What to Do When Someone Dies in Sumter County, Florida

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

Probate Court Record

Sumter County Clerk of Circuit Court

Sumter County · 5th Judicial Circuit

Hours

Monday-Friday 8:30 AM-5:00 PM

Office

215 East McCollum Avenue, Bushnell, FL 33513

Filing in person

Walk-ins accepted

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.

Filing in person

Walk-ins acceptedFor a disposition of personal property without administration, the filer brings the required documents to the Probate Division, where staff help complete the petition and present it to the presiding probate judge.

Self-represented filing

AllowedThe Clerk's office can assist heirs and beneficiaries with a disposition of personal property without administration, which cannot be used when real property is involved. Where an estate must go through probate, such as when the decedent solely owned real property, the Clerk's page states that the heirs or beneficiaries would need an attorney.

Verified October 15, 2026 · Source

How Probate Works in Sumter 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 Sumter County, probate runs through the Clerk of Circuit Court at 215 East McCollum Avenue, Bushnell. The court sits in the 5th Judicial Circuit. The same 5th Judicial Circuit also serves Citrus, Hernando, Lake and Marion.

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 Sumter County

What probate costs in Sumter 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 215 East McCollum Avenue, Bushnell. The court is part of the 5th 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 Sumter County, Florida are filed at the Clerk of Circuit Court. The court sits in the 5th Judicial Circuit.

Beside the filing office, the court lists a separate line for The Villages Annex.

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 Sumter County Self-Filing Assessment.

Sumter 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

What to bring for a disposition of personal property without administration

The Clerk lists the original will if one exists, the death certificate, the funeral home statement showing who paid the bill, signed and notarized consents from all heirs, and the bank statement, stock certificate, insurance check or other record of the assets to be transferred. If the judge approves, an Order for Payment of Funds is entered, and the institution holding the assets generally requires a certified copy of it.

Source

A death certificate is required with a deposited will

The custodian of an original will deposits it with the Clerk within 10 days after learning of the death and supplies the date of death or Social Security number. The Clerk's office also requires a death certificate to be filed with the original will, there is no charge to deposit it, and the depositor receives a Receipt for Deposit of Will with the file number.

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 Sumter County

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

Vital Records Office Record

Local Registrar

Sumter County · Florida Department of Health in Sumter County

Hours

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

Office

415 East Noble Avenue, Bushnell, FL 33513

Certified copies

At the counter

Mail

P.O. Box 98 Bushnell, FL 33513

Fax

1-352-793-6067

Verified November 2, 2026 · Source

Coroner or Medical Examiner Record

District Medical Examiner

Sumter County · District 5 Medical Examiner's Office

Hours

Monday-Friday 7:30 AM-4:30 PM

Office

809 Pine Street, Leesburg, FL 34748

Serves this county

District 5 Medical Examiner's Office (District 5 (Citrus, Hernando, Lake, Marion and Sumter Counties))

Mail and offices

Fax

1-352-365-6438

Verified November 2, 2026 · Source

Transferring Property in Sumter 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.

Deeds and other real property documents for Sumter County are recorded with the Clerk of the Circuit Court at 215 East McCollum Avenue, Bushnell, FL 33513. Phone: 1-352-569-6600. Hours: Monday-Friday 8:30 AM-5:00 PM.

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

Sumter County accepts electronic recording through CSC, Simplifile, Hopdox, ePN and File and Go.

Recording Office Record

Clerk of the Circuit Court

Sumter County

Hours

Monday-Friday 8:30 AM-5:00 PM

Office

215 East McCollum Avenue, Bushnell, FL 33513

Fees

Recording fees

Base fee (first page)$10
Each additional page$8.5

Fla. Stat. 28.24(13), (13)(c), (13)(d), (13)(e); Fla. Stat. 201.02(1)(a)

Verified October 16, 2026 · Source

Probate Attorneys Serving Sumter County

Florida uses formal, court-supervised probate, which makes an attorney worthwhile for most estates in Sumter 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. Sumter 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.

FirmOcala, FL

Dean & Dean, LLP

Serves 4 counties

Family-run Ocala firm with offices in Beverly Hills and The Villages, representing clients throughout Marion, Sumter, Citrus, and Lake counties. Handles estate administration and probate, estate planning, real estate, and business matters, with an affiliated title company for closings.

PracticesEstate PlanningProbateBusiness LawReal Estate

Office
230 NE 25th Avenue, Suite 100Ocala, FL 34470

FirmWildwood, FL

Millhorn Elder Law Planning Group

Since 1992 · Serves 3 counties

Wildwood and The Villages elder law firm serving Sumter County and central Florida since 1992. Handles probate, trust and estate administration, guardianship, Medicaid and long-term care planning, VA Aid and Attendance claims, and estate tax planning. Eric C. Millhorn is a VA-accredited attorney authorized to represent claimants for VA pension and survivor benefits.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more

Office
9481 N. US Highway 301Wildwood, FL 34785
Free consultation

Solo PracticeOcala, FL

The Law Office of Stanley Plappert

Serves 5 counties

Ocala solo practice serving Marion, Sumter, Citrus, Lake, and Levy counties, including The Villages. Stanley W. Plappert represents personal representatives named in a will and those appointed by the court, advises successor trustees, and screens estates for summary administration. Also handles Florida probate for out-of-state families. Se habla espanol.

PracticesEstate PlanningTrust AdministrationProbateElder LawReal Estate

Office
351 NE 8th AvenueOcala, FL 34470

Solo PracticeJacksonville, FL

Elrod & Elrod, P.A.

Since 1966 · Serves 15 counties

Jacksonville firm handling estate administration for families across northeast Florida, from Duval and Clay through Marion and Suwannee counties. Opens probate estates, investigates creditor claims, addresses estate and income taxes, and distributes assets to heirs; also drafts wills, trusts, and advance directives. Robert W. Elrod, Jr. continues a practice his father started in 1966.

PracticesEstate PlanningTrust AdministrationProbateWills Trusts

Office
233 East Bay Street, 10th Floor, Suite 1032Jacksonville, FL 32202
Free consultation

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

FirmBradenton, FL

Gerling Law Group Chartered

Since 2004 · Serves the whole state

Bradenton firm on State Road 70 East serving Manatee and Sarasota families, and accepting probate cases in any Florida county. Guides personal representatives and trustees through probate and trust administration, and handles estate planning, wills, trusts, and elder law as a National Academy of Elder Law Attorneys member. Rodney D. Gerling and Dana Laganella Gerling founded the firm in 2004.

PracticesEstate PlanningTrust AdministrationProbateElder LawWills Trusts

Office
6148 State Road 70 EBradenton, FL 34203
Free consultation
See all 22 firms serving Sumter 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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