Questions about Florida probate? Start with our Checklist.
If you have been appointed personal representative of a Florida estate — or expect to be — the most common question is simply, “What do I do now?” Cox Law, PLLC prepared the Florida Personal Representative Fiduciary Checklist to answer that question in an organized, practical way.
What the checklist covers
The checklist is a 17-page working reference built around the fiduciary standard in Fla. Stat. § 733.602. It walks through the administration in the order the work actually happens:
- Master deadline docket — the key dates from issuance of letters through discharge, in one timeline
- Appointment and governance controls — authority file, segregation of estate funds, and record-keeping
- Asset collection and preservation — locating, securing, insuring, and maintaining estate property
- Inventory — the 60-day filing requirement and valuation standards
- Notice and creditor administration — service on interested persons, creditor search, and claims handling
- Tax compliance — Forms 1040, 1041, and 706, payment, and clearance
- Sales, expenses, compensation, and conflicts — self-dealing controls and fee documentation
- Interim distributions and closing — reserves, final accounting, distribution, and discharge
- Personal liability trigger matrix — the common breach scenarios and the control that prevents each one
It is written for personal representatives, beneficiaries, and the professionals who advise them. It is a reference tool, not legal advice, and it does not create an attorney-client relationship.
Free Download · Florida Probate Resource
Florida Personal Representative Fiduciary Checklist
17 pages. Master deadline docket, statutory payment order, and personal-liability trigger matrix in one PDF.
For further information
The checklist pairs with our article on the fiduciary role itself — what a personal representative may do, what he or she may not do, and when personal liability can attach: Florida Personal Representative Duties: A Fiduciary Role, Not Just Paperwork.
Cox Law, PLLC handles Florida probate administration, fiduciary-duty issues, and beneficiary and creditor disputes. Call 813-685-8600 or email Webquestion@Coxlawplc.com.