---
title: "Record whether a summary-administration figure is in the file"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/ask-each-asset-holder-whether-the-estate-can-be-released-without-a-grant/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A17-SF20261022-3-US"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Record whether a summary-administration figure is in the file

> The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 735.201 states a $75,000 value test and a test that the decedent has been dead for more than two years.…

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/ask-each-asset-holder-whether-the-estate-can-be-released-without-a-grant/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 735.201 states a $75,000 value test and a test that the decedent has been dead for more than two years. From the asset list, make one row per asset with the value the file states and a blank for any exempt-property figure. Record the date of death. Do not tell a holder that no full administration is required. |
| What the lawyer must review | The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 735.201 says summary administration may be had for a resident or nonresident decedent when, in a testate estate, the will does not direct administration as required by chapter 733, and the value of the entire estate subject to administration in Florida, less the value of property exempt from creditors' claims, does not exceed $75,000, or the decedent has been dead for more than 2 years. The tool records the figures in the file and the date of death. It does not subtract an exempt amount, because the exempt-property section was not opened, and it does not tell an asset holder that a grant is unnecessary. Another state's summary-administration threshold was not opened. |
| Written for | United States |
| Applies to | [Ask each asset holder whether the estate can be released without a grant](https://ailawframework.com/practice/wills-estates-probate-and-succession/ask-each-asset-holder-whether-the-estate-can-be-released-without-a-grant.md) |

## Checking plan

- What the AI does: The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 735.201 states a $75,000 value test and a test that the decedent has been dead for more than two years. From the asset list, make one row per asset with the value the file states and a blank for any exempt-property figure. Record the date of death. Do not tell a holder that no full administration is required.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Wills, intestacy and probate are state law; confirm the governing state before relying on this.
- The Florida example is 2025 Florida Statutes text. The Senate site says the text is unverified. Another state's statute was not opened.
- Do not apply the $75,000 figure until the lawyer settles the exempt-property subtraction. Do not tell a holder that full administration is unnecessary.

## Sources

- [Florida Statutes section 735.201, Summary administration; nature of proceedings](https://www.flsenate.gov/Laws/Statutes/2025/735.201) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*