Educational purpose only. This map is a companion to the book Emergency Manual®: A Bridge to Certainty™. It provides general educational information about estate planning under Florida law. It is not legal advice, it is not a substitute for advice from a licensed attorney, and using it creates no attorney-client relationship with Robert Bunn or Bunn.Law, PLLC.
Talk with your attorney. Estate planning turns on the particular facts of your life. Talk with a licensed attorney in your state about your idiosyncratic facts and circumstances. Do not rely on this page or any information contained herein. Consult a licensed Florida attorney about your own circumstances before you create, change, sign, or decide against any document.
The order is illustrative. The documents in this map are shown one at a time, in sequence, to teach what each one does. That presentation is illustrative only. In practice, these documents are typically prepared together, contemporaneously, as part of a single comprehensive estate plan, and the order shown is not a required sequence or a ranking of importance. Your own plan may include more or fewer documents, or a different structure, appropriate to your particular circumstances. Only a licensed attorney can determine what fits your situation.
This is a simplified overview, and it leaves out a great deal. This map teaches a basic five-part framework. It does not address many matters that can be important to a plan, including, for example, tax planning, creditor protection and spendthrift provisions, special-needs and Medicaid planning, business interests, blended-family and non-citizen-spouse issues, and much more. The absence of a topic here does not mean it does not matter to you. A plan that is right for one person can be wrong for another.
Do not act without a lawyer's review. Please do not create, sign, change, or rely on any estate planning document, or decide not to, based on this map. Estate planning documents have legal consequences that depend on your specific facts and on current law. Have a licensed attorney in your state review your circumstances and any documents before you rely on them.
Florida only, and current only as of writing. The information here reflects Florida law and does not apply to other states. The law changes, and this content may not reflect the most current law. Do not assume it is up to date.
No reliance. Do not act, or decline to act, based on anything in this map without first consulting a licensed attorney. To the fullest extent permitted by law, Robert Bunn and Bunn.Law, PLLC disclaim liability for any action taken or not taken in reliance on this map. All rights reserved.