Florida Estate Plan Packages: Will-Based and Trust-Based

What each plan includes

Both plans come from one guided questionnaire, and every price below is the live published price, one time, with no subscription.

Each package page states what its documents contain, article by article: the Will-Based Plan and the Trust-Based Plan. Exact purchase facts are on the pricing page.

How the questionnaire works

1. Choose the plan and answer in plain language

Family, property, who is in charge, who receives what, and the elections Florida law leaves to you — the under-age holdback for young beneficiaries, the pour-over devise, the surrogate’s immediate authority, the anatomical-gift election. The questions explain the Florida rule they rest on; the software never chooses for you, and an election you do not make renders the instrument’s blank, not a default.

The questions come in groups: about you and your spouse or partner, in the terms you use for each other; your Florida home, how it is titled on the deed, and who should receive it; the people you trust — personal representative and alternates, agent under the power of attorney, healthcare surrogate and backup, successor trustees, guardians for minor children; your gifts and the residuary; and the Florida elections the statutes leave to you. Every relational term in the finished documents is the one you typed, never a guess, and nothing about your spouse’s medical or HIPAA choices is copied from your answers to theirs.

2. The documents assemble deterministically

Every instrument is a locked Florida master — drafted once at full depth from the Florida statutes and refined against attorney-drafted instruments from the public record — and your answers fill it. No model writes, phrases, or reviews a consumer document. The masters are described on the documents page and the method on accurate by design.

3. Preview free, then pay once

You see the assembled documents before any payment. The order summary names the exact documents, formats, exclusions, responsibilities, and the refund path; independent legal services are never included and never required.

4. Completeness and format checks

Software checks on the document — a missing residuary clause, a personal representative who cannot qualify under §733.302–§733.304, a signing block that does not match the statute — not a review of your situation and not a recommendation.

5. Download, sign, and keep

Word and print-ready PDF, with a copy in your account. Each document carries its own Florida signing instructions; the plan’s signing sheet puts every ceremony in one sitting with two witnesses and a notary.

Signing your Florida documents

A single sitting covers the whole plan: two adult witnesses who take nothing under the documents, one of whom is neither your spouse nor a blood relative, and a notary. Florida also recognizes electronic wills through online notarization under its electronic-wills law, which carries its own rules; the instructions here cover the in-person ceremony.

Compare the documents

The Will-Based Plan includes a will, durable power of attorney, healthcare directive and HIPAA release. The Trust-Based Plan includes those document types plus a revocable living trust and funding instructions. A trust document does not itself transfer assets or guarantee avoidance of probate. Compare the complete purchase details and document descriptions. The software does not choose a plan for your circumstances; a licensed Florida attorney can advise you on that decision.

What the plan does not do

It does not give legal advice, review your situation, or tell you which plan to buy. It does not file or record anything — you sign, and you or your title company record the deed that funds a trust. It does not change any tax; Florida has no estate or inheritance tax. It does not override Florida’s homestead devise restrictions (§732.401, §732.4015) or a spouse’s elective share (§732.2065); the documents state those rules rather than pretending they do not exist. And it is not a substitute for a Florida attorney where your facts call for one: blended families, business interests, special-needs beneficiaries, property in several states, or a family you expect to fight.

The Florida rules the plan is built around

Homestead. A Florida homestead cannot be devised freely when a spouse or minor child survives (§732.401, §732.4015); the will and the trust both state the rule, and the questionnaire asks how the home is titled and to whom it should pass. The elective share. A surviving spouse may take 30% of the elective estate regardless of the documents (§732.2065). No transfer-on-death deed. Florida never adopted one; the instrument that passes a home outside probate while you keep control is the lady bird deed. Execution. Each instrument has its own signing rule, and the plan’s instructions match them. Probate paths. Formal administration, summary administration (§735.201), and disposition without administration (§735.301) — the plan explains which the assets left outside a trust would take. See the Florida estate planning guide.

For married couples

The couples price prepares each spouse’s own set of documents from one questionnaire. The second spouse’s set is reciprocal — you become their primary trusted agent — and the relational terms in their documents stay neutral, because the software knows how you refer to your spouse and never guesses the reverse. Homestead answers are person-specific and are not copied across; the spouse’s instruments carry no homestead article rather than a possibly wrong one. In the Trust-Based Plan each spouse receives one single-settlor trust naming the other, the way Florida practice drafts it; a single joint trust would lack first-death division mechanics.

After you sign

Keep the signed originals where your fiduciaries can find them and tell them where. Fund the trust — the deed, the account forms — and keep funding it as you acquire assets; the plan’s funding instructions go institution by institution. Give the healthcare directive to your surrogate and your physicians, and the HIPAA release to the people it names. Review the plan at the events that change Florida’s defaults: marriage (§732.301), divorce (§732.507(2)), a birth or adoption (§732.302), a death in the family, a move, or a change in who you would trust. Your account keeps a copy of every document, and the changelog on this site records every change to the masters.

Downloads and separate purchases

Generated Word documents and print-ready PDFs remain available in your account. Downloaded copies are not substitutes for properly signed originals. The single-document page lists separate documents from $99. The Lady Bird deed page explains that separate product, from $199, including the signing and filing package choices. These are product descriptions, not a determination that a document is suitable or sufficient for you.

Questions families ask

Keep in mind: The plan is assembled from your own answers by deterministic templates; no model reads or reviews it, and no attorney is involved unless you engage one yourself. Capabilities, limits and refusals →