Category
Choose forms Please choose forms
Choose forms

Florida Estate Planning

Estate planning helps secure your financial future. Attorney-drafted templates are quick and easy to complete.

intro Estate Planning

What is Estate Planning?

Estate planning involves creating documents that manage your assets and healthcare decisions. These documents are essential for ensuring your wishes are honored. Explore subcategories for specific templates.

Common Florida Estate Planning documents

  • Last Will and Testament — outlines how your assets are distributed after death.
  • Living Trust — manages your assets during your lifetime and after.
  • Power of Attorney — designates someone to make decisions on your behalf.
  • Living Will — specifies your healthcare preferences in case of incapacity.
  • Durable Power of Attorney for Healthcare — allows someone to make medical decisions for you.
  • Advance Healthcare Directive — combines healthcare wishes with a power of attorney.

Estate Planning forms by State

Popular forms

Find a form

This field is required

Similar documents: key differences

  • Will vs. Trust — a will distributes assets after death, while a trust can manage assets during life.
  • Power of Attorney vs. Healthcare Proxy — a power of attorney covers general decisions, while a healthcare proxy specifically addresses medical choices.
  • Living Will vs. Advance Directive — both express healthcare wishes, but an advance directive may include broader decisions.
  • Probate vs. Estate Administration — probate is the legal process of validating a will, while estate administration is managing the estate's distribution.

  • Proper signing and capacity are essential for validity.

  • Many documents require notarization or witnesses for authenticity.

  • Related documents, like wills and trusts, should be aligned to avoid conflicts.

  • Life events, such as marriage or divorce, may necessitate updates to your documents.

  • Select trusted individuals for roles like executor or agent.

  • Securely store original documents to ensure accessibility when needed.

How to get started

Begin in minutes with these simple steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

Practical tip

Choosing a trusted individual as your power of attorney can simplify decision-making when needed.

FAQs

Estate planning is the process of preparing for the management and distribution of your assets.

A will ensures your assets are distributed according to your wishes after your death.

A living trust helps manage your assets during your lifetime and dictates distribution after death.

Without an estate plan, state laws will determine how your assets are distributed, often not aligning with your wishes.

Yes, you can update your estate plan as your circumstances or wishes change.

Glossary

  • Beneficiary - A person designated to receive assets from a will or trust.
  • Executor - The individual responsible for administering an estate after death.
  • Trustee - A person or entity managing a trust according to its terms.
  • Testator - A person who creates a will.
  • Incapacity - The inability to make decisions due to mental or physical limitations.
  • Healthcare Proxy - An individual appointed to make healthcare decisions on your behalf.
  • Asset Protection - Strategies to safeguard assets from claims by creditors.
  • Probate - The legal process of validating a will and administering an estate.
  • Advanced Directive - A legal document specifying healthcare preferences in advance.
  • Durable Power of Attorney - A power of attorney that remains effective even if the principal becomes incapacitated.

Trusted by over 3 million people of the world’s leading companies