Does anyone have a workflow they’ve found successful for Florida probates that they wouldn’t mind sharing? Alternatively, sharing some pointers?
Best answer by JKibler
View originalDoes anyone have a workflow they’ve found successful for Florida probates that they wouldn’t mind sharing? Alternatively, sharing some pointers?
Best answer by JKibler
View originalI do not have a workflow for probate as of yet. I do not do enough of them. I use the below DOCX checklist for my IL probate cases. Smokeball already has some of these items in “Case Details”. This probably doesn’t help you
This is what I have (so far) for California probates. (btw, it is a work in progress and we change/improve it little by little as we go).
STAGE SET: PROBATE
I started small just with
1.0 Appointment (as in getting Letters)
2.0 Adminstration
3.0 Closing
and then I added sub phases little by little.
We are then trying to build workflows “connected” to each stage of the set (we don’t have all of them yet).
for Example, for stage DE 3.4, we use the following workflow
Each task has its own instructions, checklist, and documents. For example:
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