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Interactive Tool · Estate
Check off what you have in place. See what you're missing — and how exposed your family may be under Florida law.
Designates who gets your assets and names a guardian for minor children.
Avoids probate, keeps your affairs private, and allows immediate asset transfer.
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.
See Your Full Assessment
We'll show you exactly what's missing and what it means for your family.
