Florida Raises Probate Limits to Help Families Settle Estates
Florida's new probate law, CS/HB 1337 took effect on July 1, 2026. It raises the financial limits for certain estate procedures, allowing more families to qualify for simplified probate and making it easier to handle.
What Changes Under the New Law?
One of the biggest changes raises the estate value limit for summary administration, a simplified probate process, from $75,000 to $150,000. The law also increases the limits for several other procedures:
- Small estates: When someone dies without a will, certain personal property can be transferred without an estate administration when the value is $20,000 or less, up from $10,000.
- Tax refunds: A surviving spouse or child may claim a qualifying income tax refund of up to $5,000 without administering the estate (the previous limit was $2,500).
- Bank accounts: For qualifying bank accounts, the amount that may be released to a family member through an affidavit procedure increases from $1,000 to $2,000.
The law also addresses safe deposit boxes. Personal representatives must be given access to safe deposit boxes after submitting the required documents to the court. Representatives may pay outstanding fees, close the box, take legal action to enforce their authority, and seek related expenses, including attorney fees.
What It Means for Families
For some families, the higher probate limits could mean lower legal costs, less paperwork, and fewer delays. But not every estate qualifies for simplified procedures. Eligibility depends on the assets involved and other legal requirements.
Contact an Experienced Florida Probate Attorney
Florida has a unique probate process with numerous laws and special circumstances to consider. For help with these and other probate issues, contact TCB Legacy Law today at (954) 302-8989 and schedule a consulation.