Florida Estate Planning & Probate
Protect Your Family with a Florida Estate Plan
Wills, trusts, powers of attorney, healthcare directives, and probate filings - guided for Florida families with execution reminders and optional licensed-attorney review.
Complete Florida documents — will, trust, power of attorney, healthcare directive — assembled deterministically, reviewed by three AI engines.
A law firm or attorney? The firm platform →
Florida-only self-help software. Not a law firm. Attorney review is optional and separate.
Every Florida plan includes a built-in AI review
Wills & Trusts — the flagship plans
One questionnaire. A complete Florida plan.
Assembled deterministically from source-locked Florida law, reviewed adversarially by the engine you choose, and yours to execute with clear signing instructions. Software, not a law firm.
Will-Based Plan
The essentials — your will, power of attorney, and healthcare directive.
- ✓Last Will & Testament
- ✓Durable Financial Power of Attorney
- ✓Healthcare Directive & Living Will
- ✓Tailored to Florida law
- ✓Built-in AI review
$199couples $299
Start my Will nowReviewed by your choice of engine: Opus 5 · ChatGPT 5.6 Sol · Fable 5. One click — the questionnaire opens with this plan selected.
Trust-Based Plan
Most popularEverything in Will-Based, plus a revocable living trust to keep your family out of probate.
- ✓Everything in the Will-Based plan
- ✓Revocable Living Trust (avoid probate)
- ✓Trust funding instructions
- ✓Tailored to Florida law
- ✓Built-in AI review
$499couples $699
Start my Trust plan nowReviewed by your choice of engine: Opus 5 · ChatGPT 5.6 Sol · Fable 5. One click — the questionnaire opens with this plan selected.
Florida-only
Attorney review available
Private document storage
Source-locked Florida law
TrusteeClear integrated
For every Florida family
Estate Planning, in plain language you can act on
It isn’t about wealth — it’s about the people you love. Florida parents, caregivers, blended families, older relatives, successor trustees — draft the documents your family needs, understand anything you already have, and see the gaps. Start with a free preview; attorney review stays optional.
Create your Estate Plan
Answer a guided questionnaire and get a Florida-tailored draft — a will, living trust, power of attorney, or healthcare directive — each cite-checked and pressure-tested, ready for your review, and ready to sign once it says what you want (or once your attorney has looked).
Start your plan →Review what you already have
Upload an existing will, trust, or any legal document and get a plain-language, clause-by-clause read — what it does, what's missing, the red flags, and the questions to consider.
Review a document →See the gaps and risks — free
A structured look at what your plan covers and what it doesn't — missing protections, probate and tax exposure, and beneficiary gaps — each framed as a factor to weigh and a question for a licensed attorney.
Run a free checkup →
AI guidance powered by Claude Opus 5. All output is general legal information — not legal advice, and not a substitute for a licensed attorney. A licensed Florida attorney review is an optional add-on.
The template model
Locked master templates — your answers only fill in the blanks
Every EstateDraftFL instrument starts from a locked Florida master template: drafted once at full depth from Florida’s statutes — verbatim, hash-pinned — and refined against real attorney-drafted instruments from the public court record. The guided questionnaire only fills in your information. The software never composes law for you, never decides for you, and nothing finalizes until you have reviewed every objection the Opposing Counsel Pass™ raises.
That architecture is the point: you are the author of your documents. EstateDraftFL is self-help document-preparation software — not a law firm and not a substitute for a Florida attorney’s advice about your situation. When a question needs a lawyer’s judgment, the platform says so and shows you the independent-attorney connect path instead of guessing.
Official court forms
Your circuit’s own probate forms — matched to your county
Florida has no statewide probate form set: each judicial circuit publishes its own. Pick your county and EstateDraftFL matches you to your circuit and its approved forms — what each one is, when it’s used, and which ones the engine completes from a single questionnaire. The court’s official bytes, SHA-256-verified, filled in your browser; your answers never leave your device.
96 pinned official forms across 10 circuits — 73 completed by the engine, the rest as honest official downloads.
The questionnaire is free. Completed-form downloads are included with Probate Administration or any estate plan. Local practice varies — confirm current requirements with your clerk.
Fla. Prob. R. 5.030: in a formal administration, the personal representative must generally be represented by a Florida-licensed attorney (unless the personal representative is the sole interested person). These materials prepare that process — plan for an attorney of record.
1
Pick your county
All 67 Florida counties route to their judicial circuit — no statewide guesswork.
2
See the approved set
Every pinned form with what it is and when it's used — fillable vs. download stated honestly.
3
Answer once, review, download
One questionnaire fills the court's own PDF — wet-ink lines left for paper, verify-with-the-clerk guidance built in.
A second-pass review, built in
The Opposing Counsel Pass™
Every other AI tells you its draft is brilliant. Ours is under standing orders to tear its own work apart — your own red team, acting as opposing counsel, on every document.
The moment a draft is finished, the engine switches sides. It re-reads every clause like a will-contest challenger or an objecting creditor would — hunting the missed homestead, the underpaid elective share, the unserved creditor, the formality that voids the will.
Every objection it lands becomes a finding only you can clear — approve, reject, or revise, on the record. Only resolved findings move forward into the file.
Act I — The engine drafts
Art. VI · No-Contest Clause — drafted by the engine
If any beneficiary contests this Will or any of its provisions, that beneficiary shall forfeit all gifts made to them and shall take nothing from my estate.
Opposing Counsel Pass™ — red team finding
Enforceability · s. 732.517Unenforceable no-contest clause — the engine just objected to its own clause
“As drafted, this in terrorem clause does nothing. Fla. Stat. s. 732.517 makes a penalty-for-contesting provision in a Florida will unenforceable — so it won't deter a challenge, and it telegraphs to a contestant that you feared one.”
Possible alternative language
…strike the forfeiture penalty (void under s. 732.517) and instead deter a contest with a self-proving affidavit (s. 732.503), contemporaneous capacity evidence, and unambiguous dispositive terms…
Nothing finalizes until the last finding carries your decision.
Built into every document
Cite Check: catch the statute that isn’t real.
Every Florida statute and Probate Rule a document cites is checked against our source-locked corpus. A made-up statute number is flagged and the draft reverts to the deterministic skeleton — it never ships. Format-correct is not the same as real.
Cite Check results14 citations
0
errors
1
warning
13
verified
Fla. Stat. § 733.2121Source-locked
§ 999.999 — no such sectionRejected
No other platform has these
The proof stack
Six engines nobody else in legal AI ships — each one live today, each one verifiable, not just promised.
EstateBench 449/449 checks green · commit bfd4984 · run in CI on every release
449/449 · published
EstateBench
The open, reproducible evaluation we grade ourselves on — run in CI on every release, commit-pinned, public. Legal AI vendors ask for trust; we publish the scorecard.
See the live scorecard →The continuity engine
Death Activation™
The moment a death is recorded, the plan becomes the administration: the Notice of Trust drafted, the first-60-days duties and deadlines loaded, the funding gaps carried over — and it stops for a human signature at every step. Nothing auto-files, ever.
See the matter agents →$199 · scored 0–100, deterministic
The Estate Plan Audit
Drop in the documents a family already has. The Florida Plan Score, the cross-document conflicts, the unfunded trust, the stale beneficiary designations — found, scored, and cited to the statute.
Audit an existing plan →Free · 3 minutes · fully cited
HomesteadClear™
Own your Florida home? Check whether you can leave it the way you want, what your family would get, and what to file. Inherited one? The devise restrictions, the descent rules, the 6-month election, the court determination — computed deterministically from the statutes, every consequence one click from its verbatim text.
Check my homestead →Every sentence cited or flagged
The Grounded Assistant
Ask anything about Florida estate planning or probate. Every legal claim resolves against the source-locked statutes or renders with a visible verify flag — and citation chips open the hash-pinned verbatim text.
Ask the Assistant →Fabricated cites caught deterministically
Deep Research
Hard questions get cited answers with a deterministic citation check on every one — verified in the corpus or marked “do not rely.” And at exactly the line where research becomes legal judgment, it routes you to a Florida attorney instead of pretending.
Open Deep Research →The workstation
Where findings become decisions
Work the rail: each finding in front of you, your revision in place, your note on the record. The gate opens only when the last finding falls — and the file shows who decided what, and when.
Estate of John A. Carter5 findings
Determine homestead before distributionApproved
Serve the unserved hospital creditorRevised
Compute the spouse's elective shareApproved
Nonresident PR may be disqualifiedRejected
Confirm the 2026 summary ceilingPending
Finalization gateLocked — 1 finding open
Powered by Claude Opus 5 · ChatGPT 5.6 Sol · Claude Fable 5
Defensible by design — not just “AI.”
Every statute, citation, and clause is fixed, source-locked text — and every adjudication lands on an append-only record. If anyone ever asks how AI was supervised on a matter, the answer is already in the file.
Append-only audit log
Adjudications are written to an immutable record — superseded, never quietly erased.
Reviewer identity & timestamps
Every event records who decided, what changed, the stated reason, and when.
A gate, not a suggestion
The finalization gate is enforced in software. Open findings block the final document.
Decision packet for the file
Each finding, its disposition, and the language as approved — built for the matter file.
Statute-locked legal languageNo AI-written law — zero hallucinationGated environment, human oversightStatutory quotes byte-verified against the hashed corpusEstateBench-published: 449/449 reproducible checks
Connectors & the signing table
It lives inside Word — and owns the ceremony
The Word add-in checks every statutory citation in your open document against the source-locked corpus, right in the taskpane. The Execution Ceremony layer runs the signing itself — who signs, in what order, who may not witness, every formality cited — with an append-only execution record. Calendar deadlines subscribe natively; Clio, DocuSign, and bank sync connect under your firm’s own credentials.
Word add-in
Live
Execution Ceremony
Live
Calendar (ICS)
Live
Word / PDF + Vault
Live
Clio
Firm activation
DocuSign
Firm activation
What we produce
Complete Florida instruments — not templates with blanks
Last Will & Testament
Fla. Stat. ch. 732
Revocable Living Trust
Fla. Stat. ch. 736
Durable Power of Attorney
Fla. Stat. ch. 709
Healthcare Directive & Living Will
Fla. Stat. ch. 765
Premium module
TrusteeClear™ — for the successor trustee
When someone steps in as trustee of a Florida trust, TrusteeClear™ guides the duties, statutory deadlines, trust accounting, beneficiary notices, and court forms under the Florida Trust Code — the premium, attorney-backed administration lane, licensable to firms as a branded client portal. And with Death Activation™, a plan built here rolls into its administration automatically — instruments, fiduciaries, and funding gaps carried over with full provenance, an attorney gate on every step.
- Guided trustee duties & first steps
- Statutory deadline tracking
- Trust accounting & beneficiary notices
- Court forms & document vault
- Attorney review on demand
For law firms
White-label the whole platform
Run Estate Planning, probate, the Opposing Counsel Pass™, the workstation, and TrusteeClear™ under your own brand — tenant-isolated, with attorney review built in. Your firm’s own attorney-approved clause playbook compiles into every document with firm-template provenance, and the accuracy dashboard shows your citation-resolution rate on your real matters.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-language guidance, and exactly when a Florida attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Security & isolation, not an afterthought
Tenant isolation
Every firm and consumer is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed — immutable even to the service role.
Florida-attorney review
Firm work product is adjudicated by a licensed Florida attorney before it is relied upon.
Start your Florida Estate Plan today
Build your plan in minutes, pressure-test it with the Opposing Counsel Pass™, and optionally add a licensed Florida attorney review before you sign.
Administering a Florida estate? See the probate engine.
EstateDraftFL is gated AI document-preparation software — not a law firm — and does not provide legal advice. The built-in Opposing Counsel Pass™ is an AI review, not a licensed-attorney review. A licensed Florida attorney review is an optional add-on and is not included.