What to Do When Someone Dies in Santa Rosa County, Florida

How probate works in Santa Rosa County: the Clerk of Circuit Court record, what the process costs, and how to file there.

Probate Court Record

Santa Rosa County Clerk of Circuit Court

Santa Rosa County · 1st Judicial Circuit

Hours

Monday-Friday 8:00 AM-4:30 PM CT

Office

4025 Avalon Boulevard, Milton, FL 32583

Self-represented filing

Allowed

Self-help forms

E-filing

Required for attorneysE-filing mandatory for attorneys since April 1, 2013. Optional for self-represented parties. Statewide Florida Courts E-Filing Portal for all circuit courts.

Self-represented filing

AllowedThe Clerk's probate forms page posts the court's checklists for summary administration and for opening and closing formal administration, along with filing guidelines and the verified statement for a disposition of personal property without administration. The guidelines state that an attorney is not required for that disposition.

Accepted payment

  • At the counterCash, Check, Credit card.The Clerk's office takes cash, checks written on local banks, and MasterCard, Discover and Visa credit cards.

Verified October 15, 2026 · Source

How Probate Works in Santa Rosa County

Probate is the court-supervised process of settling someone's estate after they die — validating the will, paying debts and taxes, and transferring what's left to the heirs. In Santa Rosa County, probate runs through the Clerk of Circuit Court at 4025 Avalon Boulevard, Milton. The court sits in the 1st Judicial Circuit. The same 1st Judicial Circuit also serves Escambia, Okaloosa and Walton.

The personal representative opens the case, gives notice to heirs and creditors, files an inventory of the estate's assets, settles outstanding debts and taxes, and then distributes the remainder under the will — or under Florida intestacy law when there is no will.

Most Florida estates take 9 months to 12 months to move through this process. Creditors have 3 monthsFla. Stat. §§ 733.2121, 733.702 (later of 3 months from first publication or 30 days from service on a served creditor), 733.703, 733.705, 733.707, 733.710Verified Oct 18, 2026View source to present a claim, counted from the first publication of the notice to creditors.

What Probate Costs in Santa Rosa County

What probate costs in Santa Rosa County, Florida comes down to a handful of line items — the court filing fee, attorney and executor compensation, publication, and sometimes a bond — scaled by the estate's size and whether the will is contested. The case itself runs through the Clerk of Circuit Court at 4025 Avalon Boulevard, Milton. The court is part of the 1st Judicial Circuit.

Florida charges $400Fla. Stat. §§ 28.2401(1)(g), (3); 44.108(1)Verified Oct 17, 2026View source to open probate, the same in every county. Additional filings during administration — inventory, accounting, the final petition — add to the total.

Estimate the costs for this estate:

Attorney fees in Florida are based on reasonable compensation — usually hourly billing or a flat fee for the engagement.

Florida sets executor compensation on a statutory schedule that is presumed reasonable — about $15,000 on a $500,000 estate, roughly 3.0%Fla. Stat. § 733.617Verified Sep 8, 2026View source. Family members who are also beneficiaries often waive the fee — executor pay is taxable income while inheritances are not.

Florida requires publishing notice to creditors in a local newspaper, and the estate pays for it.

A surety bond may be required unless the will waives it or all beneficiaries consent. Premiums run roughly 0.5%Industry surety premium estimate; the bond itself under Fla. Stat. § 733.402Verified Sep 8, 2026View source of estate value annually.

Probate in Florida typically runs 9 months to 12 months, and costs accrue throughout that period.

How to File Probate at the Clerk of Circuit Court

Probate cases in Santa Rosa County, Florida are filed at the Clerk of Circuit Court. The court sits in the 1st Judicial Circuit.

Beside the filing office, the court lists a separate line for Probate and Guardianship.

Can You File Without an Attorney?

Florida has no statewide fill-in probate petition, so the opening petition is drafted as a legal pleading, and informal probate is not available.

For a full cost comparison and filing checklist, see the Santa Rosa County Self-Filing Assessment.

Santa Rosa County Filing Requirements

These are specific requirements for filing probate in this county. Following these guidelines will help avoid delays or rejected filings.

Document Requirements

Documents to bring for a disposition of personal property without administration

The Clerk asks for the death certificate, funeral and last-illness medical bills, a statement from the institution holding the funds with the account number and amount, and the original will if one exists. The decedent must have been a Santa Rosa County resident, and stamped, addressed envelopes are needed for everyone who will receive a certified copy of the order unless every party gives an email address.

Source

What to Bring

Filed with the opening petition at the Clerk of Circuit Court: Verified Petition for Administration drafted to Fla. Prob. R. 5.200 (petitioner interest, decedent data, beneficiaries, venue, § 733.301 priority, will statement, asset value); Original of the decedent's last will and any codicils (deposited with the court within 10 days of knowledge of death, Fla. Stat. § 732.901), in a testate estateFla. Stat. §§ 733.101-733.402 (venue, petition, appointment, letters, bond); Fla. Prob. R. 5.200 (petition), 5.235 (issuance of letters, bond), 5.030 (attorney required)Verified Aug 24, 2026View source.

Death Certificates and the Medical Examiner in Santa Rosa County

In Florida a death is registered locally, and in Santa Rosa County certified copies of the death certificate are issued by Florida Department of Health in Santa Rosa County, Vital Statistics as well as by Florida Department of Health - Bureau of Vital Statistics.

Vital Records Office Record

Local Registrar

Santa Rosa County · Florida Department of Health in Santa Rosa County, Vital Statistics

Phone

1-850-983-5200 (option 3)

Hours

Monday-Friday 8:00 AM-5:00 PM

Office

5527 Stewart Street, Milton, FL 32570

Certified copies

At the counter

Mail

P.O. Box 929 Milton, FL 32572-0929

Fax

1-850-983-4643

Verified November 2, 2026 · Source

Coroner or Medical Examiner Record

District Medical Examiner

Santa Rosa County · District One Medical Examiner's Office

Hours

Monday-Friday 8:00 AM-4:00 PM

Office

5961 Commerce Road, Milton, FL 32583

Serves this county

District One Medical Examiner's Office (District 1 (Escambia, Okaloosa, Santa Rosa and Walton Counties))

Mail and offices

Fax

1-850-285-0774

Verified November 2, 2026 · Source

Transferring Property in Santa Rosa County

Clearing title to real estate after a death, whether by a personal representative’s deed, an affidavit of survivorship, or a court order, happens at the Clerk of the Circuit Court and Comptroller.

Deeds and other real property documents for Santa Rosa County are recorded with the Clerk of the Circuit Court and Comptroller at 6495 Caroline Street, Suite A, Milton, FL 32570. Phone: 1-850-981-5554. Hours: Monday-Friday 8:00 AM-4:30 PM.

Documents submitted by mail go to 6495 Caroline Street, Suite A, Milton, FL 32570.

The Clerk of the Circuit Court and Comptroller charges $10 for the first page plus $9 for each additional page.

Recording Office Record

Clerk of the Circuit Court and Comptroller

Santa Rosa County

Hours

Monday-Friday 8:00 AM-4:30 PM

Office

6495 Caroline Street, Suite A, Milton, FL 32570

Mail

6495 Caroline Street Suite A Milton, FL 32570

Fax

1-850-626-7849

Verified October 16, 2026 · Source

Probate Attorneys Serving Santa Rosa County

Florida uses formal, court-supervised probate, which makes an attorney worthwhile for most estates in Santa Rosa County — the filing sequence, notice requirements, and accounting leave little room for error. Estates under the small-estate threshold are the usual exception.

Florida uses a presumed-reasonable fee schedule for probate attorneys — the percentages are a starting point that can be negotiated, especially for simple estates. Santa Rosa County firms typically follow the schedule for routine work and negotiate on complex matters.

A probate attorney files the petition with the Clerk of Circuit Court, publishes the required creditor notices, prepares the inventory and accounting, handles creditor claims and tax filings, and guides the final distribution. They represent the personal representative — not the beneficiaries — a distinction that matters if a dispute develops.

FirmPensacola, FL

Boyles and Boyles, PLLC

Serves 2 counties

Pensacola firm serving Escambia and Santa Rosa counties, including Gulf Breeze, Cantonment, Milton, and Navarre. Handles probate, guardianships, wills and trusts, powers of attorney, and death certificate corrections. Partners report over half a century of combined legal experience.

PracticesEstate PlanningProbateGuardianshipWills Trusts

Office
212 West Cervantes StreetPensacola, FL 32501
Free consultation

FirmPensacola, FL

Emmanuel Sheppard & Condon

Since 1913 · Serves 4 counties

Pensacola firm practicing since 1913, with its main office less than a half mile from the Escambia County Court House where Pensacola probate cases are heard. Handles probate and estate administration, ancillary administration of non-residents' Florida property, will contests and probate litigation, guardianships, and estate tax planning. Branch offices in Pace and Miramar Beach.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more

Office
30 S Spring StreetPensacola, FL 32502

FirmShalimar, FL

Fleet, Smith & Freeman

Since 1987 · Serves 4 counties

Shalimar firm on Eglin Parkway, near Fort Walton Beach, serving Okaloosa, Walton, Santa Rosa, and Bay counties since 1987. Handles probate administration, guardianships and conservatorships, and tax-efficient estate planning. Founding shareholder H. Bart Fleet is admitted to the U.S. Tax Court and teaches the Wills, Trusts and Probate course at Northwest Florida State College.

PracticesEstate PlanningProbateTax PlanningConservatorshipand 2 more

Office
1283 Eglin Parkway, Suite AShalimar, FL 32579

FirmPensacola, FL

Law Office of Gary B. Leuchtman, PLLC

Since 2013 · Serves 2 counties

Pensacola firm serving Escambia and Santa Rosa counties and Northwest Florida. Gary B. Leuchtman has been Florida Bar board certified in wills, trusts and estates since 1994 and holds a master's degree in taxation. The firm handles probate, guardianship, trusts, special needs planning, and business succession.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office
222 West Cervantes StreetPensacola, FL 32501

FirmPensacola, FL

Moorhead Law Group

Serves 4 counties

Pensacola firm on Palafox Place serving Escambia, Santa Rosa, and Okaloosa counties from offices in Pensacola and Santa Rosa Beach. Handles formal, summary, and ancillary probate administration through the Escambia County probate court, plus contested wills, executor-duty disputes, and creditor claims. Rated AV Preeminent by Martindale-Hubbell.

PracticesEstate PlanningTrust AdministrationProbateProbate LitigationReal Estate Litigation

Office
127 Palafox Place, Suite 200Pensacola, FL 32502

FirmGainesville, FL

Florida Probate Law Group

Since 2014 · Serves the whole state

Gainesville firm handling probate in every Florida county on a flat fee, with an Ocala office and a fully remote administration process. Founding partner R. Nadine David advised Florida circuit court probate judges as a probate court staff attorney before entering private practice in 2014. Handles formal and summary administration, trust administration, and estate litigation.

PracticesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation

Office
201 SE 2nd Ave, Suite 210Gainesville, FL 32601
Free consultationVirtual consultations
See all 23 firms serving Santa Rosa County →

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

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Legal Sources

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Data sourced from Florida statutes and official state code. Fee percentages are modeled estimates; each figure's note says how. How we research.

Tools for Settling an Estate in Florida

Free tools for settling an estate in Florida: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool for Florida.

How Do I Settle an Estate?

Settling an estate in Florida: the personal representative files the estate inventory within 60 daysFla. Prob. R. 5.340; Fla. Stat. § 733.604Verified Sep 15, 2026View source of appointment; creditors have 3 monthsFla. Stat. §§ 733.2121, 733.702 (later of 3 months from first publication or 30 days from service on a served creditor), 733.703, 733.705, 733.707, 733.710Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.

See the Steps

How Do I Settle a Trust?

Settling a trust in Florida happens outside court: the trustee acts under the state's Uniform Trust CodeFla. Stat. § 736.0101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 60 daysFla. Stat. §§ 736.0813, 736.1008, 736.10081Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.

See the Steps

Can I Self-File Probate?

Florida has no statewide fill-in probate petition, so the opening petition is drafted as a legal pleading, and informal probate is not available.

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