Revocable Living Trusts in Florida

Complete trust-based planning designed to simplify what happens next — helping your family avoid probate, keep matters private, and step in smoothly if you can’t manage your affairs.

We set up revocable living trusts for families in Mount Dora.

How it works

What is a revocable living trust?

A revocable living trust is a legal arrangement you create during your lifetime. You transfer your assets into the trust and typically serve as your own trustee, so you keep full control — you can change or revoke it at any time.

If you become incapacitated or pass away, the successor trustee you chose manages and distributes the trust’s assets according to your instructions, generally without a court-supervised probate.

Benefits

Things to understand

Will vs. trust

Will vs. revocable living trust in Florida

	Will	Revocable living trust
Avoids probate	No — guides probate	Yes, for assets titled in the trust
Private	Becomes public in probate	Generally stays private
Plans for incapacity	Needs separate power of attorney	Successor trustee can step in
Takes effect	At death, through the court	Immediately, and continues after death
Upfront work	Simpler to set up	Requires funding the trust
Accord flat fee	From $895 (Essentials™)	From $2,795 (Legacy™)

Many homeowners get most of the probate-avoidance benefit with a will plus a Lady Bird deed — included in Accord Complete™. We’ll recommend the right fit.

TRUST-BASED PLAN

Accord Legacy™

Complete trust-based planning designed to simplify what happens next.

$2,795 for an individual

$3,795 for a couple

Revocable Living Trust & Certificate of Trust
Pour-over will(s)
Durable Power of Attorney
Health Care Surrogate, Living Will & HIPAA Authorization
Personal property memorandum / assignment
Pre-need guardian documents, when applicable
One Florida deed transferring real estate into the trust
Beneficiary and title review
Trust-funding instructions and attorney funding conference
One round of revisions

Funding the trust

A trust only works if it’s funded

The most common trust mistake is signing the documents and never moving assets into the trust. Legacy™ includes a deed for your Florida home, trust-funding instructions, and a dedicated attorney conference to walk you through retitling accounts and updating beneficiary designations.

Questions

Living trust FAQs

Does a living trust avoid probate in Florida?

Assets that are properly titled in the trust, or that name the trust as beneficiary, generally pass without probate. Assets left outside the trust may still need to go through probate, which is why funding matters.

Do I need a trust if I own a home?

Not always. A trust is one way to keep a Florida home out of probate; a Lady Bird deed is another option for many homeowners. We’ll look at your home, family, and goals and recommend the simplest plan that works.

Can I change my revocable trust?

Yes. While you are living and have capacity, you can amend, restate, or revoke a revocable trust. Trust amendments start at $695 and restatements at $1,295.

Who should be my successor trustee?

Someone you trust to be organized, fair, and responsive — often a spouse, adult child, trusted friend, financial planner, or attorney. You can name backups, and we’ll talk through the options during your planning consultation.

Does a revocable trust reduce estate taxes?

Not by itself. Estate-tax planning is outside the standard flat-fee packages and is quoted separately when needed.

Simplify what happens next

Trust-based estate planning from $2,795 for individuals and $3,795 for couples.

Start Online Schedule a Free 15-Minute Assessment

Prefer to talk? Call (352) 434-0222 or text us — after-hours messages are answered the next business day.

Published flat fees apply to standard Florida estate-planning matters. Irrevocable trusts, special-needs trusts, estate-tax planning, Medicaid planning, advanced asset protection, multiple or out-of-state properties, and other matters outside the stated package scope are quoted separately after attorney review. Government recording charges are separate. This page is general information, not legal advice.