Living Trust packages

Skip probate. Keep it private.

A Florida revocable living trust lets your accounts and property pass to the people you name without a probate case, without a court file anyone can read, and without the delay. Prepared from your answers, reviewed by a trained preparer, and delivered with the funding instructions most online trust services leave out.

Prepared & Reviewed

Living Trust — Single Person

For one Floridian with retirement or investment accounts, property, or anyone who wants the estate settled outside of court.

$199 flat fee

Florida Revocable Living Trust (Chapter 736)
Pour-Over Will — catches anything left outside the trust
Certificate of Trust (§736.1017) for banks and title companies
Durable Power of Attorney (§709.2101)
Living Will and Designation of Health Care Surrogate (§765)
Schedule of Trust Assets, completed with you
Funding checklist — how to retitle accounts and update beneficiaries, step by step
Successor trustee instructions — what happens next, and who does it
Preparer review before delivery

A trust only controls what you actually put in it. This package covers accounts and beneficiary designations. To move real estate in, add the Deed to Trust for $99.

Get Started → How a Florida trust works

Prepared & Reviewed · Couples

Living Trust — Married Couple

For spouses who want one plan that covers both of them — and leaves the survivor with clear instructions instead of a probate case.

$349 flat fee, both spouses

Joint Revocable Living Trust (Chapter 736) — or two separate trusts, your choice
Two Pour-Over Wills, one for each spouse
Certificate of Trust (§736.1017) for banks and title companies
Two Durable Powers of Attorney (§709.2101)
Two Living Wills and two Health Care Surrogate designations (§765)
Schedule of Trust Assets, completed with you
Funding checklist — joint accounts, retirement plans, and beneficiary updates
Survivor's instructions — what the surviving spouse does, and when
Preparer review before delivery

Two people, one flat fee — not two separate purchases. To move your Florida home into the trust, add the Deed to Trust for $99.

Get Started → Trust or will — which do we need?

Add-on · or buy on its own

Deed to Trust — one Florida property

The step that makes a trust actually work for your home. Add it to either package above, or buy it alone if you already have a trust that was never funded.

Florida deed transferring one property into your trust
Prepared to your county Clerk's recording standards
Homestead language reviewed before delivery
Legal description pulled from your current deed
Step-by-step recording instructions for your county
Preparer review before delivery

Recording costs — and any documentary stamp tax that applies to your transfer — are paid directly to the county, separate from the $99 and never marked up. One property per deed; add another for $99. If your property is mortgaged or held with someone outside the trust, we'll tell you before you buy.

$99 flat fee, per property Add the Deed →

Not everyone needs a trust.

Plenty of Floridians are fine with a will. If your home is protected homestead passing to a spouse or child, and your accounts already have named beneficiaries, a trust may buy you very little. Read the comparison first — and if a will is enough for you, take the estate planning bundle instead. We'd rather sell you the smaller package than the wrong one.