How to probate a will?

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How to Probate a Will in Miami: A Step-by-Step Guide

Probating a will in Miami involves the legal process of administering the estate of a deceased person. This process ensures that the deceased’s assets are distributed according to their wishes as stated in their will. If you are designated as the personal representative or executor of the will, it is crucial to understand the steps involved in probate to carry out your responsibilities successfully. In this comprehensive guide, we will walk you through the process of probating a will in Miami, providing you with the knowledge and tools you need to navigate the probate process confidently.

Step 1: Verify the Validity of the Will

The first step in probating a will in Miami is to verify the validity of the will. Ensure that the will was properly executed according to Florida law. To be valid, the will must be in writing, signed by the testator (the person making the will), and witnessed by two individuals who are not beneficiaries named in the will. If there are any concerns about the will’s validity, it may be contested, and a hearing may be required to determine its authenticity.

Step 2: File the Petition for Probate

Once you have verified the validity of the will, you will need to file a petition for probate with the probate court in the county where the deceased person resided. The petition must include the original will and any supporting documents the court requires. You will also need to pay the required filing fee at this stage. The court will then review the petition and schedule a hearing.

Government Website: For official probate forms and resources, visit the Miami-Dade County Clerk of the Court’s website at

Step 3: Notify Interested Parties

After filing the petition, you must notify all interested parties about the probate proceedings. Interested parties may include beneficiaries named in the will, heirs, creditors and any other individuals or entities with a potential interest in the estate. You must provide proper notice in accordance with Florida law, allowing interested parties to participate in the probate process or raise any objections.

Step 4: Appoint the Personal Representative

The court will appoint a personal representative, also known as an executor or administrator, to manage the probate process. If the deceased person is named an executor in their will, the court will likely appoint that person. If there is no named executor or the named executor is unable or unwilling to serve, the court will appoint an administrator. The personal representative is responsible for handling the estate’s affairs, including inventorying assets, paying debts, and distributing assets to beneficiaries.

Step 5: Inventory Assets and Determine Values

The personal representative must create an inventory of the deceased person’s assets, including real estate, bank accounts, investments, personal property, and any other assets owned by the deceased at the time of their death. Additionally, the personal representative will need to determine the value of each asset as of the date of death. This inventory and valuation will be used to calculate the estate’s total value and determine how the assets will be distributed.

Step 6: Pay Debts and Expenses

During probate, the personal representative is responsible for identifying and paying the deceased person’s outstanding debts and expenses. This includes funeral expenses, medical bills, taxes, and any other legitimate debts the estate owes. The personal representative must ensure that debts are paid from the estate’s assets before distributing any assets to beneficiaries.

Step 7: Distribute Assets to Beneficiaries

Once all debts and expenses have been paid, the personal representative can distribute the remaining assets to the beneficiaries named in the will. The distribution should follow the terms of the will and adhere to Florida law. Suppose no beneficiaries are named in the will. In that case, the assets will be distributed according to the laws of intestacy, which govern how assets are distributed when there is no valid will.

Step 8: File a Final Accounting and Close the Probate

After all, assets have been distributed, and the personal representative must file a final accounting with the probate court. This accounting provides a detailed report of all financial transactions related to the probate process, including asset values, debts paid, and distributions made to beneficiaries. The probate process is considered complete once the court approves the final accounting, and the estate can be closed.


Probating a will in Miami can be a complex and time-consuming process, but with proper guidance and knowledge of the steps involved, you can navigate the probate process successfully. If you need assistance with probate matters in Miami, our team of skilled probate lawyers at Morgan Legal Group PLLP is here to help. Contact us today to schedule a consultation and get expert legal advice and support.

How to probate a will?

DISCLAIMER: The information provided in this blog is for informational purposes only and should not be considered legal advice. The content of this blog may not reflect the most current legal developments. No attorney-client relationship is formed by reading this blog or contacting Morgan Legal Group PLLP.

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