Probate Pleadings Index
Copyright 2022 by St. Petersburg real estate, probate and business 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”.
IN THE CIRCUIT COURT FOR
_______________ COUNTY, FLORIDA
UNIFORM CASE NO.: _______________
LOCAL REFERENCE NO.: _______________
IN RE: Estate of _______________, Deceased.
PROBATE PLEADINGS INDEX
CASE INFORMATION AND DATES:
Personal Representative: _______________
Personal Representative Address: _______________
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: _______________
1. _____ _______________
2. _____ _______________
NOT YET FILED:
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