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Kane's Florida Will and Trust Automated Forms

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2016 Edition
ISBN: 9781522127215
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Kane's Florida Will and Trust Forms Manual—Automated Forms Version, powered by HotDocs®, includes all forms and commentary developed by Walter S. Kane, a longtime practicing attorney and expert on Florida will and trust law. New and revised forms are provided regularly by the publisher's staff.

The repetitive typing, cutting, and pasting, and the increased chance of error that plague traditional methods of document preparation all disappear with HotDocs® document-assembly software. Simply enter case- or client-specific information once and HotDocs® will insert it where relevant throughout the form. You will produce a signature-ready document in minutes. You can also save the information you have entered and use the saved answers to complete related forms. HotDocs® will also compute many of the tax calculations automatically.

NOTE: This program is intended for use by licensed attorneys. You should familiarize yourself with the statutes and review all completed forms.

All forms will print on letter size paper.

Table of Contents

Wills for Single Persons (Widowed, Divorced, or Never Married)

[Form 200] Simple Will

[Form 200] Simple Will (Explanation Letter)

[Form 201] Simple Will—No Minor or Incapacitated Children

[Form 201] Simple Will—No Minor or Incapacitated Children (Explanation Letter)

[Form 202] Simple Will—No Children

[Form 202] Simple Will—No Children (Explanation Letter)

[Form 203] Will with Generation-Skipping Trusts for Lives of Children

[Form 203] Will with Generation-Skipping Trusts for Lives of Children (Explanation Letter)

Wills for Married Persons with Modest to Medium Sized Estates

[Form 300] Simple Will—Couple Without Minor or Incapacitated Children

[Form 300] Simple Will—Couple Without Minor or Incapacitated Children (Explanation Letter)

[Form 301] Simple Will—Couple with Minor or Incapacitated Children

[Form 301] Simple Will—Couple with Minor or Incapacitated Children (Explanation Letter)

[Form 302] Simple Disclaimer Will—U.S. Citizen Spouse

[Form 303] Will—Married—Contingent Pour-Over Will of Less Wealthy Spouse

[Form 303] Will—Married—Contingent Pour-Over Will of Less Wealthy Spouse (Explanation Letter)

[Form 304] Will — Married Life Estate Will

[Form 304] Will — Married Life Estate Will (Explanation Letter)

Wills for Married Persons with Medium to Large Estates

Section 400 Overview

[Form 401] Will—Married—U.S. Citizen Spouse A-B Plan

[Form 401] Will—Married—U.S. Citizen Spouse A-B Plan (Explanation Letter)

[Form 402] Will—Married—U.S. Citizen Spouse A-B Plan

[Form 402] Will—Married—U.S. Citizen Spouse A-B Plan (Explanation Letter)

[Form 404] Will—Married—U.S. Citizen Spouse B-A Plan

[Form 404] Will—Married—U.S. Citizen Spouse B-A Plan (Explanation Letter)

[Form 405] Will—Married—U.S. Citizen Spouse A/B Plan

[Form 405] Will—Married—U.S. Citizen Spouse A/B Plan (Explanation Letter)

[Form 406] Will—Married—B/A/A Plan

[Form 406] Will—Married—B/A/A Plan (Explanation Letter)

[Form 407] Will—Married—Non-U.S. Citizen Spouse—A-B Plan

[Form 407] Will—Married—Non-U.S. Citizen Spouse—A-B Plan (Explanation Letter)

[Form 408/409] Codicil to Will

[Form 408/409] Codicil to Will—Alternate

Wills Used in Conjunction with Revocable Living Trust Agreements

[Form 500] Married Pour-Over Will (Wealthier Grantor-Spouse)

[Form 500] Married Pour-Over Will (Explanation Letter)

[Form 501] Married Contingent Pour-Over Will (Less-Wealthy Spouse of Grantor)

[Form 501] Married Contingent Pour-Over Will (Explanation Letter)

[Form 502] Single Grantor Pour-Over Into Grantor’s Revocable Living Trust

[Form 502] Single Grantor Pour-Over Into Grantor’s Revocable Living Trust (Explanation Letter)

Revocable Living Trust Agreements: Married Persons

Section 600 Overview

[Form 601] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust A-B Plan

[Form 601] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust A-B (Explanation Letter)

[Form 602] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust A-B Plan

[Form 602] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust A-B (Explanation Letter)

[Form 604] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust B-A Plan

[Form 604] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust B-A (Explanation Letter)

[Form 605] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust A-B Plan

[Form 605] Trust—Married—U.S. Citizen Spouse Revocable Declaration of Trust A-B (Explanation Letter)

[Form 606] Trust—Married B-A-A Plan—Three—Trust for Generation-Skipping

[Form 606] Trust—Married B-A-A Plan—Three—Trust for Generation-Skipping (Explanation Letter)

[Form 607] Trust—Married A-B Plan—Non-U.S. Citizen Spouse Revocable Declaration of Trust

[Form 607] Trust—Married A-B Plan—Non-U.S. Citizen Spouse Revocable Declaration (Explanation Letter)

[Form 608] Trust—Married Revocable Declaration of Trust with Simple Disclaimer

[Form 608] Trust—Married Revocable Declaration of Trust with Simple Disclaimer (Explanation Letter)

[Form 610] Trust—Married A-B Plan—U.S. Citizen Spouse Revocable Funded Living Trust

[Form 610] Trust—Married A-B Plan—U.S. Citizen Spouse Revocable Funded Living T (Explanation Letter)

[Form 611] Trust—Single Person Revocable Living Trust Agreement for Life of Grantor

[Form 611] Trust—Single Person Revocable Living Trust Agreement for Life of Grantor (Explanation Letter)

[Form 612] Trust—Single Person Revocable Living Trust with Generation-Skipping Trusts

[Form 613] Trust—Married Simple Revocable Declaration of Trust

[Form 613] Trust—Married Simple Revocable Declaration of Trust (Explanation Letter)

[Form 614] Trust with Simple Disclaimer

[Form 614] Trust with Simple Disclaimer (Explanation Letter)

First Amendment to Revocable Trust Agreement

Second Amendment to Revocable Trust Agreement

Revocation of Revocable Trust Agreement

Powers of Attorney, Advance Directives, and Preneed Guardians

Section 700 Overview

[Form 701] Durable Power of Attorney—Broad Form—Wide Open

Durable Power of Attorney—Without Estate Planning Powers—Without Designation of Health Care Surr.

Durable Power of Attorney—With Estate Planning Powers—Without Designation of Health Care Surrogate

Affidavit of Physician—For Use with Springing Powers Of Attorney

[Form 702] Durable Power of Attorney—With Designation of Health Care Surrogate

Durable Power of Attorney—With Designation of Health Care Surrogate

Durable Power of Attorney—Without Estate Planning Powers—With Designation Of Health Care Surrogate

Durable Power of Attorney—With Estate Planning Powers—With Designation of Health Care Surrogate

[Form 703] Escrow Instructions For Power Of Attorney

[Form 703] Affidavit of Agency

[Form 704] Designation of Health Care Surrogate

[Form 705] Living Will Without Designation of Health Care Surrogate

Living Will Without Designation of Health Care Surrogate

Living Will Without Designation of Health Care Surrogate—Alternate

[Form 706] Living Will and Designation of Health Care Surrogate

Living Will and Designation of Health Care Surrogate

Living Will and Designation of Health Care Surrogate—Alternate

[Form 707] Declaration Naming Preneed Guardian—Adult

[Form 708] Declaration Naming Preneed Guardian—Minor

Irrevocable Trust Agreements

Section 800 Overview

[Form 801] Irrevocable Gift Tax Exclusion Minors Trust

[Form 801] Irrevocable Gift Tax Exclusion Minors Trust (Explanation Letter)

[Form 802] Care and Maintenance Memorandum for Employees

[Form 802] Letter to Insurance Company

[Form 802] Letter to Client Regarding Insurance Policy

[Form 802] Letter to the Beneficiaries

[Form 802] Letter to the Parent of Minor Beneficiaries

[Form 803] Irrevocable Insurance Trust—One Life—Married

[Form 803] Irrevocable Insurance Trust—One Life—Married (Explanation Letter)

[Form 804] Irrevocable Insurance Trust—Two Lives—Married

[Form 804] Irrevocable Insurance Trust—Two Lives—Married (Explanation Letter)

Family Limited Partnership Agreements

Section 900 Overview

[Form 901] Family Limited Partnership Agreement

[Form 901] Family Limited Partnership Agreement (Explanation Letter)

[Form 901] Certificate of Limited Partnership