Florida Living Trust Kit: Revocable Living Trust Estate Plan — 7 Templates (Word + PDF)

A complete Florida trust-based estate plan — everything in the Essential Kit plus the trust and the will that feeds it.

This is the full plan: the five incapacity documents, a Florida revocable living trust that may help your assets avoid probate once it is funded, and the pour-over will that catches anything left outside it. Every document uses the same names, trust name, and date so the set works together.

What’s included (7 documents)

• Living Will — fillable Word + PDF with instructions
• Health Care Surrogate Designation — fillable Word + PDF with instructions
• HIPAA Authorization — fillable Word + PDF with instructions
• Final Memorial Plans — fillable Word + PDF with instructions
• Durable Power of Attorney (Financial) — fillable Word + PDF with instructions
• Revocable Living Trust — fillable Word + PDF with instructions
• Pour-Over Will — fillable Word + PDF with instructions

Who this kit is for

Homeowners and retirees who want a plan that may help them avoid probate; anyone with assets to pass on who would rather complete a coordinated set than assemble one document at a time.

Signing requirements in Florida

Each document carries its own witness and notary rules — some need two witnesses, some a notary, some neither. Every file in the kit states exactly what its document requires, and the instructions walk you through signing them in one session.

Format and delivery

Fillable Word (.docx) template plus a print-ready PDF for the same document, delivered as an instant download after checkout. Every file includes plain-English completion instructions, a signing checklist, and a “common mistakes” list. Version 1.1 — legal research verified September 15, 2026.

Rexford Mercantile is not a law firm, and Jonathan and Ruth Rexford are not attorneys. This is a self-help legal template with general instructions — not legal advice, and no attorney–client relationship is created. You are responsible for confirming the form fits your situation and for signing, witnessing, and notarizing it as your state requires. Consult a licensed attorney in your state if your situation involves a blended family, a beneficiary with a disability, out-of-state property, a business, or a family dispute. Digital download with a 30-day satisfaction guarantee — see our Refund Policy. © 2026 Rexford Mercantile. Licensed for the purchaser’s personal use only; not for resale or redistribution.