Most people assume a Will is enough. But a Will only controls what happens after you die, and only for assets that go through probate. A Trust goes further: it can protect your family during your lifetime, keep your estate out of court entirely, and provide for minor children without court intervention.
This free comparison chart breaks down the differences across 9 factors — probate avoidance, asset types, guardian appointments, government benefits eligibility, when each takes effect, and more — so you can walk into your estate planning consultation already knowing the right questions to ask.
What the chart covers:
- Which document avoids probate, and which one actually doesn’t
- Why a Will alone can’t protect property left to minor children without court involvement
- Which option preserves beneficiaries’ eligibility for government benefits
- Why the original Will document matters legally, but a Trust’s original usually doesn’t
- Which one takes effect during your lifetime vs. only after death
- What types of assets each document can cover, and where the gaps are
This chart is for Florida residents who are starting to think about estate planning, or who already have a Will and want to understand whether a Trust makes sense for their situation.
Fill out the form below, and we’ll send the chart directly to your inbox.
Already have questions about your estate plan? Call our office at 954-580-3690 or email Info@EstateandProbateLawyer.com — we’re here to help.
Samantha and her team have been an excellent resource. I thought I knew everything about estate planning and she opened my eyes to new opportunities I was missing. I highly recommend her to anyone interested in estate planning. ~Victor V.,Estate Planning Client
Want to go deeper before you download?
These posts answer the estate planning questions Florida families ask most: