Establishing secure connection…Loading editor…Preparing document…

Florida Disposition Without Administration

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Florida Disposition Without Administration

State of Florida

Title XLII, Chapter 735, Florida Statutes

Control Number – FL-ET40

Instructions

Disposition - If the decedent left very little assets, just enough to cover funeral expenses and medical and hospital expenses of the last 60 days of the last illness, it may be disposed of by a proceeding called Disposition Without Administration, and the Court may sign an order within a week or less.

Forms Included:

1. Petition for Disposition Without Administration

2. Order for Disposition Without Administration

3. Access to Florida Law Summary

Note About Completing the Forms

The forms in this packet contain “form fields” created using Microsoft Word. “Form fields” facilitate completion of the forms using your computer.

The forms are locked which means that the content of the forms cannot be changed. You can only fill in the information in the fields.

If you need to make any changes in the body of the form, it is necessary for you to “unlock” or “unprotect” the form before completing the fields.

Disclaimer

These materials were developed by U.S. Legal Forms, Inc. based upon statutes and forms for the State of Florida. All Information and Forms are subject to this Disclaimer: All forms in this package are provided without any warranty, express or implied, as to their legal effect and completeness. Please use at your own risk.

IN THE CIRCUIT COURT OF THE JUDICIAL CIRCUIT IN AND FOR

, FLORIDA

Probate Division

In Re the Estate of:

No.

Decedent.

PETITION FOR DISPOSITION WITHOUT ADMINISTRATION

1. The Petitioner, alleges that , a resident of County, whose social security number was and whose last known address was:

Street Address

City, State, Zip

died on the day of , .

Death Certificate attached

Decedent’s Will was deposited with the Clerk on the day of , .

2. The Petitioner, , whose address is:

Street Address

City, State, Zip

And whose mailing address is:

Street Address

City, State

has the following interest in the estate of .

3. Eligibility for Disposition Without Administration – The decedent left only personal property exempt under the provisions of s. 732.402, personal property exempt from the claims of creditors, and nonexempt personal property the value of which does not exceed the sum of the amount of preferred funeral expenses and reasonable and necessary medical and hospital expenses of the last 60 days of the last illness. There are no assets subject to distribution in Florida.

4. Unrevoked wills and codicils being presented for probate:

The petitioner is unaware of any other unrevoked wills or codicils.

Petitioner is aware of any other unrevoked wills or codicils, but the other wills or codicils are not being probated because:

5. The original copy of the decedent’s will was:

deposited with the Clerk accompanies this petition an authenticated copy of a will deposited with or probated in another jurisdiction or an authenticated copy of a notarial will, the original of which is in the possession of a foreign notary, accompanies this petition.

6. Assets of the estate and their estimated values:

Asset Description:

Asset Address:

Dollar Value:

Asset Description:

Asset Address:

Dollar Value:

Asset Description:

Asset Address:

Dollar Value:

Asset Description:

Asset Address:

Dollar Value:

7. Those entitled to distribution:

Surviving Spouse:

Address:

City:

State:

Zip code:

Heirs, Beneficiaries or Creditors:

Name

Address:

City:

State:

Zip Code:

DOB (minors only):

Name

Address:

City:

State:

Zip Code:

DOB (minors only):

8. Petitioner requests payment or distribution to:

Name

Address:

City:

State:

Zip Code:

Asset Description and Value:

Name

Address:

City:

State:

Zip Code:

Asset Description and Value:

Under penalties of perjury, I/We declare that I/We have read the foregoing and the facts alleged are true, to the best of my/our knowledge and belief.

Date:

Signature of Petitioner

Type or Print Name

Street Address

City, State, Zip

Telephone Number with Area Code

Relationship to Decedent

Submitted By:

This document was prepared by the following attorney:

Firm Name

Address

Telephone Number(s)

Email address

Florida Number:

Counsel for

Verification

A. Petitioner

STATE OF

COUNTY OF

I, the undersigned Petitioner, being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct, to the best of my knowledge, information and belief.

Date:

Petitioner

Notary Public

My commission expires:

B.

STATE OF

COUNTY OF

I, the undersigned Surviving Spouse Heir Beneficiary Creditor (other, specify) , being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct, to the best of my knowledge, information and belief.

Date:

Name

Notary Public

My commission expires:

C.

STATE OF

COUNTY OF

I, the undersigned Surviving Spouse Heir Beneficiary Creditor (other, specify) , being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct, to the best of my knowledge, information and belief.

Date:

D.

STATE OF

COUNTY OF

I, the undersigned Surviving Spouse Heir Beneficiary Creditor (other, specify) , being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct, to the best of my knowledge, information and belief.

Date:

E.

STATE OF

COUNTY OF

I, the undersigned Surviving Spouse Heir Beneficiary Creditor (other, specify) , being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct, to the best of my knowledge, information and belief.

Date:

F. Parent or Guardian

STATE OF

COUNTY OF

I, the undersigned Surviving Spouse Heir Beneficiary Creditor (other, specify) , being sworn, state that I have read and understood the Petition for Summary Administration in the above styled case; that the petition was filed at my request and direction; and that the allegations in the above petition are true and correct, to the best of my knowledge, information and belief.

Date:

ORDER FOR DISPOSITION WITHOUT ADMINISTRATION

This case came before the Court upon the Petition for Disposition Without Administration, and the Court being fully advised in the premises, it is ORDERED:

1. The Decedent, , a resident of County, whose social security number was and whose last known address was:

Street Address

City, State

Zip Code

died on the day of , 20.

2. The Decedent died Intestate Testate and Decedent’s Will was was not deposited with the Clerk.

3. Eligibility for Disposition Without Administration – The decedent left only personal property exempt under the provisions of s. 732.402, personal property exempt from the claims of creditors, and nonexempt personal property the value of which does not exceed the sum of the amount of preferred funeral expenses and reasonable and necessary medical and hospital expenses of the last 60 days of the last illness.

4. Assets of the gross estate and their estimated values are:

Asset Description:

Asset Address:

Dollar Value:

5. Those entitled to distribution and the assets they are to receive:

Surviving Spouse:

Address:

City:

State:

Zip code:

Heirs, Beneficiaries or Creditors:

Name

Address:

City:

State:

Zip Code:

DOB (minors only):

Name

Address:

City:

State:

Zip Code:

DOB (minors only):

ORDERED on the day of , .

CIRCUIT JUDGE

Enter text✕

What the Florida Disposition Without Administration Is

The Florida Disposition Without Administration is a streamlined process for transferring a decedent’s personal property without opening a formal probate estate. It uses an affidavit or similar sworn statement to establish entitlement and to instruct the clerk or holder how to deliver property. The procedure is intended for estates that do not require full administration, typically where assets are limited or when statutory conditions are met. It replaces formal probate filings but still requires clear proof of death, entitlement, and, in many cases, notarization and witness validation before property is distributed.

Why this Option Matters for Small Estates

Disposition without administration reduces complexity and cost when the decedent’s affairs do not require full probate.

Why this Option Matters for Small Estates

Who Typically Uses a Disposition Without Administration

When in doubt about eligibility, consult the local clerk of court or a probate attorney to confirm that disposition without administration is appropriate for the estate.

  • Heirs and next of kin seeking to collect personal property without formal probate proceedings.
  • Small fiduciaries or informal personal representatives consolidating modest assets for distribution.
  • Estate or property holders asked by beneficiaries to transfer items (bank accounts, personal property).

Step-by-Step: Completing the Disposition Without Administration

Follow a clear sequence: prepare the affidavit, attach proof, notarize, and submit to the holder or clerk.

  • 01
    Prepare Affidavit: Complete required affidavit form accurately.
  • 02
    Attach Proof: Include death certificate and account documents.
  • 03
    Notarize / Witness: Sign before a notary and required witnesses.
  • 04
    Submit to Holder: Deliver to bank, custodian, or clerk per instructions.

How the Transfer Process Works in Practice

The process moves documents from preparer to verifier to recipient with a recorded chain of events for accountability.

  • Document Preparation: Affidavit drafted with attachments.
  • Identity Verification: ID checks and notary confirm signer.
  • Submission: Deliver to custodian or court clerk.
  • Receipt and Distribution: Holder transfers property to claimant.

Digital Workflow Settings for Online Completion

Configure e-sign and verification settings to match Florida requirements before sending the affidavit for signature.

Field Configuration
Authentication Method Email plus optional SMS code for signer verification
Signature Type Accept typed or drawn e-signature with audit trail
Attachment Handling Require upload of PDF death certificate and account statements
Notary / Witness Enable remote notary or instruct in-person notarization

Platform and Format Requirements for Electronic Filing

Ensure the chosen platform provides reproducible records, tamper-evident signatures, and storage that meets legal retention rules.

  • Supported Formats: PDF, DOCX, scanned images
  • Integrations: Google Drive, Box, NetSuite
  • RON / Notary: Audio-video recording supported

Common Preparation Mistakes to Avoid

  • Using incomplete property descriptions that force a custodian to refuse transfer and request supplemental documentation.
  • Submitting an unsigned or improperly notarized affidavit which causes delays or necessitates re-execution in front of a notary.
  • Mismatching names between the affidavit, death certificate, and account records, triggering beneficiary or title disputes.
  • Failing to attach required proof such as the death certificate or account statements, leading to rejection by banks or registrars.

Security, Encryption, and Compliance Considerations

In transit: TLS 1.2/1.3 encryption
At rest: AES-256 encryption
Audit Trail: Timestamps and IP logging
Regulatory: ESIGN and UETA compliant
Healthcare: HIPAA BAA available
Certifications: SOC 2 Type II, ISO 27001

Legal Risks and Consequences of Errors

Refusal to Transfer: Delays distribution
Creditor Claims: Unresolved debts may surface
Invalid Affidavit: May trigger formal probate
Tax Exposure: Late filings risk penalties
Disputes: Potential litigation
Notary Defects: Signer identity challenged

Key Timing and Processing Expectations

Timelines vary by custodian and county clerk; plan for both administrative review and potential creditor windows.

Tax Filing Deadline:

Individual returns due April 15 (IRS rules)

Clerk Review Time:

Local clerk processing ranges from days to weeks

RON Record Retention:

Audio-video recordings retained 5–10 years

Provide Affidavit Promptly:

Deliver to holder as soon as documentation is complete

Record Retention:

Keep copies per retention rules

Milestones: From Preparation to Distribution

Follow these sequential stages to reduce delays and maintain a clear record of actions taken.

01

Stage One: Prepare Record

Draft affidavit and collect attachments.

02

Stage Two: Verify Identity

Signer completes notarization or RON session.

03

Stage Three: Submit to Holder

Send affidavit and attachments to custodian or clerk.

04

Stage Four: Confirm Distribution

Obtain written receipt or clerk acknowledgment.

eSignature Pricing and Feature Snapshot

Compare basic pricing and common feature dimensions for eSignature solutions; signNow is listed first per provider data.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Real-World Examples from SignNow Customers

These brief examples illustrate how organizations use electronic affidavits and e-sign workflows to complete transfers efficiently.

Tech Data

A large distributor standardizes affidavit workflows to reduce manual follow-up and tracking.

  • Bulk routing simplified custodian acceptance and recordkeeping.
  • “Tech Data uses airSlate SignNow to improve our internal and external customer service while increasing our speed to revenue,” Bob Dutkowsky, CEO.

Martin Properties

A regional real estate firm digitized disposition affidavits for small estate personal property.

  • Onboarding tenants and heirs became faster with reusable templates.
  • “I can process and execute all of these documents online with 100% compliance and built-in security,” Tim Martin, Founder.

Practical Tips for Accurate and Efficient Completion

Adopt consistent templates and verification steps to minimize rework and ensure institutional acceptance.

Verify Names and Dates
Cross-check every name and critical date against the death certificate and official account records to avoid rejection.
Include Clear Attachments
Provide certified or legible copies of the death certificate and account statements to speed institutional review.
Confirm Notary/Witness Requirements
Check the receiving party’s policy and state rules for notarization and witness counts before signing.
Retain Proof of Delivery
Keep a signed receipt or clerk acknowledgment and a timestamped electronic copy for your records.

Frequently Asked Questions About Florida Disposition Without Administration

Answers to common questions that arise when preparing and submitting affidavit-based transfers in Florida.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users