Get Your Free Florida Estate Planning Checklist
A practical, one-page-per-section checklist covering the core documents, asset inventory, and key decisions behind a solid Florida estate plan — the same starting point Attorney Graziano walks clients through in an initial consultation.
What's Inside
- The core documents every Florida estate plan should consider — will, trust, power of attorney, healthcare surrogate, and more
- A quick self-check for whether a revocable living trust makes sense for you
- An asset inventory worksheet so nothing gets left out of your plan
- Beneficiary designations that need separate attention from your will or trust
- The key people you'll need to name — executor, trustee, agent, healthcare surrogate, guardian
- Life events that mean it's time to revisit an existing plan
This checklist is educational and general in nature — it's a starting point for a conversation, not a substitute for advice about your specific situation.
Send Me the Checklist
Enter your name and email and we'll send the checklist right away. No spam — just the PDF and, occasionally, useful estate planning updates.
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Download the Checklist (PDF)Have questions after reading it? Schedule a consultation — in person or by video.
Ready to Put a Plan in Place?
The checklist is a starting point. When you're ready to actually draft your documents, Attorney Graziano can walk you through the process — in person or by video.