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:

No case management is provide. Contact the Lee Clerk of Court (Probate) for more information:
https://www.leeclerk.org/courts/probate-wills

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/