{"id":3007,"date":"2026-10-20T03:09:50","date_gmt":"2026-10-20T03:09:50","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/what-5-documents-do-you-need-for-estate-planning\/"},"modified":"2026-11-04T01:08:49","modified_gmt":"2026-11-04T01:08:49","slug":"what-5-documents-do-you-need-for-estate-planning","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/what-5-documents-do-you-need-for-estate-planning\/","title":{"rendered":"What 5 Documents Do You Need for Estate Planning in Florida?"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull is-dark chg-hero\" style=\"min-height:460px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-80 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(90deg,rgba(32,36,46,1) 0%,rgba(32,36,46,1) 55%,rgba(32,36,46,0.7) 100%)\"><\/span><img class=\"wp-block-cover__image-background wp-image-3005\" alt=\"An estate planning attorney&#x27;s desk with a completed will, healthcare power of attorney forms, a living trust illustration, and a computer showing\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo.jpg 1376w\" sizes=\"(max-width: 825px) 825px, 100vw\" fetchpriority=\"high\" decoding=\"async\"\/><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<p class=\"chg-eyebrow has-base-color has-text-color wp-block-paragraph\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Estate Planning | Coral Gables, Florida<\/p><h1 class=\"wp-block-heading has-base-color has-text-color\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">What 5 Documents Do You Need for Estate Planning in Florida?<\/h1><p class=\"has-base-color has-text-color wp-block-paragraph\" style=\"font-size:clamp(0.875rem, 0.875rem + ((1vw - 0.2rem) * 0.769), 1.25rem);text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">A plain-language guide from Trust Counsel, PL, a Coral Gables law firm that focuses on trusts and estates, to the core documents Florida families often put in place.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free strategy call<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call<\/a><\/div><\/div>\n<\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\" style=\"font-size:0.85rem;color:#6b7280;margin-bottom:1.5rem\">By Leslie V. Marenco \u00b7 Published October 19, 2026<\/p>\n\n<article lang=\"en\">\n\n\n<p>Asking what 5 documents do you need for estate planning? For most Florida families, the answer is five documents that work together. They cover property at death, decisions during illness, and who receives certain accounts. This guide explains each one and the Florida law that governs it.<\/p>\n<h2>The Short Answer: The Five Core Documents in a Florida Estate Plan<\/h2>\n<p>Most Florida estate plans rely on five core documents:<\/p>\n<ul>\n<li><strong>A last will and testament.<\/strong> It directs how probate property passes after death.<\/li>\n<li><strong>A revocable living trust.<\/strong> It is used when it fits your goals.<\/li>\n<li><strong>A durable power of attorney.<\/strong> It lets an agent handle money and legal matters if you can&#8217;t act.<\/li>\n<li><strong>A health care surrogate designation and a living will.<\/strong> They address medical decisions and treatment wishes.<\/li>\n<li><strong>Beneficiary designations.<\/strong> These name who receives certain accounts and insurance policies.<\/li>\n<\/ul>\n<p>An estate plan is the set of documents that work together. Each one controls a different part of your property, your decisions, or your care. This list is a common starting framework, not a legal requirement. Which documents you need depends on the facts, including your family, property, and health wishes. For a broader view, read the estate tax planning guide.<\/p>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<p class=\"wp-block-paragraph\">If a parent&#x27;s health has changed or you&#x27;re sorting a relative&#x27;s papers, you don&#x27;t have to work out these documents alone. Talk it through with Trust Counsel, PL &#8212; the first consultation is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free consultation<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free consultation<\/a><\/div><\/div>\n<\/div>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-neat-office-desk-with-binders-papers-and-a-coffee-mug-arra-photo.jpg\" alt=\"A neat office desk with binders, papers, and coffee mugs arranged on it.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>1. Last Will and Testament<\/h2>\n<p>A will directs how property passes through probate. It can name a personal representative (often called an executor) to manage the estate. Florida is strict about how a will is signed. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.502.html\">\u00a7 732.502<\/a>, the will must be in writing and signed at the end by the testator (the person making the will). The testator&#8217;s signing or acknowledgment must happen in front of at least two attesting witnesses. Those witnesses must sign in the presence of the testator and of each other.<\/p>\n<p>A will can also be made self-proved, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.503.html\">\u00a7 732.503<\/a>, by the testator&#8217;s acknowledgment and the affidavits of the witnesses, made before an officer authorized to administer oaths. Within 10 days after receiving information that the testator is dead, anyone holding the original will must deposit it with the clerk of the court having venue of the decedent&#8217;s estate. That rule is in <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.901.html\">\u00a7 732.901<\/a>.<\/p>\n<p>A will works through probate. It does not replace your other documents. For what a personal representative can and cannot do, read personal representative limits in Florida.<\/p>\n<h2>2. Revocable Living Trust<\/h2>\n<p>A revocable living trust holds property during your life and sets rules for managing it after death. Florida lets a person create a trust by transferring property to a trustee during life, or by a will or other disposition that takes effect at death. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0401.html\">\u00a7 736.0401<\/a>. Unless the trust says it is irrevocable, the settlor (the person who creates it) may revoke or amend it. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0602.html\">\u00a7 736.0602<\/a>.<\/p>\n<p>A trust does not cover everything by itself. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0733\/Sections\/0733.103.html\">\u00a7 733.103<\/a>, a will is ineffective to prove title to, or the right to possession of, the testator&#8217;s property until it is admitted to probate in this state or in the state where the decedent was domiciled. Property must be moved into the trust, or the trust may not control it. Not every estate needs a trust. The right choice depends on what you own and what you want to happen.<\/p>\n<p>A trustee is the person who manages the trust. Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative, while the firm advises and represents trustees, personal representatives and beneficiaries.<\/p>\n<h2>3. Durable Power of Attorney<\/h2>\n<p>A durable power of attorney names an agent to handle money and legal matters if you become unable to act. This document matters before death, because a will does not take effect until death. A power of attorney is durable if it contains specific words, or similar words, showing the authority continues after incapacity. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2104.html\">\u00a7 709.2104<\/a>. Both you and two subscribing witnesses must sign it, and you must acknowledge it before a notary public or as otherwise provided in section 695.03 of the Florida Statutes. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2105.html\">\u00a7 709.2105<\/a>.<\/p>\n<p>Authority is narrower than many people expect. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2201.html\">\u00a7 709.2201<\/a>, an agent may only use authority the document specifically grants, plus what is reasonably needed to carry out that grant. General phrases like &#8220;all acts the principal can do&#8221; do not grant specific authority. Court approval is not required for an agent&#8217;s act that carries out an express grant.<\/p>\n<p>Drafting and use errors are common enough to review on their own. See common power of attorney mistakes.<\/p>\n<h2>4. Health Care Surrogate Designation and Living Will<\/h2>\n<p>A health care surrogate designation names the person who makes medical decisions for you if you cannot. A living will records your wishes about medical treatment. These are medical documents. A financial power of attorney does not cover health care on its own. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2201.html\">\u00a7 709.2201<\/a>, an agent may make health care decisions only when that authority is specifically granted in a durable power of attorney.<\/p>\n<p>If a guardian is ever appointed, the court must check for an advance directive. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0744\/Sections\/0744.3115.html\">\u00a7 744.3115<\/a>, the court must determine whether the ward signed a valid advance directive under chapter 765 before incapacity. If one exists, the court&#8217;s order states what authority the guardian and the surrogate keep. That is one more reason to have these documents in place early.<\/p>\n<p>Give copies to the person you name as surrogate and to your medical providers. Review both documents when your relationships or your wishes change.<\/p>\n<h2>5. Beneficiary Designations on Accounts and Policies<\/h2>\n<p>A beneficiary designation is a form that names who receives an account or policy when its owner dies. These forms sit outside the will, so they should be reviewed alongside it. Florida has a specific rule for former spouses. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.703.html\">\u00a7 732.703<\/a>, a designation that passes an interest to a former spouse is void as of the time the marriage was judicially dissolved, if the designation was made before the dissolution. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.703.html\">Fla. Stat. \u00a7 732.703(9)<\/a>, this section applies to all designations made by or on behalf of decedents dying on or after July 1, 2012, regardless of when the designation was made.<\/p>\n<p>Here is a simple example. Imagine a will that splits everything equally among three children. An old life insurance form, though, names only one of them. Check that form against the will. A mismatch like this can send money somewhere you did not plan.<\/p>\n<p>Forms like these are often forgotten after life changes such as marriage, divorce, or the birth of a child. Make a habit of checking them whenever your family changes.<\/p>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">Not sure what your next step is?<\/h3><p class=\"wp-block-paragraph\">Talk it through with Trust Counsel, PL &#8212; the first consultation is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free consultation<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free consultation<\/a><\/div><\/div>\n<\/div>\n<h2>What Should Not Go in a Will, and What Belongs Elsewhere<\/h2>\n<p>Medical instructions belong in your health care documents, not in your will. Keep treatment wishes in the living will and surrogate designation, so the right person can find them quickly. Account numbers and asset lists change over time. Keep them in a separate record and update it when accounts change.<\/p>\n<p>Your will should not try to hand off your decisions to an agent. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2201.html\">\u00a7 709.2201<\/a>, an agent may not execute or revoke any will or codicil for the principal. Questions about updating a will depend on each person&#8217;s circumstances. A free initial consultation with Trust Counsel, PL is confidential and carries no obligation to continue.<\/p>\n<p>Keep your will consistent with your trust and beneficiary forms. When the will gives property to one person and a form names another, the two documents need review together.<\/p>\n<h2>Common Mistakes When Assembling the Documents<\/h2>\n<p>Common mistakes include signing errors, unfunded trusts, outdated forms, and documents left unchanged after a major life event. Watch for these four problems:<\/p>\n<ul>\n<li><strong>Signing and witnessing errors.<\/strong> A will must meet <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.502.html\">\u00a7 732.502<\/a>, and a power of attorney must meet <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2105.html\">\u00a7 709.2105<\/a>. A plan signed in another state may still need review for Florida property.<\/li>\n<li><strong>A trust that was never funded.<\/strong> Property still in your own name may not follow the trust&#8217;s rules.<\/li>\n<li><strong>Beneficiary forms that conflict with the will.<\/strong> Review forms after any major change, including marriage, divorce, or a move.<\/li>\n<li><strong>Documents left unchanged after divorce.<\/strong> Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.507.html\">\u00a7 732.507<\/a>, a will provision that affects a spouse is void once the marriage is dissolved. That applies to decedents who die on or after June 29, 2021. The statute has exceptions, including a specific intention stated in the will. Because of those exceptions, review every document after a divorce.<\/li>\n<\/ul>\n<p>For a plain look at the steps families face, see probate steps and costs in Florida.<\/p>\n<h2>Bringing the Five Documents Together<\/h2>\n<p>Reviewing all five documents at the same time keeps them consistent. Each one affects the others. A change to one may call for a change to another. You may be one of three people reading this: a parent whose health recently changed, a relative trying to find a will and forms after a death, or an adult who realizes nothing is in place yet. Each situation starts with the same question: which documents exist, and do they still match your wishes?<\/p>\n<h3>Quick Answers to Common Questions<\/h3>\n<details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Is a will enough on its own?<\/summary><p class=\"wp-block-paragraph\">No. A will does not handle incapacity or medical decisions, which need a power of attorney and health care documents.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a power of attorney change my will?<\/summary><p class=\"wp-block-paragraph\">No. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2201.html\">\u00a7 709.2201<\/a>, an agent may not execute or revoke a will for you.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>How many witnesses does a Florida power of attorney need?<\/summary><p class=\"wp-block-paragraph\">Two subscribing witnesses, plus a notary acknowledgment, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0709\/Sections\/0709.2105.html\">\u00a7 709.2105<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Do I need a trust if I have a will?<\/summary><p class=\"wp-block-paragraph\">Not always. A trust is one option, and people often use it for specific goals about property and management.<\/p><\/details>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/two-colleagues-review-business-documents-together-at-an-offi-photo.jpg\" alt=\"Two colleagues review business documents together at an office desk.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Talk Through Your Own Documents with Trust Counsel<\/h2>\n<p>Asking what 5 documents do you need for estate planning is a good first step. If a parent&#8217;s health has changed, or you&#8217;re sorting a relative&#8217;s papers after a death, these questions can feel hard to answer alone. Trust Counsel, PL is located in Coral Gables, Florida, and attorney Leslie V. Marenco can talk through which documents you have and which ones are missing. Call (305) 707-7126 or <a href=\"https:\/\/trustcounsel.com\/contact\/\">schedule a free strategy call online<\/a>. The first consultation is free, confidential, and carries no obligation to continue.<\/p>\n\n<\/article>\n<footer class=\"disclaimer\"><em>Trust Counsel, PL, 201 Alhambra Circle, Suite 802, Coral Gables, FL 33134. The information provided on this website is for general informational purposes only and should not be construed as legal advice for any individual case or situation. Viewing this website does not create an attorney-client relationship, nor is it intended to do so.<\/em><\/footer>\n\n\n<div class=\"wp-block-group alignfull has-surface-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">The five documents at a glance<\/h2>\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">1. Last will and testament<\/h3><p class=\"wp-block-paragraph\">A will names who receives your property at death, who you want to serve as personal representative (often called an executor), and who should care for any minor children.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">2. Revocable living trust<\/h3><p class=\"wp-block-paragraph\">A trust can hold assets during your life and direct how they are managed and distributed, which may help avoid probate for trust-held property.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">3. Durable power of attorney<\/h3><p class=\"wp-block-paragraph\">This document lets an agent you choose handle financial matters if you become unable to act for yourself. Under Florida law, an agent may not execute or revoke a will for you.<\/p><\/div><\/div><\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">4. Health care surrogate and advance directive<\/h3><p class=\"wp-block-paragraph\">These documents name the person who can make medical decisions for you and record your wishes for end-of-life care if you cannot speak for yourself.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">5. Beneficiary designations and asset titling<\/h3><p class=\"wp-block-paragraph\">Retirement accounts, life insurance and bank accounts often pass by beneficiary designation or title, so these forms must match the rest of your plan.<\/p><\/div><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">A will alone does not cover incapacity<\/h3><p class=\"wp-block-paragraph\">A will only takes effect after death. If you become incapacitated, a will cannot make financial or medical decisions for you, which is why the power of attorney and health care documents matter.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free strategy call<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call<\/a><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">Why people start with Trust Counsel, PL<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--location\"><\/span><\/p><h3 class=\"wp-block-heading\">Coral Gables office<\/h3><p class=\"wp-block-paragraph\">Our only office is in Coral Gables. We serve clients in Miami-Dade, Broward and Palm Beach counties, including Doral, Kendall, Pinecrest, Key Biscayne, Aventura, Fort Lauderdale, Boca Raton and West Palm Beach.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--document\"><\/span><\/p><h3 class=\"wp-block-heading\">Focused trusts and estates practice<\/h3><p class=\"wp-block-paragraph\">The firm focuses on estate planning, trust and probate matters, guardianship and business succession for individuals, families and business owners.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--users\"><\/span><\/p><h3 class=\"wp-block-heading\">Led by Leslie V. Marenco<\/h3><p class=\"wp-block-paragraph\">Leslie V. Marenco is the attorney responsible for this page. Our support staff assists with scheduling, document preparation and client communication.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--chat\"><\/span><\/p><h3 class=\"wp-block-heading\">Free first consultation<\/h3><p class=\"wp-block-paragraph\">Your first consultation is free, confidential and carries no obligation to continue.<\/p><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-base-color has-primary-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-4d466591 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--primary,#20242e);color:var(--wp--preset--color--base,#ffffff);padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center has-base-color has-text-color\">Not sure which documents your family needs? Start with a free first consultation, confidential and with no obligation to continue.<\/h2>\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-0aa01211 wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free strategy call or call (305) 707-7126<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call or call (305) 707-7126<\/a><\/div><\/div>\n<\/div>\n\n<!-- chg:section-siblings -->\n<nav aria-label=\"More in this section\">\n<h2>More in this section<\/h2>\n<ul><li><a href=\"\/resources\/resources-estate-tax-planning-attorney-florida\/what-are-common-poa-mistakes-to-avoid\/\">What are common POA mistakes to avoid?<\/a><\/li><li><a href=\"\/resources\/resources-estate-tax-planning-attorney-florida\/what-are-the-top-10-mistakes-people-make-when-estate-planning\/\">What are the top 10 mistakes people make when estate planning?<\/a><\/li><li><a href=\"\/resources\/resources-estate-tax-planning-attorney-florida\/what-can-an-executor-not-do-in-florida\/\">What can an executor not do in Florida?<\/a><\/li><li><a href=\"\/resources\/resources-estate-tax-planning-attorney-florida\/what-does-it-cost-to-hire-an-estate-planning-attorney\/\">What does it cost to hire an estate planning attorney?<\/a><\/li><li><a href=\"\/resources\/resources-estate-tax-planning-attorney-florida\/what-is-the-average-cost-for-estate-planning-in-florida\/\">What is the average cost for estate planning in Florida?<\/a><\/li><\/ul>\n<\/nav>\n<!-- \/chg:section-siblings -->","protected":false},"excerpt":{"rendered":"<p>Five core estate planning documents for Florida families: a will, trust, power of attorney, health care documents, and beneficiary forms.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":2018,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"chg_review":"","chg_sendback":"","chg_canonical":"","chg_lang":"","chg_hreflang":"[{\"hreflang\": \"en\", \"href\": \"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/what-5-documents-do-you-need-for-estate-planning\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/recursos-planificacion-sucesoria-abogado-florida\/5-documentos-necesarios-planificacion-sucesoria\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/what-5-documents-do-you-need-for-estate-planning\/\"}]","chg_jsonld":"[{\"@context\": \"https:\/\/schema.org\", \"speakable\": {\"@type\": \"SpeakableSpecification\", \"cssSelector\": [\"article > p:first-of-type\", \".wp-block-details p\", \"article > h1\"]}, \"author\": {\"@type\": \"Person\", \"name\": \"Leslie V. Marenco\", \"url\": \"https:\/\/trustcounsel.com\/our-people\/\", \"jobTitle\": \"Founder and Managing Partner\", \"sameAs\": [\"https:\/\/www.floridabar.org\/mybarprofile\/78303\", \"https:\/\/www.linkedin.com\/in\/trustcounsel\/?isSelfProfile=false\", \"https:\/\/www.avvo.com\/attorneys\/33134-fl-leslie-marenco-3326650.html\"], \"worksFor\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}}, \"publisher\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"reviewedBy\": {\"@type\": \"Person\", \"name\": \"Tanya Vega\", \"jobTitle\": \"Managing Attorney\", \"sameAs\": [\"https:\/\/www.floridabar.org\/mybarprofile\/41469\"], \"worksFor\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/resources\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}}, \"inLanguage\": \"en\", \"mainEntity\": [{\"@type\": \"Question\", \"name\": \"Is a will enough on its own?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"No. A will does not handle incapacity or medical decisions, which need a power of attorney and health care documents.\"}}, {\"@type\": \"Question\", \"name\": \"Can a power of attorney change my will?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"No. Under \u00a7 709.2201, an agent may not execute or revoke a will for you.\"}}, {\"@type\": \"Question\", \"name\": \"How many witnesses does a Florida power of attorney need?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Two subscribing witnesses, plus a notary acknowledgment, under \u00a7 709.2105.\"}}, {\"@type\": \"Question\", \"name\": \"Do I need a trust if I have a will?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Not always. A trust is one option, and people often use it for specific goals about property and management.\"}}], \"about\": [{\"name\": \"Estate planning\", \"@type\": \"Thing\"}, {\"name\": \"Estate planning documents\", \"@type\": \"Thing\"}], \"audience\": {\"@type\": \"Audience\", \"audienceType\": \"Florida adults beginning an estate plan and adult children or relatives helping a family member organize estate documents\"}, \"headline\": \"What 5 Documents Do You Need for Estate Planning in Florida?\", \"areaServed\": {\"name\": \"Florida\", \"@type\": \"State\"}, \"description\": \"A plain-language guide to the five core estate planning documents used in Florida: a last will and testament, a revocable living trust when used, a durable power of attorney, a health care surrogate designation with a living will, and beneficiary designations on accounts and policies.\", \"image\": \"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/an-estate-planning-attorney-s-desk-with-a-completed-will-hea-photo.jpg\", \"mainEntityOfPage\": \"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/what-5-documents-do-you-need-for-estate-planning\/\", \"@type\": [\"Article\", \"FAQPage\"]}, {\"@context\": \"https:\/\/schema.org\", \"@type\": \"BreadcrumbList\", \"itemListElement\": [{\"@type\": \"ListItem\", \"position\": 1, \"name\": \"Home\", \"item\": \"https:\/\/trustcounsel.com\/\"}, {\"@type\": \"ListItem\", \"position\": 2, \"name\": \"Resources Estate Tax Planning Attorney Florida\", \"item\": \"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/\"}, {\"@type\": \"ListItem\", \"position\": 3, \"name\": \"What 5 Documents Do You Need For Estate Planning\", \"item\": \"https:\/\/trustcounsel.com\/resources\/resources-estate-tax-planning-attorney-florida\/what-5-documents-do-you-need-for-estate-planning\/\"}]}]","chg_meta_description":"Five core estate planning documents for Florida families: a will, trust, power of attorney, health care documents, and beneficiary forms.","footnotes":""},"class_list":["post-3007","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/3007","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/comments?post=3007"}],"version-history":[{"count":5,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/3007\/revisions"}],"predecessor-version":[{"id":5594,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/3007\/revisions\/5594"}],"up":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/2018"}],"wp:attachment":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/media?parent=3007"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}