Probate Pleadings Index

Copyright 2022 by St. Petersburg probate attorney James W. Martin.

This is a sample form of probate pleadings index for Florida probate lawyers to list all petitions, waivers, orders, motions, notices, and other papers filed in a Florida probate proceeding, along with a list of future possible documents to be filed in the probate case. It also provides a place to keep the court case caption, case information, and dates.

This form is for general background and educational purposes, is not legal advice, and does not create an attorney-client relationship. No form should be used unless the lawyer understands it and decides that it applies to his or her law practice and to the facts in the particular case. Each lawyer’s practice differs in some respects, and all cases differ, so the lawyer should plan to make changes to this form accordingly.

A prior version of this form was published in the August 2008 edition of ALI-ABA The Practical Lawyer and the February 2010 edition of The Florida Bar Journal as part of his article “Ten Tips for Handling Complex Probate”.

If you have the need for a St Petersburg Pinellas County Florida probate lawyer, you may use the contact form below or call Jim Martin directly at 727-821-0904 or email him at jim@jamesmartinpa.com for a free initial consultation.

IN THE CIRCUIT COURT FOR 

_______________ COUNTY, FLORIDA

PROBATE DIVISION

UNIFORM CASE NO.: _______________

LOCAL REFERENCE NO.: _______________

IN RE: Estate of _______________, Deceased.

_______________________________________//

PROBATE PLEADINGS INDEX

CASE INFORMATION AND DATES:

Decedent: _______________

Personal Representative: _______________

Personal Representative Address: _______________

Trustee: _______________

Judge: _______________

JA: _______________

Date of death: _______________

Petition filed: _______________

Letters issued: _______________

Notice to creditors published: _______________

Inventory due: _______________

Claims period ends: _______________

Statement regarding creditors due: _______________

Family allowance petition due: _______________

Exempt property petition due: _______________

Objection to claims due: _______________

Objection to will due: _______________

Spousal homestead election due: _______________

Elective share election due: _______________

Federal estate tax return due: _______________

Petition for discharge due: _______________

_______________

FILED:

Date     Document

1. _____ _______________

2. _____ _______________

NOT YET FILED:

1. _______________

2. _______________