Most people don’t know if their estate plan is complete, or if they even have everything they need in place. This free 1-page checklist gives you a clear picture of where you stand, what documents you should have, and what gaps might be leaving your family unprotected.
It takes less than 5 minutes to go through. And if you find more unchecked boxes than checked ones, our team is here to help.
What the checklist covers:
- Whether you have the essential documents in place — Will, Trust, Power of Attorney, and Healthcare Surrogate
- What’s needed to protect minor children if something happens to you
- Whether your assets are titled correctly to avoid unnecessary probate
- What’s often missing from estate plans that Florida residents set up years ago
- Key questions to ask before your next meeting with an estate planning attorney
This checklist is for Florida residents who want to make sure their estate plan is complete, up to date, and built to protect the people they love.
An outdated or incomplete estate plan can leave your family in a difficult position. This checklist takes 5 minutes and tells you exactly where you stand.
SJF made my estate planning process painless and quick. They guided me through every step, took the time to explain everything in detail, and addressed all of my concerns. Their follow-up is impeccable, and their staff is friendly and professional. Thanks again for your guidance through this process!
~Elizabeth, Estate Planning Client
Want to go deeper before you download?
These posts answer the questions Florida families ask most about estate planning: