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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

  1. Consult a Florida-licensed estate attorney to draft your documents
  2. Schedule a notarization session (remote or mobile)
  3. Store originals safely and share copies with your family
  4. 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.