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Overview Estate Law

Browse all Florida attorneys

Revocable Living Trust for Florida ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Florida Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Florida Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Florida Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Florida Healthcare Power of AttorneyName someone to make medical decisions if you can't.Florida HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Florida Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Florida Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Florida Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Florida Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Florida Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Florida Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Florida Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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I'm planning ahead

Florida Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Florida Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Florida Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Florida Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Florida Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Florida Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Florida Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Florida Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Florida Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Florida Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Florida Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Florida TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Florida Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Florida Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Florida Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Florida Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Florida Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Florida Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Florida What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Florida Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Florida Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Florida Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Florida Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Florida Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Florida Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Florida Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Florida Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Florida Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Florida Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Florida Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Florida Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Florida Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Florida Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Florida Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

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Florida Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

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Browse all Florida institutions

Estate Planning Estate Settlement All resources

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Overview Estate Law

Forms

Revocable Living Trust for Florida Residents Florida Last Will and Testament Florida Codicil to a Will Florida Pour-Over Will Florida Healthcare Power of Attorney Florida HIPAA Release Florida Financial Power of Attorney Transfer on Death Deed Florida Lady Bird Deed Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters Florida Notice to Creditors Florida Renunciation of Executor Florida Living Will Affidavit of Heirship Affidavit of Death Small Estate Affidavit Florida Estate Inventory Florida Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Florida Estate Planning Cost Calculator Florida Revocable Living Trust Cost Calculator Florida Will Cost Calculator Florida Life Insurance Calculator Florida Beneficiary Designation Checker Florida Name a Guardian Guide Florida Burial & Cremation Law Guide Florida Signing Requirements Checker Florida Document Portability Checker Florida Trust Need Assessment Florida Avoid Probate Guide Florida TOD Deed Assessment Florida Vehicle TOD Assessment Florida Trust or Will Decision Tool

Someone I love died

Florida Death Certificate Calculator Florida Probate Decision Tool Florida Joint Tenancy Survivorship Guide Florida Estate Settlement Plan Florida What to Do When Someone Dies Checklist

I'm an executor

Florida Probate Cost Calculator Florida Executor Fee Calculator Florida Self-File Probate Assessment Florida Letters Testamentary Guide Florida Creditor Claims Deadlines Florida Insolvent Estate Calculator Florida Unclaimed Property Claim Guide Florida Personal Property Value Estimator

I'm a trustee

Florida Trustee Compensation Calculator Florida Trust Settlement Plan

I'm inheriting

Florida Who Inherits Calculator Florida Estate & Inheritance Tax Calculator Florida Inheritance Tax Guide Florida Step-Up Basis Calculator Florida Post-Death Tax Filing Guide

Florida Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

Browse all Florida attorneys Browse all forms Browse all tools Browse all agencies Browse all Florida institutions

Home→Financial Institutions→Florida

Estate Planning and Financial Institutions in Florida

The 79 regional and state-based institutions serving Florida: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

All States Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

79 institutions serving Florida

1st Source

Bank serving Florida, Indiana and Michigan

1st Source

Achieva CU

Credit Union serving Florida

Achieva CU

Addition Financial

Credit Union serving Florida and Georgia

Addition Financial

Amerant

Bank serving Florida

Amerant

Ameris Bank

Bank serving the Southeast and Northeast

Ameris Bank

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bank OZK

Bank serving the Southeast, Southwest, and more

Bank OZK

BankPlus

Bank serving the Southeast

BankPlus

BankUnited

Bank serving the Southeast, Northeast, and more

BankUnited

BMO

Bank serving the West, Midwest, and more

BMO

Busey

Bank serving the Southwest, Midwest, and more

Busey

Cadence Bank

Bank serving the Southeast, Southwest, and more

Cadence Bank

Centennial Bank

Bank serving the Southeast, Southwest, and more

Centennial Bank

Central Bank

Bank serving the Midwest, Southwest, and more

Central Bank

CIBC US

Bank serving the Midwest and Southeast

CIBC US

Citibank

Bank serving the Northeast, West, and more

Citibank

Citizens Bank

Bank serving the Northeast, Southeast, and more

Citizens Bank

City National

Bank serving the Southeast, West, and more

City National

City National Bank of Florida

Bank serving Florida

City National Bank of Florida

Commerce Bank

Bank serving the Midwest, Southwest, and more

Commerce Bank

2...4

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Revocable Living Trust
Last Will and Testament
Pour-Over Will
Healthcare Power of Attorney
Codicil to a Will
HIPAA Release
Financial Power of Attorney
Transfer on Death Deed
Lady Bird Deed
Vehicle Transfer on Death
Living Will
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