A will and estate plan for Florida.
Built to Florida's rules, in plain words. Start free, then pay one setup fee with your first year included.
Reviewed by a licensed lawyer on October 29, 2026.
Your Florida documents
Will
Says who gets what, who is in charge, and who would raise young children.
Financial power of attorney
Names who handles your money if you can't.
Designation of health care surrogate
Names who speaks for you about care, and what care you want.
Revocable living trust
Holds your things and passes them on, often without court.
In the Complete plan
Pour-over will
Catches anything you left out of your trust.
In the Complete plan
How signing works in Florida
Signing your will
- Gather two adult witnesses. It is best if they are not people named in your will.
- Sign your will at the end while both witnesses watch.
- Each witness signs while you and the other witness watch.
- You may also sign a short sworn form before a notary with both witnesses. It helps the court accept the will later.
- Keep the original somewhere safe.
Florida has an electronic will law. We still prepare a will you print and sign in ink.
Remote online notarization where Florida allows it, never for wills.
How to sign your designation of health care surrogate
- Gather two adult witnesses. Your health care surrogate cannot be a witness. At least one witness must not be your spouse or a blood relative.
- Sign while both witnesses watch.
- Each witness signs while you watch.
- Give a copy to your surrogate and your doctor.
How to sign your financial power of attorney
- Meet a notary with two adult witnesses. Your agent should not be a witness.
- Sign your power of attorney while the notary and witnesses watch.
- Each witness signs.
- The notary notarizes your signature.
- Keep the original somewhere safe.
How to sign your revocable living trust
- Meet a notary with two adult witnesses.
- Sign your trust at the end while the witnesses watch.
- Each witness signs while you and the other witness watch.
- The notary notarizes your signature.
- Keep the original somewhere safe.
We give you a printed signing checklist for each document.
Taxes and court fees in Florida
As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.
What it costs
- Essential: $199 setup, then $49 a year.
- Complete: $499 setup, then $99 a year.
- Concierge: $1,495 setup, then $249 a year.
One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.
A lawyer can review your plan for a flat fee. The lawyer gives the advice.
Own a business in Florida?
Take the 5-minute check. See an estimated value range, your best path, and the one gap that caps your price.
Questions?
Questions about Florida? A real person can help.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.