Out-of-State Executor in Florida

Out-of-State Executor in Florida: Who Can Serve and What You Must File

An out-of-state executor can serve in Florida, but only within four family relationships. If you are not domiciled in Florida, you qualify as a nonresident personal representative only by falling inside one of the four categories set out in Florida Statutes § 733.304. A close friend cannot serve. A business partner cannot serve. A trusted neighbor cannot serve. A son in New Jersey, a sister in Ohio, or a nephew in Bogotá usually can.

If you do qualify, two filings stand between you and Letters of Administration: a designation of resident agent under Florida Probate Rule 5.110, which must be on file before the letters issue, and in most cases the appearance of a Florida-admitted attorney under Rule 5.030.

Florida calls the role personal representative rather than executor. The words mean the same thing here, and this page uses both — along with administrator, executrix, and estate representative — because that is how families actually search for it.

Key Rules at a Glance

  • Four relationships, closed list. A nonresident personal representative qualifies only under one of the four family categories in § 733.304. There is no judicial waiver and no court discretion to make an exception.
  • Friends and unadopted stepchildren are out. An unrelated friend, neighbor, caregiver, or business partner living outside Florida cannot serve, no matter what the will says.
  • The resident agent comes first. The designation and the agent’s written acceptance must be filed before letters issue (Fla. Prob. R. 5.110) — it is not post-appointment cleanup.
  • A Florida attorney is mandatory under Fla. Prob. R. 5.030 unless you are the sole interested person or a member of The Florida Bar.
  • Living out of state does not trigger a bond. Nonresidence appears nowhere in §§ 733.402 or 733.403.
  • You usually do not have to travel. Most of a Florida probate is documentary, and hearings have been routinely remote since 2020.

Can Someone Who Lives Out of State Be an Executor in Florida?

On this page

Yes, but only within limits. The question people usually type is who can be an executor of a will — and in Florida the answer for an out of state executor is narrower than almost anywhere else in the country. Section 733.302 sets the baseline: any person who is sui juris and was a Florida resident at the time of the decedent’s death is qualified to serve. Section 733.304 then carves out the only exceptions for everyone else, and it is written as a prohibition: a person not domiciled in Florida cannot qualify unless they fall within one of four categories. There is no judicial waiver, no court discretion to make an exception, and no procedure to substitute a non-qualifying out-of-state executor. If you are outside the four categories, the answer is simply no.

The Florida Supreme Court has upheld this scheme against constitutional challenge. In In re Estate of Greenberg, 390 So. 2d 40 (Fla. 1980), the Court rejected equal protection, due process, and privileges-and-immunities attacks on §§ 733.302 and 733.304, reasoning that the administration of a decedent’s estate is an intensely localized matter requiring the personal representative to be informed on local matters and available to the court. That case is why the restriction has survived for four decades and why no Florida judge can waive it for you.

What Are the Four Categories Under Section 733.304?

These are the only routes. The statute has not been amended since 1979.

CATEGORY WHO THAT COVERS IN PRACTICE
A legally adopted child or adoptive parent of the decedent Adoptive family, treated the same as blood family
Related by lineal consanguinity to the decedent Children, grandchildren, great-grandchildren, parents, grandparents — anyone directly up or down the bloodline
A spouse, brother, sister, uncle, aunt, nephew, or niece of the decedent, or someone related by lineal consanguinity to any such person The surviving spouse and the collateral branches: siblings, aunts and uncles, nieces and nephews, and their direct descendants
The spouse of a person otherwise qualified under this section A son-in-law or daughter-in-law, because their spouse qualifies

Note what is absent. Domicile — not citizenship, and not residence in the ordinary sense — is the test. And nothing in § 733.304 requires the nonresident to have ever set foot in Florida.

Does This Relationship Qualify? A Relationship-by-Relationship Table

The four-category list is accurate but abstract, and families do not think in categories. They think: I am his stepdaughter. I am her half-brother. I am the nephew on my mother’s side. The table below applies § 733.304 to the relationships that actually come up. In every row, assume the person is an adult, lives outside Florida, and is not disqualified under § 733.303 for some other reason.

RELATIONSHIP TO THE DECEDENT QUALIFIES? WHY
Biological child Yes Lineal consanguinity — category 2
Legally adopted child Yes Category 1, expressly
Grandchild or great-grandchild Yes Directly down the bloodline — category 2
Biological or adoptive parent Yes Categories 1 and 2
Grandparent Yes Directly up the bloodline — category 2
Full brother or sister Yes Named in category 3
Half-brother or half-sister Yes A half-sibling is still a brother or sister within category 3
Niece or nephew Yes Named in category 3
Aunt or uncle Yes Named in category 3
Surviving spouse Yes Named in category 3
Son-in-law or daughter-in-law Yes Spouse of the decedent’s child, who qualifies — category 4
Husband of the decedent’s sister (or wife of his brother) Yes Spouse of a qualified sibling — category 4
Brother of the decedent’s surviving spouse No Not the decedent’s own sibling, and not married to a qualifying relative. “Brother-in-law” points two different directions and only one of them qualifies.
Grand-niece or grand-nephew (child of the decedent’s niece or nephew) Yes A direct lineal descendant of a niece or nephew named in category 3
Great-aunt or great-uncle (sibling of the decedent’s grandparent) No Collateral to the decedent’s grandparent — not lineally related to the decedent or to anyone named in category 3
First cousin, or first cousin once removed Unsettled — do not rely on it A first cousin is the child of a named aunt or uncle, which reads like lineal consanguinity to that person — but no Florida court has applied the clause to a cousin. See the unsettled section below.
Stepchild never legally adopted Possibly — see below A stepchild is a lineal descendant of the decedent’s spouse, and category 3 reaches lineal relatives of a spouse. Genuinely unsettled; see the dedicated section.
Stepparent (spouse of the decedent’s parent) Unsettled — do not rely on it Arguably the spouse of a qualified person under category 4, but no Florida court has applied category 4 upward. See the unsettled section below.
Former stepchild or ex-stepchild (parent divorced the decedent) No The marriage that supplied the only possible route under category 3 no longer exists
Step-sibling (no blood, no adoption) No Outside every category
Former spouse (divorced before death) No Not a spouse at the date of death
Unmarried domestic partner, fiancé, or long-term girlfriend or boyfriend No Florida does not recognize a non-marital partner for this purpose
Godchild No No legal relationship
Foster child never adopted No Adoption is what category 1 requires
Close friend, neighbor, caregiver, or business partner No Outside every category, regardless of how the will reads
Out-of-state bank or trust company Only if authorized in Florida Governed by § 733.305, not § 733.304 — see below
Nonresident attorney or accountant with no family relationship No Professional standing is irrelevant to § 733.304

If your relationship is not on that list, it is probably on the shorter and more important list that follows.

Which Relationships Are Still Unsettled Under Section 733.304?

Some relationships sit in genuine tension between the words of the statute and how Florida courts have read them, and any page that gives you a confident yes or no on these is overstating the law.

The clause that does the work is the closing phrase of category 3: “or someone related by lineal consanguinity to any such person.” That language has a specific history, and knowing it resolves more than you would expect.

It was added in 1979. The pre-Probate-Code statute, former Fla. Stat. § 732.47(1) (1973), qualified a nonresident only if the person was “a legally adopted child of the decedent, an adoptive parent or is related by lineal consanguinity to the decedent or is a spouse or a brother, sister, uncle, aunt, nephew or niece of the decedent.” No extending clause. The Probate Code carried that structure forward in 1974. The words “or someone related by lineal consanguinity to any such person” were added by section 6 of chapter 79-343, Laws of Florida.

That single amendment settled a case that is still cited against out-of-state families. In In re Chadwick’s Estate, 309 So. 2d 587 (Fla. 2d DCA 1975), a nonresident grand-nephew — the decedent’s sister’s grandson — was removed as executor because the term “nephew” did not include a grand-nephew. Chadwick was decided under the 1973 statute, and the 1979 amendment reverses its result. A grand-nephew or grand-niece is the child of a nephew or niece, which is exactly what “related by lineal consanguinity to any such person” describes. Under current law, a grand-nephew qualifies.

What the clause does not do is convert collateral relatives into qualifying ones. In In re Estate of Angeleri, 575 So. 2d 794 (Fla. 4th DCA 1991) — decided after the amendment — the nephew of the decedent’s two predeceased wives was held ineligible, the court holding that “nephew” in § 733.304 is limited to blood relatives of the decedent. The named terms mean the decedent’s own relatives, not the relatives of the decedent’s spouse or in-laws.

The branch almost everyone overlooks is the spouse. The clause extends to lineal relatives of “a spouse or a brother, sister, uncle, aunt, nephew, or niece.” That means the lineal descendants of the decedent’s spouse — that is, stepchildren — are within the literal reach of category 3, which is why the stepchild question below is a real question rather than an easy no.

What remains genuinely open:

RELATIONSHIP STATUS THE OPEN QUESTION
First cousin (child of the decedent’s aunt or uncle) Unsettled — do not rely on it A first cousin is the child of a named aunt or uncle, which reads like lineal consanguinity to that person. But cousins are collateral to the decedent, Florida courts construe § 733.304 strictly, and no decision has applied the clause to a cousin. Treat it as disqualifying when planning.
First cousin once removed Unsettled — do not rely on it The same question, one generation further out and correspondingly weaker
Stepchild never legally adopted Unsettled A lineal descendant of the decedent’s spouse, and so within the words of category 3 — but see the dedicated section below
Stepparent (spouse of the decedent’s parent) Unsettled Arguably the spouse of a qualified person under category 4, but no Florida court has applied category 4 upward to a lineal ancestor’s spouse
Widow or widower of a relative who predeceased the decedent Unsettled Category 4 says “the spouse of a person otherwise qualified,” in the present tense. Whether the qualifying relative must be living has never been decided.

What Should You Do if Your Relationship Is One of the Unsettled Ones?

Plan as though the answer is no. Litigate as though the answer is arguable. The two situations call for opposite instincts, and getting them backwards is what costs families money.

If you are writing a will, treat an unsettled relationship as disqualifying. There is no upside to naming an out-of-state first cousin, stepchild, or stepparent as your personal representative and hoping a probate judge reads § 733.304 generously. If that reading fails, the person you chose is displaced by the statutory preference order in § 733.301 — which may well hand your estate to someone you would not have picked. Naming a clearly qualified alternate costs nothing and removes the risk entirely. This is the single cheapest fix on this page.

If someone has already died and the unsettled person is your best candidate, do not lead with the argument. Not because it is a bad argument, but because the downside is lopsided. If you file and the court agrees, you saved nothing you could not have gotten another way. If you file and the court disagrees, you have paid filing and attorney’s fees for a petition that gets denied, and the estate is weeks or months further from being opened.

Two routes get you to the same destination without the risk:

  • Majority-in-interest selection under § 733.301. Where the nominated person cannot serve, the beneficiaries or heirs holding a majority interest can select someone whose eligibility is beyond argument. In a cooperative family this is a signature, not a fight.
  • Summary administration under § 735.201. It appoints no personal representative at all, so the qualification question simply never arises. With the threshold now at $150,000, and with no limit at all where the decedent has been dead more than two years, this reaches far more estates than families expect.

The honest summary: the statute’s words give a first cousin a real argument, the tradition of construing § 733.304 strictly cuts against it, and no Florida court has decided it. That is a fine question to brief if you have to. It is a poor question to build an administration on when two safer paths are sitting right there.

What Does “Lineal Consanguinity” Actually Mean?

It is the phrase that stops most readers, and it has a precise meaning. Lineal consanguinity is the relationship between people who are directly descended or ascended from one another — mother and daughter, great-grandfather and grandson. It is the vertical line of the family tree.

What it is not is any relationship created by marriage, and it is not the horizontal branches. Your brother is not related to you by lineal consanguinity; he is a collateral relative, which is exactly why the statute has to name brothers and sisters separately in category 3. A blood relative in the direct line is lineal. Everyone else needs a category of their own.

This is also why the phrase “Florida executor must be a family member” — which is how the rule usually reaches people — is close to right but not quite. The test is not family feeling or even closeness. It is a specific set of legal relationships, and a devoted stepdaughter of thirty years can fail it while a nephew who has not called in a decade passes.

Can a Friend or an In-Law Serve as Executor From Out of State?

An unrelated friend, no. A son-in-law or daughter-in-law, yes — the fourth category qualifies the spouse of anyone who independently qualifies. This is the distinction that surprises families most often, and it produces a hard result: the person a Florida parent trusted most, named in the will, and expected to handle everything can be legally incapable of serving simply because they are not related and live in Georgia. A Florida-resident friend has no such problem. Domicile is what does the work.

“In-law” is worth pausing on, because the word points in two directions. The husband of the decedent’s sister qualifies — he is married to a person named in category 3. The brother of the decedent’s surviving spouse does not — he is neither the decedent’s own sibling nor married to a qualifying relative. Same English word, opposite outcomes.

Can a Stepchild Serve as Personal Representative From Out of State?

This is the question most pages get wrong in both directions, so it is worth doing carefully. The short answer: an unadopted stepchild is not automatically excluded, and is not automatically qualified. Florida’s appellate courts have never decided it.

If the decedent legally adopted you, you qualify outright under category 1 and none of what follows matters.

Without adoption, the route runs through the decedent’s spouse. Category 3 qualifies “a spouse … of the decedent, or someone related by lineal consanguinity to any such person.” A stepchild is the biological child — the lineal descendant — of the person who married the decedent. On the words of the statute, that is a colorable claim to qualify, and it is the theory on which stepchildren have in fact been appointed.

The unresolved wrinkle is the one families actually live: my mother married him, my mother died first, and now he has died. If the qualifying spouse predeceased the decedent, was that person still “a spouse of the decedent” when the decedent died? Category 3 is written in the present tense, and nobody knows.

That is precisely the fact pattern of Hill v. Davis, 70 So. 3d 572 (Fla. 2011). A New York stepson — the son of the decedent’s husband, who had predeceased her — was nominated and appointed personal representative. The decedent’s mother moved to disqualify him, arguing that because the husband had died first, the stepson was not “a person related by lineal consanguinity to” the decedent’s spouse within § 733.304(3).

The probate court rejected that argument and found the stepson qualified on the merits. Neither the First District nor the Florida Supreme Court reviewed that finding. Both courts resolved the case on timeliness instead. The Supreme Court was explicit: “The district court did not reach the issue of whether Davis was, in fact, qualified to serve, and Hill did not brief that issue in this Court. Accordingly, our decision is limited to the conflict issue concerning the three-month filing deadline in section 733.212(3).”

So the leading case presents exactly this scenario and deliberately leaves it open. A probate judge accepted the stepson’s qualification; no appellate court has approved or rejected that reasoning. Anyone who tells you the Florida Supreme Court has blessed unadopted stepchildren as nonresident personal representatives is misreading Hill — and anyone who tells you a stepchild is flatly barred is overstating it in the other direction.

Practically, that means a stepchild in this position is filing on an unsettled question. It can be done, and it has been done. Whether it is the right move depends on whether anyone in the family is likely to object — because if an objection comes and comes on time, a probate judge will have to decide a question no appellate court has answered. Where a clearly qualified relative is available, using that person is faster and cheaper than being the test case.

Does an Executor Have to Live in the Same State as the Deceased?

Not in Florida, and not as a general matter of American law — but the rule varies sharply by state and Florida’s is among the strictest. Many states allow any competent adult to serve regardless of where they live, requiring only that a nonresident appoint an in-state agent for service. Florida layers a relationship requirement on top of the agent requirement. That combination is why advice found on a general national site frequently produces the wrong answer for a Florida estate.

What Disqualifies Someone From Serving as Personal Representative?

Separately from the residency question, § 733.303 lists four absolute disqualifications. A person is not qualified to act as personal representative if that person:

  • Has been convicted of a felony;
  • Has been convicted, in any state or foreign jurisdiction, of abuse, neglect, or exploitation of an elderly person or a disabled adult as those terms are defined in § 825.101;
  • Is mentally or physically unable to perform the duties; or
  • Is under the age of 18.

The second ground was added effective July 1, 2021 and is frequently omitted from older articles on this subject. It reaches convictions from any jurisdiction, which matters for a family spread across several states.

What Happens if the Person Named in the Will Cannot Qualify?

The estate does not stall and the will is not invalidated. Section 733.303(2) directs that when the person named in the will is not qualified, letters are granted under the preference order in § 733.301. In a testate estate that generally means the alternate or successor named in the will, if there is one and that person qualifies; failing that, the person selected by a majority in interest of the beneficiaries. Families in this position usually resolve it by agreeing on a qualified relative, or by having the beneficiaries select someone jointly rather than litigating it.

One point that reassures families more than they expect: a court cannot simply refuse to appoint the person the testator chose because relatives object to them. Florida courts “are without discretion to refuse to appoint the personal representative specified by the testator in the will unless the person is expressly disqualified under the statute.” Werner v. Estate of McCloskey, 943 So. 2d 1007 (Fla. 1st DCA 2006). A dispute among beneficiaries, standing alone, is not grounds to pass over the nominee. Schleider v. Estate of Schleider, 770 So. 2d 1252 (Fla. 4th DCA 2000). Failing § 733.304 is a disqualification. Family friction is not.

Does an Out-of-State Executor Need a Resident Agent in Florida?

Yes, and the filing has to happen before letters are issued, not after. Florida Probate Rule 5.110 requires a personal representative to file a designation of resident agent for service of process or notice, together with the agent’s written acceptance, before the court will issue Letters of Administration. Only two categories are excused: a corporate fiduciary with a Florida office, and a Florida Bar member who is a resident of and has an office in Florida. An ordinary personal representative out of state is excused from neither.

Is a Resident Agent the Same as a Registered Agent?

Not quite, and the confusion is worth clearing up because most people search for the wrong term. A registered agent is the corporate-law concept — the person or company a Florida LLC or corporation designates to receive service of process. A resident agent in probate is the equivalent role inside an estate: the person who accepts service on behalf of the personal representative. Some states call it a statutory agent or an agent for service of process.

If you have been searching for a “registered agent for Florida probate,” what you actually need is the designation of resident agent form under Rule 5.110. They are different roles under different bodies of law, and a commercial registered agent service is not what the probate court is asking for.

What Must the Designation of Resident Agent Contain?

The rule is specific, and defective designations are a common reason letters are delayed.

The designation must contain the resident agent’s name, street address, and mailing address. If the agent is an individual who is not an attorney, the designation must also include that individual’s residence address. The agent must sign a written acceptance of the designation. The designation and the acceptance may be incorporated into the petition for administration or into the personal representative’s oath rather than filed as separate documents, which is how it is usually handled in practice.

If the resident agent later dies, resigns, or becomes unable to act, a successor must be appointed within 10 days of notice of that event.

Who Can Serve as Your Florida Resident Agent?

The agent must be a resident of the county where the proceedings are pending, unless the agent is a member of The Florida Bar who is a resident of Florida — a Florida attorney can serve regardless of which county the case is filed in. In the overwhelming majority of out-of-state administrations the attorney handling the estate serves as resident agent, which is both the simplest arrangement and the one least likely to break down mid-administration.

On resident agent cost: where the estate’s attorney serves in the role, there is normally no separate charge for it — it is part of representing the personal representative. A commercial service is not necessary and is not a substitute for the rule’s requirements.

This is the part nobody reads, and it deserves a paragraph of its own.

Under Rule 5.110, the designation of and acceptance by the resident agent constitute consent to service of process or notice on that agent, and that consent is sufficient to bind the personal representative in two distinct ways: in the representative capacity in any action, and in the personal capacity in those actions where the personal representative is sued personally for claims arising from the administration of the estate.

In plain terms: naming a resident agent is how a lawsuit against you personally, arising out of how you administered a Florida estate, gets served on you while you are living a thousand miles away. That is not a reason to avoid the designation — it is mandatory, and the letters do not issue without it. It is a reason to take the administration seriously from the first week, because distance offers no insulation from personal exposure.

Do I Need a Florida Attorney if I Live in Another State?

Almost certainly yes. Florida Probate Rule 5.030(a) requires every personal representative to be represented by an attorney admitted to practice in Florida, with two exceptions: where the personal representative remains the sole interested person in the estate, and where the personal representative is themselves a Florida Bar member, who may appear on their own behalf. There is no exception for a nonresident, no exception for a small estate, and no exception for a family that agrees on everything. Your own attorney in your home state cannot appear for you in a Florida probate court unless separately admitted.

Does an Out-of-State Personal Representative Have to Post a Bond?

Sometimes, but not because you live out of state. Under § 733.402, every fiduciary to whom letters are granted must file a bond with surety unless the requirement is waived by the will or by the court, and banks and trust companies authorized to act as personal representative are exempt entirely. On petition of any interested person or on its own motion, the court may waive the bond, require one, increase or decrease it, or require additional surety.

How Is the Bond Amount Set, and What Does the Premium Cost?

Section 733.403 lists the factors: the gross value of the estate, the relationship of the personal representative to the beneficiaries, exempt property and any family allowance, the type and nature of the assets, known creditors, and liens and encumbrances on the assets.

Nonresidence is not on that list. It appears in neither § 733.402 nor § 733.403, and neither statute surcharges a personal representative for living elsewhere. If you have been told that an out-of-state executor automatically has to post a bond in Florida, that is not what the statutes say. What is true is that most well-drafted Florida wills waive bond, and where a will does waive it the question usually does not arise at all.

Three things about the economics that almost nobody publishes:

  • You do not pay the face amount. A probate bond is a surety product. You pay an annual premium that is a fraction of the bond’s face value, underwritten on the amount, the assets involved, and the personal representative’s own credit.
  • It renews. The premium is payable each year until the estate closes and the bond is discharged, which is one more reason an administration that drags is an administration that costs.
  • The estate pays. The premium is an administration expense, reimbursable from estate assets — you should not be funding it personally and then hoping to be repaid.

Because premiums move with the market and with the individual applicant, we quote the current range for your specific estate rather than publishing a number that goes stale. Ask on the first call; it is usually a smaller line item than families fear.

Can a Non-US Citizen Serve as Personal Representative of a Florida Estate?

Section 733.304 turns on domicile, not citizenship or immigration status. A non-citizen domiciled in Florida is treated as a resident under § 733.302 and qualifies on that basis. A non-citizen living abroad is a nonresident, and qualifies only through one of the four family categories — the same test applied to a US citizen living in Michigan. A daughter in Caracas or a brother in Milan can therefore serve where an unrelated friend in Miami’s own neighborhood could not, because the statute asks about the bloodline rather than the passport.

What Changes in Practice for an International Personal Representative?

Qualifying and administering are different problems. The statute does not stand in the way of a relative abroad, but several practical requirements do, and they are worth knowing before the petition is filed.

Documents executed outside the United States frequently need an apostille under the Hague Convention, or consular legalization for countries that are not parties to it. A foreign death certificate or a foreign will typically requires a certified English translation. Opening an estate bank account in Florida is materially harder for a personal representative without a US tax identification number, and financial institutions apply their own identity requirements on top of anything the court requires.

The tax layer deserves its own warning. Where the decedent was a non-resident alien, the federal estate tax exclusion for US-situs assets is dramatically lower than the exclusion available to citizens and residents, and a federal return on Form 706-NA may be required for an estate that would owe nothing if the decedent had been a US person. Where Florida real property is sold by a foreign estate or distributed to a foreign heir, FIRPTA withholding can apply at closing. Treaty relief is sometimes available — the Canada–US treaty in particular matters for the many Canadian families who own Florida property. None of this is optional and all of it belongs with a tax professional before distributions are made rather than after.

None of this is a reason for a family abroad to give up the appointment. It is a reason to have Florida counsel sequence the paperwork rather than discovering a missing apostille after a hearing date has been set.

Can an Out-of-State Bank or Trust Company Serve as Personal Representative?

This question is governed by § 733.305, not by § 733.304. A trust company incorporated under Florida law, and a bank or savings and loan authorized and qualified to exercise fiduciary powers in Florida, may act as personal representative. The controlling fact is not where the institution’s headquarters sits but whether it holds Florida fiduciary authority.

The practical consequence for an out-of-state family: your parent’s longtime bank in Ohio almost certainly cannot serve on a Florida estate unless it is separately qualified here, even though a Florida institution could. If the will names an out-of-state corporate fiduciary that is not qualified in Florida, you are in the same position as a family whose named individual cannot qualify, and § 733.303(2) sends you to the preference order in § 733.301.

A professional fiduciary is a related but different option. Where no family member qualifies and the beneficiaries cannot agree, a qualified Florida individual or institution selected by a majority in interest is often faster and cheaper than a contested appointment. And where an estate needs someone in place urgently — assets at risk, a house deteriorating — before the appointment fight is resolved, the court can appoint a curator to preserve the estate in the interim. A curator is a temporary custodian, not a personal representative, and it is a tool worth knowing about when a non-resident executor‘s eligibility is going to take weeks to sort out.

My Parent Died in Florida and I Live in Another State. What Do I Do First?

Before anything else, secure three things: the original will, several certified copies of the death certificate, and the property. Florida requires the original will to be deposited with the clerk of court in the county where the decedent lived, and a photocopy will not substitute except in a separate and expensive proceeding to establish a lost will. Do not let anyone clear out the house before the will surfaces. Then determine which of the two situations you are in: a Florida resident who died in Florida means a Florida administration in the county of residence, while a resident of another state who happened to own Florida property means ancillary administration instead.

What Should You Do in the First Thirty Days From a Distance?

Distance changes the sequence more than it changes the substance. The following order tends to save the most money and the most aggravation.

  1. Locate and secure the original will. Check the safe deposit box, the drafting attorney’s file, and the clerk’s office — some testators deposit the will during their lifetime. If the will is inside a box titled only in the decedent’s name, § 733.6065 governs how it is opened, and that process needs to start immediately because it is the most common cause of a stalled first month.
  2. Order more certified death certificates than you think you need. Every institution holding an asset will want its own. Ordering ten at the outset is far cheaper than ordering them one at a time from another state.
  3. Secure the real property. Change the locks, confirm the homeowner’s insurance is still in force and that the carrier knows the house is now vacant, keep the utilities on, and arrange lawn service.
  4. Stop the bleeding on recurring charges without touching anything that looks like a distribution. Do not pay the decedent’s debts out of your own pocket and do not distribute anything to anyone, however obvious it seems. Florida has a statutory order of payment, and a personal representative who pays in the wrong order can face personal liability.
  5. Gather the asset picture. Statements, deeds, titles, insurance policies, and a list of anyone who might claim to be owed money. Our page on what counts as a probate asset covers what actually goes through the process and what passes outside it.
  6. Confirm you can qualify under § 733.304 before filing anything. It is a much better conversation to have in week one than after a petition has been filed.

Who Keeps Up the Empty Florida House While Probate Runs?

You do, and it is the part of the job that catches out-of-state personal representatives hardest, because none of it appears in the statutes and all of it costs money in real time.

Insurance is the emergency. A standard Florida homeowner’s policy typically restricts or excludes coverage once a dwelling has been unoccupied beyond a stated period, and carriers are entitled to be told. A lapsed or voided policy on an empty house is not merely a loss to the estate — where the personal representative knew and did nothing, it is a personal liability question. Call the carrier in the first week and ask specifically about vacancy provisions.

Association dues do not pause. Condominium and homeowners association assessments keep accruing against the unit, and the association can lien and ultimately foreclose. The association will also refuse to update its records or issue an estoppel letter without documentation of your appointment, which is another reason to order extra certified copies of the Letters at the outset.

Neither does the mortgage. A Florida homestead that slides into foreclosure while the family waits for probate is a recoverable situation early and a disaster late. If payments have stopped, that is a first-week problem, not a later one.

The small things add up. Utilities kept on for humidity control, lawn service, mail forwarding, and cancelling the decedent’s subscriptions and automatic charges are all ordinary administration expenses. Keep the receipts; they are reimbursable.

How Do You Open an Estate Bank Account From Out of State?

In this order, and not before: Letters of Administration first, then an EIN, then the account.

The bank will not talk to you before letters issue, and it is not being obstructive — until a Florida court appoints you, you have no authority over the decedent’s accounts, and the bank is right to refuse. Once you have the letters, apply for the estate’s own federal employer identification number, which can be done online and takes minutes; the estate is a separate taxpayer and cannot use the decedent’s Social Security number.

Then open the estate account. Some institutions still require an in-person visit to open a fiduciary account, which is a real friction point for a personal representative living out of state, and it is worth calling ahead to find one that does not rather than discovering the requirement at the counter. Every dollar of the estate goes through that account and nothing personal goes near it — commingling estate funds with your own is the single most reliable way to turn a routine administration into a fiduciary dispute.

Do I Have to Travel to Florida for the Probate?

Usually not, or not often. Most of a Florida probate is documentary, and Florida courts have handled probate hearings remotely as a matter of routine since 2020. The petition, the oath, the designation of resident agent, and the acceptance are executed where you are and filed by counsel.

Where personal attendance becomes likely is in contested matters — a will contest, an objection to an accounting, a dispute among beneficiaries — and in the practical work of dealing with a house, which is often better handled in one focused trip than in several improvised ones.

Can I Sign the Oath and Petition From Another State?

Yes. Three mechanisms make a genuinely remote administration possible, and they are worth naming because most pages simply assert that travel is unnecessary without explaining how.

Remote online notarization. Florida authorizes notarization by audio-video link under Fla. Stat. §§ 117.201–117.305. A Florida online notary can notarize your oath while you sit at your own kitchen table in another state or another country.

Electronic filing. Florida probate filings go through the statewide e-filing portal. Your attorney files; nothing is mailed to a courthouse.

Remote hearings. Probate hearings in the larger Florida circuits are routinely conducted by video — a Zoom probate hearing is standard practice in Miami-Dade and Broward, not an accommodation you have to request. Where a hearing is required at all in an uncontested administration, it is normally short and remote.

What still travels on paper is the original will, which must be deposited with the clerk, and certified copies of the Letters, which you will want in hand. Plan on couriering the original will rather than mailing it.

What if the Decedent Lived Somewhere Else? Ancillary Administration

Everything above assumes a Florida decedent. If the person who died was a resident of another state but owned Florida assets — a condominium, a vacation home, a boat, a bank account, or a lien on Florida property — the Florida proceeding is an ancillary administration under § 734.102, running alongside the main estate in the home state. A deeded timeshare is one of the most common Florida assets to trigger this, and our guide to inheriting a Florida timeshare walks through that situation specifically.

Section 734.102(1) sets a priority order for who receives ancillary letters: first, a personal representative specifically designated in the will to administer the Florida property, if qualified to act in Florida; otherwise the foreign personal representative of the estate, if qualified to act in Florida; if that person is not qualified and the will names an alternate or successor who is, then that alternate; otherwise, those entitled to a majority interest of the Florida property may have letters issued to a personal representative they select who is qualified to act in Florida. Where the decedent died intestate and the foreign personal representative is not qualified, the general order of preference in the Probate Code applies.

The phrase “qualified to act in Florida” carries the whole weight of § 733.304 into ancillary administration. A foreign personal representative already serving competently in Ohio, appointed by an Ohio court, does not automatically get Florida letters. If that person is not a Florida resident and not within the four family categories, they cannot receive ancillary letters either. Section 734.102(4) adds that the ancillary personal representative gives bond as personal representatives generally do, and that proceedings are to be as similar to an original administration as possible.

One reassurance worth having: a Florida probate over Florida real property stays in Florida. In Markes v. Markes, 412 So. 3d 767 (Fla. 4th DCA 2025), a decedent born in Jamaica and long resident in New York died in Jamaica owning ten Florida parcels. The trial court found him domiciled in Jamaica and transferred the probate to New York. The Fourth District reversed, holding that where a decedent had no Florida domicile, venue lies in any county where the decedent’s property is located under § 733.101, and that the trial court had no authority to transfer a pending Florida probate proceeding to another state at all.

Ancillary administration has enough moving parts to deserve its own treatment, and we have given it one: see Florida ancillary probate for the filing requirements, the exemplified-copy process, and the timeline.

How Does Florida Decide Where a Snowbird Was Domiciled?

Everything on this page forks on one fact: was the decedent domiciled in Florida when they died? A Florida domiciliary gets a Florida administration in the county where they lived. A domiciliary of another state who owned Florida property gets an ancillary administration. The two proceedings have different filings, different priority rules, and different costs.

Domicile is not the same as residence, and it is not decided by counting nights. Florida’s classic formulation is that domicile is a residence at a particular place accompanied by positive or presumptive proof of an intention to remain there for an unlimited time. Bloomfield v. City of St. Petersburg Beach, 82 So. 2d 364 (Fla. 1955). A person may have several temporary local residences but only one legal residence. Because it turns on intent, courts look at what the person actually did.

Where another state’s court has already determined domicile and opened probate, Florida gives that determination full faith and credit rather than relitigating it. Cuevas v. Kelly, 873 So. 2d 367 (Fla. 2d DCA 2004). That cuts both ways for a family with proceedings in two states, and it is a reason to be deliberate about which court moves first.

What Evidence Establishes Florida Domicile?

No single document settles it, but the following carry real weight and tend to be examined together: a declaration of domicile recorded with the clerk of court; voter registration and an actual voting history in Florida; a Florida driver’s license and surrendered out-of-state license; vehicle registration; the address used on federal tax returns; a Florida homestead exemption claim, which is a sworn statement of permanent residence and is often the most telling single item; where bank and brokerage accounts are held; the address on file with Social Security and pension providers; church, club, and physician relationships; and where the will itself recites the testator lives.

Consistency is what matters. A parent who filed for a Florida homestead exemption, registered to vote in Florida, and held a Florida license has a strong domicile case even if they wintered north. A parent who kept a New York driver’s license, voted absentee in New York, and claimed a New York property tax benefit has the opposite problem, no matter how many months the Florida condo was occupied.

Can a Mailbox or Virtual Address Establish Florida Domicile?

On its own, no. A private mailbox service or virtual address supplies a mailing address, and a mailing address is one small piece of evidence among many. Domicile requires physical presence combined with the intent to remain, and no amount of forwarded mail substitutes for either. Using a mail service as the sole Florida connection while living and working elsewhere invites a challenge from the other state’s taxing authority and, after death, uncertainty about which court should administer the estate. If the goal is genuinely to establish Florida domicile, the substantive steps — license, registration, homestead exemption, tax filings, and actually living here — are what accomplish it.

Does Florida Issue Letters Testamentary or Letters of Administration?

Letters of Administration, always. Terminology trips families who have been through probate in another state. Florida issues Letters of Administration to the personal representative whether or not there is a will. Many states issue “letters testamentary” for a testate estate and “letters of administration” for an intestate one. Florida uses the single term for both. If a bank in another state asks you for letters testamentary and you hold Florida Letters of Administration, you have the right document; the label differs.

The same caution applies to the job title. Florida’s code says personal representative throughout. A will that names you executor or executrix is naming you personal representative, and the court order and the letters will use the Florida term. If you have moved from a Uniform Probate Code state you may have been told you are an independent personal representative; Florida has no such category. An estate administrator and an administrator of an estate in Florida are the same office under a different everyday name.

Who Serves When There Is No Will?

Section 733.301 sets the order of preference, and it differs depending on whether the decedent left a will.

ORDER TESTATE ESTATE INTESTATE ESTATE
First The personal representative, or the successor, nominated by the will or under a power conferred in the will The surviving spouse
Second The person selected by a majority in interest of the persons entitled to the estate The person selected by a majority in interest of the heirs
Third A devisee under the will; where more than one applies, the court may select the one it finds best qualified The heir nearest in degree; where more than one applies, the court may select the one it finds best qualified

Two points matter for an out-of-state family. First, preference is not qualification: standing first in the order does nothing for a nonresident who falls outside § 733.304. A surviving spouse always qualifies under the third category of § 733.304, but a nonresident stepchild who was never adopted does not, no matter where they sit in the preference order.

Second, the “majority in interest” route is the practical answer for many scattered families. Where the nominated person cannot qualify, the beneficiaries or heirs holding a majority interest can simply select someone who can — often a Florida-resident relative, sometimes a professional fiduciary — and avoid a contested appointment entirely. Agreement here is far cheaper than litigation.

Can There Be Co-Personal Representatives, One in Florida and One Out of State?

Yes, and for a family split across states it is often the arrangement that solves the most problems at once. What other states call a co-executor or co-administrator, Florida calls a co-personal representative. Florida permits them, and there is nothing preventing one from being a Florida resident and the other a qualifying nonresident relative.

Two practical notes. Each co-personal representative must independently satisfy § 733.304 — pairing a qualified Florida resident with a non-qualifying out-of-state friend does not launder the friend’s ineligibility. And § 733.617(5) governs how the statutory commission is divided among multiple personal representatives, which is worth understanding before the appointment rather than after.

The arrangement works best where the Florida co-representative handles what genuinely requires presence — the house, the appraiser, the closing — and the out-of-state family member handles records, communication with beneficiaries, and decisions. It works worst where the two do not get along, because a deadlock between co-representatives is a court problem.

If You Are an Out-of-State Heir Rather Than the Personal Representative

Not everyone reading this will be the one serving. If you are a beneficiary or heir living outside Florida while someone else administers the estate, you have rights that do not depend on being appointed.

You are entitled to receive the notice of administration under Fla. Prob. R. 5.240, which starts the clock on objections to the will’s validity, to the qualifications of the personal representative, and to the venue or jurisdiction of the court. Those deadlines are short and they are not extended because you live far away or were slow to open the mail. You are entitled to an accounting before the estate closes, and to information about the estate’s assets and administration.

You will almost certainly be asked to sign something — a waiver of accounting, a consent to distribution, a receipt. Read those before signing. A waiver of the accounting gives up your best window into what was collected and what was spent, and it cannot be unsigned. Signing is often perfectly sensible in a cooperative family; it should still be a decision rather than a reflex.

If you have concerns about how an estate is being handled, or you believe the will does not reflect what your parent intended, our pages on contesting a will in Florida and filing a caveat explain the mechanisms and the timing. A caveat in particular is a tool for an out-of-state family member who wants notice before anything happens, and it is most useful filed early.

How Long Do You Have to Object to an Out-of-State Personal Representative?

Three months from service of the notice of administration — and this deadline is far harsher than most families realize.

In Hill v. Davis, 70 So. 3d 572 (Fla. 2011), the Florida Supreme Court held, in its own words, that “section 733.212(3) bars an objection to the qualifications of a personal representative, including an objection that the personal representative was never qualified to serve, if the objection is not timely filed under this statute, except where fraud, misrepresentation, or misconduct with regard to the qualifications is not apparent on the face of the petition or discovered within the statutory time frame.”

The decedent’s mother had waited more than a year to argue that the nonresident stepson serving as personal representative could not qualify under § 733.304. The Court held the objection time-barred and never reached whether he actually qualified.

Read that again if you are the one with concerns. Being right about § 733.304 does not help you if you are late. The statute converts a substantive disqualification into a procedural forfeiture — and the Court said plainly that the text of § 733.212(3) “makes no exception for objections that the personal representative was never qualified to serve.”

The one exception is narrow and it is about concealment, not about being wrong. Hill both approved and disapproved Angelus v. Pass, 868 So. 2d 571 (Fla. 3d DCA 2004), where a nonresident attorney had sworn in his petition for administration that he was the decedent’s nephew when he was in fact the nephew of the decedent’s former wives. The Court approved the result in Angelus only “to the extent that the decision of the Third District in Angelus involved allegations of fraud and misrepresentation not revealed in the petition for administration,” and expressly disapproved it “to the extent that it holds section 733.212(3) does not bar objections that a personal representative was never qualified to serve.”

The distinction the Court drew was concealment. In Hill, the objector knew from the outset that the personal representative was the son of the decedent’s deceased husband; nothing was hidden. In Angelus, the relationship was affirmatively misrepresented in the petition. So the exception rescues you only where the qualifying relationship was misstated or concealed in a way you could not have seen on the face of the petition. If the facts were there and you simply did not act, the three months govern.

The practical lesson runs in both directions. If you are the out-of-state personal representative, the qualification question stops being a live risk once the window closes. If you are the heir who thinks the wrong person is running your parent’s estate, you have weeks, not years, and the clock starts when the notice is served — not when you get around to reading it.

One recent development matters here. In 2026 the Florida Supreme Court amended the Probate Rules, including Rule 5.200 (petition for administration) and Rule 5.320 (oath of personal representative), to address qualification disclosure requirements. In re Amendments to Florida Probate Rules, 434 So. 3d 697 (Fla. 2026). Those are procedural changes and they do not disturb the Hill timeliness holding, but they do mean the qualifying relationship is stated more explicitly on the face of the papers than it once was — which cuts against any later argument that the basis for an objection was concealed.

How Is a Personal Representative Removed in Florida?

Objecting to qualifications and removing a serving personal representative are two different proceedings with different standards and different clocks. Section 733.504 lists the grounds for removal — including adjudication of incapacity, physical or mental incapacity rendering the representative incapable of discharging the duties, failure to comply with a court order, wasting or maladministration of the estate, failure to account, and holding an interest that will or may interfere with the administration.

Florida courts also retain a measure of inherent authority. In Boyles v. Jimenez, 330 So. 3d 953 (Fla. 4th DCA 2021), the Fourth District affirmed a removal and confirmed that a trial court may weigh a person’s character, ability, and experience to serve, and that a personal representative may be found unsuitable where an adverse interest or hostility toward the beneficiaries exists. The standard of review is abuse of discretion, which makes the trial court’s findings hard to disturb on appeal.

But removal is not summary. In Maestrales v. Maestrales, 417 So. 3d 34 (Fla. 4th DCA 2025), the Fourth District reversed a removal ordered on the court’s own motion at a hearing noticed for something else, holding that due process requires notice and an evidentiary hearing before a personal representative is removed. The personal representative was reinstated, subject to removal on good cause after proper notice.

Two things follow for an out-of-state family. If you want a personal representative removed, distance and poor communication alone will not do it — you need a statutory ground and a record. And if you are the out-of-state personal representative and a sibling is threatening removal, you are entitled to notice and a hearing before anything happens.

How Does Florida Compare With Other States?

Families frequently arrive having read national advice that does not apply here, so it is worth naming the differences plainly.

MOST STATES FLORIDA
Can a nonresident serve? Usually yes, for any competent adult — Alabama, Massachusetts, and Oregon are typical Only within the four § 733.304 family categories
Can an unrelated out-of-state friend serve? Commonly yes No. Florida and Kentucky are the outliers that require a relationship to the decedent
In-state agent required? Often, for nonresidents Yes, for nearly every personal representative, filed before letters issue
Bond for nonresidents? Varies — Illinois, for example, may require one regardless of what the will says Not because of nonresidence; waived by most Florida wills
Attorney required? Frequently optional Required unless you are the sole interested person or a Florida Bar member
Term used Executor; letters testamentary Personal representative; Letters of Administration

The practical consequence is that a will drafted in another state naming an out-of-state friend as executor may work perfectly well for that state’s assets and fail entirely as to Florida property. That is a reason to review an out-of-state will against Florida law while the testator is alive, not after.

Snowbirds, Vacation Homes, and Florida Real Estate

The single most common version of this problem involves a condominium. A parent retired to Florida part-time, kept a home in the north, and died with the Florida unit titled in their sole name. Whether that produces a Florida administration or a Florida ancillary administration turns on where the parent was domiciled, which is a question of intent and evidence rather than of how many months were spent in each place.

Florida’s constitutional homestead protection can take the house outside the reach of most creditors and outside the ordinary administration, but homestead status is a determination the court makes rather than something the family declares.

If the family intends to sell, the mechanics and the authority to sign are set out in selling a house during probate. If the estate includes a vehicle, see transferring a vehicle after death.

What Does Serving From Out of State Actually Cost?

Nothing about the fee structure changes because you live elsewhere. The attorney’s compensation for ordinary services is governed by the presumption in § 733.6171, and your own commission is governed by § 733.617 — 3 percent of the compensable value of the estate through the first million dollars, on a scale that steps down above that. You are entitled to that commission whether you live in Miami or Minneapolis, and you may renounce it in whole or in part, which many family members do.

Two points that matter specifically for a family spread across states: § 733.617(3) allows additional compensation for extraordinary services — selling real property, litigation for or against the estate, tax proceedings, running the decedent’s business — and § 733.617(5) governs how the commission is divided where there is more than one personal representative, which is worth settling before a Florida co-representative and an out-of-state one are both appointed.

For the complete statutory scales, the attorney fee presumption, and what is negotiable, see our full breakdown of Florida executor fees and the cost of probate.

What distance genuinely adds is travel, if you choose to travel, and the cost of having someone local do things you would otherwise do yourself: securing the property, meeting an appraiser, clearing out a house. Court filing fees are identical.

Can You Be Reimbursed for Travel From the Estate?

Generally yes — reasonable expenses incurred in administering the estate are payable from estate assets, and flights, lodging, mileage, and the cost of a trip to secure or clear a property are administration expenses when they are genuinely for the estate’s benefit.

Two warnings, both of which come from experience rather than from the statute. Document everything at the time. Receipts, dates, and a one-line note on what each trip accomplished. Reconstructing a year of travel from a credit card statement at accounting time is where personal representatives lose reimbursements they were entitled to.

And expect the itinerary to be questioned. Travel reimbursement is one of the most common flashpoints between a personal representative and beneficiaries, particularly where the beneficiaries are siblings who did not have to take the time off work. A four-day trip that accomplished two hours of estate business is the kind of line item that turns a cooperative family into a contested accounting. Keep the trips purposeful and the records tight.

Where Do Out-of-State Personal Representatives Get Into Trouble?

Distributing early. The pressure from siblings who want their share is real and it arrives before the creditor period closes. A personal representative who distributes before creditors are resolved can end up paying those creditors personally. The claims timetable is set out in Florida probate creditors.

Paying the wrong creditors. This is the one that produces the largest numbers. In Rich v. Narog, 366 So. 3d 1111 (Fla. 3d DCA 2022), the Third District affirmed a surcharge of roughly $2.54 million against a personal representative who paid fifteen of the decedent’s debts out of estate funds where those creditors had never filed timely claims. Under § 733.609(1) a personal representative’s fiduciary duty is that of a trustee, and the representative is personally liable for the resulting loss. Paying a debt you believe is legitimate, to a creditor who never filed, is not generosity — it is a surcharge waiting to happen.

Failing to hunt for creditors. The mirror-image mistake. Publishing notice is not enough where a creditor is known or reasonably ascertainable. In Jones v. Golden, 176 So. 3d 242 (Fla. 2015), the Florida Supreme Court held that the claims of known or reasonably ascertainable creditors who were never served with the notice to creditors remain timely if filed within two years of death. The three-month clock never starts against a creditor you should have found and did not — which means an estate you thought was closed can reopen.

Treating the estate account as a convenience. Commingling estate funds with personal funds is the single most reliable way to turn an ordinary administration into a fiduciary dispute, and it is far easier to do accidentally from a distance. Where a beneficiary does pursue you personally, the proceeding is a surcharge action requiring formal notice on you individually. Kozinski v. Stabenow, 152 So. 3d 650 (Fla. 4th DCA 2014).

Letting the property lapse. Insurance, taxes, and association dues do not pause. A vacant house with a lapsed policy is a personal liability question, not just a loss to the estate.

Missing the resident agent succession deadline. If the agent stops being able to act, a successor must be named within 10 days.

Assuming the home-state appointment carries over. Being the executor in Ohio gives you no authority over Florida property until a Florida court issues letters to you.

What Deadlines Does an Out-of-State Personal Representative Have to Meet?

These are the dates that go wrong at a distance, because nobody is standing in your office reminding you of them.

WHAT IS DUE WHEN AUTHORITY
Notice to creditors published Once a week for two consecutive weeks, promptly after letters issue § 733.2121
Notice of administration served on interested persons Promptly after letters issue; starts the 3-month objection window Fla. Prob. R. 5.240; § 733.212
Objections to the will or to the personal representative’s qualifications Within 3 months of service of the notice of administration § 733.212(3); Hill v. Davis
Creditor claims filed 3 months from first publication, or 30 days from service on that creditor § 733.702
Absolute bar on claims 2 years from date of death, regardless of anything else § 733.710
Inventory filed and served Within 60 days after letters issue § 733.604
Successor resident agent designated Within 10 days of notice the agent can no longer act Fla. Prob. R. 5.110
Final accounting and petition for discharge Before the estate closes; discharge releases the personal representative § 733.901

The order of discharge under § 733.901 is the one families forget to ask about. Until it is entered, you are still the personal representative and still exposed. Getting discharged is the actual end of the job, not writing the last distribution check.

Does Section 733.304 Still Apply if There Is No Will?

If the decedent died intestate, the will-based appointment questions fall away and the statutory order of preference decides who serves — but § 733.304 still applies to whoever ends up nominated. An out-of-state child of the decedent qualifies on the bloodline. An out-of-state stepchild who was never adopted does not. This is one of the more painful discoveries families make, and it is worth confirming early. Our page on when probate is not necessary covers the situations where none of this arises because no administration is needed at all.

How Do You Get Appointed? The Sequence in Order

STEP WHAT HAPPENS AUTHORITY
1. Confirm eligibility Are you within the four nonresident categories, and clear of the four disqualifications? §§ 733.302, 733.303, 733.304
2. Deposit the original will Filed with the clerk in the county of the decedent’s residence Fla. Stat. ch. 732
3. Retain Florida counsel Required unless you are the sole interested person or a Florida Bar member Fla. Prob. R. 5.030
4. Petition for administration Formal or summary, depending on the estate’s value and circumstances Fla. Stat. chs. 733, 735
5. Designate a resident agent Designation plus written acceptance, filed before letters issue; may be incorporated in the petition or the oath Fla. Prob. R. 5.110
6. Address the bond Waived by the will or by the court, or set by reference to the statutory factors §§ 733.402, 733.403
7. Letters of Administration issue Order several certified copies at once
8. Notice to creditors Published once a week for two consecutive weeks § 733.2121

Five Things Out-of-State Families Are Told That Are Not True in Florida

“Anyone can be the executor as long as they are an adult.” True in much of the country, false in Florida for anyone not domiciled here. Section 733.304 is a closed list of four family relationships, and there is no waiver provision. The Florida Supreme Court upheld the restriction in In re Estate of Greenberg.

“Being appointed in my home state gives me authority over the Florida house.” It does not. Letters issued by an Ohio or New York court have no operative effect on Florida real property. Section 734.102 sets out how a Florida ancillary appointment is obtained, and it still requires the appointee to be qualified to act in Florida.

“An out-of-state personal representative always has to post a bond.” Nonresidence appears nowhere in § 733.402 or § 733.403. Bond is required unless waived by the will or the court, and the amount is set from the estate’s value, the assets, the creditors, and the representative’s relationship to the beneficiaries — not from where the representative lives.

“We can handle it ourselves and avoid the legal fees.” Rule 5.030 requires a Florida-admitted attorney unless the personal representative is the sole interested person or is themselves a Florida Bar member. A family of three siblings has more than one interested person, so the exception does not apply.

“The resident agent is a formality we can sort out later.” Rule 5.110 requires the designation and the agent’s written acceptance to be filed before letters are issued. It is not a post-appointment cleanup item; it is a precondition to having any authority at all.

Can a Nonresident Decedent’s Estate Use Summary Administration?

Not every Florida proceeding involving out-of-state family is a full formal administration. Where the Florida assets are modest, the summary route may be available — and it became available to far more estates on July 1, 2026, when the threshold in § 735.201 rose from $75,000 to $150,000. That change was made by section 7 of chapter 2026-57, Laws of Florida. Summary administration is also available regardless of value when the decedent has been dead for more than two years, which reaches a surprising number of situations where a Florida condominium was simply left alone after a death out of state.

Summary administration appoints no personal representative, which changes the calculus for a family whose natural candidate cannot qualify under § 733.304. If nobody can be appointed but the estate fits within the summary threshold, the qualification problem may not need to be solved at all. That is a question worth asking early, because it can remove the hardest obstacle in the case. The eligibility requirements are set out in our page on summary administration in Florida.

Naming an Out-of-State Executor in a Florida Will: The Drafting Mistake

Everything above assumes someone has already died. If you are the one writing the will, this is the section that matters, because the cheapest time to solve a § 733.304 problem is years before anyone needs to.

The mistake is common and it is quiet: a Florida testator names the person they trust most — a lifelong friend, a longtime business partner, a devoted stepdaughter — who happens to live in another state. The will is valid. The nomination is not effective. Nobody discovers this until the family is grieving and a petition gets denied.

Should you name your out-of-state child? Usually you can, and often you should. A child qualifies on the bloodline no matter where they live, and the practical burdens of distance are manageable with Florida counsel. The relationship is not the problem; it is only a problem where the person you want is outside the four categories.

Always name a qualified alternate. This is the single most valuable line in a Florida will for a family spread across states. If your first choice cannot qualify, cannot serve, or predeceases you, a named successor who clearly qualifies keeps the estate out of the § 733.301 preference scramble entirely.

Consider a Florida-resident co-personal representative. Pairing an out-of-state child with a Florida relative or professional gives you presence where presence is needed without displacing the person you actually trust.

Can My Out-of-State Friend Be My Successor Trustee Instead?

Yes — and this is the most useful thing on this page for anyone doing estate planning.

Section 733.304 restricts who may serve as personal representative of a Florida probate estate. It says nothing about who may serve as trustee of a Florida trust. Florida imposes no residency or relationship requirement on trustees. Your best friend in Ohio, your business partner in Toronto, your unmarried partner of twenty years — none of them can be your personal representative, and all of them can be your successor trustee.

That difference is a genuine planning solution rather than a technicality. If you fund a revocable trust during your lifetime, the assets in that trust do not pass through probate at your death. Your chosen successor trustee takes over and administers them directly, without letters, without § 733.304, and without a Florida court’s involvement in who you picked.

Two honest caveats. The trust has to actually be funded — a revocable trust that owns nothing solves nothing, and assets left outside it still need a probate with a qualified personal representative. And you will still want a pour-over will naming someone who does qualify under § 733.304 to handle anything that was missed.

If a Florida lawyer has told you your out-of-state friend simply cannot help administer your estate, that is only half the picture. They cannot be your personal representative. They can very likely be your trustee. We work through which structure fits in a first conversation — see our Florida estate planning guide and our trusts guide.

I’m Moving to Florida. Does My Existing Will Still Work?

The will itself will generally still be valid — Florida recognizes a will validly executed under the law of the state where it was signed, with the notable exception of holographic wills, which Florida does not accept even if they were valid where written.

The executor nomination is the part that quietly breaks. A will drafted in New Jersey naming a New Jersey friend as executor worked perfectly in New Jersey. Once you are domiciled in Florida, that same nomination fails § 733.304 and your estate lands in the preference order instead of with the person you chose.

Three things are worth reviewing when you move here: whether your nominated executor and alternate qualify under § 733.304; whether your will’s bond waiver, powers, and self-proving affidavit meet Florida requirements; and whether homestead, elective share, and the rules on devising homestead change what your will actually accomplishes. A move to Florida is one of the few life events that genuinely warrants a fresh look at documents that were fine the day before.

How Long Does It Take When You Live Somewhere Else?

How long does an executor have to settle an estate in Florida? There is no single statutory deadline by which an executor of an estate in Florida must finish — the estate closes when the creditor period has run, the assets are gathered, the taxes are handled, and the court enters an order of discharge under § 733.901. Distance adds less time to that than families expect, and the parts that do add time are predictable. Getting the original will located and deposited is the most common early delay, particularly where the decedent kept it in a safe deposit box that now requires its own court order to open. Assembling exemplified copies of an out-of-state appointment for an ancillary filing adds days to weeks depending on the other state’s clerk. After that, the timetable is driven by the creditor period rather than by geography.

The realistic range for an uncontested Florida formal administration, and what pushes an estate past it, is set out in how long probate takes in Florida. The single biggest accelerator available to an out-of-state family is having the eligibility question and the resident agent designation resolved before the petition is filed rather than after the court raises them.

Talk to a Florida Probate Attorney About Serving From Out of State

If a family member died in Florida and you live somewhere else, the two questions worth answering in the first conversation are whether you can qualify at all under § 733.304, and whether this is a Florida administration or an ancillary one. Both are answerable quickly, and both change everything that follows.

Bring what you have: the death certificate, the original will if you have found it, the address of any Florida property, a rough list of accounts, and your relationship to the decedent. If you have already been appointed in another state, bring those letters too.

Lorenzo Law represents personal representatives and heirs who live outside Florida, including families abroad, in probate matters throughout the state — Miami-Dade, Broward, Palm Beach, and the surrounding counties. Call (305) 224-6811 or reach out through our contact page.

This page explains Florida statutes, probate rules, and case law for general informational purposes. It is not legal advice, and reading it does not create an attorney-client relationship. Statutory, rule, and case citations reflect Florida law in effect as of August 2026.