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Florida Estate Planning Starter Kit
A free PDF covering the five documents every Florida adult needs, will vs trust, the homestead, beneficiary designations, and what to gather before your consult.
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Long-form guides to the questions clients ask most often. Built to answer the question before you need to call.
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A free, plain-English PDF for Florida personal representatives: the first steps after a death, which probate applies, the homestead trap, the creditor clock, and when you need an attorney.
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Free PDF download
A free PDF covering the five documents every Florida adult needs, will vs trust, the homestead, beneficiary designations, and what to gather before your consult.
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Free PDF download
A free kit for successor trustees: the first steps after a death, the notices Florida law requires, and how to avoid personal liability.
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Where Broward probate is filed, what the Clerk charges, how e-filing works, when letters issue, and the homestead step that drives the local timeline.
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A month-by-month schedule: 8 to 12 months for formal administration, 4 to 8 weeks for summary, and the specific things that add months.
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The four grounds for challenging a Florida will, the very short filing deadline, why no-contest clauses do not bind, and what evidence actually wins.
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What a successor trustee must do under Chapter 736: the notice of trust, informing and accounting to beneficiaries, handling the settlor’s creditors, and where personal liability attaches.
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The four-part test, the bond requirement, what a TRO without notice takes, and why delay is the fastest way to lose emergency relief.
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Direct versus derivative, the written demand and 90-day wait, standing, LLC member actions, and the two-sided fee risk.
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Every fee itemized: the filing fee, publication, personal representative compensation, and the statutory attorney fee schedule, with worked numbers for a $500,000 estate.
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A side-by-side comparison of Florida estate-planning tools, costs, privacy, probate avoidance, and when you need both.
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Second marriages and stepchildren: how the elective share, homestead, and intestacy break simple plans, and the trust structures that hold up in court.
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Establishing Florida residency, what happens to property in two states, and how to avoid a second probate with a trust, lady bird deed, or LLC.
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What happens when a parent loses capacity with no documents in place: the court process, realistic costs, and the two signatures that usually make guardianship unnecessary.
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Are LegalZoom and other DIY wills valid in Florida? Where online services work, where they fail (homestead, elective share, trust funding), and when an attorney is worth it.
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Nine questions to ask any Florida estate firm before you sign: the fee in writing, who drafts, who defends the plan in court, and which fees are flat versus quoted.
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A realistic month-by-month walk-through of formal administration, with the statutes that drive each step and where estates actually get stuck.
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How Florida founders should choose an entity, taxes, liability, compliance, and the point where an S-Corp election pays for itself.
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Ten steps from picking a name to filing an S-election on time, with the statutes that matter and the ones self-filers usually miss.
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How Florida courts analyze restrictive covenants, the legitimate-business-interest test, reasonableness, and what actually gets enforced.
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Elements, damages measures, statute of limitations, and prevailing-party fees, with the ROI analysis we run before filing.
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