Probate Lawyer Tallahassee, Florida

Quick Answers on Tallahassee Probate

  • Tallahassee probate cases are filed with the Leon County Clerk of Court and heard in the 2nd Judicial Circuit. The main courthouse is the Leon County Courthouse at 301 South Monroe Street, Tallahassee.
  • Summary administration: 4 to 8 weeks. Available when the non-exempt estate is under $75,000 OR the decedent has been dead more than two years.
  • Formal administration: 6 to 12 months uncontested.
  • Florida has no state estate tax. Federal estate tax only applies above the federal exemption.
  • Out-of-state personal representatives must be qualifying close family under Florida Statute 733.304, or serve alongside a Florida resident co-PR.
  • The 2nd Judicial Circuit covers Leon, Gadsden, Jefferson, Liberty, Wakulla, and Franklin counties.
  • Original wills must be filed with the Leon County Clerk within 10 days of receiving notice of death (Florida Statute 732.901).
  • Most Tallahassee probate work can be handled remotely. The personal representative rarely needs to appear in person.

Schedule a Probate Consultation

Free initial consultation. We handle Tallahassee and Leon County probate from filing through final distribution. Most communication happens remotely.

How does probate work in Tallahassee?

Tallahassee probate cases are filed with the Leon County Clerk of Court and heard in the 2nd Judicial Circuit Court. The 2nd Judicial Circuit covers six counties: Leon, Gadsden, Jefferson, Liberty, Wakulla, and Franklin.

The Leon County Courthouse is the primary venue:

  • Leon County Courthouse: 301 South Monroe Street, Tallahassee, FL 32301. Phone: (850) 606-4000.

The basic sequence is the same in every Florida case:

  1. File the original will with the Leon County Clerk within 10 days of receiving notice of death (required by Florida Statute 732.901).
  2. File the petition for administration with the Leon County Clerk.
  3. Letters of administration issue. The court formally appoints the personal representative.
  4. Notify creditors. Notice published in a Leon County newspaper, and known creditors served directly.
  5. Inventory and appraise the estate within 60 days of letters issuing.
  6. Resolve creditor claims within the 90-day window.
  7. Pay debts and taxes. Most Florida estates owe no state tax.
  8. Distribute remaining assets to beneficiaries per the will or under intestacy.
  9. Close the estate with a final accounting and PR discharge.

Our full walkthrough of the first 30 days is in how to start the probate process in Florida after a loved one passes.

Formal vs. summary administration: which applies in Tallahassee?

Question Formal Administration Summary Administration
When does it apply? Most estates over $75,000 with a decedent who died within the last 2 years Estates under $75,000 (excluding exempt property), OR decedent died more than 2 years ago
Personal representative appointed? Yes, court issues letters of administration No, petitioners file directly for distribution order
Notice to Creditors required? Yes, 90-day claim window Generally no (especially after the 2-year nonclaim period)
Inventory filed with court? Yes, within 60 days Not required
Typical timeline (Leon County) 6 to 12 months uncontested 4 to 8 weeks
Attorney required? Yes (with limited exceptions) Sometimes can be filed pro se
Cost Higher: court fees, publication, attorney/PR fees Significantly lower

Our full guide on summary administration in Florida walks through qualifying criteria and required documents.

Tallahassee probate timeline and cost

Type of case Timeline Notes
Summary administration 4 to 8 weeks From filing to distribution order, assuming no objections
Uncontested formal administration 6 to 9 months Straightforward estate, no creditor disputes
Complex formal administration 9 to 18 months Business interests, real estate to be sold, ancillary administration
Contested probate 1 to 3+ years Will contest, breach of fiduciary duty, major creditor litigation

Court filing fees and publication costs typically run a few hundred dollars combined. Attorney and personal representative fees are governed by Florida Statute 733.6171 and 733.617, which set presumptively reasonable percentages of estate value. Most attorneys negotiate flat or hourly fees below the statutory percentages for routine cases.

Need to start a Tallahassee probate case?

We file in the 2nd Judicial Circuit and handle most communication remotely. First consultation is free. Call (561) 672-1161 or request a callback.

What are the duties of a personal representative in Florida?

The personal representative (Florida's term for executor) is a fiduciary, personally liable for breaching their duties. Major obligations under Chapter 733 of the Florida Statutes:

  • Marshaling the estate's assets and protecting them from loss
  • Notifying known creditors and publishing notice to unknown creditors
  • Filing an inventory within 60 days of letters issuing
  • Paying valid debts, taxes, and expenses of administration
  • Distributing remaining assets per the will (or under intestacy if there's no will)
  • Filing accountings with the court and a final accounting at closing
  • Acting impartially among beneficiaries and avoiding self-dealing

Our breakdown of what Florida personal representatives are legally required to do covers each duty.

Which assets skip probate in Florida?

  • Assets in a revocable living trust. The trust owns the property, so nothing to probate.
  • Jointly titled property with right of survivorship. Passes automatically to the surviving owner.
  • Tenancy by the entireties property (between married couples). Passes to the surviving spouse.
  • Beneficiary-designated accounts. IRAs, 401(k)s, 403(b)s, life insurance, annuities, POD/TOD accounts.
  • Florida homestead, treated specially under the Florida Constitution.

Full breakdown in probate vs non-probate assets in Florida.

What most people miss

Tallahassee's resident profile is fundamentally different from the snowbird-heavy peninsula Florida estate base. As the state capital, Tallahassee concentrates significant Florida state government workforce, FSU and FAMU faculty, federal employees, judicial branch staff, and long-term Florida residents. For probate purposes, two specific considerations matter more here than elsewhere.

First, Florida Retirement System (FRS) pension benefits. A substantial share of Tallahassee decedents are FRS participants. FRS pension benefits flow to designated beneficiaries outside of probate, but the survivor benefit elections, joint-and-survivor options, and whether the participant elected the appropriate survivor structure during life all affect what beneficiaries actually receive. Personal representatives often discover too late that the participant's elections produced suboptimal results for the surviving spouse. Second, 403(b) and supplemental retirement accounts. University faculty and state employees often have multiple retirement vehicles: FRS pension, 403(b), deferred compensation, sometimes Roth IRAs. Each has its own beneficiary designation that controls outside probate. Coordinating these during probate administration (and ideally during estate planning before death) is more complex than the typical retiree estate.

Can out-of-state heirs handle Tallahassee probate?

Yes. We handle Tallahassee and Leon County probate cases for beneficiaries and personal representatives who live outside Florida.

Out-of-state PRs face a few additional requirements:

  • The non-resident PR must be a qualifying relative under Florida Statute 733.304, or serve alongside a Florida resident co-PR
  • If the decedent owned real estate in Florida but lived elsewhere, the case may proceed as ancillary administration alongside the primary probate in the home state
  • Florida courts allow most filings to be handled by Florida counsel without the PR appearing in person; in-person appearances at the Leon County Courthouse are rare and usually only for contested hearings

Our full guide on how out-of-state heirs can navigate a Florida probate case covers the qualifying-relative rules, ancillary administration, and the practical logistics.

What happens if a Tallahassee resident dies without a will?

This is called dying intestate. Florida Statute 732 governs how the estate gets distributed, and the order is fixed:

  • Spouse and no descendants: entire estate to spouse
  • Spouse and descendants, all common to both: entire estate to spouse
  • Spouse and decedent's descendants from a prior relationship: 50% to spouse, 50% to descendants
  • Descendants but no spouse: entire estate to descendants per stirpes
  • No spouse or descendants: parents, then siblings, then more distant relatives

Full hierarchy in our guide to Florida intestacy laws.

Why work with Kelley, Grant & Tanis, P.A.

Brett Halperin leads the firm's probate, estate planning, trust administration, elder law, and asset protection practice. Brett earned his JD from the University of Florida Levin College of Law and his Bachelor's in Economics from the University of Florida, where he was a member of Florida Blue Key. He's a member in good standing of the Florida Bar, which gives the firm statewide standing to represent estates in any Florida judicial circuit.

Full attorney bios on our attorneys page.

The firm's two offices are in South Florida, approximately five to six hours from Tallahassee:

  • West Palm Beach Office: 1645 Palm Beach Lakes Blvd, Suite #1200-3, West Palm Beach, FL 33401
  • Boca Raton Office: 370 Camino Gardens Blvd., Suite #301, Boca Raton, FL 33432

Most Tallahassee probate work happens remotely. Documents are signed via mail or remote online notarization (RON). Court filings are handled by counsel. Client meetings happen by phone or video. Tallahassee clients do not need to travel across the state for routine probate matters.

Probate often touches the firm's other practice areas: estate planning to avoid probate going forward, trust creation for revocable trust structures, and title insurance for estates with Florida real estate to sell.

Frequently Asked Questions

Where are Tallahassee probate cases filed?

Tallahassee probate cases are filed with the Leon County Clerk of Court and heard in the 2nd Judicial Circuit Court at the Leon County Courthouse, 301 South Monroe Street, Tallahassee, FL 32301.

How long does probate take in Tallahassee?

Summary administration typically takes 4 to 8 weeks. Uncontested formal administration runs 6 to 9 months for a straightforward estate. Complex or contested estates can take a year or more.

When does the original will have to be filed in Leon County?

Within 10 days of receiving notice of the decedent's death, the custodian of the original will must deposit it with the Leon County Clerk of Court (Florida Statute 732.901). This is a strict requirement and failure to comply can result in penalties.

Does Florida have an estate tax?

No. Florida has no state estate tax and no state inheritance tax. Estates may owe federal estate tax, but only if they exceed the federal exemption (currently in the multi-million-dollar range per person).

What's the 2nd Judicial Circuit and what counties does it cover?

The 2nd Judicial Circuit Court has jurisdiction over six Florida counties: Leon, Gadsden, Jefferson, Liberty, Wakulla, and Franklin. Tallahassee is the state capital and the largest city in the circuit.

How do Florida Retirement System (FRS) benefits flow at death?

FRS pension benefits flow to designated beneficiaries outside of probate, governed by the participant's elections at retirement. Survivor benefit options (single-life vs joint-and-survivor with various percentages), beneficiary designations on the supplemental DROP account, and 403(b) or deferred compensation account beneficiaries each have separate controlling documents. Coordinating these during probate administration requires gathering all of the participant's retirement records.

Can I serve as personal representative if I live out of state?

Only if you're a qualifying relative under Florida Statute 733.304: spouse, sibling, parent, child, or other close lineal kin. Otherwise, you'd need a Florida resident co-PR.

Can a Tallahassee probate be handled entirely remotely from South Florida?

Yes, in most cases. We handle Tallahassee probate cases from our South Florida offices. Most communication happens by email, phone, and remote online notarization. Court filings are handled by counsel without the personal representative appearing in person.

Schedule a Probate Consultation

We handle Tallahassee probate from filing through final distribution. Most matters proceed without the personal representative needing to travel to the Leon County Courthouse or our South Florida offices.

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