Who can initiate probate?

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Initiating Probate in Miami

Probate is the legal process through which a deceased person’s estate is administered and distributed to beneficiaries or heirs. The probate process can be complex, involving various legal steps and documentation. In Miami, anyone with a legitimate interest in the estate can initiate probate proceedings. Still, it is typically the responsibility of the personal representative named in the deceased person’s will to initiate the process.

Who Can Initiate Probate?

In Miami, the following individuals or entities may initiate probate:

  • Personal Representative: If the deceased person left a will, they likely named a personal representative or executor to handle the probate process. The personal representative is responsible for initiating probate and overseeing the estate administration.
  • Heirs-at-Law: If there is no valid will or the will does not name a personal representative, heirs-at-law, the closest relatives of the deceased person, can petition the court to be appointed as the personal representative.
  • Beneficiaries: In some cases, beneficiaries named in the will may initiate probate if the named personal representative is unwilling or unable to fulfill their duties.
  • Creditors: Creditors of the deceased person’s estate may initiate probate if they have a legitimate claim against the estate and need the court’s assistance in collecting the debt.
  • Interested Parties: Other interested parties, such as friends or business partners, with a legitimate interest in the estate, may also initiate probate if they can demonstrate a valid reason.

Steps to Initiate Probate

Initiating probate in Miami involves several important steps. Here’s an overview of the process:

1. Obtain the Death Certificate

The first step in initiating probate is to obtain the deceased person’s death certificate. The death certificate serves as official proof of the individual’s death and is required for various legal purposes, including initiating probate.

2. Gather Important Documents

Next, gather all important documents related to the deceased person’s estate, including their will, if available. If there is no will, gather information about the deceased person’s assets, debts, and potential beneficiaries or heirs.

3. Petition the Probate Court

Suppose you are the named personal representative in the will or an interested party seeking an appointment as the personal representative. In that case, you will need to file a petition with the probate court to initiate probate. This petition should include relevant information about the deceased person, the assets and debts of the estate, and the reasons for initiating probate.

4. Notice to Interested Parties

After filing the petition, you must provide notice to all interested parties, including beneficiaries, heirs-at-law, and creditors. This notice informs them of the probate proceedings and their rights to object to the appointment of the personal representative or challenges the will, if applicable.

5. Appointment of Personal Representative

If the court approves the petition and determines that the personal representative is qualified to handle the estate administration, the court will formally appoint them. The personal representative will receive “Letters of Administration,” which grant them the legal authority to act on behalf of the estate.

6. Inventory and Appraisal

The personal representative is responsible for preparing an inventory of all the assets belonging to the estate and obtaining appraisals for certain assets, if necessary. This inventory will be filed with the court to determine the estate’s value.

7. Payment of Debts and Taxes

The personal representative must identify and pay all outstanding debts and taxes the estate owes. This includes funeral expenses, medical bills, outstanding loans, and any applicable federal or state estate taxes.

8. Distribution of Assets

Once all debts and taxes are paid, the personal representative seeks court approval to distribute the remaining assets to the beneficiaries or heirs. This distribution is made according to the terms of the will or, if there is no will, according to the state’s intestate succession laws.


Initiating probate in Miami is a critical step in the estate administration process. Whether you are a personal representative named in a will, an heir-at-law seeking appointment as the personal representative, or an interested party with a legitimate claim to the estate, understanding the steps involved can help you confidently navigate the probate process.

If you need assistance with probate matters in Miami or require legal representation for estate planning and administration, Morgan Legal Group PLLP is here to help. Our experienced probate attorneys deeply understand Florida probate laws and can guide you through every step of the probate process.

Contact Morgan Legal Group PLLP today to schedule a consultation and learn how we can assist you with your Miami probate and estate planning needs.

Who can initiate probate?

DISCLAIMER: The information provided in this blog is for informational purposes only and should not be considered legal advice. The content of this blog may not reflect the most current legal developments. No attorney-client relationship is formed by reading this blog or contacting Morgan Legal Group PLLP.

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