Estate Planning for Baby Boomers & Gen X in South Florida — 100% Remote, Palm Beach to the Keys

Boomers & Gen X: Now Is the Time to Put a Real Florida Plan in Place

You’ve built a life worth protecting. The smartest next step is a Florida estate plan centered on a revocable living trust (to avoid probate), plus a health care surrogate (healthcare power of attorney), durable financial power of attorney, HIPAA release, and living will. These aren’t just documents—they’re a practical way to reduce stress, save money, and keep your family in control.

Biazzo Law serves clients fully remotely across Sarasota, Charlotte, DeSoto, Glades, Hendry, Lee, Collier, Palm Beach, Broward, Miami-Dade, and Monroe Counties—from Palm Beach to the Keys—with an easy, phone-and-laptop-friendly process.

Why a Florida Revocable Living Trust Helps You Avoid Probate

A revocable living trust (Florida) puts efficiency and privacy first:

• Avoids probate (the public, court-supervised process)—saving time, cost, and hassle for your family

• Immediate continuity if you’re incapacitated—your successor trustee can manage bills, accounts, and real estate without court delays

• Custom distributions—support a surviving spouse, stagger inheritances, or protect beneficiaries who need structure

• Privacy—trust administration is typically private; wills become public record

• Flexible & updatable—amend any time as life evolves

Myth: “I’m not wealthy, so I don’t need a trust.”Reality: Trusts are about efficiency and control, not just net worth.

The Florida Powers That Keep Life Moving

Durable (Financial) Power of Attorney — FloridaLets a trusted person handle money, property, bills, banking, taxes, insurance, and real estate if you can’t—so your family avoids a court-appointed guardianship just to access accounts.

Designation of Health Care Surrogate — FloridaNames who can make medical decisions if you’re unable. Pair it with HIPAA authorizations (for access to records) and a Living Will to clearly state your end-of-life preferences.

Why these matter: Without them, your loved ones may face costly, time-consuming court processes at the worst possible moment.

Don’t Wait for “Someday”

• Health events and emergencies don’t send calendar invites

• Life insurance, retirement accounts, and home equity are often your biggest assets—coordinate them now

• Second marriages, snowbird homes, and multi-state families need clear instructions that a trust can handle smoothly

• Your plan can include tax-aware distributions, special gifts, digital assets, and caregiver guidance

Estate planning isn’t about how much you have—it’s about who you love and how you protect them.

What a Complete Florida Estate Plan Typically Includes

• Revocable Living Trust (Florida) to avoid probate and streamline administration

• Pour-Over Will (captures anything outside the trust)

• Durable (Financial) Power of Attorney — Florida

• Health Care Surrogate (Florida), HIPAA Release, and Living Will

• Beneficiary coordination (401(k), IRA, life insurance, brokerage)

• Real estate alignment (trust titling and deed updates where appropriate)

• Funding checklist so your trust actually controls the right assets

How Biazzo Law Makes It Easy (Fully Remote Across South Florida)

Free Consultation — Plain-English call or video.Simple Mobile Intake — Secure online questionnaire (finish it from your phone).Customized Drafting — We prepare your Florida trust, will, POAs, HIPAA, living will, and supporting documents.Plain-English Summaries — Know exactly what each document does.Drafts for Review — You ask questions; we refine to fit your goals.Attorney-Guided Remote Signing & Notarization — Compliant, convenient execution from home.Funding Support — Clear steps (and help if you want it) to title assets and align beneficiaries with your trust.

You focus on living well—we handle the heavy lifting.

Local, Keyword-Rich Service Areas (Palm Beach to the Keys + Gulf Coast)

• Palm Beach County: West Palm Beach, Palm Beach Gardens, Jupiter, Boca Raton, Delray Beach, Boynton Beach, Wellington

• Broward County: Fort Lauderdale, Hollywood, Pembroke Pines, Coral Springs, Weston, Pompano Beach, Miramar

• Miami-Dade County: Miami, Miami Beach, Coral Gables, Doral, Kendall, Hialeah, North Miami, Aventura

• Monroe County (Florida Keys): Key Largo, Islamorada, Marathon, Big Pine, Key West

• Collier County: Naples, Marco Island, Immokalee

• Lee County: Fort Myers, Cape Coral, Estero, Bonita Springs, Sanibel

• Sarasota County: Sarasota, Venice, North Port, Siesta Key

• Charlotte County: Punta Gorda, Port Charlotte

• DeSoto County: Arcadia

• Glades County: Moore Haven

• Hendry County: LaBelle, Clewiston

Fully remote estate planning available across all listed counties.

FAQs for Florida Boomers & Gen X

Do I still need a will if I have a trust?Yes. A pour-over will backs up your trust and handles any assets not retitled.

What if I never sign POAs?Your family may need a court-appointed guardianship/conservatorship to manage finances or make medical decisions—costly and stressful.

Can I change my plan later?Absolutely. A revocable trust and related documents can be updated as life changes.

Ready to Protect What You’ve Built?

If you’ve searched “avoid probate Florida,” “revocable living trust Palm Beach/Broward/Miami/Keys,” “Florida healthcare surrogate,” “Florida durable power of attorney,” or “remote estate planning Florida,” you’re in the right place.

Schedule your free consultation with Biazzo Law. We’ll gather your info, draft your plan, send easy-to-read summaries, and coordinate remote notarization and signing—so you end up with a clear, efficient Florida estate plan that works when it’s needed.

This post provides general information and is not legal advice. For guidance tailored to your situation, book your free consult.