From the signing table to the final discharge.
Plans drafted and executed right, and administrations that hit every notice deadline — one system that carries a family from the estate plan to the probate that eventually follows it.
The planning library
Wills, revocable trusts, durable powers of attorney, health-care surrogates, living wills — drafted from the client file, with Florida's execution requirements (§ 732.502: two witnesses, in each other's presence) and the self-proving affidavit in the workflow.
Homestead, respected
Florida homestead is constitutionally protected from devise when a spouse or minor child survives. The practice hub keeps that — and the drafting around it — in front of you while you plan.
Administrations that hit the deadlines
Petition for administration through petition for discharge, with the creditor-claim machinery computed: the 3-month publication period, the 30-day known-creditor window, and the 2-year bar of § 733.702 — whichever governs, tracked.
Formal notice, tracked
Service on interested persons by formal notice under Fla. Prob. R. 5.040, with the 20-day objection window tracked with returns — not sticky notes.
Inventories on the record
The Rule 5.340 inventory prepared from the matter's asset record, and every document the clerk will want organized where the next filing can find it.
Families in the loop
Personal representatives and beneficiaries get a portal — documents to upload, status to check — instead of calling your office to ask.
These numbers are read from the product's own registries at build time, not written by marketing.
- —4 Florida limitation periods in the SOL bank, docketed with presuit notice dates where the statute has one
- —2 causes of action with elements, proof, defenses and damages in the claim workbench
- —9 drafting skills that produce first drafts under the Florida practice context and Rule 2.515(d)(2) certification
- —11 court and agency forms filled from the matter record
- —19 Florida circuit-court docket events that compute their deadlines on the Florida court calendar (Rule 2.514)
- ·Probate deadline registry (§ 733.702 creditor bars, Rule 5.340 inventory, § 732.2135 elective share)
- ·Guardianship reporting and accounting clocks (ch. 744, Fla. Prob. R. 5.560–5.720)
- ·Summary administration screen ($150,000 cap from July 1, 2026)
- ·Homestead and exempt-property protections
- —Ch. 744 guardianship reporting and accounting clocks computed per matter
- —Trust deposits and disbursements recorded to per-client ledgers
- —Planning and probate matters share one client file — the plan informs the administration
Plans from $49 per user per month · See pricing · Do the billable-time math