Draft Florida Revocable Trust
Budget: $25 – $50 USD
I want to establish a revocable living trust that complies with Florida statutes and clearly spells out how my assets will be handled while I’m alive and distributed after my death. The primary focus is creating a brand-new trust document with precise, written instructions on asset allocation.
My portfolio currently consists of several pieces of Florida real estate and a mix of brokerage and retirement accounts; both categories must be reflected accurately in the trust schedule. I already know who the beneficiaries are and how I’d like the shares divided, so what I need from you is the legal drafting, state-specific language, and any ancillary certificates required for proper funding of the trust.
Deliverables
• Revocable living trust document, ready for signature and notarization
• Schedule of real estate and financial investments linked to the trust
• Brief funding memorandum explaining next steps for retitling the listed assets
Acceptance criteria: documents must reference relevant Florida statutes, use plain English clauses, and pass a quick review by my local bank’s trust department without revisions.
Please outline your approach, approximate turnaround, and any information you still need from me to begin.
My portfolio currently consists of several pieces of Florida real estate and a mix of brokerage and retirement accounts; both categories must be reflected accurately in the trust schedule. I already know who the beneficiaries are and how I’d like the shares divided, so what I need from you is the legal drafting, state-specific language, and any ancillary certificates required for proper funding of the trust.
Deliverables
• Revocable living trust document, ready for signature and notarization
• Schedule of real estate and financial investments linked to the trust
• Brief funding memorandum explaining next steps for retitling the listed assets
Acceptance criteria: documents must reference relevant Florida statutes, use plain English clauses, and pass a quick review by my local bank’s trust department without revisions.
Please outline your approach, approximate turnaround, and any information you still need from me to begin.
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