Florida Estate Planning
Key Documents in a Comprehensive Florida Estate Plan
When it comes to estate planning, having the right legal documents in place is essential—not just to protect your assets, but to make sure your wishes are honored and your loved ones are supported.
Below are a few of the core documents that form the foundation of a solid Florida estate plan:
Healthcare Surrogate Designation & Living Will
A Healthcare Surrogate Designation allows you to appoint someone you trust to make medical decisions on your behalf if you’re unable to do so. This ensures that your care reflects your preferences—not guesswork.
Paired with that is a Living Will, which outlines your wishes regarding life-prolonging treatments if you're ever in a terminal condition or a persistent vegetative state. These documents help make your wishes clear to medical professionals and family members.
Durable Power of Attorney
A Durable Power of Attorney allows you to designate someone to handle your financial and legal matters if you become incapacitated. From managing your bank accounts to paying bills or handling real estate, this document ensures your affairs continue smoothly without needing court intervention or a court-appointed guardian.
Last Will and Testament
A Will is a foundational document in any estate plan. It allows you to designate beneficiaries, appoint a personal representative (executor), and specify guardians for minor children. Without a will, Florida’s intestacy laws will determine how your assets are distributed, which may not align with your wishes.
Revocable Living Trust
A Revocable Living Trust can offer more flexibility and privacy than a will alone. It allows you to:
Maintain control of your assets during your lifetime.
Designate someone to manage your affairs if you're incapacitated.
Ensure a smoother transition of assets after your passing—without going through probate.
For many, a trust becomes the central piece of their estate plan, especially when privacy and efficiency are key goals.
Final Thoughts
Your estate plan should grow and change with you. Major life events—like getting married, having children, or changes in your finances—can all impact your plan. That’s why it’s important to review it regularly and keep it aligned with your evolving goals.
At Artemia Law Group, we go beyond paperwork. We start with conversations—about your values, your family, and the legacy you want to leave. From there, we build a customized estate plan that reflects you. If you’re ready to start the conversation, we invite you to complete our comprehensive intake questionnaire and schedule a consultation with one of our attorneys. We're here to guide you every step of the way.