Florida estate planning involves 12 key steps: asset inventory, setting goals, choosing executors, updating plans, creating trusts, drafting wills, durable power of attorney, naming guardians, addressing blended families, and avoiding probate.
Review Florida estate plans before hurricane season: update wills, trusts, POA, healthcare surrogates, beneficiaries, digital assets, guardianship, business succession, and ensure proper funding and emergency access.
Review and update your Florida estate plan after major life changes—marriage, divorce, new child, or relocation—to ensure legal compliance, protect beneficiaries, avoid probate, and secure family and business futures.
Spring estate planning ensures your documents reflect current life changes, updating beneficiaries, powers of attorney, trust funding, homestead status, digital assets, special needs trusts, and business succession for family protection.
Planning for incapacity in Florida involves key documents—durable power of attorney, health care surrogate, and living will—to avoid court guardianship, ease decision-making, and protect your family’s future.
This guide outlines 8 key steps for Jacksonville and Ponte Vedra Beach families to create and maintain Florida-compliant estate plans, covering asset inventory, surrogates, guardians, trusts, homestead laws, and ongoing updates.
