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Included Documents - Consent - Affidavit - CheckList and Certification
Included Documents in Heir Pack Home
Included Documents 2 in Heir Pack Home
What’s Included in Heir pack and Heir Pack Plus Home
Included Documents - Instructions to fine documents - In person
Included Documents - Consent - Affidavit - CheckList and Certification

HEIR PACK

5.0

About this item

By: Attorney J.O. Valentino

It’s Time to Take the Next Step

Maybe it’s been a month since they passed. Maybe it’s been over two years. Perhaps you were close—every birthday, every Sunday dinner—or maybe the relationship was more distant, full of unresolved feelings. No matter the circumstance, one truth remains: you feel a responsibility to see this process through. You want to do the right thing—for them, for yourself, for your family.

If you’ve found yourself here, you’re the type of person who takes initiative. You don’t wait for things to happen; you make things happen. That’s why the Heir Pack by JO Valentino is perfect for you. It’s the most reliable, efficient, and affordable way to inherit money—bank accounts, savings, brokerage funds—and take control of what’s rightfully yours

Heir Pack Service - Inheritence

What the Heir Pack is?

The Heir Pack is a complete, ready-to-use legal solution designed to help you inherit cash assets like bank accounts, savings, and brokerage funds—without hiring a lawyer. I prepare all the necessary documents for your case, tailored specifically to your situation and Florida’s legal requirements. Each set of documents is fully reviewed and customized so you can confidently file with the court. You’ll get clear, easy-to-follow instructions to ensure everything is done right, fast, and affordably. It’s the smartest, most reliable way to unlock the money you’re entitled to—while saving thousands in legal fees.

What can you inherit with the Heir Pack - More than 75000

What Can You Inherit with the Heir Pack?

The Heir Pack is designed to help you inherit up to $75,000 in cash assets, including bank accounts, savings, or brokerage funds. If you qualify for Florida’s summary administration process, this is the fastest, most effective way to unlock the money that belongs to you.  It’s very likely you qualify—even if you don’t know exactly how much is in the account.

Qualification - decedent passed away more than 2 years ago

Do You Qualify for the Heir Pack?

It’s Simple and Flexible. You qualify if:

  1. he decedent passed away more than 2 years ago. (There’s no limit on the value of the account in this case.)
  2. If it has been less than 2 years, the total value of the accounts you’re inheriting must be $75,000 or less.

Examples That Show You Qualify

Example 1: Larger Inheritance Over Two Years

Your parent passed away more than 2 years ago, leaving a cash account with $250,000, a savings account with $400,000 and a brokerage account with $700,000. While these amounts are well over $75,000, the two-year rule removes any value limitation. Because the decedent passed away more than 2 years ago, you qualify for summary administration regardless of the size of the accounts.

Example 2: Modest Inheritance

Your loved one passed away less than 2 years ago, leaving behind a savings account with an approximate value of $40,000 and a brokerage account actively invested in the market, fluctuating around $25,000. You’re not sure of the exact value, but together, these accounts appear to be well under the $75,000 limit.

Using the Heir Pack, I’ll help you submit the paperwork with either an approximate figure or “unknown” for the account values, ensuring that the court can approve the transfer of funds without unnecessary stress or delays.

Why you’re likely to Qualify for Heir Pack

Why You’re Likely to Qualify

Most families qualify for the Heir Pack because it’s specifically designed for cash assets like bank accounts and brokerage funds. Whether you know the exact balance or not, the process is built to accommodate your situation and deliver results.
If you’re still unsure, don’t worry—I’ll help you figure it out. We’ll make sure the paperwork is going to be accepted by the clerk of court, so you can focus on moving forward. 

What If I Don’t Know the Exact Account Balance?
Not knowing the exact amount in an account is a common issue—and it’s nothing to worry about.

Here’s how I handle it:

  • If you’re unsure of the exact value, we’ll simply write “unknown” in the paperwork and notify the judge that the estate is under the $75,000 limit (if applicable). This method has worked to great success, as judges understand how difficult it can be to get precise numbers.
  • If you have a general idea of the balance—give or take a few thousand dollars—we can use an approximate figure instead.

For brokerage accounts, where values fluctuate with the market, the same rules apply. Whether it’s unknown or approximate, the Heir Pack has been proven to work in securing court approval to transfer the funds. Judges are reasonable and know that exact values are often difficult to obtain from banks or brokerage firms.

With this approach, you’ll avoid the stress of battling uncooperative agents who refuse to give you precise numbers and still get the results you need.

Heir Pack process takes about 41 days to complete - Time Duration

The Timeline: How Long Does This Take?

One of the greatest benefits of the Heir Pack is how fast it works. From the moment you drop off your documents at the courthouse, the process typically takes about 41 days to complete. That’s six weeks to unlock your inheritance—without unnecessary delays.

This speed is possible because of the precision and clarity of the documents I prepare for you.

Available offers from     

Duration Amount APR
24 Months
$101.53
19.99%
18 Months
$129.19
19.99%
12 Months
$184.80
19.99%
6 Months
$352.15
19.99%

The Timeline: How Long Does This Take?

What if you could start the inheritance process today with zero dollars down?

Here’s the exciting part: because you’re inheriting money, the financing practically pays for itself. With my partner Klarna, qualifying clients can spread the cost over 6, 12, or 24 months.
Imagine paying just months two and three, and by the time your inheritance is unlocked, you’ll have the funds to cover the rest. It’s a simple, stress-free way to get started immediately.

Let’s break it down:

  • On a 24-month plan, your monthly payment is about $101.53 with a 19.99% interest rate.
  • That’s less than your daily coffee habit at Starbucks.

Sure, a $5 coffee gives you a caffeine buzz. But the Heir Pack? It puts real bucks into your pocket, with professionally prepared documents that unlock your inheritance quickly and confidently.

My Commitment to Speed and Service

I know how important it is to get this done quickly. That’s why I guarantee to deliver your completed Heir Pack documents within three business days

If I don’t meet that deadline, I will courteously and amicably refund you 20% of the purchase price—no questions asked.

You’re not just getting a fast solution; you’re getting my personal commitment to quality and timeliness.

My Commitment to Giving You a Voice

My Commitment to Giving You a Voice

Sometimes clients come to me with unique family dynamics, histories, or facts they want to present to the judge—situations where they request a legal outcome that may fall outside of what the law typically allows.
Here’s my policy: I will draft the documents the way you want them, even if there’s a chance the judge may not approve. I will always communicate the risks and realities of the situation clearly during our phone call, so you understand the potential outcomes. My goal is to give you a voice, to help you present your case in a way that matters to you.
Even if the judge ultimately disagrees, I want you to have the opportunity to tell your story. I’m here to make that possible.

Perfect for Families of All Sizes

Perfect for Families of All Sizes

Whether you’re inheriting alone or alongside 28 other family members—yes, that’s my record—the Heir Pack works for families big and small. The first beneficiary is included at no extra cost, and for each additional beneficiary, it’s just $95.
When there are multiple beneficiaries, I take the time to carefully review who those beneficiaries are and ensure every detail is correct. This is often a point that needs clarification, and I’ve seen firsthand how important it is to get it right. I’ll work with you to make sure everything is crystal clear and designed for success.
I’ll invoice you separately for any additional beneficiaries after you purchase the Heir Pack, and we’ll go over everything together.

The Quick Joinder Add-On Unlock Maximum Convenience

The Quick Joinder Add-On: Unlock Maximum Convenience

Imagine this: you’re just steps away from completing the inheritance process, but now you have to coordinate with other beneficiaries to get their signatures. It’s frustrating. It’s time-consuming. And it can slow everything to a crawl.

Enter the Quick Joinder Add-On—your secret weapon for turning a complicated process into a seamless, stress-free experience. For just $95 per joinder, I offer electronic signatures, allowing beneficiaries to receive their documents digitally, sign from anywhere, and keep the process moving quickly.

Why is this so important?

Joinder documents, when signed accurately and efficiently, are associated with the fastest acceptance and approval by the court. This means fewer delays, less hassle, and more confidence that everything is on track.

I personally strongly recommend this add-on to everyone—it’s that good. It’s like having the express lane at the grocery store when you’re in a rush. Sure, you could wait in line, but why would you? The Quick Joinder Add-On is about unlocking maximum convenience and saving you valuable time.

For just $95 per joinder, you’re investing in speed, simplicity, and peace of mind. Trust me—it’s worth its weight in gold. Don’t miss out.

Family Dynamics I’ve seen it all

Family Dynamics? I’ve Seen It All.

Sometimes families don’t agree. Brothers and sisters argue. Non-responsive beneficiaries create delays. But here’s what I’ve learned: once people see the initiative you’ve taken and the carefully prepared, customized documents in front of them, something shifts. Resistance melts away.

I have a well-trained team that communicates effectively with thoughtful cover letters and clear explanations. People don’t want to stand in the way of progress. Once they see the leadership and hard work that’s already been done, they sign. I’ve seen it time and time again.

For those who remain unresponsive, I offer a proven solution. For $395, I send a legally powerful notice through a sophisticated mailing process I’ve developed. If they don’t respond within 21 days, I’ll provide you with proof of service that the judge will accept—ensuring their silence doesn’t hold up your inheritance.

What if the case has already been opened

What If The Case Has Already Been Opened?

It happens more often than you’d think. You start the process yourself or hire an attorney, only to find out that things aren’t moving as quickly—or as affordably—as you’d hoped. Sometimes attorneys place you in the longer formal administration process without it being necessary, often leading to more fees, more time, and more headaches for you.
But here’s the good news: I can help you take back control. No matter how your case began, I offer tailored solutions to get you back on the right track and ensure your inheritance process is faster, smoother, and less expensive.

What If You Already Opened a Case Yourself?

If you’ve started the process on your own but feel stuck or unsure how to proceed, I’ve got you covered.

With the Self-Represented with Case Open Add-On, I’ll personally:

  • Review your case to understand its current status and identify any gaps or issues.
  • Create a custom plan to get you back on track and ensure everything moves forward smoothly.

This add-on is available for $995 and will be invoiced separately for your convenience. It’s designed to give you the guidance and confidence you need to complete the process successfully.

What If an Attorney Opened the Case for You?

Sometimes clients come to me because they hired an attorney who isn’t meeting their expectations—or because they’ve realized they’d prefer to handle things themselves to save time and money.

With the Dismissing Counsel on Summary Administration Add-On, I’ll:

  • Review the case the attorney opened.
  • Write a customized letter for you to formally dismiss the attorney.
  • Draft a notice to the court stating that you’ll be handling the case Pro Se (self-represented) and that you consent to the withdrawal of your former attorney.

This service is available for $1,995 and will also be invoiced separately for your convenience. It’s a great way to take back control of your case while ensuring all the legal steps are handled professionally.

What If Your Attorney Opened a Formal Administration Case Without Need?

One of the most common frustrations I hear from clients is discovering that their attorney placed them in the formal administration process—a longer, more expensive procedure—when it wasn’t even required.

With the Dismissing Counsel on Formal Administration Add-On, I’ll help you:

  • Review the case thoroughly to understand its current status.
  • Prepare a customized letter for you to dismiss your attorney and notify the court of your consent to their withdrawal.
  • Draft the necessary paperwork to petition the court to convert your case from formal administration to the shorter, faster summary administration process, saving you significant time and money.

This comprehensive service is available for $3,995 and includes everything in the Dismissing Counsel on Summary Administration Add-On, plus the specialized work needed to transition your case. This add-on, too, will be invoiced separately for your convenience.

Why This Matters?

Whether you started the process yourself or trusted an attorney to handle things, you deserve a solution that works for you—efficiently, affordably, and fairly. My goal is to help you take back control of your inheritance process, no matter where you are in the journey.

With these tailored add-ons, I’ll make sure you have the support, guidance, and legal tools you need to get the outcome you deserve. Take the next step today, and let’s turn things around for you.

Can I work with you if I don not live in Florida Absolutely

Can I Work with You if I Don’t Live in Florida?

Absolutely. In fact, I’ve designed this entire process to be as remote-friendly as possible, so you can complete everything without ever setting foot in Florida. Whether you’re living in Michigan while your parent passed away in Cape Coral, or you’re in New York dealing with an inheritance in Boca Raton, I can provide the same high level of service to you as if you were sitting across from me in my downtown Miami office.

Remote Service, Personalized Support

Remote Service, Personalized Support

Whether you’re handling everything through the mail or sending things via email, the process is straightforward and efficient. I’ve worked with sweet little old ladies who mail everything to me with love and care, and I’ve worked with tech-savvy go-getters who prefer to email everything in minutes. Both kinds of customers—and everyone in between—have been satisfied.

This isn’t just about convenience; it’s about enabling you to get things done from anywhere. Whether you’re far away or too busy to stop by the office, I’ve got you covered. With the latest technology and an incredible team I’ve trained to handle cases just like yours, you can trust that your file will be worked with precision and care, like clockwork.

Standing on the Shoulders of Giants

Standing on the Shoulders of Giants

This is more than a product. It’s the future of probate law—a solution that’s faster, smarter, and built for modern families like yours. I practiced probate law long before COVID-19. Back then, the process felt slow, confusing, and outdated. But when the world paused, Florida’s court system innovated. Clerks of Court, judges, and officials worked tirelessly to modernize how probate cases are handled, bringing the entire system into the digital age.
This product—this advanced, first-of-its-kind solution—stands on the shoulders of giants. It’s only possible because of the incredible work done by Florida’s probate courts to improve legal access for families like yours. I am grateful for their hard work, and I’m proud to lead the charge in putting this technology into your hands.

Who This Product Is Not For?

The Heir Pack is specifically for those inheriting cash assets—not real estate.
If you’re inheriting real estate, I’ve created something special for you: the Heir Pack Plus Home. It’s my go-to solution for real estate inheritance, with the same level of precision, customization, and attention to detail tailored specifically for homes, land, or other property.

Heir Pack - Ready to inherit what’s yours - seeding money in plant

Ready to inherit what’s yours?

The Heir Pack is the modern, reliable solution you’ve been waiting for. Take action today, and let me help you honor your loved one, secure your inheritance, and move forward with confidence.

The Heir Pack is ready when you are.

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What’s included

  • Petition for Summary Administration 
  • Affidavit of Heirs 
  • Joinder and Consent to Petition
  • Checklist for Summary Administration
  • Proposed Orders of Summary Administration 
  • Additional forms if needed (Depending on the county)
  • Instructions to e-file and submit orders
What’s Included in Heir pack and Heir Pack Plus Home
Included Documents 2 in Heir Pack Home
Included Documents in Heir Pack Home
Included Documents - Consent - Affidavit - CheckList and Certification
Included Documents - Petition Summary Administraion
Included Documents - Instructions to fine documents - In person

J.O. Valentino Legal Forms

  • The Heir Pack is a package of filled out forms that you can use to complete your probate case without attorney representation so you don’t have to pay any hourly fees.  
  • Help by giving the person the legal tools to file their own case and obtaining signed orders to inherit houses or bank accounts.
  • Includes all the necessary forms, instructions and other information.
  • Easy to understand, a legal team will work with the person to set up and initiate the process.
  • All the contents are reviewed and approved by an attorney.
  • Made in the USA.

Pre-requisites

The person died over 2 years ago OR the property that will be inherited was the last place where the person lived before they died. 

From the Creator

JOValentino, Probate Attorney 

Lawyer-Prepared Forms

The probate documents you’ll receive have been prepared, reviewed, and approved by an experienced attorney with years of experience in inheritance law. 

Trusted by Thousands

JOValentino has handled over 1,000 estate cases, working with major insurance companies and speaking at top Florida attorney conferences. 

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