Creating a will is an essential step in ensuring that your assets are distributed according to your wishes and that your loved ones are cared for after your passing. In Florida, specific requirements and documents are necessary to draft a valid will. At Michael Greenwald, P.A., we provide comprehensive estate planning services to help the Broward County public create legally sound wills that reflect their intentions.

Essential Documents for Creating a Will in Florida

1. Personal Identification:

• A valid government-issued ID, such as a driver’s license or passport, to verify your identity when signing the will.

1. List of Assets:

• A detailed inventory of your assets, including:
• Real estate properties.
• Bank accounts.
• Investments (stocks, bonds, or mutual funds).
• Retirement accounts (IRA, 401(k)).
• Personal belongings, such as jewelry or vehicles.
• Providing this information ensures that all your assets are accounted for in your will.

1. List of Beneficiaries:

• Names and contact information of the individuals or organizations (such as charities) who will inherit your assets.

1. Designation of Guardians (if applicable):

• If you have minor children, specify who will serve as their legal guardian in the event of your passing.

1. Executor Information:

• The name and contact information of the person you trust to carry out the terms of your will, also known as the personal representative in Florida.

1. Funeral Instructions (optional):

• Any specific requests for your funeral or burial arrangements, if you wish to include them.

1. Proof of Ownership for Assets:

• Relevant documents to prove ownership, such as property deeds, vehicle titles, and account statements.

1. Witness Information:

• Florida law requires two witnesses to be present when the will is signed. They must be competent adults who are not beneficiaries of the will.

1. Self-Proving Affidavit:

• A notarized document that verifies the validity of your will, making it easier to execute without additional court hearings.

Legal Requirements for a Valid Will in Florida

To ensure your will is legally binding in Florida:

• You must be at least 18 years old and of sound mind when creating the will.
• The will must be signed in the presence of two witnesses, who must also sign the document in your presence.
• Although not required, having the will notarized can streamline the probate process.

How Michael Greenwald, P.A. Can Help

Drafting a will can be a complex process, but with the right legal guidance, you can ensure your wishes are honored and your loved ones are protected. At Michael Greenwald, P.A., we assist Broward County residents with creating wills tailored to their unique needs and circumstances.

If you’re ready to take control of your estate planning, contact us today for a consultation. Let us help you safeguard your legacy and provide peace of mind for the future.