ProbateClarity

Florida Executor Guide

Executor Duties in Florida

Serving as executor in Florida means managing the estate's inventory, debts, taxes, and distributions under court supervision — with a personal legal duty to do it correctly. Here's what the role actually requires.

Inventory Deadline

90 days

From appointment as executor

Bond Requirement

Required*

*See waiver conditions below

Compensation Structure

Statutory %

Set by state fee schedule

Who Can Be an Executor in Florida?

Most states, including Florida, set a baseline set of eligibility requirements for who may serve as executor (sometimes called a personal representative or administrator). Generally, a person must be at least 18 years old and of sound mind, and many states disqualify individuals with certain felony convictions from serving.

If the deceased left a will naming an executor, that person is typically given priority to serve, provided they meet the state's eligibility requirements and are willing to accept the role. If there is no will — or the named executor is unable or unwilling to serve —Florida law sets a priority order for who may petition to administer the estate, typically starting with the surviving spouse, followed by adult children and other close relatives. Out-of-state residents can often serve, though some states add requirements for non-resident executors, such as appointing a local resident agent.

Eligibility rules vary by state and can change — confirm the specific requirements with the Florida probate court or a local probate attorney before petitioning to serve.

Executor Responsibilities

1

Petition the court

File a petition to open probate in Florida and be formally appointed, receiving Letters Testamentary (with a will) or Letters of Administration (without one).

2

Notify creditors

Publish notice to creditors as required by Florida law and directly notify creditors already known to the estate.

3

Inventory assets

Identify, locate, and value every asset the deceased owned — bank accounts, real estate, investments, vehicles, and personal property — within the deadline Florida requires.

4

Pay debts

Review and resolve valid creditor claims and other estate debts from estate assets, in the priority order required by law, before any distribution to heirs.

5

File taxes

File the deceased's final personal income tax return and, if the estate generates income during administration, an estate income tax return.

6

Distribute assets

Transfer remaining assets to the beneficiaries named in the will, or according to Florida intestate succession law if there is no will.

7

Close the estate

File a final accounting with the court showing every transaction, then formally close the estate and be discharged as executor.

Key Deadlines in Florida

Executor Deadlines

Inventory within 60 days of letters; creditor period 3 months; formal administration typically 12+ months

Creditor Claim Period

3 months from first publication of notice or 30 days from direct notice to known creditors

Missing a statutory deadline can delay the estate, trigger court sanctions, or expose the executor to personal liability — mark these dates as soon as you're appointed.

Executor Compensation in Florida

Florida sets personal representative compensation by statute at 3% of the first $1 million in estate value, 2.5% of amounts between $1M and $5M, 2% of amounts between $5M and $10M, and 1.5% above $10M. On a $400,000 estate, statutory compensation would be $12,000.

Florida Fee Structure Reference

Statutory fee: $1,500 flat for estates up to $40,000, plus $750 for $40,000–$70,000, plus $750 for $70,000–$100,000, then 3% of the next $900,000 (up to $1M), 2.5% of the next $2M (up to $3M), 2% of the next $2M (up to $5M); extraordinary fees available

Executor Bond in Florida

Required in formal administration unless waived in will or all beneficiaries consent

Common Executor Mistakes

Distributing assets before the creditor period closes

Paying out inheritances early can leave the executor personally on the hook if a valid creditor claim surfaces afterward.

Missing court deadlines and filing requirements

Late inventories, accountings, or notices can trigger court sanctions or removal as executor.

Commingling estate funds with personal funds

Estate money must stay in a separate account — mixing funds is one of the most common triggers for a breach-of-duty claim.

Failing to notify all heirs and interested parties

Skipping a legally required notice can delay the case or expose the executor to a will contest.

Selling estate property without required court approval

Some transactions need court sign-off first — skipping this step can unwind the sale and create liability.

Not keeping detailed records for the final accounting

Courts and beneficiaries can require a full accounting of every transaction; poor records make this difficult to defend.

Executor Liability

Serving as executor is a fiduciary role — the law holds the executor personally responsible for managing the estate honestly, prudently, and in the beneficiaries' best interests. Executors who breach that duty, through self-dealing, missed deadlines, improper distributions, or unpaid taxes, can be held personally liable to creditors or beneficiaries for the resulting losses. This is one of the main reasons executors in Florida work with a probate attorney, particularly for estates with real estate, business interests, or disputes among heirs.

More Florida Probate Resources

Related Reading

Get Your Personalized Florida Executor Checklist

Answer a few questions about the specific estate and get a personalized analysis of probate likelihood, cost estimate, timeline, and next steps — tailored for executors in Florida. Free in under 2 minutes.

Start Free Analysis →

Free preview · No account required