Florida Revocable Living Trust Form

The Florida revocable living trust is a legal form created by a person (a Grantor) into which assets are placed with instructions on who will benefit from them. The Grantor appoints a Trustee to manage the Trust in the event they become mentally incapacitated. The Grantor may appoint themselves Trustee, which is an advantage over the irrevocable living trust. Once the Grantor dies, the Trustee distributes the assets per the Grantor’s instructions to the named Beneficiaries. This process is done outside of probate, unlike a will, and the contents of the Trust are not made public record. A revocable living trust can be altered or revoked at any point during the Grantor’s life. Once the Grantor dies, a revocable trust becomes irrevocable.

Laws – § 736.0601 to § 736.0604

How to Write

Step 1 – Download in Adobe PDF (.pdf)Microsoft Word (.docx), or Open Document Text (odt).

Step 2 – At the top of the first page of the living trust form, enter the name of the person creating the Trust (the Grantor) and the date. Next, enter the name and address of the Grantor and the Trustee. Under Article 1, create a name for the trust and, if it is an update of a trust already in existence, select the first checkbox. If it is a new living trust, select the second checkbox.

Step 3 – Under Article 4, Section A, enter the names of the individuals who will be receiving property placed within the Trust once the Grantor dies.

Step 4 – Continue to Section B of Article 4 and select one of the two (2) checkboxes. The first checkbox will allow the Beneficiaries to claim all personal property within the Trust upon the Grantor’s death. The second checkbox signifies that a specific individual will receive the Grantor’s personal property. If the second checkbox is selected, enter the individual’s name, address, and the last 4 digits of their Social Security or Tax ID number.

Step 5 – The next section, Section C of Article 4, pertains to the care of the Grantor’s pets. Enter the name and address of the individual who will accept the responsibilities associated with the care of the Grantor’s pets. A second name and address must be included in case something were to happen to the first Pet Caretaker.

Step 6 – Still under the same Article and Section as the previous step is part (ii), Funding. If funding is to be provided to the Pet Caretaker by the Grantor, check the first box and enter the dollar amount in the space provided. If no funding is to be provided, check the second box.

Step 7 – The last part of Section C in Article 4 is 3rd Party Enforcement. A name and address must be provided of the individual who will accept the responsibility of overseeing the funds provided to the Pet Caretaker.

Step 8 – The last section to be filled out under Article A is Section D, Residuary Property. Enter the names, Social Security (or Tax ID) numbers, and addresses of the Beneficiaries.

Step 9 – Scroll all the way down to Article 10 and choose the amount of time a Beneficiary must wait between requests of an accounting of property within the Trust.

Step 10 – Next, under Article 13, the Grantor must appoint a Successor Trustee and 2nd Successor Trustee. Enter both their names and their mailing addresses.

Step 11 – Section I of Article 13 concerns the Trustee’s compensation. If no compensation is to be provided, select the first checkbox. If compensation is to be provided, select the second checkbox.

Step 12 – No one is allowed to benefit from the contents of the Trust if they do not survive the Grantor by a certain period of time. Enter the number of days to represent this period of time under Article 15.

Step 13 – Go to Article 17 next and, if the Grantor is not married, select the first checkbox. If the Grantor is married, select the second checkbox and provide the spouse’s name.

Step 14 – Next, the Grantor’s children must be named in the space provided under Article 18.

Step 15 – To exclude any unwanted individuals or organizations from the Trust, the Grantor may provide their names under Article 21 to ensure their exclusion.

Step 16 – Under Article 22, the Grantor, Trustee, and Successor Trustee must include their signature, their printed name, and the date. This is to allow the Grantor the opportunity to amend the Trust at any point during their lifetime, with certain conditions.

Step 17 – The Self-Proving Affidavit on the second to last page of the document must include signatures of all parties involved, including two (2) witnesses and the dates all the signatures were made. The last portion of this page should be completed by a notary public.

Step 18 – Lastly, include a list of all assets transferred to the Trust on the page marked “Attachment A.”