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What to Do When Someone Dies in Florida

A step-by-step guide for the first 30 days. We know this is overwhelming. Take it one task at a time.

Use this timeline to handle immediate post-death tasks in the right order before you move into probate, asset transfer, or executor paperwork.

If You Are the Named Executor in Florida

If you are the named personal representative of a Florida estate, the procedural clock starts at death. Florida Statutes § 732.901 requires the custodian of the will to deposit it with the clerk of the circuit court of the county where the decedent lived within 10 days of receiving information that the decedent has died. Florida calls the role "personal representative" rather than "executor"; the duties are the same. The first-steps below are written for that role; the family-first timeline below covers immediate practical tasks that overlap with it.

  1. Deposit the original will with the circuit court clerk within 10 days

    Florida Statutes § 732.901 requires the person in possession of the original will to deposit it with the clerk of the circuit court in the county where the decedent lived within 10 days of receiving information that the decedent has died. This deadline runs even if formal probate is not yet open.

    Statute: Fla. Stat. § 732.901

    Florida probate forms by county

  2. Order 10–15 certified death certificates

    Florida financial institutions, title-transfer agencies, and the probate court each typically require their own original. Order through the funeral home or directly from the Florida Department of Health Bureau of Vital Statistics.

    Florida death certificate guide

  3. Secure the deceased’s property and digital assets

    Lock the home, change the mailbox forward, secure the vehicle, freeze credit on the decedent’s SSN, and document property condition before anything is moved. This protects the estate from depreciation and theft claims.

  4. File the Petition for Administration and request Letters of Administration

    Florida formal administration generally requires attorney representation for the personal representative. The attorney files the Petition for Administration and supporting documents with the circuit court. Once granted, the court issues Letters of Administration — the document banks and title agencies require to act on behalf of the estate. Florida Statutes § 733.301 sets the order of preference for personal representative appointment; § 733.302 sets the qualifications.

    Statute: Fla. Stat. §§ 733.301, 733.302, 733.502

    Florida personal representative duties guide

  5. Notify financial institutions and request frozen statements

    Banks, brokerages, and retirement custodians each have a death-notification process. Submit a certified death certificate and request statements as of date-of-death valuation. These statements feed the Inventory the court requires once Letters issue, and the Notice to Creditors process under Fla. Stat. § 733.2121.

    Florida asset transfer guide

Timeline of Tasks

Immediately

Pronounce death
If at home, call 911 or hospice to pronounce death
Contact funeral home
Arrange for the body to be transported
Notify immediate family
Call close family members and friends
Secure the property
Lock the home and protect valuable items

First Week

Order death certificates
Get 10-15 certified copies from the funeral home or vital records
Find the will
Check safe deposit boxes, attorney files, and home safes
Contact employer
Notify employer about benefits, final paycheck, and life insurance
Notify Social Security
Report the death by calling 1-800-772-1213

First Two Weeks

Contact financial institutions
Banks, investment accounts, and credit unions
Notify insurance companies
Life, health, auto, and homeowners insurance
File life insurance claims
Submit death certificate and claim forms
Contact attorney
If there is a will or trust, contact the drafting attorney

First Month

Create asset inventory
List all property, accounts, and valuable items
Review beneficiary designations
Check retirement accounts, life insurance, and POD accounts
Determine if probate is needed
Assess assets to see if court process is required
Pay ongoing bills
Continue mortgage, utilities, and insurance payments

Who to Notify

Keep this list handy as you work through notifications.

Social Security Administration
Call 1-800-772-1213
Employer / HR Department
Phone call or email
Banks & Credit Unions
Visit branch with death certificate
Insurance Companies
Call policy customer service
Credit Card Companies
Call number on card
Utility Companies
Call to transfer or cancel
DMV / Vehicle Registration
Visit in person or online
Post Office
Submit change of address form

Documents You Will Need

Gather these documents as soon as possible.

Death Certificates

Order 10-15 certified copies. You will need them for banks, insurance, property transfers, and more.

How to get death certificates →

Will & Trust Documents

Look in safe deposit boxes, home safes, attorney files, and important document folders.

Probate guide →

Financial Statements

Bank statements, investment accounts, retirement accounts, and recent tax returns.

Asset transfer guide →

What Comes Next?

After the first 30 days, you may need to start the probate process or transfer assets. Take our free assessment to find out what applies to your situation.

Related Guides

This content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in Florida can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.