Welcome to Florida Document Specialists: Estate Planning Documents Simplified
A Friendly Approach to Secure Your Future
Welcome! You’ve just discovered your resource for straightforward, cost-effective estate planning solutions in Florida. We’re not lawyers, but our dedicated team specializes in crafting high-quality documents tailored to your needs.
We’ve organized the basics for you in an easy-to-navigate format. Learn about the ins and outs of various estate planning documents, and discover how each can help you protect your future and peace of mind.
Streamlined Document Execution: The How-To
We go beyond mere document preparation. From optional online notarization to eRecording services for deeds, we offer a suite of services that make the entire execution process seamless and convenient for you.
Customize Your Documents, Your Way
Our intuitive questionnaires allow you to provide the details we need to customize your documents. You’ll have a chance to review and tweak them before finalization, ensuring they align perfectly with your intentions.
Explore, Choose, and Secure
Take your time exploring our individual offerings and bundled packages. With Florida Document Specialists, you’re one step closer to securing a future that reflects your wishes, on your terms.
Explore Estate Planning Documents
In this section, you’ll find tabs that break down the key elements of various estate planning documents. From Advanced Healthcare Directives to Electronic Wills, get the insights you need to make informed decisions.
After you’re familiar with the different documents, take a look at our range of services and packages. We offer both individual and bundled options tailored to your needs. Navigate through these tabs to find out how Florida Document Specialists can help you prepare for whatever comes next. To learn more, visit our page on Florida Electronic Wills.
Click on a Tab to Learn More About the Document
A Last Will and Testament is a legal document that outlines your wishes regarding the distribution of your assets and the care of any minor children in the event of your death. This vital document serves as a roadmap for the courts and your loved ones, ensuring that your estate is managed and disbursed according to your wishes.
Benefits of a Last Will and Testament:
Asset Distribution: A will allows you to specify who will inherit your assets, from real estate and financial accounts to personal belongings like jewelry and mementos.
Child Guardianship: If you have minor children, a will enables you to nominate a guardian to care for them if you and the other parent are unable to do so.
Estate Executor: You can name an executor in your will, granting them the legal authority to manage your estate, including paying off debts and distributing assets as per your instructions.
Avoids Intestacy Laws: Dying without a will, known as dying “intestate,” means your estate will be distributed according to state laws, which may not align with your personal wishes.
Tax Planning: With a well-crafted will, you can employ various strategies to minimize the tax burden on your heirs, allowing them to inherit more of your hard-earned assets.
Conditional Bequests: A will enables you to make conditional gifts, such as disbursing funds to a beneficiary only when they reach a certain age or milestone.
Disinheritance: Conversely, you can use your will to explicitly exclude individuals who would otherwise inherit your estate under state law.
Streamlined Probate: Having a will generally simplifies the probate process, making it easier for your executor and heirs to settle your estate.
Peace of Mind: Knowing that you’ve made preparations for your loved ones and that your wishes will be honored can offer significant peace of mind.
Easily Amendable: As long as you are mentally competent, you can update or modify your will at any time to address changes in your life, assets, or family situation.
By incorporating a Last Will and Testament into your estate planning toolkit, you gain control over the future allocation of your assets and the welfare of your loved ones. This proactive step is essential for comprehensive estate planning and provides invaluable peace of mind for you and your family.
A Florida Electronic Will is a legal document that is executed, witnessed, and notarized entirely online, conforming to the specific regulations outlined by the Florida Electronic Wills Act. While these wills are stored securely online for easy access, they carry the same legal validity as traditional paper wills. Florida Document Specialists is a Qualified Custodian of Electronic Wills under Florida Statute, ensuring that your will complies with all state requirements.
Benefits of a Florida Electronic Will:
Convenience: Eliminate the need for physical paperwork and in-person visits. Create, sign, and store your will online, offering unmatched ease and accessibility.
Accessibility: Your will is stored securely online, so you can review it whenever needed, providing you greater control over your estate planning.
Speed: The online process is streamlined and efficient, offering you a faster pathway to peace of mind.
Security: With advanced encryption technologies and specially trained notaries, your electronic will is both secure and compliant with Florida law.
Lifetime Custodian Service: Florida Document Specialists serves as a Qualified Custodian of Electronic Wills, ensuring long-term compliance and secure storage of your important documents.
Streamlined Execution: Our specially trained notaries oversee the online notarization process, guaranteeing that your electronic will is executed in compliance with Florida law.
Special Bundle Discounts: To offset the costs associated with designating a Qualified Custodian, we offer special discounts when you bundle other important estate planning documents with your electronic will.
Discounts for Couples: Married couples can take advantage of deep discounts, making it cost-effective for both partners to secure their future.
Alignment with Modern Life: As digital solutions continue to shape our lives, an electronic will is a modern and efficient component of a comprehensive estate planning strategy.
A Durable Power of Attorney is a legal document that grants someone you trust the authority to make decisions on your behalf in the event that you become incapacitated or unable to make decisions for yourself. Unlike a standard Power of Attorney, which becomes void if you lose mental competence, a Durable Power of Attorney remains in effect, ensuring that your chosen representative can continue to act on your behalf.
Benefits of a Durable Power of Attorney:
Continuity of Decision-Making: Should you become incapacitated due to illness, injury, or any other reason, your designated agent can immediately step in to manage your affairs without any legal delays.
Flexibility: You can specify what kinds of decisions your agent is allowed to make, whether it’s managing your financial portfolio, making healthcare decisions, or even running your daily errands.
Avoids Court Intervention: Without a Durable Power of Attorney, your family may need to go through a lengthy and costly court process to appoint a guardian or conservator. Having this document in place eliminates that need.
Peace of Mind: Knowing that someone you trust is authorized to make important decisions for you can provide enormous peace of mind for you and your family.
Revocable: If your circumstances change, you can easily update or revoke your Durable Power of Attorney, as long as you are mentally competent to do so.
Comprehensive: You can choose to make your Durable Power of Attorney as broad or as limited as you wish. For example, you could give your agent the power to do everything from selling your property to choosing a nursing home for you.
Spousal Protection: For married couples, having a Durable Power of Attorney for each spouse ensures that either can act in the other’s best interests without any legal hindrance, providing an extra layer of protection and convenience.
By incorporating a Durable Power of Attorney into your estate planning, you’re not just planning for the uncertainties of life; you’re also giving yourself and your loved ones the gift of preparedness and peace of mind. Our blog on the subject our our power of attorney page can provide additional information.
Imagine an Advanced Directive as your personal healthcare roadmap. Always inclusive of a Living Will, this important document ensures that your healthcare preferences are known and honored even when you’re unable to express them yourself.
Benefits of a Florida Advanced Directive:
Your Choices, Your Way: With an Advanced Directive, you essentially set the guidelines for your healthcare, ensuring that treatments align with your wishes.
Clarity for Medical Teams: No guesswork here. Your healthcare providers will have a clear understanding of your preferences, helping them focus on your specific needs.
Easing Family Decisions: An Advanced Directive can take the weight off your loved ones’ shoulders, providing a guide for them to follow if decisions need to be made.
Streamlined Care: Having a set plan helps medical staff act swiftly and confidently, minimizing delays in your treatment.
Guidance You Can Trust: At Florida Document Specialists, we aim to make your document as accurate as possible, following all the guidelines set forth by Florida law.
Easy to Access: While not stored online, your Advanced Directive is a physical document that you can keep in a safe but accessible spot.
Discounted Bundles: We offer the option to bundle your Advanced Directive with other helpful estate planning documents, providing a more complete package.
Savings for Couples: We think planning for the future should be accessible for everyone, including couples. That’s why we offer special discounts for married folks.
We’re Here to Help: We offer straightforward assistance in preparing your Advanced Directive, so it meets the basic criteria set by the state.
Flexibility for Changes: Life is full of changes, and we provide discounted rates for any revisions you might need down the road.
Creating an Advanced Directive might sound serious, but it’s really a way to bring peace of mind to you and your family. It’s like a backstage pass to healthcare peace of mind, ensuring your choices take center stage even when you can’t communicate them.
The Lady Bird Deed, also known as a Florida Enhanced Life Estate Deed, is a specialized life estate deed designed to seamlessly transfer property ownership upon the death of the owner(s) without the need for probate. This deed is popular because it ensures peace of mind and helps alleviate stress on loved ones during challenging times.
Moreover, executing an enhanced life estate deed does not compromise the owner’s control over their property during their lifetime. The owner(s) can still sell or mortgage the property without involving the remainder beneficiaries. This “retained control” implies that your remainder beneficiaries hold no decision-making power over your property while you are alive. Property owners can freely alter their remainder beneficiaries and record a new Lady Bird Deed without the current beneficiaries’ consent.
Advantages of a HIPPA Waiver
A HIPAA Waiver, properly drafted and notarized, cuts through this. It grants permission for designated individuals to have access to your medical records and to speak freely with your healthcare providers. This document takes the handcuffs off communication and puts you back in control.
Imagine this: You’re in an emergency medical situation, or maybe you’re juggling appointments with multiple healthcare providers. The last thing you want is to hit a wall of silence where your close family members or friends can’t access crucial medical information or consult with your doctors. Trust us, HIPAA’s privacy rules mean well, but they can turn simple conversations into red tape nightmares.
Due to HIPAA regulations, healthcare providers are severely restricted in sharing your medical information—even with people you’d want in the loop! It can be agonizingly frustrating for both you and your loved ones in already stressful situations. “Sorry, we can’t disclose any information” becomes an exasperating refrain that you don’t want to hear when seconds count or when you’re trying to coordinate medical care.
Tailored Solutions for Your Estate Planning and Notarization Needs
Pick the Plan that Fits You Best:
Bundle for Unbeatable Discounts - 35%-50% Off
Estate Planning Bundle #1
Personalized Preparation of Common Estate Planning Documents-
Last Will and Testament
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Durable Power of Attorney
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Advance Directive (Living Will & Designation of Healthcare Surrogate)
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Enhanced Life Estate Deed (Lady Bird Deed)
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HIPPA Waiver
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50% Discount on a Spouse's Documents - $582.15 Total
Estate Planning Bundle #2
Prepare Estate Planning Documents, Online Notariation, eRecording-
Last Will and Testament (Traditional Paper Will - Cannot Be Notarized Online)
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Durable Power of Attorney
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Advance Directive (Living Will & Designation of Healthcare Surrogate)
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HIPPA Waiver
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Enhanced Life Estate Deed (Lady Bird Deed)
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Includes Online Notarization Services with Required Witnesses
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eRecording of Lady Bird Deed Included
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Government Recording Fees (Lady Bird Deed) Included
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50% Discount on Spouse's Documents and Online Notarization - $817.65 Total
Estate Planning Bundle #3
Personalized Preparation of Common Estate Planning Documents-
Last Will and Testament
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Durable Power of Attorney
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Advance Directive (Living Will & Designation of Healthcare Surrogate)
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HIPPA Waiver
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50% Discount for Adding a Spouse - $411.45 Total
Estate Planning Bundle #4
Preparation of Common Estate Planning Documents with Online Notarization-
Last Will and Testament (Cannot be Notarized Online)
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Durable Power of Attorney
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Advance Directive (Living Will & Designation of Healthcare Surrogate)
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HIPPA Waiver
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Includes Online Notarization and Required Witnesses
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50% Discount on Spouse's Documents - $597.55 Total
Estate Planning Documents A La Carte: Choose Just What You Need
Last Will and Testament
Nonlawyer Drafting of your Last WIll-
Tailored to Your Needs
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Protect Your Loved Ones
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Save Time and Money
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Free Laser Printed Copy by First Class Mail
Durable Power of Attorney
Nonlawyer Preparation of Your Florida Durable Power of Attorney-
Valid Even if You Become Incapacitated
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You Choose Which Powers to Give
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Ensure Your Wishes are Followed
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Optional Online Notarization Available
Florida Advance Directive
Living Will & Designation of Healthcare Surrogate-
Plan for a Future of Peace and Security
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Maintain Control Over Medical Treatment
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Reduce Stress for Your Loved Ones
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Three Laser Printed Copies Delivered by Mail
Enhanced Life Estate Deed (Lady Bird)
Nonlawyer Drafting and Customization of Your Deed-
Avoid the Probate of Your Home
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Optional Online Notarization Available
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Optional eRecording Available
HIPPA Waiver
Take Contol of Who Can Access Your Healthcare Information-
Streamline Healthcare Decision Making
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Facilitate Communications
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Reduce Stress for Loved Ones
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Three Laser Printed Copies Delivered by Mail
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