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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 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 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 33 states and the District of Columbia.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Florida EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.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.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.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, with your state's filing or delivery instructions.Florida Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its 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 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 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 AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Florida Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.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 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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Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
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Revocable Living Trust for Florida ResidentsFlorida Last Will and TestamentFlorida Pour-Over WillFlorida Healthcare Power of AttorneyFlorida Financial Power of AttorneyTransfer on Death DeedVehicle Transfer on DeathFlorida EIN ApplicationPetition for Probate and LettersFlorida Notice to CreditorsFlorida Renunciation of ExecutorAffidavit of HeirshipSmall Estate AffidavitFlorida Estate InventoryFlorida Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Florida Estate Planning Cost CalculatorFlorida Revocable Living Trust Cost CalculatorFlorida Will Cost CalculatorFlorida Life Insurance CalculatorFlorida Beneficiary Designation CheckerFlorida Name a Guardian GuideFlorida Burial & Cremation Law GuideFlorida Signing Requirements CheckerFlorida Document Portability CheckerFlorida Trust Need AssessmentFlorida TOD Deed AssessmentFlorida Vehicle TOD AssessmentFlorida Trust or Will Decision Tool
Someone I love died
Florida Death Certificate CalculatorFlorida Probate Decision ToolFlorida Estate Settlement PlanFlorida What to Do When Someone Dies Checklist
I'm an executor
Florida Probate Cost CalculatorFlorida Executor Fee CalculatorFlorida Self-File Probate AssessmentFlorida Executor Appointment GuideFlorida Creditor Claims DeadlinesFlorida Insolvent Estate CalculatorFlorida Personal Property Value Estimator
I'm a trustee
Florida Trustee Compensation CalculatorFlorida Trust Settlement Plan
I'm inheriting
Florida Who Inherits CalculatorFlorida Estate & Inheritance Tax CalculatorFlorida Inheritance Tax GuideFlorida Step-Up Basis CalculatorFlorida Post-Death Tax Filing Guide
Florida Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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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Home→Financial Institutions→Florida

Estate Planning and Brokerages in Florida

Estate planning procedures for financial institutions serving Florida. Find how to add beneficiaries, fund trusts, and file death claims.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories710Banks200Brokerages85Credit Unions165Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

83 institutions in Brokerages serving Florida

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

Northern Trust

Northern Trust logo

Bank serving the Northeast, Midwest, and more

Northern Trust

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Acorns

Acorns logo

Brokerage serving all 50 states

Acorns

Ally Invest

Ally Invest logo

Brokerage serving all 50 states

Ally Invest

Alto IRA

Alto IRA logo

Retirement Provider serving all 50 states

Alto IRA

American Century

American Century logo

Brokerage serving all 50 states

American Century

Ameriprise

Ameriprise logo

Brokerage serving all 50 states

Ameriprise

Avantax

Avantax logo

Brokerage serving all 50 states

Avantax

Baird

Baird logo

Brokerage serving all 50 states

Baird

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