Summary Administration in Florida: The “Fast Track” for Small Estates

Not every estate requires the long, complex process known as “Formal Administration.” Florida offers a simplified shortcut called Summary Administration. If the estate qualifies, you can save months of time and significant legal fees.

Does the Estate Qualify?

To use this “fast track,” the estate must meet one of the following two criteria:

  1. Value under $75,000: The value of the estate’s assets (excluding exempt property like the primary home/homestead) is less than $75,000.

  2. More than 2 Years: The decedent passed away more than two years ago. (This removes creditor claims, simplifying the process).

How is it Different?

In a Summary Administration, we do not appoint a “Personal Representative.” Instead, we petition the court to sign an order immediately distributing the assets to the rightful heirs.

  • Speed: It can often be completed in a few weeks or months, rather than the 6-12 months typical of formal probate.

  • Cost: Because there are fewer filings and no ongoing management of the estate, it is generally less expensive.

Is it Right for You?

Even if an estate is small, Summary Administration isn’t always the best choice (especially if there are complex debts or unknown creditors).

Unsure if you qualify for the “Fast Track”? Contact Alexander Gil, PLLC. We will review the assets and tell you if Summary Administration is the right strategy for you.

Author Bio

Alexander Gil was admitted to the Florida Bar in September of 2014. His focus is primarily in the areas of estate planning, special needs planning, asset protection planning, guardianship administration, and probate administration.

Alexander graduated Magna Cum Laude from the University of Miami School of Law in 2014. In addition to his law degree, Alexander earned a Masters in Taxation from the University of Miami School of Law Joint Degree Program. He was a Staff Editor for the Inter-American Law Review.

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Alex has been amazing throughout the whole process of my estate planning. He was able to make recommendations based on my family of what pieces to set up and walked me through why he recommended each. He's prompt on his follow up for questions and has made understanding all the documents really easy. I dreaded having to do the process until I was able to meet with Alex and calmed me down and made me feel good about the process. I'd give him 10 stars if I could.

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I first meet Alex when he was presenting for parents on Wills and Trusts and immediately was impressed with his approach and understanding. We proceeded with his services. Not only was he professional but he was very understanding and took the time to hear us and explain every step while answering every question we had. As a parent of a special needs adult, the process can be overwhelming and somewhat depressing but he assured us and helped us feel very good about our plans. He is now our attorney for life! Thanks Alex!!

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