![]() ![]() ![]() No big deal if you have a Pour-Over Will because attorneys can use it in an inexpensive Summary Administration (remember not all probates are bad if assets total less than $75,000) to quickly transfer these assets to the trust. But sometimes smaller assets are forgotten about or purposely left unfunded into the trust. Confirm client wants the notarization to be performed by a Florida notary and. In Florida, as in the rest of the country, having a comprehensive estate plan ensures your wishes are met after your death and provides peace of mind. ![]() Again, the goal is to transfer as many of your larger assets as possible into the name of the trust. OF NOTARIZATION OF ESTATE PLANNING DOCUMENTS. The better strategy is to prepare a revocable trust and pair it with a shorter form of the Last Will & Testament called a “Pour-Over Will.” A Pour-Over Will is simply a safety valve to cover any assets held in your individual name and transfer them to your trust. Its not likely to follow the plan they would have. FLORIDA ESTATE PLANNING CHECKLIST Florida residents should follow this checklist to inform themselves on how they can prepare their estate for death, and to protect their health and financial interests should they become incapacitated and unable to communicate. The last thing you want to have happen is to die intestate (without a will), which means your estate will be administered through probate by a default set of laws that predetermine who your personal representative (executor) and beneficiaries will be. In the absence of legal planning, their estate will be distributed according to Floridas laws of intestacy. The Michigan Estate Planning Checklist 11 Things Every Estate Plan Should Have To Protect Your Family, Money, and Property 1. A Last Will & Testament is better than nothing. ![]()
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