Resource
Florida Estate Organizer (Blank PDF)
A blank intake organizer for Florida estate planning. Captures the assets, beneficiaries, fiduciaries, and personal directives that drive a complete estate plan. Print, fill in by hand, and bring to a planning meeting — or use it to start the conversation with the firm.
The Florida Estate Organizer is a blank intake worksheet for the people, assets, fiduciaries, and personal directives that drive a real estate plan. It is the same shape of document the firm uses internally during planning meetings — published here so you can do the work in your own time.
Use it before a planning meeting to surface the questions you might not have thought to ask, or after a meeting to organize the answers in one place. It is not a will, trust, or power of attorney; those documents are drafted around the answers you put on paper here.
What the organizer covers
- Family and dependent information, including children, blended-family relationships, and special needs.
- Asset inventory: real property, financial accounts, business interests, retirement plans, and life insurance.
- Fiduciaries: personal representative, trustee, agent under power of attorney, healthcare surrogate.
- Personal directives: end-of-life preferences, burial or cremation, charitable wishes.
- Document checklist: what to gather before signing.
For a guided walkthrough of the Florida estate planning process, see the firm's flat-fee estate planning services. For digital and online assets, pair this organizer with the Digital Asset Inventory.
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