Order

Order

When life feels overwhelming

    Florida guide

    What to do when someone dies in Florida

    Florida's estate rules are shaped by some of the strongest homestead protections in the country, a streamlined summary administration for smaller estates, and no state income tax. But these rules come with real nuance, especially when a surviving spouse or minor children are involved. Order surfaces Florida's specific steps in plain language, so your family knows exactly what to do and when.

    Content updated: October 2026

    What's unique in Florida

    State-specific rules that affect how an estate is handled here.

    Homestead protections

    Florida's homestead law provides strong protections for surviving spouses and minor children. A surviving spouse may have a life estate or an undivided half interest in the homestead — and in some cases, the home cannot be sold or transferred without their consent, even if the will says otherwise.

    Summary administration for smaller estates

    Summary administration may be available when the Florida probate estate is $150,000 or less under Fla. Stat. § 735.201, or when the person has been dead for more than two years. A separate disposition-without-administration path may fit certain very small estates.

    No state income tax

    Florida has no state income tax, which simplifies the filing picture. There's no final state return to file with Tallahassee. That said, the Florida Retirement System has its own survivor benefit process.

    DHSMV vehicle transfer

    Vehicle title transfers in Florida go through the Department of Highway Safety and Motor Vehicles using Form HSMV 82040. If the vehicle is jointly owned or the deceased is the sole owner, the required documentation differs.

    A glimpse at what Order covers in Florida

    These are just a few of the Florida-specific tasks Order surfaces automatically when you select your state.

    File for Florida probate (summary or formal)Legal & Estate

    Summary administration may be available when the probate estate is $150,000 or less, or when the deceased has been gone more than two years. Check which process applies before filing in Circuit Court.

    Review Florida homestead property rulesLegal & Estate

    Florida's constitutional homestead rules can override the will entirely when a surviving spouse or minor child exists — this protection is separate from the property tax homestead exemption.

    File for Disposition Without AdministrationLegal & Estate

    Florida's simplest estate option: available for personal property only, no creditors, and limited value. If it applies, it avoids both summary and formal probate entirely.

    Plus dozens more tasks across all 8 categories: funeral arrangements, digital accounts, dependents, and more.

    What families commonly miss in Florida

    • Many Florida families assume the will controls who gets the house — but Florida's constitutional homestead rules can override the will entirely when a surviving spouse or minor child exists, and this protection has nothing to do with the property tax homestead exemption they may already have on file.
    • Many Florida families assume their estate automatically qualifies for summary administration. The current probate-estate limit is $150,000, but what counts toward that figure and whether another condition applies still need to be checked before filing.
    • Many Florida families assume that because the state has no income tax, there are no tax filings after a death — but the estate still needs a final federal return, and any income the estate earns during administration requires a separate federal fiduciary filing (Form 1041) that most families aren't expecting.

    Deeper reading

    Probate: what families need to know

    Probate rules vary significantly by state. Our full guide explains the process, timelines, and how to avoid common delays in Florida.

    Military families in Florida

    Florida has additional veteran & survivor benefits

    • Apply for Florida 100% property tax exemption (surviving spouse of disabled veteran)
    • Contact a Florida national cemetery
    • Contact Florida Department of Veterans' Affairs for survivor programs

    Florida-specific

    Order walks your family through every step, for Florida and beyond.

    One-time purchase. Lifetime access. Unlimited family members. Everything your family needs, organized in one place.

    Covers all 50 states + DC · Jurisdiction-specific tasks added automatically

    See guides for other states