Skip to main content
Solved

Florida Probate Workflow

M

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

I 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 @MRiveaEsq. 

 

View original
Did you find this topic helpful?
This topic has been closed for comments

Sara Sultan
Smokeball Team
Forum|alt.badge.img+1

@VRose I know you don’t do probate in Florida, but do you have a CA one you are willing to share?  The key dates (30,60, days from) are a bit different, but most probate is fairly similar across the U.S.

Sara Sultan (she/her)
Sara Sultan
Smokeball Team
Forum|alt.badge.img+1

@JKibler I know you occasionally handle probate.  Do you have anything either?

Sara Sultan (she/her)
J
Forum|alt.badge.img+1
  • JKibler
  • Smokeball Genius
  • January 31, 2023

I 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 @MRiveaEsq. 

 

Sara Sultan
Melania
2 people like this
  • Sara Sultan
    Sara Sultan
  • Melania
    Melania
V
Forum|alt.badge.img
  • VRoseContributor
  • Contributor
  • February 1, 2023

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: 

 

Most helpful members this week

Terms & Conditions