If you die without a will (also called a “Last Will & Testament”) in the State of Florida, you will have no opportunity to direct to whom or to what (e.g. a charity) your property will go. When you die without a will, your real and personal property is distributed according to the state’s “intestacy” laws (dying with a will is called “testate;” dying without a will is “intestate”). Florida’s intestacy law gives your property to your closest relatives, beginning with your spouse and children, or your parents if you are not married and have no children. If there is no spouse, no children and no parents, increasingly distant relatives must be located, including siblings, grandparents, aunts and uncles, cousins, etc. If no living relatives by blood or marriage can be located, your property will be taken by the state. No one should permit that to happen.
If you have minor children, you can take the opportunity in a will to name a proposed testamentary guardian to care for your children and their property in the event that you die before your children reach the age of majority. In most instances, if there is a surviving parent, that person will automatically become the guardian. However, if the parents of the minor children are divorced and one former spouse has been awarded legal custody of the children, that parent can name a proposed guardian in his or her will and set forth the reasons why they believe guardianship by a third party would be preferable to the surviving parent. While the naming of a person other than the natural parent may not be binding, the court will most likely investigate to make a determination of whether the surviving parent is fit or whether the named guardian should be approved.
In your will, you will have the opportunity to select a personal representative, the person that will administer your estate and carry out your wishes following your death. In Florida, the personal representative (called an “executor” in some states) must be 18 years or older and cannot have a felony conviction. While most people name close family members or long-time friends as personal representatives, some people appoint bank officers, accountants and even their lawyers as the personal representative. Co-personal representatives can be named if you want more than one person to work together to administer the estate. Your will should also name an alternate personal representative if for some reason your first choice is unable to serve.
A personal representative should be a mature, responsible person. Following your death, the duties of a personal representative include, but are not limited to, filing the original will with the probate court, petitioning the court for letters of administration, inventorying the assets of the estate (including bank accounts, vehicle and boat titles, real estate deeds, stocks and bonds, etc.), open and inventory the contents of any safety deposit boxes, sending notice to creditors and paying valid creditor claims, file tax returns when required, re-title any real property as necessary, distribute personal items to named beneficiaries, file accountings as required and close the estate after all claims are paid and all assets properly distributed. A personal representative may be compensated for services rendered as provided in the will or as set forth in § 733.617, Fla. Stat.
Preparing a will need not be difficult and can be done without the assistance of a lawyer, but there are steps that need to be followed to make it a valid will under the laws of Florida. To be a valid will, the testator must sign the will in the presence of two witnesses, who must also sign the will. A holographic will – one that is handwritten by the testator and not signed in front of witnesses – is not a valid will in the State of Florida. It is best to seek the advice of counsel to make sure your will is valid and self-proving, which can speed up the probate process. Additionally, if you want to disinherit your spouse, or you think your will might be disputed at the time of your death, you should consult with an attorney.

