Interactive Probate Accounting Engines
Florida Rule 5.346 Accounting Reconciler
Automate the mandatory Florida Probate Summary Page and Schedules A through E. Reconcile starting inventory, principal & income receipts, disbursements, capital transactions, and distributions against assets on hand.
Statutory Compensation Calculator (§ 733.617)
Calculate personal representative ordinary statutory commissions and Florida probate attorney fees using the statutory sliding scale: 3% on first $1M, 2.5% on next $4M, 2% on next $5M, plus extraordinary fee considerations.
Probate Deadline & Accounting Tracker
Determine statutory filing deadlines: 60-day Inventory (§ 733.604), 3-month Notice to Creditors bar date (§ 733.702), 30-day claim objection window, and 12-to-18 month Final Accounting discharge timeline.
Statutory Legal Guides
Fiduciary Accounting Under Rule 5.346
Examine the strict formal layout requirements of Florida Probate Rule 5.346, carrying values vs fair market value adjustments, and required petition exhibits.
Formal vs. Summary Administration Accounting
When is formal fiduciary accounting legally mandatory versus when can summary administration or beneficiary waivers (§ 735.201) be utilized?
Creditor Claims Priority & Payment (§ 733.707)
The 8 statutory classes of estate claims under Florida law, order of payment in insolvent estates, and personal liability risks for premature distribution.
Waiver of Accounting & Discharge (Rule 5.400)
How personal representatives obtain complete beneficiary waivers of final accounting, release of liability, and entry of final order of discharge.
Circuit Court Probate Divisions (Top 10 Counties)
Miami-Dade County (11th Judicial Circuit)
E-filing protocols, checklist for formal accounting, Judge oversight in Miami-Dade Probate Division.
Broward County (17th Judicial Circuit)
Broward 17th Circuit local rules, mandatory electronic submission of proposed orders, accounting audits.
Palm Beach County (15th Judicial Circuit)
Palm Beach high-value estate accounting scrutiny, judicial review of fiduciary fees and commissions.
Hillsborough County (13th Judicial Circuit)
Tampa probate division requirements, inventory submission timelines, and final petition discharge forms.
Complex Estate Accounting Scenarios
Insolvent Estate Accounting & Proration
How personal representatives must apportion payments when debts exceed assets under Florida Statute § 733.707.
Florida Homestead Exclusion in Probate Accounting
Why constitutional homestead real estate is exempt from probate claims and excluded from PR commission calculations.
Elective Share (30%) Fiduciary Accounting
Calculating the augmented elective estate under Fla. Stat. §§ 732.201-732.2155 and accounting for spousal satisfaction.
Accounting Objections & Surcharge Defense (Rule 5.401)
Responding to beneficiary objections within the mandatory 30-day window and defending against fiduciary surcharge actions.