Florida Estate Planning Guide

The Florida Personal Representative (Executor)

Florida calls the person who settles an estate the "personal representative" — and the state limits who is allowed to serve. Here is what the role involves, who qualifies, and how to choose the right one.

By Arthur Simpson, Esq. Florida Estate Planning Attorney Last Updated: May 2026

In most states, the person who carries out a will is called the "executor." In Florida, the legal term is personal representative. Whatever the name, this is the person you trust to settle your affairs — and choosing the right one, who actually qualifies under Florida law, is one of the most consequential decisions in your estate plan.

What Does a Florida Personal Representative Do?

The personal representative is a fiduciary (F.S. § 733.602) — legally bound to act in the best interests of the estate and its beneficiaries. The core duties:

  1. Open the estate by filing the will and a petition for administration with the circuit court in the county where the decedent lived.
  2. Identify, secure, and value the estate's assets.
  3. Give notice to creditors and publish notice, then evaluate and pay valid claims.
  4. Pay debts, taxes, and expenses of administration in the order Florida law requires.
  5. File required documents — inventory, accountings, and tax returns.
  6. Distribute the remaining assets to beneficiaries and close the estate.

Who Can Serve as Personal Representative in Florida?

Florida is stricter than most states about who is eligible. Under F.S. § 733.302, an individual may serve if they are:

⚠ The Florida Nonresident Restriction Florida bars most out-of-state individuals from serving. Under F.S. § 733.304, a nonresident can serve as personal representative only if they are a close relative — a spouse; a child, parent, sibling, or other lineal blood relative; an adopted child or adoptive parent; or certain relatives by marriage. A nonresident friend, neighbor, or business partner cannot serve, no matter what your will says. Naming an ineligible person can derail your plan at the worst possible time.

Who Cannot Serve

PersonEligible in Florida?
Florida resident, 18+, no felonyYes
Out-of-state spouse or childYes — close relative exception
Out-of-state close friendNo
Anyone convicted of a felonyNo
A minor (under 18)No
A person mentally or physically unableNo
A Florida bank or trust companyYes — if authorized to act as fiduciary

How Are Personal Representatives Paid?

Florida sets a presumptively reasonable commission by statute. Under F.S. § 733.617, the personal representative is generally entitled to a fee based on the value of the estate — commonly about 3% on the first $1 million, with the percentage stepping down at higher values — plus additional compensation for extraordinary services such as selling real estate or handling litigation. A family member serving as personal representative often waives the fee, since any fee they take is taxable income while an inheritance generally is not.

Personal Representative vs. Successor Trustee If your plan is built around a revocable living trust, the person who settles your affairs is your successor trustee, not a personal representative — and because trust assets avoid probate, they often act without court supervision. A pour-over will still names a personal representative as a backstop for any assets left outside the trust.

How to Choose the Right Person

Beyond legal eligibility, look for someone who is organized, trustworthy, financially responsible, and willing to serve. Consider naming at least one successor in case your first choice cannot act. For larger or contentious estates, a professional fiduciary or a Florida trust company can be the wiser choice than a family member. Always confirm your nominee meets the Florida residency rule before naming them.

Frequently Asked Questions

What is a personal representative in Florida?
A personal representative is the person or institution appointed by the Florida probate court to administer a deceased person's estate — what other states call an executor. The personal representative gathers assets, pays debts and taxes, and distributes the remainder to beneficiaries, acting as a fiduciary under F.S. Chapter 733.
Who can be a personal representative in Florida?
Under F.S. § 733.302, any Florida resident who is at least 18, mentally and physically able, and has not been convicted of a felony may serve. A nonresident may serve only if they are a close relative — such as a spouse, child, parent, sibling, or other relative by blood or marriage — under F.S. § 733.304.
Can an out-of-state person be an executor in Florida?
Only if they qualify as a close relative. Florida law (F.S. § 733.304) bars a nonresident from serving as personal representative unless they are the decedent's spouse, a blood relative, an adopted child or adoptive parent, or a relative by lineal blood or certain marriage relationships. A nonresident friend or business partner cannot serve.
What does a Florida personal representative do?
The personal representative identifies and secures estate assets, gives notice to creditors, pays valid debts and taxes, files required court documents, and distributes the remaining assets to beneficiaries. Under F.S. § 733.602 they act as a fiduciary and must act in the best interests of the estate and its beneficiaries.
How much is a personal representative paid in Florida?
Florida sets a presumptively reasonable fee by statute. Under F.S. § 733.617, the personal representative is generally entitled to a commission based on a percentage of the estate value — commonly about 3% on the first $1 million — in addition to fees for extraordinary services. The fee may be waived, especially by a family member.
Does a Florida personal representative need a lawyer?
In most formal Florida probate administrations, yes. Florida court rules generally require the personal representative to be represented by an attorney, except where the personal representative is the sole interested person. Attorney fees in probate are also addressed by statute under F.S. § 733.6171.

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This article is for general informational purposes and does not constitute legal advice. Estate planning is highly fact-specific. Consult a licensed Florida estate planning attorney regarding your individual circumstances. Arthur Simpson, Esq. is licensed to practice law in the State of Florida.