How to Create a Will in Florida

October 15, 2024 – Barry D. Siegel, Esq.

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

Regardless of your age, assets or family situation, creating a Will is an important step in securing your future. You may think you’re too young or that you don’t have enough assets to need a Will, but a Will ensures your wishes are respected and your loved ones, whether they be family members, friends or even a favorite charity are cared for.

Whether you want to plan ahead or ensure specific arrangements, a Will can benefit everyone. While it might seem overwhelming, creating a Will in Florida can be straightforward if you know what to do. In this blog, a Will attorney from The Siegel Law Group provides an overview of how to create a Will in Florida beginning with why you need a Will.

Why You Need a Will

Before you start the process of creating a Will, it’s essential to understand why having one is so important. A Will is a legal document that outlines how you want your assets and personal matters handled after your death. Even if you don’t have a lot of financial assets, you may have other important considerations—such as leaving personal belongings to family or friends or specifying funeral wishes. Without a Will, Florida law will determine how your property is divided, and it may not align with your wishes for these personal matters. Read more about Florida intestacy law here.

By creating a Will, you’re taking control of your legacy, ensuring that your loved ones, pets, and personal wishes are handled according to your plans. This provides peace of mind knowing that you have provided clear instructions.

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

Legal Requirements for a Valid Will in Florida

To ensure your Will is legally binding in Florida, you need to meet specific requirements:

  • You must be at least 18 years old.
  • You must be of sound mind, meaning you understand the nature and extent of your property and who should inherit it.
  • The Will must be in writing.
  • You must sign the Will at the end.
  • Two witnesses must sign the Will in your presence and in the presence of each other. While Florida law does not prohibit beneficiaries from serving as witnesses to a Will, it is generally advised to choose witnesses who have no stake in the assets distributed to avoid potential challenges or conflicts of interest.

Keep these requirements in mind as you move forward with creating your Will.  Note: Florida does not recognize holographic or nuncupative Wills (Wills made orally or handwritten without witnesses). To ensure your Will is valid, it must follow the formal witness requirements outlined above.

Choosing Your Beneficiaries

One of the most important aspects of creating a Will is deciding who will inherit your assets. Take time to consider your beneficiaries carefully. These can include:

  • Family members
  • Friends
  • Charitable organizations

Be specific when naming beneficiaries. Use full legal names and, if possible, include identifying information such as dates of birth or addresses to avoid any confusion.

Listing Your Assets

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

To create a comprehensive Will, you’ll need to take inventory of your assets. This includes:

  • Real estate (homes, land, etc.)
  • Personal property (vehicles, jewelry, artwork, etc.)
  • Financial assets (bank accounts, stocks, bonds, etc.)
  • Digital assets (online accounts, cryptocurrencies, etc.)

Make a detailed list of these assets, including any relevant information such as account numbers or property addresses. This will make it easier to allocate them in your Will.

Selecting a Personal Representative

In Florida, the individual responsible for executing the instructions in a Will is called a Personal Representative. This is the legal term used in Florida law, although in other states, the term Executor is more commonly used. This role is crucial, so choose someone you trust who is capable of handling financial and legal matters. In Florida, your Personal Representative must either be a Florida resident or a close relative. This is an important requirement to keep in mind when selecting your Personal Representative.

It’s advisable to choose an alternate Personal Representative in case your first choice is unable or unwilling to serve. While Florida law does not mandate an alternate, naming one can help prevent court involvement and ensure that someone you trust will manage your Estate. (Florida Statutes, Section 733.302 and Section 733.304.)

Creating Your Will

Now that you’ve gathered all the necessary information, it’s time to create your Will. You have several options:

  • Use an online Will-writing service
  • Create it yourself using a template
  • Hire a Will attorney to draft it for you

While it’s possible to create a Will on your own, Florida’s specific requirements (like those related to witnesses and homestead laws) make it wise to consult an attorney. This can help ensure that your Will complies with Florida law and avoids costly mistakes.

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

Including Special Instructions

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

Your Will can do more than just distribute assets. You can also use it to:

  • Name a guardian for minor children
  • Specify funeral arrangements
  • Leave instructions for pet care
  • Create trusts for beneficiaries

Think carefully about any special instructions you want to include in your Will.

Signing and Witnessing Your Will

Once your Will is written, it’s time to make it official. As mentioned earlier, in Florida, you must sign your Will in the presence of two witnesses, and they must sign in the presence of you and each other. Your witnesses should be adults who can attest to the proper execution of your Will.

Storing Your Will

After your Will is signed and witnessed, store it in a safe place where your Personal Representative can easily find it when needed. Consider keeping it in a fireproof safe at home or in a safe deposit box at your bank. Alternatively, your Will lawyer can securely store your Will and ensure that it is readily accessible when needed. This also provides the benefit of having legal guidance available for your Personal Representative. Be sure to inform your Personal Representative of the Will’s location, whether you store it personally or through your attorney.

Reviewing and Updating Your Will

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

Creating a Will isn’t a one-time event. Life changes, and your Will should reflect those changes. Review your Will regularly, especially after major life events such as:

  • Marriage or divorce
  • Birth or adoption of children
  • Purchase or sale of significant assets
  • Moving to a different state

Update your Will as needed to ensure it always reflects your current wishes.

Florida’s Homestead Laws

Florida has unique homestead laws that can affect how your primary residence is handled in your Will. These laws are designed to protect the family home from creditors and ensure it passes to your spouse or minor children. It’s important to note that Florida’s homestead laws restrict the ability to leave the family home to someone other than a spouse or minor children, even if this is stated in your Will. Because of the complexity of these laws, it’s advisable to consult with an attorney to ensure your Will properly addresses your homestead property.

Considering Estate Taxes

While Florida doesn’t have a state Estate Tax, you may still need to consider federal Estate Taxes. As of 2024, the federal estate tax exemption is $13.61 million per individual, meaning most Estates won’t owe federal Estate Taxes. However, this exemption is set to decrease significantly in 2026, unless Congress acts. If you have a large Estate, exploring Estate Planning strategies to minimize tax liabilities is advisable.

The Role of a Living Will and Healthcare Surrogate

While creating your Will, consider also preparing a Living Will and designating a Health Care Surrogate. These documents address your medical care preferences if you become incapacitated. While they are not part of your Will, these documents are important to include in your overall Estate Plan.

Avoiding Common Mistakes

When creating your Will, be aware of common pitfalls:

  • Not updating your Will regularly
  • Forgetting to include digital assets
  • Not considering the tax implications of your bequests
  • Failing to name contingent beneficiaries
  • Not addressing potential family conflicts
  • Not complying with Florida’s specific witness requirements or overlooking important factors like homestead restrictions

By being mindful of these issues, you can create a more effective and comprehensive Will.

Boca Raton Will attorney explains how to create a Will in Florida. Call (561) 955-8515 to schedule a complimentary consultation for assistance.

Seeking Professional Advice

This blog gives you a good starting point for creating a Will in Florida, but everyone’s situation is unique. Even if your Estate seems simple, there are important laws in Florida that must be followed to ensure your Will is valid. Details like how witnesses sign the Will, how your home is handled, and who you choose to carry out your wishes can get complicated if not done correctly.

A Will attorney can help ensure your Will meets all legal requirements and clearly expresses your wishes. They can also help you avoid common mistakes, such as leaving out key information or not properly signing the document. If your situation includes things like a second marriage, owning a lot of property or having assets in multiple states, getting legal advice is even more important.

Attorneys can also securely store your Will, ensuring that your loved ones will be able to find it when the time comes. This extra level of protection gives you peace of mind, knowing your Will is safe and your wishes will be followed.

Get Professional Help with Your Will

You now know what it takes to create a will in Florida. But knowing and doing are two different things. It’s time to act. While making a Will may seem straightforward, ensuring it’s legally sound and truly protects your family takes more than filling out a form.

Your family’s future is too important to leave to chance. Even if your situation seems simple, Florida’s laws can be tricky. Working with experienced Boca Raton Estate Planning lawyers can help you avoid mistakes that could lead to problems later.

The Siegel Law Group is here to help. With over 100 years of combined experience in Estate Planning, Probate and Trust Administration, we understand Florida’s Estate Planning laws inside and out. We’ll guide you through every step of the process.

Don’t risk your family’s future with a DIY approach. Get peace of mind by working with a team that knows how to prevent potential issues before they arise. Call The Siegel Law Group at (561) 955-8515(561) 955-8515 or fill out our confidential online form to schedule your complimentary consultation.

We’ll listen to your concerns, answer your questions, and help you create a Will that protects your assets and loved ones. Good planning now can save your family from confusion and legal trouble later.

Your legacy is about more than just money and property – it’s about what matters most to you. Let’s work together to ensure it’s protected. Contact The Siegel Law Group today and take the first step toward securing your family’s future.

While you wait for your consultation, we invite you to download our FREE E-book, “7 Steps to Make Sure Your Estate Plan is in Order.”

Here for you and by your side 24/7!

Copyright © 2024. The Siegel Law Group, P.A. All rights reserved.

The information in this blog post (“post”) is provided for general informational purposes only and may not reflect the current law in your jurisdiction. No information in this post should be construed as legal advice from the individual author or the law firm, nor is it intended to be a substitute for legal counsel on any subject matter. No reader of this post should act or refrain from acting based on any information included in or accessible through this post without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer licensed in the recipient’s state, country or other appropriate licensing jurisdiction.

The Siegel Law Group, P.A.
2500 N Military Trail Suite 470
Boca Raton, FL 33431
(561) 955-8515(561) 955-8515
siegellawgroup.com

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