Last updated September 18, 2026
Who the Will-Based Plan fits
A will-based plan fits people whose property will pass simply: a home held with a spouse, accounts with named beneficiaries, and an estate that a Florida summary administration or a straightforward formal administration can handle. It gives your family every incapacity document and a will that a probate court can act on.
If you want to avoid probate entirely, own property in more than one state, want privacy, or want to control when younger beneficiaries inherit, the trust-based plan is the better fit. The comparison below is honest about the difference.
One questionnaire, each spouse’s own documents
The couples plan takes one questionnaire and produces each spouse’s own set — two wills, two powers of attorney, two directives, two releases — with the cross-references a married couple’s plan needs. Your homestead answers apply to your own documents only; the spouse’s set carries no homestead article rather than a possibly wrong one.
How it is signed
Each document carries its own Florida signing instructions: the will and the healthcare documents before two witnesses (§732.502, §765.202, §765.302), the power of attorney before two witnesses and a notary (§709.2105), the will’s self-proving affidavit before a notary (§732.503). You sign with pen and ink; nothing is filed or sent by the software.
What the package includes
- Last Will and Testament — personal representative, guardians for minors, gifts, the protective holdback trust, the homestead acknowledgment, the self-proving affidavit.
- Durable Power of Attorney — the full powers suite with the §709.2202 special grants you initial, effective when signed (§709.2104), the agent’s affidavit.
- Healthcare Directive and Living Will — surrogate designation, the §765.113 delegations, the living will, the anatomical-gift election, the HIPAA access article.
- HIPAA Release and Authorization — the standing release with the §381.004 sensitive-category elections and the incapacity-certificate direction.
- Florida signing instructions for each document, built-in completeness and format checks, and copies in your account.
One person
$199
one-time; no subscription
Married couple
$299
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 Trust-Based Plan package →
- Will vs. living trust in Florida →
- The Florida last will and testament →
- The Florida durable power of attorney →
- Florida living will and health care surrogate →
- The Florida HIPAA release →
- Pricing and exact purchase facts →
General information about Florida law, not legal advice.
Frequently asked questions
What does the Will-Based Plan not include?
A revocable living trust and its funding instructions — those are the Trust-Based Plan. Deeds, probate filings, and the Lady Bird Deed are separate products.
Is this an attorney-prepared plan?
No. It is software: locked Florida masters filled from your answers, with completeness and format checks. A licensed Florida attorney of your choosing can review the documents before you sign.
Can I upgrade to the Trust-Based Plan later?
Yes. The Trust-Based Plan is a separate purchase at the price published on the pricing page.
Does the couples plan require both spouses to answer?
It takes one questionnaire. Your spouse's set is reciprocal (you become their primary trusted agent), relational terms in their set stay neutral, homestead answers are not copied across, and each spouse signs their own documents.
General information about Florida law, not legal advice.