Living Trust — Single Person
For one Floridian with retirement or investment accounts, property, or anyone who wants the estate settled outside of court.
- 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.