Perez‑Roura Law helps Miami families handle small estates through Florida’s summary administration process—resolving probate quickly and cost‑effectively when formal administration isn’t required.

When someone passes away in Florida, not all estates need a full, lengthy probate process. If the estate is under a certain value or the death occurred more than two years ago, summary administration offers a faster, less expensive path. At Perez‑Roura Law, we guide families through summary administration to transfer property, resolve debts, and carry out a loved one’s final wishes—all without the delays and complexity of formal probate. Our team handles filings, notices, court orders, and asset transfers—allowing heirs to move forward with peace of mind.

What Qualifies for Summary Administration?

Florida law allows summary administration if the total value of a decedent’s probate assets (excluding exempt property) is $75,000 or less, or if the individual passed away more than two years ago. This procedure doesn’t require a personal representative (executor) and involves fewer filings, shorter timelines, and reduced court involvement. We review your family’s circumstances to confirm eligibility, identify all probate and non‑probate assets, and help determine the best course of action based on what the decedent owned and how it was titled.

Filing the Summary Petition

The process begins by preparing and filing a petition for summary administration with the probate court. This petition outlines who passed away, what assets remain, who the heirs are, and confirms all known debts are settled or accounted for. At Perez‑Roura Law, we draft all required documents, affidavits, and waivers, and ensure everything complies with Florida probate rules. If creditors must be notified, we manage publication and affidavit filings to avoid delays or objections.

Managing Creditors and Debts

Even in summary probate, debt resolution matters. We help determine if creditor claims apply, assist with negotiations or payments where appropriate, and comply with required notice procedures under Florida law. If two years have passed since death, creditor claims are usually barred, simplifying the process. Where debts remain, we help ensure asset distributions don’t violate the order of payment priority or trigger future legal issues for beneficiaries.

Asset Transfers and Beneficiary Distributions

Once the court approves the petition, a summary administration order is issued. This order directs financial institutions, county recorders, or other parties to transfer assets—such as bank accounts, real property, or personal belongings—to heirs. We assist clients in using this court order to complete transfers, retitle assets, and provide legal proof of authority to third parties. For families with out-of-state heirs or complex holdings, we offer coordinated guidance across all steps.

When Summary Administration Isn’t Enough

Sometimes estates start as summary and later shift to formal administration—if unexpected assets are discovered or litigation arises. We evaluate the risks and benefits of summary probate upfront, and if formal probate becomes necessary later, we help clients transition without delay. Our proactive approach means fewer surprises, and better long-term legal outcomes for all beneficiaries involved.

Probate doesn’t have to be difficult. With Perez‑Roura Law handling your summary administration, you get clarity, efficiency, and legal support from start to finish. Contact our Miami office today to see if your family’s estate qualifies—and how we can help complete the probate process with confidence and care.