Answers
Frequently Asked Questions
Common questions about Florida estate planning, the Florida Estate Kit, real estate, and working with our firm. Have a question we didn't cover? Contact us.
Estate Planning & the Florida Estate Kit
How much does a will or living trust cost?
Our plans are flat-fee. Estate plans start at $399 self-guided, with attorney-guided options available. You'll see exact pricing before you start.
What's included in the Florida Estate Kit?
A will, a revocable living trust, a durable power of attorney, a health care surrogate, and a living will — all built for Florida law, with the option to add a licensed Florida attorney's review.
Do I need a will or a living trust?
It depends on your home, assets, and goals. A will alone still goes through probate; a funded living trust can avoid it. Our free 3-minute quiz helps you see what fits.
Can I make my will or trust online — is it valid in Florida?
Yes. Florida recognizes online and electronic wills, and our documents are built to Florida's signing and witnessing requirements, with step-by-step instructions so you execute them correctly.
How long does it take?
About 20 minutes online, at your own pace.
Do I have to come into an office?
No. The entire process is online, by phone, and video.
Can a real attorney review my plan?
Yes. You can add Attorney-Guided review, where a licensed Florida attorney reviews your plan before you sign.
What happens after I pay?
Your documents are prepared and available in your secure portal, with signing instructions. You can add attorney review at any time.
Probate & Elder Law
How do I avoid probate in Florida?
Most often with a properly funded revocable living trust, along with beneficiary designations and the right home titling. Our quiz flags where your current plan has gaps.
Do I need to update my plan if I moved to Florida?
Almost always yes. Florida's homestead and estate rules are unique and often require updates to your plan.
What is Medicaid planning, and when should I start?
Medicaid planning prepares for long-term care costs. It's best to start earlier than most families think.
How do I plan for a property my children will inherit?
There are several paths, each with different tax and probate consequences. We help you choose the best option.
Florida Real Estate
Should my Florida home be owned by a trust?
Sometimes yes, sometimes no. Trust ownership avoids probate but can affect homestead protection, taxes, and creditor exposure. The right answer depends on your goals and family structure. We help families decide.
How should I title my Florida home?
Trust, joint ownership, or a lady bird deed may be options. The right answer depends on your goals.
What is a lady bird deed, and is it right for me?
A lady bird deed lets you transfer property to heirs at death without probate while keeping control during your life. It's useful for some, but not all, situations. Florida is one of few states that allow it.
What is a Florida land trust, and do I need one?
A Florida land trust keeps your name off the deed, offering privacy for owners and investors. Whether you need one depends on your goals.
Do you handle closings?
No. We don't represent buyers or sellers at the closing table. We focus on planning and ownership questions that closings don't address, and often work alongside closing firms to fit your transaction into your larger plan.
Can you help with a boundary dispute or easement issue?
Yes. We handle real property disputes, including boundary, easement, quiet title, and partition matters.
Working With Us
Do you work with my CPA or financial advisor?
Yes, we expect to. The best property and planning decisions involve your tax and financial advisors, and we welcome those conversations.
Do you offer a free consultation?
Yes — a free 20-minute call to talk through your situation, with no obligation.
What areas do you serve?
Clients throughout Florida, by phone, video, and appointment.
See what your family needs
Take the free 3-minute estate-plan quiz, or build your plan online with the Florida Estate Kit.
Take the Free Quiz →These answers are general information, not legal advice, and do not create an attorney-client relationship. Attorney advertising. Responsible attorney: Arthur Simpson, Esq., Florida Bar #529265.