A Lady Bird Deed and a Revocable Trust both help Florida homeowners avoid probate. But they are not interchangeable, and choosing the wrong one can leave significant gaps in your plan.
This free infographic gives you a side-by-side comparison across 11 factors, including cost, probate avoidance, creditor protection, flexibility, incapacity planning, and more, so you can see exactly how they differ and which one fits your situation.
What the comparison covers:
- Which option covers real estate only, and which covers all asset types, including bank accounts, retirement plans, and investments
- Which tool protects your beneficiaries from creditors and their spouses — and which leaves them exposed
- Which option protects your estate if you become incapacitated — a gap most homeowners don’t anticipate
- How cost compares between the two and why the lower-cost option isn’t always the right choice
- Which one stays private and which becomes public record
- What questions to ask before your next estate planning consultation
This guide is for Florida homeowners who want to understand their options before making an estate planning decision without having to wade through legal jargon to get there.
Choosing the wrong option for your situation can leave your family unprotected. This guide takes 2 minutes to read and helps you ask the right questions.
Want to go deeper before you download?
Our blog post walks through when a Lady Bird Deed makes sense, and when a Revocable Trust is the better fit for Florida homeowners.