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Florida Summary Administration

The fast, cheap probate, for estates of $150,000 or less (raised from $75,000 on July 1, 2026), or any estate over two years old.

No personal representative, no months-long case. A petition, a court order, and the assets pass. Here is whether you qualify.

Quick Overview

Summary administration is Florida’s short, low-cost probate. An estate qualifies if the probate assets (not counting the homestead) total $150,000 or less, or if the person died more than two years ago. A 2026 law raised that cap from $75,000 effective July 1, 2026. There is no personal representative: a petition and a court order distribute the assets, often in weeks rather than the 6 to 12 months a formal case takes. What it comes down to is which path your estate actually fits, and whether the petition is filed clean.

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Below, we walk through the 6 issues that decide whether this is the right move for you. Jump to any one:

  1. Which Probate Does This Estate Need? Three questions sort your estate into summary, formal, or the even lighter disposition path. The answer turns on the value line ($150,000, raised from $75,000 on July 1, 2026), the two-year rule, and whether real estate is involved.
  2. The Short Answer For estates that qualify, summary administration skips the personal representative entirely and ends in a single court order, far faster and cheaper than formal probate. Whether yours qualifies comes down to its size and timing.
  3. Do You Qualify? Either gate opens the door: probate assets under the cap ($150,000, raised from $75,000 on July 1, 2026) after exempt property, or a death more than two years ago. If neither fits, the estate needs formal administration instead.
  4. Even Smaller: Disposition Without Administration For the smallest estates with no real estate and barely enough to cover the final bills, there is a step that is not really probate at all. Whether it fits depends on a narrow set of facts.
  5. The Summary Administration Forms (and Why They Trip People Up) The petition and order look simple but are easy to get wrong, and a mistake can cloud title to a home or leave a creditor unaddressed. The risk surfaces later, when someone tries to sell.
  6. Summary vs. Formal Administration Summary runs weeks to about two months with no representative; formal runs 6 to 12 months with one appointed. Which you get is driven by estate size and how recent the death was.

Prefer to see it? See the diagram ↓

That’s the quick version. The details below are what decide your situation, and where the costly mistakes hide.

Which Probate Does This Estate Need?

Three questions, based on Florida’s eligibility rules. Estimate only, not legal advice.

1. Did the person die more than 2 years ago?
2. Did they own any Florida real estate in their own name (a home, land, even a part interest)?
3. Roughly what do the probate assets total, NOT counting the homestead, household furnishings, or two vehicles?

Count only assets in their sole name with no beneficiary (bank accounts, sole-name investments, non-homestead property). Skip anything that passed by trust, joint title, or beneficiary form.

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The Short Answer

Summary administration is Florida’s shortened probate. Instead of appointing a personal representative and running a full case for months, the court reviews a petition and signs an order distributing the assets straight to the heirs. It is faster, cheaper, and far less paperwork, and for estates that qualify it is almost always the path you want.

Do You Qualify?

You qualify if either is true:

If neither fits, the estate generally needs a formal administration with an appointed representative. See the timeline by type →

Florida summary administration: qualify with assets under the cap ($150,000, raised from $75,000 on July 1, 2026) or death more than 2 years ago; otherwise formal administration
Either gate opens summary administration: a probate estate of $150,000 or less (raised from $75,000 on July 1, 2026), or a death more than two years ago. Otherwise the estate generally needs formal administration.

Think the estate is small enough?

Book a free 30-minute consult. We will confirm whether summary administration fits and quote a flat fee.

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Even Smaller: Disposition Without Administration

For the very smallest estates, with no real estate and only enough left to cover the final expenses, there is an even simpler step that is not really a probate at all: disposition without administration, where whoever paid the final bills is reimbursed from the small remaining assets, often without a lawyer or a hearing. See if disposition without administration fits your situation →

The Summary Administration Forms (and Why They Trip People Up)

Summary administration runs on a Petition for Summary Administration and, once the court approves it, an Order of Summary Administration. The clerk and the Florida courts publish these forms, but they are deceptively easy to get wrong: the petition has to state the assets, the heirs, and the creditors accurately, because the order that distributes the estate relies on every word of it. A mistake can cloud title to a home or leave a creditor unaddressed, which surfaces later when someone tries to sell. We prepare and file the petition so the order holds up.

Summary vs. Formal Administration

Summary administration vs. formal administration: personal representative, typical time, who qualifies, and cost
How they compare Summary Formal
Personal representative None appointed Appointed
Typical time Weeks to ~2 months 6 to 12 months
Qualifies $150,000 or less (raised from $75,000 on July 1, 2026), or death more than 2 years ago Most larger or more recent estates
Cost Lower Higher

Frequently Asked Questions

What Is Summary Administration in Florida?

Summary administration is Florida’s shortened, less expensive form of probate. Instead of appointing a personal representative and running a full case, the court reviews a petition and enters an order that distributes the assets directly to the heirs and beneficiaries. It is available for smaller estates and for older deaths, and it can finish in weeks rather than the many months a formal administration takes. For estates that qualify, it is the path most families want.

Do I Qualify for Summary Administration?

You qualify if either of two things is true: the value of the probate estate (not counting property that is exempt, like the homestead) is $150,000 or less, or the person died more than two years ago. A 2026 Florida law (Chapter 2026-57) raised that cap from $75,000 to $150,000 effective July 1, 2026, so larger estates now use this faster path too. The two-year option exists because Florida bars creditor claims two years after death, so an older estate can be wrapped up simply regardless of size. If neither applies, the estate generally needs a formal administration instead. We confirm which fits at the consult.

How Is Summary Administration Different From Formal Probate?

Formal administration appoints a personal representative who manages the estate over months, with a creditor period, accountings, and court oversight. Summary administration skips the appointment entirely: a petition is filed, and the court signs an order distributing the assets. It is faster, cheaper, and far less paperwork. The trade-off is that no representative is appointed to act on the estate’s behalf, so it fits clean estates where the assets and heirs are clear.

What Is "Disposition Without Administration"?

It is an even simpler step for the smallest estates, technically not a probate at all. If the person left no real estate and only modest assets that do not exceed the cost of their final illness and funeral expenses plus certain exempt property, whoever paid those expenses can ask the clerk to release the assets to reimburse them, usually without a lawyer or a court hearing. It is meant for cases like a small bank account left after a funeral was paid for.

How Long Does Summary Administration Take?

Often just a few weeks to a couple of months, compared with the 6 to 12 months a formal administration usually runs. Because there is no personal representative to appoint and no creditor period to wait out in the same way, the timeline is driven mainly by how quickly the petition is prepared and the court signs the order. We move it as fast as the court allows.

Do I Need a Lawyer for Summary Administration?

In most cases yes, and it is worth it. The petition has to be accurate about the assets, the heirs, and creditors, because the order that distributes the estate relies on it; mistakes can cloud title to a home or expose you to a missed creditor. We prepare and file the petition, handle the required creditor diligence, and get you the order, on a flat or clearly quoted fee. Disposition without administration is simpler and sometimes done without counsel.

Common Situations

The older estate. A father died three years ago and a bank account in his name alone just surfaced. Because it has been more than two years, summary administration releases it quickly regardless of the amount.

The small estate. A mother’s probate assets total about $40,000 outside her homestead. Summary administration distributes them in a few weeks, no representative needed.

The reimbursement. A daughter paid her father’s $9,000 funeral and final bills; his only asset is a $7,000 account. Disposition without administration reimburses her without a full case.

Sources of Law


Updated on July 11, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. Attorney Kevin Klagge represents families, businesses, and international clients in estate planning and international law, with a focus on Florida legal tools. He litigates estate and business issues in court. General information about Florida law, not legal advice, and no attorney-client relationship is created. Eligibility depends on the specific estate. Do not send confidential information until we have agreed to represent you.

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