Florida Estate Planning & Probate
Protect Your Family with a Florida Estate Plan
Wills, trusts, powers of attorney, healthcare directives, and probate filings - guided for Florida families with execution reminders and optional licensed-attorney review.
Assembled from source-locked Florida statutes, cite-checked, and pressure-tested by the Opposing Counsel Pass™ so risks are visible before you sign.
Built for individuals and families preparing their own Florida estate plan, and for the attorneys and firms who do it for a living.
Florida-only self-help software. Not a law firm. Attorney review is optional and separate.
Every Florida plan includes a built-in AI review
Florida-only
Attorney review available
Private document storage
Source-locked Florida law
TrusteeClear integrated
Built for real Florida families
Whoever you are protecting
Affordable estate planning should not feel like it was built for only one kind of family. EstateDraftFL serves Florida parents, caregivers, blended families, older relatives, successor trustees, and the people who simply want their loved ones to have clearer instructions.
For every Florida family
Estate Planning, in plain language you can act on
It isn’t about wealth — it’s about the people you love. Draft the documents your family needs, understand anything you already have, and see the gaps — start with a free preview, with optional attorney review available.
Create your Estate Plan
Answer a guided questionnaire and get a Florida-tailored draft — a will, living trust, power of attorney, or healthcare directive — each cite-checked and pressure-tested, ready for your review, and ready to sign once it says what you want (or once your attorney has looked).
Start your plan →Review what you already have
Upload an existing will, trust, or any legal document and get a plain-language, clause-by-clause read — what it does, what's missing, the red flags, and the questions to consider.
Review a document →See the gaps and risks — free
A structured look at what your plan covers and what it doesn't — missing protections, probate and tax exposure, and beneficiary gaps — each framed as a factor to weigh and a question for a licensed attorney.
Run a free checkup →AI guidance powered by Claude Opus 4.8. All output is general legal information — not legal advice, and not a substitute for a licensed attorney. A licensed Florida attorney review is an optional add-on.
A second-pass review, built in
The Opposing Counsel Pass™
Every other AI tells you its draft is brilliant. Ours is under standing orders to tear its own work apart — your own red team, acting as opposing counsel, on every document.
The moment a draft is finished, the engine switches sides. It re-reads every clause like a will-contest challenger or an objecting creditor would — hunting the missed homestead, the underpaid elective share, the unserved creditor, the formality that voids the will.
Every objection it lands becomes a finding only you can clear — approve, reject, or revise, on the record. Only resolved findings move forward into the file.
Act I — The engine drafts
Art. VI · No-Contest Clause — drafted by the engine
If any beneficiary contests this Will or any of its provisions, that beneficiary shall forfeit all gifts made to them and shall take nothing from my estate.
Opposing Counsel Pass™ — red team finding
Enforceability · s. 732.517Unenforceable no-contest clause — the engine just objected to its own clause
“As drafted, this in terrorem clause does nothing. Fla. Stat. s. 732.517 makes a penalty-for-contesting provision in a Florida will unenforceable— so it won't deter a challenge, and it telegraphs to a contestant that you feared one.”
Possible alternative language
…strike the forfeiture penalty (void under s. 732.517) and instead deter a contest with a self-proving affidavit (s. 732.503), contemporaneous capacity evidence, and unambiguous dispositive terms…
Nothing finalizes until the last finding carries your decision.
Built into every document
Cite Check: catch the statute that isn’t real.
Every Florida statute and Probate Rule a document cites is checked against our source-locked corpus. A made-up statute number is flagged and the draft reverts to the deterministic skeleton — it never ships. Format-correct is not the same as real.
Cite Check results14 citations
0
errors
1
warning
13
verified
Fla. Stat. § 733.2121Source-locked
§ 999.999 — no such sectionRejected
No other platform has these
The proof stack
Six engines nobody else in legal AI ships — each one live today, each one verifiable, not just promised.
353/353 · published
EstateBench
The open, reproducible evaluation we grade ourselves on — run in CI on every release, commit-pinned, public. Legal AI vendors ask for trust; we publish the scorecard.
See the live scorecard →The continuity engine
Death Activation™
The moment a death is recorded, the plan becomes the administration: the Notice of Trust drafted, the first-60-days duties and deadlines loaded, the funding gaps carried over — and it stops for a human signature at every step. Nothing auto-files, ever.
See the matter agents →$149 · scored 0–100, deterministic
The Estate Plan Audit
Drop in the documents a family already has. The Florida Plan Score, the cross-document conflicts, the unfunded trust, the stale beneficiary designations — found, scored, and cited to the statute.
Audit an existing plan →Free · 3 minutes · fully cited
HomesteadClear™
Inherited a Florida home? The devise restrictions, the descent rules, the 6-month election, the court determination, the probate connection — computed deterministically from the statutes, every consequence one click from its verbatim text.
Run the free triage →Every sentence cited or flagged
The Grounded Assistant
Ask anything about Florida estate planning or probate. Every legal claim resolves against the source-locked statutes or renders with a visible verify flag — and citation chips open the hash-pinned verbatim text.
Ask the Assistant →Fabricated cites caught deterministically
Deep Research
Hard questions get cited answers with a deterministic citation check on every one — verified in the corpus or marked “do not rely.” And at exactly the line where research becomes legal judgment, it routes you to a Florida attorney instead of pretending.
Open Deep Research →The workstation
Where findings become decisions
Work the rail: each finding in front of you, your revision in place, your note on the record. The gate opens only when the last finding falls — and the file shows who decided what, and when.
Estate of John A. Carter5 findings
Determine homestead before distributionApproved
Serve the unserved hospital creditorRevised
Compute the spouse's elective shareApproved
Nonresident PR may be disqualifiedRejected
Confirm the 2026 summary ceilingPending
Finalization gateLocked — 1 finding open
Built for scrutiny
Defensible by design
If anyone ever asks how AI was supervised on this matter, the answer is already in the file — in the attorney’s words, under their timestamps.
Append-only audit log
Adjudications are written to an immutable record — superseded, never quietly erased.
Reviewer identity & timestamps
Every event records who decided, what changed, the stated reason, and when.
A gate, not a suggestion
The finalization gate is enforced in software. Open findings block the final document.
Decision packet for the file
Each finding, its disposition, and the language as approved — built for the matter file.
🛡 Powered by Claude Opus 4.8
Accurate by design — not just “AI.”
EstateDraftFL runs Claude Opus 4.8 in a gated environment, fenced off from your legal language. Opus helps organize your own facts — but every statute, citation, and clause is fixed, source-locked text drawn from the official Florida statutes and Probate Rules, never generated by AI at request time.
📜 Statute-locked legal language🚫 No AI-written law — zero hallucination🔒 Gated environment, human oversight🧬 Statutory quotes byte-verified against the hashed corpus🧪 EstateBench-published: 353/353 reproducible checks
Connectors & the signing table
It lives inside Word — and owns the ceremony
The Word add-in checks every statutory citation in your open document against the source-locked corpus, right in the taskpane. The Execution Ceremony layer runs the signing itself — who signs, in what order, who may not witness, every formality cited — with an append-only execution record. Calendar deadlines subscribe natively; Clio, DocuSign, and bank sync connect under your firm’s own credentials.
Word add-in
Live
Execution Ceremony
Live
Calendar (ICS)
Live
Word / PDF + Vault
Live
Clio
Firm activation
DocuSign
Firm activation
What we produce
Complete Florida instruments — not templates with blanks
Last Will & Testament
Fla. Stat. ch. 732
Revocable Living Trust
Fla. Stat. ch. 736
Durable Power of Attorney
Fla. Stat. ch. 709
Healthcare Directive & Living Will
Fla. Stat. ch. 765
Probate petitions & letters
Fla. Stat. ch. 733
Notices, inventory, accounting & discharge
Fla. Prob. R. 5.x
Premium module
TrusteeClear™ — for the successor trustee
When someone steps in as trustee of a Florida trust, TrusteeClear™ guides the duties, statutory deadlines, trust accounting, beneficiary notices, and court forms under the Florida Trust Code — the premium, attorney-backed administration lane, licensable to firms as a branded client portal. And with Death Activation™, a plan built here rolls into its administration automatically — instruments, fiduciaries, and funding gaps carried over with full provenance, an attorney gate on every step.
- Guided trustee duties & first steps
- Statutory deadline tracking
- Trust accounting & beneficiary notices
- Court forms & document vault
- Attorney review on demand
For law firms
White-label the whole platform
Run Estate Planning, probate, the Opposing Counsel Pass™, the workstation, and TrusteeClear™ under your own brand at firmname.estatedraftfl.com— tenant-isolated, with attorney review built in. Your firm’s own attorney-approved clause playbook compiles into every document with firm-template provenance, and the accuracy dashboard shows your citation-resolution rate on your real matters.
Accurate by design
Built for Florida, defensible by design
Documents are assembled from the source-locked Florida statutes and Probate Rules, pressure-tested by the Opposing Counsel Pass™, and adjudicated finding-by-finding on an append-only record. We tell you exactly what is AI-assembled and what an attorney has approved.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-language guidance, and exactly when a Florida attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Security & isolation, not an afterthought
Tenant isolation
Every firm and consumer is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed — immutable even to the service role.
Florida-attorney review
Firm work product is adjudicated by a licensed Florida attorney before it is relied upon.
Start your Florida Estate Plan today
Build your plan in minutes, pressure-test it with the Opposing Counsel Pass™, and optionally add a licensed Florida attorney review before you sign.
Administering a Florida estate? See the probate engine.
EstateDraftFL is gated AI document-preparation software — not a law firm — and does not provide legal advice. The built-in Opposing Counsel Pass™ is an AI review, not a licensed-attorney review. A licensed Florida attorney review is an optional add-on and is not included.