Estate2026-08-22
Estate Planning Checklist for Florida Families
A complete estate planning checklist for Florida families — wills, trusts, powers of attorney, and which documents need notarization.
Estate planning is one of the most important things you can do for your family. Here's a practical checklist for Florida residents.
The Core Documents
- Last Will and Testament — Directs how your assets are distributed
- Revocable Living Trust — Avoids probate and manages assets during incapacity
- Durable Power of Attorney — Lets someone manage your finances if you can't
- Healthcare Surrogate Designation — Names someone to make medical decisions
- Living Will — States your end-of-life preferences
- HIPAA Authorization — Allows family access to medical records
Notarization Requirements
- Powers of attorney — Must be notarized in Florida
- Living wills and healthcare surrogates — Notarized + two witnesses
- Trusts — Often notarized for the trustee's acceptance
- Wills — Must follow specific signing rules (notary + witnesses)
Who Needs Estate Planning?
Everyone, but especially:
- Homeowners — protect your property
- Parents — name guardians for minor children
- Business owners — plan business succession
- Snowbirds — coordinate documents across states
- Anyone over 18 with assets — even a car and bank account
How We Help
Once your attorney prepares your documents, we notarize them — remotely ($25 per seal) or in person at your home in Sebring, Avon Park, Lake Placid, or nearby areas (starting at $35 plus travel).
Next Steps
- Consult a Florida-licensed estate attorney to draft your documents
- Schedule a notarization session (remote or mobile)
- Store originals safely and share copies with your family
- Review and update every 3-5 years or after major life changes
Ready to complete your estate plan? Chat with our AI assistant or call (863) 529-2252.
Need to get a document notarized? Chat with our AI assistant or call (863) 529-2252.