Florida Estate
Planning Checklist

Designates who gets your assets and names a guardian for minor children.

Avoids probate, keeps your affairs private, and lets assets pass to your family without a court process.

Allows a trusted person to manage your finances if you become incapacitated.

Names someone to make medical decisions for you if you cannot.

Documents your end-of-life care preferences.

Bank accounts, retirement accounts, and life insurance have current beneficiaries.

Florida homestead property is titled correctly for your estate plan.

Named legal guardians for your children in case something happens to you.

Operating agreement addresses what happens to your ownership interest.

Passwords, accounts, crypto, and online property are accessible to your executor.