Last updated September 18, 2026
Who the Trust-Based Plan fits
A revocable living trust fits people who want to keep their family out of probate court, who own real property in Florida and elsewhere, who want privacy (probate files are public; trusts are not), who want a successor trustee ready if they become incapacitated, or who want younger beneficiaries to inherit in stages. Florida’s Trust Code (Chapter 736) governs the trust; the homestead rules still apply to the home.
A trust only avoids probate for what it owns. The funding instructions are the part of this plan that does the work — and the part most self-help plans skip.
What the trust does not do
A revocable trust is not asset protection: while you are alive you control it, so your creditors reach it as they would reach you. It does not reduce Florida taxes (Florida has no estate or inheritance tax). It does not replace the incapacity documents — a trust governs its assets, not your medical decisions or the accounts outside it.
How it is signed
The trust is signed with the formalities of a will for its testamentary aspects (§736.0403): before two witnesses, and ours adds the notary. The will follows §732.502 with the self-proving affidavit; the power of attorney needs two witnesses and a notary (§709.2105); the healthcare documents need two witnesses. Then the trust is funded — the instructions tell you how, institution by institution.
What the package includes
- Revocable Living Trust — the 22-article Florida trust with the trust-protector option, the certification of trust, the general assignment, and the successor-trustee and incapacity machinery.
- Trust funding instructions — the step-by-step guide to retitling accounts and property so the trust actually owns them (the step that decides whether probate is avoided).
- Last Will with the pour-over election — when you elect it, the will’s residuary pours into the trust (§732.513) with the testamentary-trust fallback; guardians for minors, the personal representative, the self-proving affidavit.
- Durable Power of Attorney, Healthcare Directive and Living Will, and HIPAA Release — as in the Will-Based Plan.
- Florida signing instructions for each document, built-in completeness and format checks, and copies in your account.
One person
$499
one-time; no subscription
Married couple
$699
each spouse’s own documents from one questionnaire
Software, not a law firm. The documents are prepared from your answers on locked Florida masters; they are not reviewed by anyone, and a licensed Florida attorney of your choosing can review them before you sign.
Related reading
- The Will-Based Plan package →
- The Florida revocable living trust, explained →
- Funding a Florida living trust →
- The Florida pour-over will →
- How much does a living trust cost in Florida? →
- Pricing and exact purchase facts →
General information about Florida law, not legal advice.
Frequently asked questions
Does a living trust avoid probate in Florida?
For the assets titled in the trust, yes. Anything left outside it passes under your will, through probate, and into the trust if you elected the pour-over devise. Funding is what makes the difference.
Is a Florida trust the same as asset protection?
No. A revocable trust you control is reachable by your creditors. Asset protection is a separate subject with its own Florida rules.
Do I need both a trust and a will?
Yes. The will catches what the trust does not own — pouring it into the trust when you elect the pour-over devise (§732.513) — and names guardians for minor children, which a trust cannot do.
Can the couples plan create a joint trust?
No. Following Florida practice, the couples plan prepares one single-settlor trust per spouse, each naming the other, from one questionnaire; a single joint trust would lack first-death division mechanics.
General information about Florida law, not legal advice.