Frequently asked questions (FAQs)
Probate
and estate planning FAQs
Tax
Resources
Estimate your estate tax using
the interactive estate tax calculator. Use the tax form links to order, download or print tax
forms. Some of the forms may be filled in on line.
Estate Tax Calculator
Federal Tax Forms
Florida Tax Forms
Publications
These publications
are provided in Portable Document Format (PDF) and you must have Adobe
Acrobat® Reader® to view them. If you do not already have Adobe Acrobat®
Reader® installed, click on the following link to download a free copy.
Do you need a revocable trust?
An overview of
revocable trusts, with a discussion of what creation of revocable trust can,
and cannot, do for you.
Establishing a Florida Domicile
A checklist for
establishing Florida as you legal domicile, including a declaration of
domicile form.
Estate Settlement Basics
An overview of the
probate process
Estate and Trust Settlement Basics
An overview of the
probate process and an explanation of how probate may be coordinated with
the administration of a revocable trust.
Estate planning questionnaire
A guide for
gathering family and financial information for estate planning purposes.
Florida's new elective share
Florida law grants
a surviving spouse the right to claim an "elective share" of a deceased
spouse's estate. This publication outlines new elective share rules
which apply to persons dying after October 1, 2001.
"Joint," "in trust for" and "pay on death" ownership
An explanation of
the legal distinctions between these common forms of ownership.
Personal representative's and attorney's fees in probate
