Florida route screening

Florida small-estate limit: $150,000

The probate estate, after exempt property, may qualify at $150,000 or less. An estate may also qualify regardless of value when the decedent has been dead for more than two years.

Sources reviewed August 7, 2026. Latest primary-source re-fetch September 15, 2026.

Threshold evidence and currency

What the reviewed source establishes

Currency: The $150,000 limit comes from Chapter 2026-57, section 7, Laws of Florida, effective July 1, 2026. The Legislature's codified page for section 735.201 now carries that figure in the 2026 edition, so the codified statute and the session law agree.

Controlling citation: Ch. 2026-57, § 7, Laws of Fla. (amending Fla. Stat. § 735.201(2)) — This act shall take effect July 1, 2026.

Verbatim threshold text from that source:

(2) That the value of the entire estate subject to administration in this state, less the value of property exempt from the claims of creditors, does not exceed $150,000 $75,000 or that the decedent has been dead for more than 2 years.

What the Florida amount screen counts

The headline limit is not a count of everything the person owned. It is a test of the property and deductions named by this procedure. Classify title and beneficiary status first; property that transfers by a valid survivorship right, beneficiary designation, or funded trust follows its own transfer path.

This screen counts the probate estate within the statute’s stated scope, not merely cash accounts. Solely owned real property can therefore affect the amount test. That does not necessarily mean the same simplified procedure transfers the house; counting scope and transfer authority are separate questions.

The statute excludes categories of exempt property that this worksheet cannot classify from a dollar entry alone. A result near the limit remains provisional until those exemptions are identified from the actual property and family facts.

Timing and facts the threshold cannot answer

The cited section states no universal waiting period for the value-based route. This site records that as “none stated,” not as permission to file immediately: will status, prior appointments, notices, family rights, and local filing instructions can still control.

Florida also states an alternate route after more than 2 years. It is evaluated separately from the amount route rather than requiring both conditions at once.

What does not qualify for this route

  • An estate above $150,000 does not qualify for this value-based route, unless the separately described alternate route applies.
  • Property that transfers by survivorship, beneficiary designation, or a funded trust is not probate property for this screen.
  • A pending or completed personal-representative appointment, a will condition, creditor issue, or family-rights condition can disqualify the route even when the amount appears within the reviewed rule.

Move from the screen to the official Florida path

Assemble the death date, will status, asset titles, beneficiary confirmations, values, enforceable liens, family facts, and any prior court filing before signing anything. Then use the court publisher’s current artifact for the selected route.

Florida publishes no statewide summary-administration form. The petition is prepared for the circuit court in the county where the decedent lived, and requirements differ by circuit.

The statewide court system publishes one probate page; county clerk sites carry the operative local instructions.

If the state publishes no statewide form, that is a finding—not a missing link. Contact the Circuit Court or clerk in the proper county for its packet and current filing instructions rather than borrowing an unofficial form from another county.

Questions to resolve before relying on “likely qualifies”

  • The $150,000 limit comes from Chapter 2026-57, section 7, Laws of Florida, effective July 1, 2026. The Legislature's codified page for section 735.201 now carries that figure in the 2026 edition, so the codified statute and the session law agree.
  • Section 735.201(1) adds a condition this screen does not evaluate: in a testate estate the will must not direct administration as required by chapter 733. A will can therefore rule out summary administration regardless of value.
  • Exempt property is excluded from the threshold, and this tool does not value exempt property, so a result near the limit is provisional.
  • The two-year route is separate from the $150,000 route.
  • The clerk charges are maximums the statute permits, and a court may increase them in an individual matter on a showing of extraordinary circumstances.
  • Confirm deed, account title, beneficiary, and trust ownership from the actual records.
  • Confirm whether a will, prior appointment, creditor issue, or family allowance changes the route.
  • Confirm the official form, fee, copy count, and filing method with the receiving court or institution.
Use this as a starting point.

Florida eligibility map

What the Florida simplified route still requires

The Florida threshold is one screen, not a complete legal conclusion. This map pairs the recorded ceiling with the property scope, deductions, date, and court artifact that have to be checked before relying on a likely-qualifies result.

Florida estate administration decision map
QuestionRecorded Florida answerCarry into the case
What route is being screened?Summary administrationConfirm that the will, prior appointment, family facts, and asset titles fit this route.
What property and basis count?probate property within the rule's stated scope; gross value with statutory exemptions not classified by this worksheet.Keep real property, liens, beneficiary transfers, and survivorship transfers classified separately.
What is the amount screen?$150,000Use the counted property, not a bank-balance shortcut.
What is the time or deadline record?No universal waiting period stated; No deadline is recorded here: The creditor-notice and claim-bar deadlines have not been verified to this site's primary-source standard, so no number is published.Keep the event that starts each clock with the date; do not combine separate periods into one number.
What does the cost record establish?2 published schedules; the proceeding and value basis control the total.Ask the Circuit Court about local surcharges, copies, publication, bond, and later filings.
What does compensation use?Florida presumes a percentage schedule is reasonable. The base is the compensable value of the estate, meaning the inventory value of the probate assets plus income the estate earned during administration, so it is not the same as the gross probate estate. A court may adjust compensation, and extraordinary services are paid separately. The relevant base is the estate accounting.Keep the will, task log, receipts, and accounting base together; extraordinary work is separate.

Eligibility inputs

The Florida screen is made of these inputs

A threshold is useful only when the amount is measured the way the source describes. Keep this table with the asset worksheet so an empty or misclassified field cannot look like a confirmed qualification.

InputRegistry record
Threshold$150,000
Property scopeprobate property within the rule's stated scope
Value basisgross value with statutory exemptions not classified by this worksheet
Waiting periodNo universal waiting period stated
Required extra factsNone listed in the registry
Alternate time routeMore than 2 years after death

Case-file context

Keep the Florida answer with its neighboring conditions

A route answer is easier to use when the facts that can change it stay in the same record. These are the reviewed Florida descriptions adjacent to this page\'s main question; they are not a substitute for the source quotations or the receiving court\'s instructions.

Cost context

Summary administration is $230 below $1,000 and $340 at $1,000 or more, and formal administration is $395. Section 28.2401(3) adds a mandatory $4 service charge to each of these petitions.

2 published schedules; the proceeding and value basis control the total.

Compensation context

Florida presumes a percentage schedule is reasonable. The base is the compensable value of the estate, meaning the inventory value of the probate assets plus income the estate earned during administration, so it is not the same as the gross probate estate. A court may adjust compensation, and extraordinary services are paid separately.

Florida presumes a percentage schedule is reasonable. The base is the compensable value of the estate, meaning the inventory value of the probate assets plus income the estate earned during administration, so it is not the same as the gross probate estate. A court may adjust compensation, and extraordinary services are paid separately. The relevant base is the estate accounting.

Deadline context

No deadline is recorded here: The creditor-notice and claim-bar deadlines have not been verified to this site's primary-source standard, so no number is published.

  • The $150,000 limit comes from Chapter 2026-57, section 7, Laws of Florida, effective July 1, 2026. The Legislature's codified page for section 735.201 now carries that figure in the 2026 edition, so the codified statute and the session law agree.
  • Section 735.201(1) adds a condition this screen does not evaluate: in a testate estate the will must not direct administration as required by chapter 733. A will can therefore rule out summary administration regardless of value.
  • Exempt property is excluded from the threshold, and this tool does not value exempt property, so a result near the limit is provisional.
  • The two-year route is separate from the $150,000 route.
  • The clerk charges are maximums the statute permits, and a court may increase them in an individual matter on a showing of extraordinary circumstances.

Court-material note: Florida publishes no statewide summary-administration form. The petition is prepared for the circuit court in the county where the decedent lived, and requirements differ by circuit. The statewide court system publishes one probate page; county clerk sites carry the operative local instructions.

Arithmetic illustration

See the Florida amount screen without mistaking it for a result

The recorded Florida ceiling is $150,000, and it is tested against probate property within the rule's stated scope, on a basis this site records as gross value with statutory exemptions not classified by this worksheet. Counted that way, $112,500 sits below the Florida figure and $187,500 sits above it. Both are comparisons to a published number rather than legal outcomes: two estates holding the same total can land on opposite sides of this line, because what Florida counts and how it values it are decided before the comparison is made.

Illustrative counted amountComparison to the Florida ceilingWhat it does not decide
$112,500Below $150,000Title, liens, waiting period, appointment, or creditor duties
$187,500Above $150,000Whether another statutory route or court process applies

Next evidence to collect

Use the calculator for arithmetic, then verify title, timing, and the receiving court's form.

  1. Record the date of death, the county, and the exact proceeding or affidavit being considered.
  2. Classify each asset by title, beneficiary, trust, real-property status, and the value basis shown above.
  3. Open the official court material below and keep its form or schedule with the estate record.
  4. Do not distribute property until the route, creditor position, and required approvals are resolved.

Official material

Florida publishes no statewide summary-administration form. The petition is prepared for the circuit court in the county where the decedent lived, and requirements differ by circuit.

The statewide court system publishes one probate page; county clerk sites carry the operative local instructions.

Source trail

Records used by this Florida map

Controlling sources

Each legal input links to the government source reviewed for this page. Source text can change; confirm the current rule before acting.