A Trust, on the other hand, is intended to control an estate for years after a person’s death.   Contrary to popular belief, making a Trust does not guarantee the avoidance of Florida Probate.   We will explain the differences in order for you to make your most-informed decision.

A Trust, on the other hand, is intended to control an estate for years after a person’s death.   Contrary to popular belief, making a Trust does not guarantee the avoidance of Florida Probate.   We will explain the differences in order for you to make your most-informed decision.

Durable Power of Attorney, Designation of Healthcare Surrogate and Living Will are also must haves…

A Durable Power of Attorney is when a principal appoints an agent to handle financial transactions on their behalf – that are in the principal’s best interests, if and when needed.

A Health Care Surrogate is a person appointed by the declarant to oversee their end-of-life care and/or to make health care decisions in the event the declarant is unable to make the decision.

A Living Will is an instrument used to address a person’s right NOT to be kept alive by artificial means under specific circumstances.

Components of a Florida Last Will & Testament

  • Residency information with statement of declaration
  • Revocation of any previous Will and/or Codicils*
  • Immediate family
  • Nomination of Personal Representative(s) and Successor Personal Representative(s)
  • Note, a Personal Representative cannot be a person who has been convicted of a felony
  • Specific Powers of the Personal Representative
  • Named Beneficiaries
  • Separate Writing
  • Specific Devises
  • General Devises
  • Demonstrative Devises
  • Residuary Devises
  • Survival provisions and requirements

*A Codicil may be used to amend just a particular section of an existing Will

Consider the many reasons for needing a Will.   If you do not have a Will upon your demise, will your family and loved ones distribute your assets according to what YOU want?   Will they even be allowed to do so legally?

Get a personal consultation.

Our other Areas of Expertise

Probate

Probate is the legal system’s process of administering the property and estate of a deceased person.

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Divorce

Divorce is the legal dissolution of a marriage by the Court, initiated by either spouse.

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Landlord | Tenant

The responsibilities of the landlord and tenant may vary based on your rental or lease agreement and the type of rental unit. Ultimately, the Florida Residential Landlord Tenant Act prevails over what the lease says.

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