Testator Identification
A clear opening clause naming the testator, residence, and declaration that this instrument is the testator’s last will and testament.
Accurate Florida Will Instructions reduce the risk of disputes, streamline probate, and help ensure the document reflects the testator’s intent. Following statutory formalities preserves the will’s validity and can avoid costly delays or litigation during estate administration.
These instructions are useful to individuals creating a simple will, family members assisting with estate planning, and attorneys preparing or reviewing testamentary documents.
Use this guidance to confirm required fields, witness/notary procedures, and retention recommendations before finalizing a will.
The testator is the person who creates the will. They must have testamentary capacity and sign the will voluntarily; Florida requires two attesting witnesses unless another exception applies.
Formerly called an executor, the personal representative is appointed in the will to administer the estate, pay debts, and distribute assets according to the testator’s directions after probate.
A clear opening clause naming the testator, residence, and declaration that this instrument is the testator’s last will and testament.
Names the personal representative and alternates, and can include instructions for bond waivers and compensation.
Specifies specific bequests, general gifts, and the distribution of the residuary estate to named beneficiaries or classes.
If minor children exist, name a guardian and an alternate to avoid court-appointed guardianship disputes.
Optional language to discourage frivolous challenges by disinheriting beneficiaries who contest the will, subject to state enforceability limits.
A notarized affidavit signed at execution that speeds probate by removing the need for witness testimony.
Complete the will before any signatures; ensure pages are numbered and intact.
Two witnesses must be competent adults and sign in the presence of the testator.
Testator signs or acknowledges prior signature before both witnesses.
Witnesses sign and provide printed names and addresses.
A notary may execute a self-proving affidavit immediately after witnessing.
Florida permits remote notarization per state rules — verify identity-proofing requirements.
Retain the original executed will in a secure location accessible to the personal representative.
Original is filed with the probate court when initiating probate after the testator’s death.
| Document Type | Will | Revocable Trust |
|---|---|---|
| Primary Purpose | distribute assets at death | avoid probate, manage assets during incapacity |
| Probate Required | usually yes | usually no |
| Privacy | public record | private |
| Administration Complexity | executor administration | trustee management |
Electronic signing and remote notarization can simplify execution, but platform features and identity-proofing must meet legal and practical needs.
| Field | Configuration |
|---|---|
| Signature Field | Require signer signature and date |
| Witness Fields | Add two witness signature fields with printed name entries |
| Notary Block | Include a notary block for a self-proving affidavit if applicable |
| Audit Settings | Enable full audit trail and PDF certificate |
A retiree with a single property and named beneficiaries completes a clear will
A parent appoints a guardian and alternate and names contingent beneficiaries
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |