given the deadlines and paperwork involved.
How long does the probate process take in Florida? +
Summary Administration typically runs weeks to a few months. Formal Administration is typically 6–12 months for a straightforward estate, and can run considerably longer if there are creditor disputes, tax complications, or heirs who are hard to locate.
Can a home be sold before probate is fully closed? +
Often, yes — once the court issues Letters of Administration, the Personal Representative typically has authority to list and market the property, though the sale itself may need court confirmation depending on the will's terms and how the estate is structured. Confirm the specifics with the estate's attorney before listing.