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Free guideUnderstanding Florida Living Trusts
A free, plain-English overview of revocable living trusts in Florida: how they work and when they help.
What’s in the guide
A revocable living trust is created during your lifetime, and you can change or cancel it while you are alive. In the typical arrangement you are your own trustee, and a successor trustee you name steps in at your incapacity or death to manage or distribute the trust property.
This guide covers what a trust does and does not do, how a Florida trust is signed, why funding the trust matters, homestead limits, the trustee’s duties, and questions people weigh when comparing a trust with a will. It links to the Florida Trust Code so you can read the sources yourself.
What the 8-page guide covers
- What a Trust Is
- What a Revocable Trust Does — and Does Not — Accomplish
- How a Florida Trust Is Created
- Typical Provisions in a Revocable Trust
- Funding — The Step That Makes the Trust Work
- Homestead, Spousal Rights, and Other Limits
- The Trustee's Duties
- Medicaid and Long-Term Care — Where Revocable Trusts Do Not Help
- Trust or Will? Questions People Weigh
- Do Your Own Research — Primary Sources
- Required Disclosures
Ready to start? Call or text 772-321-2290.
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Ready to start your paperwork?
Fill out the Revocable Living Trust and Pour-Over Will intake form, or call or text 772-321-2290. Your document is prepared from the information you provide in writing. See estate document preparation.
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I am not an attorney. I am a nonlawyer document preparer and provide document preparation only, at your direction. I cannot give legal advice. This guide is educational information only.
Prepared by Jonathan Rexford, Nonlawyer Document Preparer and Florida Notary Public, Vero Beach, Florida · 772-321-2290 · jonathan@notarynearmenow.com