Lee County has been one of the busiest counties in Florida for overbid/excess/surplus proceeds claims. Our office has handled quite a few of those cases.

The typical overbid claim (requiring probate) follows this routine:

  1. Delinquent Tax Clerk sends notice to potential heir of the proceeds and indicates that probate may be required
  2. Heir seeks Florida Probate attorney to handle probate administration
  3. Claim affidavits and copies of driver’s licenses of claimants are submitted to tax clerk
  4. Orders of Summary Administration (probate orders) are submitted to tax clerk
  5. Administrative review of completed claim begins

The administrative review begins after all the initial claim components, including the Florida probate orders, are submitted. Ultimately, the Lee County Board of County Commissioners (BOCC) issues a check after a battery of reviews and the county attorney’s blessing.

Probate is obviously the largest component and tends to require the most time.

If you have a Lee County overbid/excess/surplus proceeds claim that requires probate, contact us today. We’ll walk you through the case requirements and help you determine any potential obstacles you might face.

As always, it’s a free 30 minute consultation!