The sequence that works
- Step 1 — Determine what's needed: probate (summary or formal), or none at all (trust-held, Lady Bird deed, or survivorship title may bypass it)
- Step 2 — Open the proceeding early: the law firm can file while the property is being prepared for market (separate engagement)
- Step 3 — List with honest dates: the contract should reflect the authority timeline, with court-approval contingencies where needed
- Step 4 — Close with clean documents: personal representative's deed, letters, orders — examined by our attorney-supervised title team
Homestead: the question that changes everything
If the property was the decedent's Florida homestead, constitutional rules govern who takes it and how it can be sold — surviving spouses and minor children have rights that override wills, and the 'sale by the estate' may actually be a sale by the heirs individually. Getting the homestead determination right is legal work with title consequences; getting it wrong unwinds closings. It is the first question our team asks on every estate file.
Money mechanics on estate sales
Estate creditors, liens against the decedent, mortgage payoffs, and the costs of administration all meet at the closing statement. Proceeds routinely flow to the estate account — not directly to heirs — until administration allows distribution. We build the settlement statement around the estate's legal reality, and coordinate with the probate attorney (ours under separate engagement, or yours) so nothing disbursed creates a problem later.