We focus exclusively on Florida trust and estate law

Understanding the ancillary probate process: A guide for families

On Behalf of | Feb 28, 2025 | Estate Administration

Dealing with the loss of a loved one is already emotionally taxing, and the complexities of out-of-state probate can add even more stress.

When the decedent owns property in a state other than where they lived, the property must undergo the ancillary probate process unless the deceased took estate planning steps to keep it out of probate. Understanding this process can help ensure your loved one’s assets are distributed according to their wishes.

What is ancillary probate?

It is a supplementary procedure to address property owned in another state. The primary probate process takes place in the state where the deceased resided, while ancillary probate is conducted in the state where the additional property is located.

Why is it necessary?

Each state has laws and regulations regarding property ownership and probate. Ancillary probate helps ensure that the deceased’s assets are handled in accordance with the laws of the state where the property is located. It can help prevent complications and disputes among heirs.

What does the process involve?

The ancillary probate process typically requires several steps, such as:

  • Filing a petition: The executor or personal representative of the estate files a petition for ancillary probate in the state where the property is located.
  • Providing necessary documents: Essential documents, such as the death certificate, will, and primary probate proceedings, must be submitted.
  • Notifying interested parties: The heirs to the estate as well as any creditors are notified of the ancillary probate process.

The court where ancillary probate takes place then oversees the distribution of the property according to the will or state law.

Given the potential complexities of ancillary probate, it is advisable to seek guidance from someone experienced in Florida probate law. They can help you navigate the legal requirements and facilitate a smooth process that minimizes stress and potential conflicts for your family.