Forms for Planning Your Estate in Florida

Free forms for planning your estate in Florida: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Florida.

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Healthcare Power of Attorney

Florida requires 2Fla. Stat. § 765.203Verified Oct 15, 2026View source witnesses for a healthcare power of attorney; notarization is not required.

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HIPAA Release

In Florida, a HIPAA release names who may receive your records and, as the state requires, names HIV/AIDS-related information and genetic informationFla. Stat. § 381.004(2)(b), (e)(2), (f) (last amended s. 8, ch. 2018-24); Fla. Stat. § 760.40(1), (2) (last amended s. 2, ch. 2021-216)Verified Jun 20, 2026View source expressly before a provider releases them.

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Financial Power of Attorney

Florida requires explicit durability language for a power of attorney to survive incapacityFla. Stat. § 709.2104Verified Oct 21, 2026View source, and it is signed before 2Fla. Stat. § 709.2105(2)Verified Oct 21, 2026View source witnesses and a notary.

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Lady Bird Deed

In Florida, no statute authorizes a transfer on death deed; a Lady Bird deed is recognized by the state bar's title standardsFla. Unif. Title Std. 6.10 (RPPTL Section of The Florida Bar; June 2019 text, 2024.09.04 compilation)Verified Oct 23, 2026View source: the owner keeps a life estate and the power to sell or convey the property without the grantee and revoke or revise the deedFla. Unif. Title Std. 6.10, Problem 2Verified Oct 23, 2026View source.

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Last Will and Testament

In Florida, a will is signed before 2Fla. Stat. § 732.502Verified Oct 18, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

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Codicil to a Will

In Florida, a codicil is signed before 2Fla. Stat. § 732.502Verified Oct 18, 2026View source witnesses, like a will, and the self-proving affidavit signed with it lets the court admit it without witness testimonyFla. Stat. § 732.503(1)Verified Oct 25, 2026View source.

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Tools for Planning Your Estate in Florida

Free tools for planning your estate in Florida: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Florida and read its answer.

Do I Need a TOD Deed?

Florida does not authorize transfer on death deeds; sole-name real property goes through probate, at least 6 months for a simple estate, unless held in a trust or with a right of survivorship.

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Do I Need a Vehicle TOD?

Florida does not offer a transfer-on-death designation on a vehicle title; a vehicle passes by will, trust, joint title, or probate.

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How Much Is the Federal Gift Tax?

Whether a gift owes federal gift tax, how much of the annual exclusion and lifetime exemption it uses, and whether Form 709 is due.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Florida runs $4,320Estimate: 10 hours at $432, Clio's Florida Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,480Estimate: 15 hours at $432, Clio's Florida Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,320Estimate: 3 hours at $440, Clio's Florida Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,640Estimate: 6 hours at $440, Clio's Florida Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

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How Much Life Insurance Do I Need?

In Florida, four years at a public university cost about $64,352NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is near the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesNo state estate or inheritance tax. Fla. Const. Art. VII, § 5(a) caps any Florida estate or inheritance tax at the federal credit amount; the Chapter 198 estate tax (Fla. Stat. § 198.02) is a federal-credit pickup — not repealed, but $0 since EGTRRA eliminated the federal state death tax credit, and the Florida Department of Revenue confirms the estate tax was eliminated for people who died after Dec. 31, 2004. Florida has no inheritance tax and no gift tax.Verified Sep 15, 2026View source.

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Are My Beneficiary Designations Protected?

Florida automatically revokes an ex-spouse as beneficiary at divorceFla. Stat. § 732.703Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

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How Do I Sign Estate Documents?

In Florida, a will is signed before 2Fla. Stat. § 732.502Verified Oct 18, 2026View source witnesses, and notarization is not required.

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Will My Estate Documents Transfer?

Florida recognizes a will signed under the law of the place where it was signedFla. Stat. § 732.502(2)Verified Oct 18, 2026View source; a will signed in Florida itself needs 2Fla. Stat. § 732.502Verified Oct 18, 2026View source witnesses, and notarization is not required.

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All Florida tools

Florida Estate Planning Resources

In-depth guides covering Florida probate laws, trust requirements, and estate planning strategies.