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What Estate Planning Documents Do I Need In Florida?

Estate Planning in Florida requires certain documentation. There are a handful of things that need to be sorted out before you can set things in stone to ensure that everything goes smoothly, but it can be a lot for a single person to keep track of, and not everyone may understand the terminology involved. That’s why Maggi Tax is here to let you know what documents are needed for estate planning and an explanation of what they are!

What Is Estate Planning? A Brief Summary

Things can happen that may put us in a situation where we’re unable to communicate our intentions when it comes to our assets or our own well-being. Whether it be from a sudden disability, an inability to speak freely, or the act of passing, there are a number of reasons that could cause you to relinquish control of your say in things. Estate planning prepares you for these outcomes by setting your wishes in place should any of these things occur.

Required Documents For Estate Planning

Estate planning involves a few types of documentation to ensure the results that you desire. Each of these papers covers your rights in their corresponding fields, and you can enjoy peace of mind by getting it all down in writing. Just keep in mind that it’s important to avoid common estate planning mistakes since you won’t be able to fix them after it’s too late.

Last Will And Testament

This is often seen as one of the most important documents you can sign. Your last will and testament will make sure that your assets go to the people you want them to go to as stated. This can also be used to designate specific people to be the guardian of your minor children. Without this document, there’s no guarantee that your wishes will be fulfilled after you pass.

Living Trust

How can you make sure that your possessions will be distributed how you wish? You can personally choose someone you know to be the trustee to handle all of your assets for you after you pass to give you greater peace of mind. You are also able to change who you designate to be your trustee as many times as you’d like for as long as you’re alive.

Power Of Attorney

If you are ever in a situation where you are unable to make important decisions yourself concerning your property, financial matters, and other assets, a power of attorney (POA) can make those decisions on your behalf. Of course, you would want someone that you can absolutely trust to handle such important matters. This document will establish who will be your POA should you ever need one.

Health Care Directives

Setting up your health care directives is almost like having a power of attorney but for medical concerns. You can state what types of treatment you do and do not want, what surgeries you approve of, whether or not you would like to donate your organs, and so on. Since this concerns something as personal as your own body, it’s important to have such matters clearly written.

Hire Maggi Tax For Estate Planning Services!

Need more experienced guidance with your estate planning? Call Maggi Tax at (727) 799-1701 to schedule a complimentary consultation before utilizing our professional estate planning services! We’ll make sure that your documents accurately state your wishes so you can rest easy.


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