The applicant must satisfy the following requirements for recertification during the 5-year period immediately preceding the application date.
(a) Substantial Involvement and Competence. The applicant must demonstrate continuous and substantial involvement in the practice of law, of which more than 40 percent during each year after certification or prior recertification under the standards for initial certification.
(b) Education. The applicant must complete 125 hours of approved continuing legal education in the field of wills, trusts, and estates since the date of the last application for certification.
(c) Peer Review. The applicant must submit the names and addresses of 3 individuals who are active in wills, trusts, and estates to complete peer review forms including, but not limited to, lawyers, trust officers, certified public accountants, and judges who are familiar with the applicant’s practice, excluding persons who are currently employed by or practice in the applicant’s law firm, who can attest to the applicant’s reputation for professional competence and substantial involvement in the field of wills, trusts, and estates law during the period since the last certification date.
(d) Examination Requirement. If, after reviewing the material submitted by an applicant for recertification and the peer review, the wills, trusts, and estates certification committee determines the applicant may not meet the standards for wills, trusts, and estates certification established under this chapter, the wills, trusts, and estates certification committee may require, as a condition of recertification, that the applicant pass the examination given by the wills, trusts, and estates certification committee to new applicants.
Amended effective Oct. 29, 1987 (515 So.2d 977); Sept. 21, 1989, effective Oct. 1, 1989 (548 So.2d 1120); Oct. 10, 1991, effective Jan. 1, 1992 (587 So.2d 1121); July 23, 1992, effective Jan. 1, 1993 (605 So.2d 252); July 1, 1993 (621 So.2d 1032); amended and effective December 4, 2020 by The Florida Bar Board of Governors.