SB 1500 Florida Senate · 2026 Regular Session

Estates

Summary
Estates; Revising the issues a court may resolve for a personal representative; requiring the court to award taxable costs and attorney fees in certain proceedings; authorizing the court to direct such payment from certain persons; revising when summary administration proceedings may commence for either a resident or nonresident decedent’s estate; revising the sum for funds certain financial institutions may make payable to a decedent’s family member, etc.
Bill status in committee 3 of 5 stages cleared
Introduction
Jan 2026
Committee Review
Feb 2026
Senate Passage
Feb 2026
House Passage
Governor
Introduced Jan 22, 2026 Last action Feb 26, 2026
Maddy AI version diff · 1 comparison

What changed between versions

S 1500 Filed S 1500 c1 · 7 edits
MODERATE
This bill updates Florida estate laws to lower financial thresholds for simplified probate procedures, making it easier for families to access small estates without court intervention. It also clarifies rules for safe-deposit box access, strengthens protections for personal representatives against frivolous legal challenges, and adjusts tax refund limits for deceased individuals.
Scope change
The bill applies to all Florida residents and nonresidents with estates meeting the new lower monetary thresholds, expanding access to simplified administration processes.
ELIGIBILITY

Reduced the estate value threshold for summary administration from $150,000 to $75,000, allowing more estates to be settled without full court proceedings.

Lowered the tax refund limit for deceased individuals from $5,000 to $2,500, permitting direct payment to family members for smaller overpayments.

Decreased the small estate threshold for intestate property disposition from $20,000 to $10,000, simplifying the transfer of assets for very small estates.

FISCAL

Reduced the maximum bank account balance a family member can withdraw without court approval from $2,000 to $1,000.

ENFORCEMENT

Created a new section requiring courts to award taxable costs and attorney fees to prevailing personal representatives in enforcement proceedings, with the ability to charge these costs against the person who caused the dispute.

REQUIREMENT

Added mandatory written disclosures for attorneys representing personal representatives regarding fee structures and the right to negotiate fees.

Updated safe-deposit box access rules to require personal representatives to present a copy of their letters of administration to the bank.

Floor votes · Senate Feb 17, 2026

How they voted

240
Passed
Total votes 24
Feb 17, 2026
D Democratic5
5 Yea
100% Yea
I Independent1
1 Yea
100% Yea
R Republican18
18 Yea
100% Yea
Vote distribution
All Yea All Nay Mixed No data
Full legislative history

Actions timeline

Total actions
19
Key actions
7
Committee
7
Feb 17, 2026
Senate · Passed
Senate Vote: pass (24-0)
senate
Feb 17, 2026
Upper · Passed
Favorable by- Rules; YEAS 24 NAYS 0
upper
Feb 12, 2026
Upper · Passed
On Committee agenda-- Rules, 02/17/26, 12:00 pm, 412 Knott Building
upper
Feb 5, 2026
Upper · Passed
Pending reference review under Rule 4.7(2) - (Committee Substitute)
upper
Jan 30, 2026
Upper · Passed
On Committee agenda-- Banking and Insurance, 02/04/26, 10:30 am, 412 Knott Building
upper
Jan 27, 2026
Upper · Passed
Favorable by Judiciary; YEAS 10 NAYS 0
upper
Jan 22, 2026
Introduced
Introduced
upper
Jan 22, 2026
Upper · Passed
On Committee agenda-- Judiciary, 01/27/26, 1:00 pm, 110 Senate Building
upper
Jan 16, 2026
Committee
Referred to Judiciary; Banking and Insurance; Rules
upper
1 primary · 0 co-sponsors

Sponsors

Role
Legislator
Party
State
District
P
Photo of Jennifer Bradley
Jennifer Bradley
RRepublican
FL
6