Estate plan requirements

Florida

Everything you need to create a valid estate plan in Florida: wills, trusts, powers of attorney, and healthcare directives.

Will

2W

Trust

2W

POA

2W + N

Healthcare Dir.

2W

E-will

Adopted

Since 2019

Online notary (RON)

Authorized

Since 2019

Remote witnessing (ROW)

All docs

Since 2020

Community property

No

Minimum age

18

2W + N = 2 witnesses + notarization2W = 2 witnesses, no notarization
N = notarization, no witnesses = no formal requirements
1

Will

Witnesses: 2 required

Two attesting witnesses must sign in the presence of the testator and each other

Notarization: Recommended

Not legally required, but recommended for self-proving affidavit

Holographic will: Not valid

Florida does not recognize handwritten wills without witnesses

Self-proving affidavit: Available

Allows the will to be admitted to probate without witness testimony

2

Living Trust

Witnesses: 2 required

Two attesting witnesses required for the testamentary aspects of a revocable trust executed by a Florida domiciliary (Fla. Stat. §736.0403, §732.502)

Notarization: Recommended

Not legally required for the trust document, but needed to transfer real property

Conditional execution: Special rule

will formalities required for testamentary aspects only

State-specific notes

The 2-witness requirement technically applies only to testamentary provisions, but since virtually all revocable trusts contain provisions about who inherits at death, 2 witnesses are effectively required for any estate planning trust
3

Durable Power of Attorney

Witnesses: 2 required

Florida requires 2 witnesses for power of attorney execution

Notarization: Required

Notarization is required for a valid durable power of attorney

State-specific notes

Requires both two witnesses AND a notary — Fla. Stat. §709.2105
Witnesses cannot be the agent or the notary
4

Healthcare Directive

Witnesses: 2 required

Florida requires 2 witnesses for healthcare directive execution

Notarization: Not required

Notarization is not required but may be accepted

State-specific notes

Two witnesses required — Fla. Stat. §765.202
At least one witness must not be a spouse or blood relative

Electronic will status

Florida has adopted electronic will legislation (2019). You may be able to create, sign, and witness a will electronically using approved methods.

Remote online notarization

Florida authorized remote online notarization (RON) in 2019. You can have your estate planning documents notarized via live video call with an approved notary, without an in-person appointment.

Remote online witnessing

Florida authorized remote online witnessing (ROW) in 2020. Witnesses can observe your signing via live video call for wills, trusts, powers of attorney, and healthcare directives.

This information is general in nature and not legal advice. Laws change. Consult a licensed estate planning attorney in Florida for guidance specific to your situation.