Download the Florida Estate Planning Checklist

A practical planning checklist designed specifically for Florida residents.

Estate planning in Florida involves unique considerations — including homestead protections, probate procedures, elective share rights, and trust funding requirements.

This checklist is designed to help you organize your documents, evaluate your current plan, and identify potential gaps before meeting with a Florida estate planning attorney.

The Florida Estate Planning Checklist will help you:

  • Identify the core documents every Florida resident should review

  • Confirm proper execution of wills and powers of attorney

  • Evaluate whether a revocable living trust may be appropriate

  • Review beneficiary designations and asset titlingConsider Florida homestead implications

  • Prepare key questions before speaking with an attorney

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Enter your name and email below to download the Florida Estate Planning Checklist.

We respect your privacy. Your information will only be used to provide Florida estate planning resources and updates from the American Estate Planning Series.

After downloading the checklist, you may also want to:

• Watch the Florida video education modules
• Explore Florida probate and homestead resources
• Learn about the Florida edition of the American Estate Planning Series

Visit:
epseries.com/florida