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Florida Estate Planning Portal

Your Legacy,
Built to Last.

Florida's most comprehensive attorney-guided estate planning experience. Answer a few questions — get a complete, court-ready document package in minutes. Wills, Trusts, Powers of Attorney, and more — all tailored to your family and reviewed by a Florida-licensed attorney.

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Essentials Plan
Will + Durable POA + Healthcare Surrogate + Living Will. Every document you need as a starting foundation — drafted to Florida standards.
High Net Worth
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Legacy Plan
Complete Plan + ILIT or Family Limited Partnership — advanced tax reduction, multi-generational wealth transfer, and top-tier asset protection.
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Florida Land Trust
Hold real estate privately — your name never appears in public records. Avoids probate, preserves homestead. Ideal for investors & LLC structures.
Already have an estate plan?
Florida Advantages
🏛️ $0 State Estate Tax
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💰 $0 State Income Tax
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🏠 Unlimited Homestead Protection
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360-Year Dynasty Trusts
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🛡️ Top-Tier Asset Protection
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💼 $15M Federal Exemption (OBBBA)
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Attorney review available — Arthur Simpson, Esq.
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Auto-saved — resume anytime
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Live attorney chat available
10–15 minutes to complete
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Out-of-state mover specialists
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25+ years Florida estate law experience
Live Guided Session
🤝 Start Guided Session
Share this link with your client. When they open it, you'll both be in the same session — either of you can fill in any field in real time.
📱 Add Florida Estate Kit to your home screen for quick access
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Your Documents Are Ready
Your complete estate planning package has been prepared. Review each document using the tabs below. Your attorney will finalize and execute these instruments.
📄 20+ documents generated
📋 Attorney Matter Dashboard
Recent Matters
👋 Welcome back — you have a saved session in progress.
FLORIDA ESTATE KIT
by Cornerstone Wealth & Legacy Law
F.S. Chapter 736
Attorney-Reviewed
What does this mean?
Getting Started
Step 1
CW
Cornerstone Estate Planning Advisor
Cornerstone Wealth & Legacy Law
Online now
Hi! I'm your Cornerstone Estate Planning Advisor. I'm here to help you through every step of this process — whether you have a legal question, need help with a field, or want to understand what a document does. What can I help you with today?
Just now
Common Questions
Understanding This Question
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Still have questions?
Preparing Your Document
Applying Florida Statutes…
Ready to Finalize
Your documents have been prepared and are ready for attorney review. Complete your engagement below — Arthur Simpson, Esq. will personally review and finalize your documents within 3–5 business days.
Engagement Fee
$0
⚖️ Arthur Simpson, Esq. · Florida Bar #529265 📜 Drafted to current Florida statutes
How will you execute your documents?
🎥 After payment, book your secure video signing appointment below. Your Cornerstone Estate Planning Advisor will conduct the signing via our RON platform — witnesses and notarization included. Florida RON authorized under F.S. §§ 117.201–117.209.
Book RON Appointment →
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Cornerstone AI
⚖️ Pre-Delivery Legal Review
Running AI Review…
Claude is reviewing your plan against Florida law. This takes 10–20 seconds.