Florida Estate Planning Forms - Estate Planning Forms
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Florida Personal Planning Package - Last Will, POA, Living Will, etc. Florida Estate Planning Documents
Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.
Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.
Florida Living Trust Package Estate Legal Forms
This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.
Florida Last Will Estate Planning Documents Online
If you only need a Will, please use the Florida Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons
Estate Planning Fl Estate Planning Law
What is estate planning?Â
The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..
What type of estate planning do I need?Â
Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.
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Florida Power of Attorney – By Type
In Florida, a Power of Attorney is a legal document that allows a person, known as the principal, to grant someone else, called the attorney-in-fact, the authority to make decisions and take actions on their behalf. There are different types of Power of Attorney in Florida, each serving a specific purpose. A General Power of Attorney grants broad powers to the attorney-in-fact, enabling them to handle various financial and legal matters. In contrast, a Limited Power of Attorney grants the attorney-in-fact limited authority for specific tasks or particular periods of time. Additionally, a Durable Power of Attorney remains valid even if the principal becomes incapacitated, ensuring that their affairs are managed continuously. It's important to consult with a legal professional to understand the specific requirements and guidelines for creating a Power of Attorney in Florida.
Springing Power of Attorney
A Springing Power of Attorney is a legal document that allows someone you trust (called an agent) to act on your behalf if you become mentally incapacitated or unable to make decisions for yourself. In Florida, this type of power of attorney only springs into effect when certain conditions are met, usually a written document from a doctor stating that you are unable to make your own decisions. This helps protect your interests and ensures that important decisions regarding your finances, healthcare, and personal matters are taken care of properly in your best interest.
DMV Power of Attorney
DMV Power of Attorney, also known as a POA, is a legal document that allows someone else to act on your behalf in matters related to the Department of Motor Vehicles (DMV) in Florida. This means that if you are unable to handle DMV tasks yourself, you can appoint another person to do them for you. With a POA, this person can handle things like renewing your driver's license, registering your vehicle, or transferring ownership. It gives them the authority to sign documents and perform necessary tasks, making it a convenient way to ensure your DMV matters are taken care of, even if you cannot personally do them.
Real Estate Power of Attorney
In Florida, a Real Estate Power of Attorney is a legal document that allows another person, known as the "agent" or "attorney-in-fact," to make important decisions and act on behalf of the person creating the power of attorney, also known as the "principal," when it comes to their real estate matters. This document can be used when the principal is unable to handle their real estate affairs due to various reasons, such as illness, disability, or being out of the country. The agent appointed under the power of attorney can undertake tasks like buying, selling, leasing, or managing real estate properties on behalf of the principal. It's important for both parties to carefully consider their choices and consult with a legal professional before creating a Real Estate Power of Attorney in Florida to ensure that their rights and interests are protected.
How to Get Power of Attorney in Florida
To obtain power of attorney in Florida, you will need to follow a few steps. First, you should identify the person who will act as your agent, known as the attorney-in-fact. You must then select the type of power of attorney you want, such as durable or limited. You can find a power of attorney form online or from a legal professional, which will outline the specific powers you want to grant to your agent. Next, fill out the form with your personal information and sign it in the presence of a notary public. Finally, provide a copy of the power of attorney to your agent and any other relevant parties. Keep in mind that it is always smart to consult with a legal professional who can guide you through the process and ensure that it meets all legal requirements in Florida.
