Florida Living Trust Estate Plan

Experience peace of mind with our expertly crafted Florida Living Trust Estate Plan. This all-in-one solution includes every essential legal document and easy-to-follow guidance to protect your assets, minimize costly probate processes, and ensure your family’s future is secure—exactly as you intend. Professionally tailored for Florida residents, this estate plan is designed to be simple to use and highly effective. Features include clear instructions, customizable templates, and expert tips for proper completion. Comes as a sleek, organized packet in a classic navy blue folder—perfect for safe storage and quick reference.

📄 What Is a Living Trust?

A Living Trust (also called a revocable trust) is a legal document that allows you to transfer ownership of your assets to a trust during your lifetime, to be managed by a trustee (often yourself), and distributed to your beneficiaries without going through probate when you die.

🧾 Basic Elements of a Living Trust Form:

Here’s a simplified outline of a revocable living trust form for an individual:

🧑‍⚖️ REVOCABLE LIVING TRUST AGREEMENT

This Revocable Living Trust Agreement is made on this ___ day of __________, 20, by [Your Full Legal Name], residing at [Your Address], hereinafter referred to as the "Grantor" and the "Trustee."

1. Name of Trust

This trust shall be known as the [Your Full Name] Revocable Living Trust, dated ____________.

2. Declaration of Trust

I, [Your Name], hereby transfer and deliver to the Trustee the property listed in Schedule A, attached to this trust, to be held, managed, and distributed under the terms of this agreement.

3. Revocability

This trust is revocable. The Grantor reserves the right to revoke or amend this trust at any time, in whole or in part, by written instrument delivered to the Trustee.

4. Trustee and Successor Trustee

• Initial Trustee: The Grantor shall serve as Trustee during their lifetime.

• Successor Trustee: Upon the Grantor’s death or incapacity, [Name of Successor Trustee], of [Address], shall serve as Successor Trustee.

5. Distribution Upon Death

Upon the Grantor’s death, the Trustee shall distribute the remaining trust assets as follows:

• To [Name of Beneficiary], [relationship], [percentage or specific property]

• To [Name of Beneficiary], [relationship], [percentage or specific property]

• (Add more as needed)

6. Powers of Trustee

The Trustee shall have all powers necessary to manage the trust property, including the power to buy, sell, invest, lease, and distribute trust assets, according to the laws of the State of [Your State].

7. Governing Law

This trust shall be governed by the laws of the State of [Your State].

🔏 IN WITNESS WHEREOF, the Grantor has executed this Revocable Living Trust on the date first above written.

_________________________
Grantor / Trustee Signature
[Your Printed Name]

_________________________
Witness 1 Signature
Name: _____________________

_________________________
Witness 2 Signature
Name: _____________________

_________________________
Notary Public (if required)

📎 Schedule A – Property Transferred to the Trust

(List all assets you are placing into the trust, such as:)

• Bank account at [Bank Name], Account #XXXX

• Real estate: [Address], legal description

• Vehicle: [Year, Make, Model, VIN]

• Investment account: [Brokerage], Account #XXXX

📌 Notes:

• You’ll need to retitle assets in the name of the trust (e.g., "John Smith, Trustee of the John Smith Revocable Living Trust dated [Date]").

• You should also create a pour-over will to cover any assets not transferred into the trust before death.

• You may want a lawyer to review or customize the document, especially for complex estates or tax planning.