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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 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 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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OverviewEstate Law
Forms
Revocable Living Trust for Florida ResidentsFlorida Last Will and TestamentFlorida Codicil to a WillFlorida Pour-Over WillFlorida Healthcare Power of AttorneyFlorida HIPAA ReleaseFlorida Financial Power of AttorneyTransfer on Death DeedFlorida Lady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersFlorida Notice to CreditorsFlorida Renunciation of ExecutorFlorida Living WillAffidavit of HeirshipAffidavit of DeathSmall 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 Avoid Probate GuideFlorida TOD Deed AssessmentFlorida Vehicle TOD AssessmentFlorida Trust or Will Decision Tool
Someone I love died
Florida Death Certificate CalculatorFlorida Probate Decision ToolFlorida Joint Tenancy Survivorship GuideFlorida 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 Letters Testamentary GuideFlorida Creditor Claims DeadlinesFlorida Insolvent Estate CalculatorFlorida Unclaimed Property Claim GuideFlorida 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 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.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

79 institutions serving Florida

SouthState Bank

SouthState Bank logo

Bank serving the Southeast, West, and more

SouthState Bank

Suncoast

Suncoast logo

Credit Union serving Florida

Suncoast

Sunflower Bank

Sunflower Bank logo

Bank serving the West, Southwest, and more

Sunflower Bank

Sunwest Bank

Sunwest Bank logo

Bank serving the West, Southwest, and more

Sunwest Bank

Synovus

Synovus logo

Bank serving the Southeast

Synovus

TD Bank

TD Bank logo

Bank serving the Northeast and Southeast

TD Bank

The First

The First logo

Bank serving the Southeast

The First

Third Federal

Third Federal logo

Bank serving Ohio and Florida

Third Federal

Together CU

Together CU logo

Credit Union serving the Southeast, Midwest, and more

Together CU

Truist

Truist logo

Bank serving the Southeast, Northeast, and more

Truist

TrustCo Bank

TrustCo Bank logo

Bank serving the Northeast and Southeast

TrustCo Bank

Trustmark

Trustmark logo

Bank serving the Southeast and Southwest

Trustmark

Tyndall FCU

Tyndall FCU logo

Credit Union serving Florida and Alabama

Tyndall FCU

United Community

United Community logo

Bank serving the Southeast

United Community

Valley

Valley logo

Bank serving the Southeast, Northeast, and more

Valley

VyStar

VyStar logo

Credit Union serving Florida and Georgia

VyStar

Wings CU

Wings CU logo

Credit Union serving the Midwest, Southeast, and more

Wings CU

Wintrust

Wintrust logo

Bank serving the Midwest and Southeast

Wintrust

Woodforest

Woodforest logo

Bank serving the Southeast, Midwest, and more

Woodforest

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