FLA LEG Probate Documentation


On Jun. 13, FLA LEG enacted bill on probate document recording.


  • FLA LEG enacted Bill HB 923 to expand types of probate records which clerk must file.
  • Amended Florida Uniform Disposition of Community Property Rights at Death Act.
  • Amended Provisions
  • Amended FLA LEG V-28.223, probate records; FLA LEG XLII-732.217, re application.
  • FLA LEG XLII-732.218, rebut presumptions; FLA LEG XLII-732.219, disposition, death.
  • Created FLA LEG XLII-732.2211, relating to demands or disputes; statute of repose.
  • Also new section FLA LEG XLII-732.2231, protection of payors, other third parties.
  • Made amendments to FLA LEG XLII-732.225, relating to acts of married persons.
  • FLA LEG XLII-732.702, waiver spousal rights; FLA LEG XLII-733.212, notice, filing of objections; FLA LEG XLII-733.2121, notice to creditors and filing of claims.
  • Additionally amended FLA LEG XLII-733.607, possession of estate; bill also repealed provision FLA LEG XLII-732.221, perfection of title of personal rep, beneficiary.
  • Repealed FLA LEG XLII-732.223, provision re perfection of title of surviving spouse.
  • Bill Provisions.
  • Provided clarified procedures to resolve probate disputes regarding property owned by spouses in FLA but acquired while spouses lived in 1 of 9 community property states.
  • Provided that clerks must file, in addition to those documents already required under current law, orders admitting will to probate and orders determining beneficiaries.
  • Clarified existing law by exempting title disputes arising from term claim as defined in probate code; limitations, 2-year statute of repose applicable to probate creditor claim.
  • Created new dispute resolution mechanism, statute of repose specifically designed for title disputes; made targeted and narrowly-focused modifications to improve clarity.
  • To reduce risk of unintended forfeitures of property rights Act is intended to preserve.
  • Legislative History
  • On Dec. 18, 2023, bill was introduced in House; on Feb.28, 2024, bill passed House.
  • On Feb. 28, 2024, bill was introduced in Senate; on Mar. 1, 2024, bill passed Senate.
  • On May 30, 2024, bill sent to governor; on Jun. 13, 2024, governor approved bill.
  • Effectiveness
  • Amendments to probate rule FLA LEG 28.223 become effective Jan. 1, 2025.
  • Remainder of bill became effective upon becoming law; Jun. 13, 2024.
  • Jun. 17, 2024 FLA LEG Bill Chaptered
  • On Jun. 17, 2024, FLA LEG reported bill HB 923 was assigned Chapter 2024-238.

Regulators FLA LEG
Entity Types CNSM; Corp
Reference Ch. 2024-238, 6/17/2024; Act, HB923, 6/13/2024; Citation: FLA LEG V-28.223; *FLA LEG* XLII-732.217, XLII-732.218, XLII-732.219, XLII-732, XLII-732.225, XLII-732.702, XLII-733.212, XLII-733.2121, XLII-733.607, XLII-732.221, XLII-732.223;
Functions Compliance; Financial; Legal; Reporting
Countries United States of America
Category
State
Products Corporate
Regions Am
Rule Type Final
Rule Date 6/13/2024
Effective Date 1/1/2025
Rule Id 215679
Linked to N/A
Reg. Last Update 6/17/2024
Report Section US Consumer

Last substantive update on 06/20/2024