Not taking new clients until late October 2026Mon–Fri 8a–6p67 FL countiesFlat fees, published
★★★★★Florida Bar member · 9 years
Florida probate intake

Start the file. On your phone.

Every document this form asks for is paper in a drawer, and the camera in your hand is the scanner. That is what it was built around. Answer in plain English, photograph what you find, and stop whenever you need to.

  • 20 minMost of it

    Longer if you stop to find a document. That is expected.

  • SavedAs you go

    Leave and come back on the same phone, or email yourself the link.

  • Nothing filedThis is not a court filing

    It is the file we work from, and your own copy of it.

Rachel is not accepting new clients until late October 2026.

You can still fill this in. It is read, and you are contacted when intake reopens . If a deadline is running, call The Florida Bar Lawyer Referral Service at 800-342-8011 and speak to an attorney taking cases now.

Worth finding first

Six things, and none of them stop you.

Every one of these can be sent later. The form goes through without them, and it tells you at the end what is still missing.

  • The death certificateA photo of it is enough here. Certified copies go to the clerk on paper.
  • The will, if there is oneEvery page, including the signature and notary pages.
  • The deed and the last tax billIf you cannot find them, the County Property Appraiser has the parcel online.
  • One recent statement per accountThe page showing whose name is on it and the balance.
  • Vehicle titlesUsually with the deed, or in the glove box.
  • Any bills still arrivingCredit cards, medical, utilities. Photograph the envelope contents.
The intake

Five questions, then ten short sections.

Two things can never be uploaded.

The original signed will and the original certified death certificate have to reach the Clerk of the Circuit Court on paper. Photograph them here so the file can be read, then keep the originals safe — we tell you where to send them.

Sending this form does not create an attorney–client relationship — that starts only when an engagement letter is signed by both sides. See our disclaimer and privacy policy. Prefer to talk first? Call 941.352.1006.