Florida estate planning

Build Your Florida Estate Plan with State-Specific Forms

The Sunshine State

Discover comprehensive Florida estate planning resources including FREE state-specific forms for wills, healthcare directives, and powers of attorney, plus educational content about Florida probate laws.

What Makes Florida Different

Like all states, Florida recognizes formally executed wills and living trusts as valid estate planning tools. A standard will here requires 2 adult witnesses, and adding a notarized self-proving affidavit can streamline the probate process later.

Florida doesn't permit springing powers of attorney—documents that only take effect when you become incapacitated. Your agent's authority begins the moment you sign, which means you need absolute trust in whoever you choose. Some people address this by keeping the original document with their attorney until it's needed. Financial powers of attorney here require both two witnesses and a notary, making Florida one of the stricter states for these documents. Plan to execute yours at a bank or attorney's office where you can satisfy all requirements at once.

If you die without a will in Florida, your heirs must survive you by at least 5 days to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident.

Smaller estates under $75,000 can use a simplified transfer process that avoids full probate proceedings. Unlike states with formal independent administration statutes (such as California and Texas), Florida doesn't offer a simplified procedure for executors to petition for reduced court oversight. However, executors typically have statutory authority to manage routine estate matters. For families looking to avoid probate court involvement entirely, a revocable living trust remains the most reliable option.

Florida Estate Planning Resources

Free estate planning forms, calculators, and checklists for Florida. No account required.

Florida Last Will and Testament

Create a free, state-specific will with Florida's witness and notarization requirements included.

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Florida Pour-Over Will

Transfer assets to your existing trust. Florida's execution requirements included.

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Florida Healthcare Power of Attorney

Designate someone to make medical decisions on your behalf. Florida's requirements included.

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Florida Financial Power of Attorney

Designate someone to manage your financial affairs. Florida's requirements included.

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How Much Does Probate Cost in Florida?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

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How Much Can an Executor Charge in Florida?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

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What's Fair Trustee Compensation in Florida?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

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Who Inherits in Florida?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

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How Many Death Certificates Do I Need in Florida?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

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How Much Are Estate & Inheritance Taxes in Florida?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

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Do I Need Probate in Florida?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

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How Do I Settle an Estate in Florida?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

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What Are My Duties as Trustee in Florida?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

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What Are My Duties as Executor in Florida?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

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What Does a Revocable Living Trust Cost in Florida?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

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What Does a Will Cost in Florida?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

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How Much Life Insurance Do I Need in Florida?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

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What Should I Expect When Inheriting in Florida?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

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How do Florida's homestead laws affect estate planning?

Florida’s homestead laws provide significant protection to homeowners, impacting estate planning by safeguarding primary residences from forced sale due to creditors. These laws also dictate special rules around property transfer upon death. It's crucial in Florida to consider homestead status in both wills and trusts to ensure adherence to surviving spouse rights and to avoid unwanted probate complications. Understanding how homestead exemptions apply can be key to maintaining family homes within the intended line of inheritance.