Florida Estate Planning Drafting Software
Florida's constitutional homestead protection significantly impacts estate planning, with strict rules on devise restrictions for married homeowners. The Lady Bird deed offers a powerful tool for avoiding probate on real property. Florida has no state income or estate tax, making it attractive for retirees and wealth preservation.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $75,000
- Property System
- Common Law
Practice Snapshot for Florida Attorneys
Estate planning in Florida is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate procedures are available for estates up to $75,000.
Local practitioners routinely navigate: Strong homestead protection (constitutional), Elective share for surviving spouses, No state income, estate, or inheritance tax, and Lady Bird deeds (enhanced life estate deeds) available.
Common Florida filings and forms include: Florida Enhanced Life Estate Deed (Lady Bird Deed), Florida Designation of Health Care Surrogate, Florida Living Will, and Florida Durable Power of Attorney (Chapter 709). Key Florida statutory touchpoints include: Florida Homestead Law (Article X, Section 4), Florida Trust Code (Chapter 736), and Florida Elective Share (Chapter 732).
Key Considerations for Florida Attorneys
- —Strong homestead protection (constitutional)
- —Elective share for surviving spouses
- —No state income, estate, or inheritance tax
- —Lady Bird deeds (enhanced life estate deeds) available
- —Unique homestead descent and devise rules
Florida-Specific Documents
State-specific drafting language and formatting aligned with Florida statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Florida Enhanced Life Estate Deed (Lady Bird Deed)
- —Florida Designation of Health Care Surrogate
- —Florida Living Will
- —Florida Durable Power of Attorney (Chapter 709)
Florida Estate Planning Laws
- —Florida Homestead Law (Article X, Section 4)
- —Florida Trust Code (Chapter 736)
- —Florida Elective Share (Chapter 732)
What Statular Offers Florida Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Join Florida attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules