A Florida estate plan usually includes a will, often a revocable living trust, a durable power of attorney, a health care surrogate designation and a living will. Deeds and beneficiary designations have to line up with those documents, which is the step most people miss.
What this covers
- Durable power of attorney
- Health care surrogate designation
- Living wills
- Beneficiary designation review
- Deeds retitled to match the plan
- Florida homestead planning
Most people need less than they fear and more than they have. We start with what you actually own and who you want taken care of, then build the smallest plan that gets that done — typically a will, a durable power of attorney so someone you trust can act on financial matters, a health care surrogate designation and a living will for medical decisions, and a revocable trust where it earns its keep.
Then we do the step that usually gets skipped. A plan only works if your deeds, retirement accounts, life insurance and payable-on-death designations point where the documents say they should. We review those alongside the plan, address Florida homestead, and tell you plainly when something you already have is fine as it is. Worth revisiting after a marriage, a divorce, a birth, a death, a significant purchase, or a move to Florida from another state.