Skip to main content

Free Download · Estate Planning

Putting off your estate plan?
Start with this free kit.

A plain-English Florida starter kit: the documents every adult needs, will vs trust, the homestead, and the beneficiary mistake that quietly overrides your will.

By Paul KoganPublished June 17, 2026

Estate planning gets put off because it feels complicated and grim. It does not have to be either. A solid Florida plan is usually a handful of documents that protect your family, your home, and your wishes if you cannot speak for yourself. This free kit shows you what those documents are and how to start.

Get the free Starter Kit

Enter your email and we will send the PDF right away. It is also yours to download on the spot.

No spam, just the kit and the occasional Florida-law tip. Unsubscribe anytime.

What is inside

  • The five documents every Florida plan needs, in plain English
  • Will vs trust in Florida, and which one actually avoids probate
  • How the Florida homestead changes your plan
  • The beneficiary designations that quietly override your will
  • What to set up if you have minor children
  • A simple checklist to gather before your consult

A look inside: the core documents

A sample straight from the kit, no email required.

  1. Last will and testament: names who gets what, and who is in charge. By itself it still goes through probate.

  2. Durable power of attorney: lets someone you trust handle finances if you cannot, instead of a court guardianship.

  3. Designation of health care surrogate: names who makes medical decisions for you.

  4. Living will: states your wishes on life-prolonging care, so your family does not have to guess.

Rated 4.8 stars across 53 client reviews. Seventeen years of Florida practice, flat fees on most estate work, and you work directly with the attorney. A will-based plan is $1,500 to $2,200; a trust-based plan is $3,500 to $4,500.

Not sure what you need yet?

The kit pairs with the free tools on this site. The estate-plan quiz points you to a will-based or trust-based plan, the estate planning checklist finds the gaps in what you have, and our trust vs will guide explains the difference in plain English. When you are ready, see the flat-fee pricing.

Common questions

Do I need a will or a trust in Florida?

It depends on what you own and whether avoiding probate matters to you. A properly funded revocable trust avoids probate; a will does not. The kit, and our free estate-plan quiz, help you decide which fits.

How much does an estate plan cost in Florida?

Most plans at The Kogan Firm are flat fee. A will-based Foundation plan is $1,500 for an individual or $2,200 for a couple. A trust-based Legacy plan is $3,500 or $4,500.

Is an online will good enough?

Sometimes, for a very simple situation. But online wills routinely miss Florida homestead rules, the spousal elective share, and trust funding, which is where DIY plans tend to fail.

Is the kit really free?

Yes. The kit is free general information, not legal advice, and downloading it does not create an attorney-client relationship.

What happens if I die with no plan at all?

Florida’s intestacy law decides who inherits, and a court may appoint a guardian for any minor children. The kit explains how a basic plan avoids both.

Paul Kogan, Fort Lauderdale litigation attorney

Paul Kogan

Fort Lauderdale Litigation Attorney, The Kogan Firm, P.A.

  • 17+ years
  • Florida Bar
  • Martindale Peer Rated

Estate Planning, Done Right

Get a plan that actually fits Florida.

Tell us about your home, your family, and your goals in a free 15-minute call. We will tell you honestly whether a will or a trust makes sense, and what it costs, flat fee.

This kit is general information about Florida law and does not constitute legal advice. Downloading it does not create an attorney-client relationship. The right plan depends on your specific assets, family, and goals, so confirm your situation with a Florida attorney before acting.