Florida · Estate tools

Plan Check — nine deterministic checks on the facts you state

Answer what you know (Not sure is a real answer — unknown facts never fire a check) and the rule-pack describes how Florida's pretermitted-heir, homestead, digital-asset, fiduciary, and designation rules operate on facts like yours, with the statute cited and the facts that could change each picture. Computed in your browser; nothing is stored; no attorney has reviewed the output.

Family & documents

Married (or domestic partnership)?

Any minor children?

Remarried?

Children from a prior relationship?

Was the will signed BEFORE the current marriage?

Any child born or adopted AFTER the will was signed?

Distribution & beneficiaries

Do shares pass outright, right away (not held in trust)?

Does any beneficiary have special needs / a disability?

Divorced, with beneficiary designations not confirmed current?

Homestead

Do you own a Florida home you live in (homestead)?

Digital assets, funding & fiduciaries

Significant crypto or other digital assets?

Do the POA/will grant express digital-asset (Ch. 740) authority?

Planning to retitle a 401(k)/IRA into a trust?

Is there a revocable living trust?

Is a backup executor/trustee/agent named?

Is a healthcare decision-maker named?

Is the named personal representative a Florida resident?

Has the named personal representative been convicted of a felony?

Names as written (optional)

Enter names exactly as each document spells them — the check flags the same person spelled two ways.

you (the plan owner)

spouse / partner

executor / trustee / financial agent

backup person

guardian for minor children

healthcare decision-maker

Paste a document (optional)

Activates the authority layer: statutory references found in the text are flagged to verify — extracted ≠ verified.

Deterministic — computed, not generated

Nothing you enter here is stored or sent to our servers — the check runs in your browser, and leaving this page erases it.

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