Probate Information

Probate is a legal process through which the assets of a deceased person are inventoried and distributed to pay creditors' claims against the estate. If there are remaining assets, they are distributed to the heirs or beneficiaries. The court determines the validity of the will and oversees the process to ensure that the estate is properly administered.

Lee County Probate Information:

There is no formal case management for Probate cases, orders are submitted directly to the assigned judge via the e-portal system. In an effort to expedite the judicial review of these cases prior to signing proposed orders, effective November 1, 2022 mandatory checklists must be filed with the Clerk of Court either prior to or simultaneously with submission of the corresponding Petition for Formal Administration, Petition for Summary Administration or Final Discharge. Failure to file the appropriate completed and signed checklist will result in a delay to the Court’s review of proposed orders. Links to the downloadable checklists are below. A link to the checklists can also be found under the “downloads” tab on the civil judges’ individual web pages.

For more informaiton on Probate cases contact the Lee Clerk of Court at https://www.leeclerk.org/departments/courts/probate

DOWNLOADS
You must click "Enable Editing" in the yellow banner when opening a document. Not doing so will lock the document.
Charlotte County Probate Information:

The Probate Office handles court-supervised proceedings for establishment of wills, settlement of decedent's estates, supervision of guardianships for minors and incapacitated persons, and filing of mental health cases. The Probate Office stores wills that have been deposited with them after the death of the decedent.

IMPORTANT: When a notice of hearing is filed a copy of the notice of hearing must be immediately send to the Court's Judicial Assistant at jgibbs@ca.cjis20.org. If this procedure is not followed in every case the hearing will not be placed on the Court’s docket.
Charlotte Probate (Estates) Documents, Procedures, Checklists and Best Practices
PROCEDURES
Instructions for Submission of Proposed Orders Electronically Download
FORMS
Designation of Primary Address for Service of Papers Download
CHECKLISTS
Checklist for Status Report Download
Petition for Determination of Heirs Download
Petition for Elective Share.Agent or Guardian Download
Petition for Elective Share.Surviving Spouse Download
Petition for Extension of Time to Close Estate Checklist Download
Petition for Family Allowance Download
Petition for Subsequent Administration Download
Petition for to Appoint Successor Trustee Download
Petition to Admit Transcript to Record 8.15 Download
Petition to Determine Amount of Elective Share Download
Petition to Determine Exempt Property Download
Petition to Determine Pretermitted Child Download
Petition to Determine Pretermitted Spouse Download
Petition to Sell Checklist Download
Ancillary Administration Checklist Download
Ancillary Summary Administration Checklist Download
Checklist for Petition to Establish Lost or Destroyed Will Download
Checklist Petition to Open (search) Safe Deposit Box Download
Homestead Determination in Formal Administration Download
Motion to Withdraw Checklist Download
Petition for Administration (Intestate) Download
Petition for Administration (Testate) Download
Petition for Appointment of Successor Personal Representative Download
Petition to Strike Untimely Filed Claim Checklist Download
Summary Administration Checklist Download
Petition for Discharge Checklist Download
Summary Administration & Homestead Petition Download
Homestead Determination in Formal Administration Download
PROCEDURES
Instructions for Submission of Proposed Orders Electronically Download
FORMS
Designation of Primary Address for Service of Papers Download
CHECKLISTS
Coming soon
Collier County Probate Information:

No case management is provided. Contact the Collier Clerk of Court (Probate) for more information:
https://app.collierclerk.com/court-divisions/civil/probate

Hendry County Probate Information:

No case management is provided. Contact the Hendry Clerk of Court (Probate) for more information:
https://www.hendryclerk.org/probate/

Glades County Probate Information:

No case management is provided. Contact the Glades Clerk of Court for more information:
https://gladesclerk.com/