Summary Administration with Will (Testate) Packet

• Product Description

• Overview:

• Our Summary Administration with Will (Testate) package is tailored for individuals managing the estate of a loved one who has passed away with a valid last will and qualifies for Florida's summary probate process.

• This document preparation service assists the petitioner (usually a named beneficiary or executor) in efficiently requesting the distribution of assets without the need for formal probate. After purchase, you will receive a fillable checklist, and we will create a complete set of court-ready documents based on the information you provide.

• What's Included:

• Fillable checklist for required information
  
  

• Petition for Summary Administration (Testate)
  
  

• Consent/Waiver forms for beneficiaries
  
  

• Proposed Order of Summary Administration

  
  
  

• Filing instructions and email support

🔹 Option 1: DIY Packet Download

For customers who want the forms & instructions
✅ Price: $129
Includes: Checklist, court forms, instructions
🟦 Good for: Customers who want to save money and file everything themselves

🔹 Option 2: Document Prep Based on Completed Checklist (Most popular)

✅ Price: $199–$229
Includes:

• Fillable checklist

• All forms completed by you

• Instructions for filing
  🟦 Good for: People who want your expertise, but will handle filing themselves

🔹 Option 3: Document Prep + Email Support (Premium)

✅ Price: $249–$299
Includes everything above, plus:

• Priority processing

• Email support for up to 2 follow-up questions
  🟦 Good for: Customers who want to make sure it's all done right

📂 SUMMARY ADMINISTRATION WITH WILL (TESTATE) PACKET

📄 1. Petition for Summary Administration (Testate)

• Filed by heirs or nominated PR

• Lists decedent, will, estate assets, and beneficiaries

• Includes request to distribute property without full probate
  👉 [Included above — I can send as Word/PDF upon request]

📄 2. Original Will

• Must be filed with the court (or state that it has already been filed)

• If it is self-proving, no separate oath is needed

• If not self-proving, must also file:

  • Affidavit of Witness to Will (if witnesses are alive)

  • Petition to Establish Lost/Destroyed Will (if applicable)

📄 3. Death Certificate (Certified Copy)

• Redact Social Security number if required by your county

• Attach to the petition

📄 4. Waivers and Consents from Beneficiaries

• All beneficiaries must sign waivers of notice

• Prevents delay or formal service
  👉 [I can provide a fillable version if needed]

📄 5. Affidavit of No Florida Estate Tax Due

• Required if decedent died before Jan 1, 2005

• Usually not needed for recent deaths

📄 6. Notice of Administration (optional in summary, but recommended)

• Sent to interested parties (heirs/devisees)

• Explains probate is opened and will is being administered
  👉 [Included above — I can format for you]

📄 7. Creditor Search / Affidavit

• ☐ If less than 2 years since death: File Notice to Creditors and publish in newspaper

• ☐ If over 2 years since death: File Affidavit of No Creditors or check the appropriate box in petition

📄 8. Proposed Order of Summary Administration

• Draft order for judge to sign

• Includes asset distribution details
  👉 I can generate a fillable sample for you

📄 9. Homestead Petition (if decedent’s residence is involved)

• Separate petition must be filed if property was homestead

• Protects it from creditors and ensures it passes outside probate