Trust vs. Will in Florida: What Are the Benefits of Each? | Florida Probate | FastCounsel
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Trust vs. Will in Florida: What Are the Benefits of Each?

What are the benefits of a trust versus a will? - Florida

The Short Answer

In Florida, a trust can offer benefits a will typically cannot—most notably, it can help assets pass outside of probate and provide ongoing management for beneficiaries. A will is still important, but it generally only becomes effective after it is admitted to probate, which can add time, court oversight, and public filings.

Why You Should Speak with an Attorney

While the statute provides the general rule, applying it to your specific situation is rarely simple. Legal outcomes often depend on:

  • Strict Deadlines: Probate timing and trust-related filings can matter—Florida requires certain post-death trust notices in some situations, and missing timing requirements can create avoidable disputes or liability. See, e.g., Fla. Stat. § 736.05055.
  • Burden of Proof: Whether an asset is controlled by a trust, a beneficiary designation, or the probate estate often turns on documentation (deeds, account titling, trust schedules, and beneficiary forms) and how they interact at death.
  • Exceptions: Some assets pass by beneficiary designation and can be payable to a trust or a trustee under a will, and the consequences for creditors and estate expenses can be different depending on how the designation is structured. See, e.g., Fla. Stat. § 733.808.

Trying to handle this alone can lead to expensive mistakes—like unintentionally forcing assets into probate, creating conflicting beneficiary designations, or triggering disputes among heirs and beneficiaries.

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Disclaimer: This article provides general information under Florida law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.