The Florida Estate Planning Checklist.
A one-page checklist of the Florida-specific items to review in an estate plan, including homestead, trust funding, and power of attorney requirements. Prepared by Attorney Season A. Chisholm of Spanski Law in Venice, Florida.
Planning checklist
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A one-page checklist of Florida-specific items to review in an estate plan: homestead, trust funding, the power of attorney authorities you must initial, and beneficiary designations.
- Florida homestead protection
- Florida will-signing formalities
- Lady Bird deed vs. traditional deed
- Durable power of attorney: the powers you must initial
- Health care surrogate & living will basics
- HIPAA authorization for adult children
- Personal representative residency rules
- Beneficiary designation review
- Digital assets planning starter list
- Blended-family elective share considerations
- Storage, and where your family will find it
- When to review the plan (life-event triggers)
A checklist to use before you meet with any attorney.
The checklist covers Florida's signing requirements for wills, the power of attorney authorities that must be initialed separately, the trust funding step that determines which assets a trust controls, and the beneficiary designation review that determines whether a plan works as intended. It is designed to be read with a pen in hand.
It is not legal advice and does not replace a conversation about your own family and assets, but it can help you prepare for that conversation.