Wills
Florida Will Lawyers
A properly prepared will can identify decision-makers, name guardians for minor children, direct the distribution of probate assets, and reduce uncertainty.
The Dellutri Law Group, PA helps Florida clients create and update wills as part of a broader Family Protection Plan. Our goal is to make the process understandable, personal, and connected to the realities of your family, property, relationships, and future wishes.
What a Florida Last Will and Testament Can Do
- Name a personal representative to administer the probate estate.
- Direct how probate assets should be distributed after debts and expenses are addressed.
- Nominate a guardian for minor children or dependents.
- Create trusts for children or other beneficiaries who should not receive assets outright.
- Address personal property and specific gifts.
- Coordinate with a trust, beneficiary designations, and other estate-planning documents.
- Express the client's choices rather than relying entirely on Florida intestacy law.
A Will Does Not Control Every Asset
A will generally controls property that becomes part of the probate estate. Assets held in a properly funded trust, jointly owned property with survivorship rights, and accounts with valid beneficiary or payable-on-death designations may pass outside the will.
This is why a will should not be drafted in isolation. The legal documents, account titles, deeds, business interests, beneficiary designations, and family plan should work together. A conflict between them can create results the client never intended.
Does a Will Avoid Probate?
A will generally does not avoid probate. It gives the probate court and personal representative instructions about how the estate should be administered. A clear, properly executed, and self-proved will may make the process more efficient, but assets owned solely in the decedent's name often still require probate administration.
Clients who want to reduce probate exposure may consider a revocable trust, beneficiary designations, survivorship ownership, and other planning tools. Each option has benefits, limitations, and consequences that should be reviewed before changes are made.
Choosing a Personal Representative
The personal representative manages the probate estate, gathers assets, addresses creditor claims, files required documents, handles tax and accounting issues, and distributes property under court authority. The person should be trustworthy, organized, willing to serve, and legally qualified.
Families sometimes choose the oldest child automatically, even when another person may be better suited for the responsibility. The decision should be based on judgment, availability, relationship dynamics, financial skill, and the complexity of the estate.
Naming Guardians for Minor Children
For parents, nominating a guardian may be the most important function of the will. Without written guidance, a court may have to decide who should care for the children based on the information available at that time.
The person who provides day-to-day care does not always need to be the same person who manages the children's inheritance. A will or trust can separate those roles and establish financial instructions designed to support education, health, housing, and other needs.
What Is a Living Will?
A living will addresses end-of-life medical choices while the signer is alive but unable to communicate. It can state preferences about life-prolonging procedures under qualifying medical circumstances and reduce the burden on loved ones who would otherwise have to guess.
A living will is different from a last will and testament. It also works with, but is not identical to, a designation of health care surrogate and HIPAA authorization. A complete Family Protection Plan should coordinate these documents so the right people can receive information and make decisions when needed.
When Should a Will Be Updated?
- Marriage, divorce, separation, or a new long-term relationship.
- Birth, adoption, or death in the family.
- A child reaching adulthood or a beneficiary developing special needs.
- A major change in assets, business ownership, residence, or tax planning.
- A personal representative, guardian, or beneficiary becoming unsuitable or unavailable.
- A move to Florida or another state.
- Changes in the law or a will that has not been reviewed for several years.
Create a Family Protection Plan, Not Just a Document
Online forms may produce pages that look official, but they cannot identify family conflict, inconsistent beneficiary designations, Florida homestead issues, execution mistakes, or an unfunded trust. The cost of correcting a defective plan often falls on the family after the signer can no longer explain the intent.
The Dellutri Law Group, PA serves clients through offices in Fort Myers, Naples, Port Charlotte, Tampa, and Orlando, with virtual options when appropriate. Contact us to discuss a last will, living will, or complete Family Protection Plan.