Florida probate timeline 2026: deadlines and steps from death to discharge
Every statutory and rule deadline in a Florida probate, in order, with the trigger date and the source: the 10-day will deposit, the 3-month claims period, the inventory, the elective share and the 12-month accounting. A dated example shows how the periods stack.
The 10-day rule. The custodian of a will must deposit it with the clerk of the court having venue of the estate within 10 days after receiving information that the testator is dead (§ 732.901(1), Fla. Stat. (2026)). This is the only filing deadline that runs from the date of death in these steps. A court can compel a delinquent custodian to deposit the will and award costs, damages and a reasonable attorney's fee against a custodian who lacked reasonable cause (§ 732.901(2)).
How long an estate stays open. The statutes set minimum and maximum periods, not an average. Even the simplest formal administration stays open through the 3-month creditor period (§ 733.702(1)). The Florida Bar's consumer pamphlet says a simple estate takes about five or six months, and states that the final accounting and the documents to close the estate are first due within 12 months after letters of administration issue, a period the court can extend (Fla. Prob. R. 5.400(c); Probate in Florida, updated January 2021). Contested matters, real estate sales and disputed claims lengthen that.
Opening an estate. No statute cited on this page sets a deadline to petition for administration. Claims against the decedent are barred 2 years after death whether or not letters have issued (§ 733.710(1)).
Last checked: October 17, 2026. Statutes are cited to the 2026 Florida Statutes on the Florida Senate site and rules to the Florida Probate Rules, October 15, 2026 edition. General information, not legal advice for a particular estate.
Deadline table for a formal administration
Table 1 lists each period in the order it usually starts. “Service” means service on the person; a period that ends on a weekend or legal holiday continues to the next court day (Fla. R. Gen. Prac. & Jud. Admin. 2.514(a)(1)(C)).
| Event | Deadline | Trigger | Source |
|---|---|---|---|
| Original will deposited with the clerk | 10 days | Custodian learns the testator is dead | § 732.901(1) |
| Notice of administration served on the surviving spouse, beneficiaries and others | Promptly | Letters issued | § 733.212(1); Fla. Prob. R. 5.240(a) |
| Notice to creditors published | Promptly; once a week for 2 consecutive weeks in a newspaper published in the county | Letters issued | § 733.2121(1)-(2) |
| Known or reasonably ascertainable creditors served with the notice | Promptly, after a diligent search | Letters issued | § 733.2121(3)(a) |
| Notice to the Agency for Health Care Administration with the death certificate, if the decedent was 55 or older | Within 3 months after first publication, unless the agency has already filed a claim | First publication of the notice to creditors | § 733.2121(3)(d) |
| Inventory filed | 60 days | Issuance of letters (extendable by petition) | Fla. Prob. R. 5.340(a)-(b) |
| Objection to the validity of the will, venue or jurisdiction | 3 months; outside limit of the earlier of final discharge or 1 year after service of the notice | Service of the notice of administration on the objecting person | § 733.212(2)(c), (3) |
| Petition for exempt property | The later of 4 months after service of the notice or 40 days after related proceedings end; otherwise waived | Service of the notice of administration | § 732.402(6) |
| Surviving spouse's election of an undivided one-half interest in the homestead in place of a life estate | 6 months; irrevocable once made | Date of death | § 732.401(2)(b), (d) |
| Elective share election | The earlier of 6 months after service of the notice on the spouse or 2 years after death; extendable by petition | Service of the notice of administration; date of death | § 732.2135(1)-(2) |
| Creditor files a claim | The later of 3 months after first publication or 30 days after service on a creditor who had to be served; late claims are barred absent fraud, estoppel or insufficient notice | First publication; service of the notice | § 733.702(1), (3) |
| Objection to a claim | The later of 4 months after first publication or 30 days after the claim is filed or amended | First publication; claim filing | § 733.705(2) |
| Claimant sues after an objection | 30 days | Service of the objection | § 733.705(5) |
| Personal representative can be compelled to pay debts | Not before 5 months after first publication; claims are to be paid within 1 year of first publication, longer for litigated, unmatured or contingent claims | First publication | § 733.705(1) |
| Federal estate tax return and payment (estates above the filing threshold, $15,000,000 for 2026 deaths) | 9 months after death | Date of death | IRS, Estate tax; Instructions for Form 706, rev. July 2026 |
| Final accounting and petition for discharge | 12 months; if a federal estate tax return is required, 12 months from the date the return is due; extendable for cause on notice | Issuance of letters | Fla. Prob. R. 5.400(c) |
| Objections to the final accounting, compensation or plan of distribution | 30 days | Service of the petition for discharge or final accounting, whichever is last | Fla. Prob. R. 5.400(b)(6) |
| All claims against the decedent barred | 2 years after death, with a carve-out for creditors who filed a timely claim within 2 years and whose claim is unpaid | Date of death | § 733.710 |
Sources: the sections and rules linked in each row. Florida imposes no estate tax for deaths after December 31, 2004 (Florida Department of Revenue, Florida Estate Tax, accessed October 17, 2026). Income tax: the decedent's final return is due April 15 of the following year (IRS Pub. 559), and an estate with more than $600 gross annual income files Form 1041 (IRS, Estate income tax return).
Stages of a formal administration
- Petition and letters. An interested person or the person nominated in the will petitions for administration (Fla. Prob. R. 5.200). Preference in appointment runs to the personal representative named in the will, then to a majority in interest of those entitled, then to a devisee; in an intestate estate, to the surviving spouse, then the person selected by a majority of the heirs, then the nearest heir (§ 733.301). A person not domiciled in Florida must be a close relative of the decedent to serve (§ 733.304). Clerk filing fees are capped by § 28.2401; amounts are in the cost guide.
- Notices. The personal representative serves the notice of administration and publishes the notice to creditors. A good-faith failure to give either notice does not make the personal representative liable; liability, if any, falls on the estate (§ 733.212(6); § 733.2121(3)(c)).
- Inventory. The inventory lists the estate with reasonable detail and each item's estimated fair market value at the date of death, with real property that appears to be protected homestead listed and designated. It is served on the surviving spouse, each heir in an intestate estate and each residuary beneficiary (Fla. Prob. R. 5.340). A filed inventory is confidential and exempt from public records disclosure (§ 733.604(1)(b)).
- Claims. Creditors file; the personal representative and interested persons may object; a claimant then has 30 days to sue (Table 1; § 733.702; § 733.705). Class priority for payment when assets run short is in § 733.707.
- Taxes. The personal representative files the decedent's final income tax return, an estate income tax return when required and, above the threshold, a federal estate tax return. Form 56 gives the IRS notice of the fiduciary relationship (About Form 56).
- Closing. The personal representative files a final accounting and a petition for discharge that states the estate is fully administered, claims are paid or provided for, compensation paid, and a plan of distribution (Fla. Prob. R. 5.400(a)-(b)). After objections are resolved, the personal representative distributes and the court discharges the personal representative, which bars actions against the personal representative and the surety (§ 733.901).
Worked example: how the periods stack
Table 2 is an illustration, not a forecast. It assumes a death on Tuesday, February 2, 2027, letters issued Thursday, February 25, 2027, the notice of administration served on the spouse and beneficiaries Monday, March 1, 2027, and the notice to creditors first published Tuesday, March 2, 2027. Each date is the period in Table 1 applied to that trigger.
| Date | What falls due | Period |
|---|---|---|
| Feb. 12, 2027 | Original will deposited with the clerk | 10 days after death |
| Apr. 26, 2027 | Inventory filed | 60 days after letters |
| June 1, 2027 | Last day to object to the will, venue or jurisdiction for a person served March 1 | 3 months after service |
| June 2, 2027 | Creditor claims deadline for creditors who needed no separate service; notice to the Agency for Health Care Administration due if the decedent was 55 or older | 3 months after first publication |
| July 1, 2027 | Exempt property petition deadline for a person served March 1 | 4 months after service |
| July 2, 2027 | Personal representative's objection to claims filed by then | 4 months after first publication |
| Aug. 2, 2027 | Spouse's homestead election deadline; the personal representative cannot be compelled to pay debts before this date | 6 months after death; 5 months after first publication |
| Sept. 1, 2027 | Elective share election deadline for a spouse served March 1 | 6 months after service |
| Nov. 2, 2027 | Federal estate tax return, only if the gross estate plus adjusted taxable gifts exceeds the threshold | 9 months after death |
| Feb. 25, 2028 | Final accounting and petition for discharge | 12 months after letters |
| Mar. 2, 2028 | Claims to be paid | 1 year after first publication |
| Feb. 2, 2029 | Claims against the decedent barred | 2 years after death |
Computed from § 732.901, § 733.212, § 733.702, § 733.705, § 733.710, § 732.2135, § 732.401, § 732.402 and Fla. Prob. R. 5.340 and 5.400. No date here is a prediction of when a court will act. In the example the claims period closes June 2, 2027 and the 12-month accounting date is February 25, 2028.
Summary administration and other shortcuts
Summary administration proceeds on one verified petition instead of the notice, inventory, claims and accounting sequence in Table 1. The petition is signed and verified by the surviving spouse and beneficiaries (§ 735.203) and lists the assets with estimated values, the creditor search results and a schedule of proposed distribution (Fla. Prob. R. 5.530(a)). The will is proved, known or reasonably ascertainable creditors are served with the petition, and the court may enter an order allowing immediate distribution (§ 735.206). A petitioner may then publish a notice to creditors, and unknown creditors are barred 3 months after first publication (§ 735.2063). The statute sets no court-processing time, so no timeline for the order can be sourced to law.
The 2026 amounts for these procedures are in Table 3. Ch. 2026-57, Laws of Fla., changed four of them, effective July 1, 2026 (act text). Earlier published figures remain in older materials: The Florida Bar's probate pamphlet (updated January 2021) and the Ninth Circuit's summary administration checklist (revised October 31, 2022) show $75,000, which the 2026 statute no longer states.
| Procedure | Limit | Source |
|---|---|---|
| Summary administration | $150,000, or the decedent has been dead more than 2 years | § 735.201(2) |
| Intestate personal property without administration | $20,000 plus funeral and last-illness costs; deceased more than 1 year | § 735.304(1) |
| Payment of small bank accounts to a family member | $2,000 total; not earlier than 6 months after death | § 735.303(2) |
| Federal income tax overpayment refund to spouse or child | $5,000 | § 735.302(1) |
The 2026 text of each section is on the Florida Senate site. Ch. 2026-57 (CS/HB 1337) takes effect July 1, 2026 (§ 14 of the act).
What lengthens or shortens an estate
- A will challenge or venue objection. The 3-month objection period runs from service of the notice of administration, with an outside limit of the earlier of discharge or 1 year after service (§ 733.212(3)).
- A disputed claim. After an objection the claimant has 30 days to sue (§ 733.705(5)). Unmatured claims block discharge until the creditor and personal representative agree or the court provides for payment, and a contingent claim can hold discharge for up to 5 years from first publication (§ 733.705(7)-(8)).
- A federal estate tax return. The 12-month accounting period runs from the date the return is due instead of from letters (Fla. Prob. R. 5.400(c)).
- Extensions. Inventory and notice deadlines can be extended on petition (Fla. Prob. R. 5.340(b); Fla. Prob. R. 5.400(c)).
- Unlocated heirs or beneficiaries. A summary petition needs the beneficiaries' signatures, and a distribution to the wrong people is open to challenge by an omitted heir or devisee (§ 735.206(4)(g)).
- Real estate in the estate. A personal representative takes possession of protected homestead only to preserve it pending a determination (§ 733.607(1); § 733.608(2)); a petition to determine homestead status under Fla. Prob. R. 5.405 may be needed first. See selling an inherited Florida home.
- Filing method. Attorneys must file through the Florida Courts E-Filing Portal; an unrepresented person may elect to use it (Fla. R. Gen. Prac. & Jud. Admin. 2.525(b)).
- Signatures in a summary administration. A summary administration needs the signature of each beneficiary who does not receive a full distributive share (§ 735.203(1)). The time for signatures is within the family's control.
Ancillary administration for nonresident decedents
A nonresident decedent's Florida property goes through an ancillary proceeding. The domiciliary personal representative, or a person the will designates for the Florida property, is entitled to ancillary letters if qualified to act in Florida; the proceeding follows an original administration as closely as possible, with notice to creditors published and served under ch. 733 (§ 734.102). If a nonresident's testate estate has Florida property of $50,000 or less, the foreign personal representative may instead file an authenticated transcript of the foreign proceedings within 2 years of death (§ 734.1025). No statute sets the length of an ancillary proceeding.
Sources
Last checked: October 17, 2026. Statutes are cited to the 2026 Florida Statutes on the Florida Senate site.
- § 732.901, Fla. Stat. (2026), § 732.2135, § 732.401 and § 732.402. Production of wills; elective share timing; descent of homestead; exempt property.
- § 733.212, Fla. Stat. (2026), § 733.2121, § 733.301, § 733.304, § 733.604, § 733.607, § 733.608, § 733.702, § 733.705, § 733.707, § 733.710 and § 733.901. Notice of administration; notice to creditors; preference in appointment; nonresident personal representatives; inventories; possession; claims; payment; limitations; discharge.
- § 734.102, Fla. Stat. (2026) and § 734.1025. Ancillary administration.
- § 735.201, Fla. Stat. (2026), § 735.203, § 735.206, § 735.2063, § 735.302, § 735.303 and § 735.304. Summary administration and small estates.
- § 28.2401, Fla. Stat. (2026). Probate filing fees.
- Ch. 2026-57, Laws of Fla. (CS/HB 1337), approved April 29, 2026, effective July 1, 2026. It amends §§ 655.933, 655.936, 733.603, 733.612, 733.6171, 735.201, 735.302, 735.303 and 735.304 and creates § 733.6125.
- Fla. Prob. R. 5.200, 5.240, 5.340, 5.400 and 5.405, Florida Probate Rules, October 15, 2026 edition, The Florida Bar.
- Fla. R. Gen. Prac. & Jud. Admin. 2.514 and 2.525, July 1, 2026 edition, The Florida Bar.
- IRS, Estate tax, Instructions for Form 706 (rev. July 2026), IRS Publication 559 and Estate income tax return, accessed October 17, 2026.
- Florida Department of Revenue, Florida Estate Tax, accessed October 17, 2026.
- The Florida Bar, Probate in Florida (consumer pamphlet, updated January 2021).
- Ninth Judicial Circuit, Checklist for Summary Administration (revised October 31, 2022; page 3 states "Does not exceed $75,000"). Cited only to show that local forms can lag the 2026 statute.
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