DocumentYOUR WISHES
Since 1948, Generations of Trust has helped St. Pete Beach families create comprehensive wills and trusts that stand the test of time.
Your Legacy, Protected
Every family deserves peace of mind knowing their wishes will be honored and their loved ones protected.
Wills & TrustsExplained
A Last Will and Testament is a legal document that specifies how your assets should be distributed after death, names guardians for minor children, and designates an executor to manage your estate through probate.
Every adult in Florida should have at least a basic will to ensure their wishes are carried out and to avoid the state's intestacy laws determining asset distribution.
Trusts are legal arrangements where assets are held by a trustee for the benefit of beneficiaries. They can help avoid probate, provide privacy, offer tax advantages, and allow for more control over asset distribution.
At Generations of Trust, we help you determine whether a will, trust, or combination of both best suits your family's needs and goals.
Choosing BetweenWills & Trusts
Understanding which estate planning tool is right for your situation
Last Will & Testament
- Simple and straightforward to create
- Lower initial cost
- Names guardians for minor children
- Distribution of tangible personal property
- Appoints a personal representative
- Specifies final arrangements
- Goes through probate process
- Becomes public record
- Takes effect only after death
Best For:
Ideal for smaller estates, younger families, and those seeking basic protection
Revocable Living Trust
- Avoids probate process
- Maintains privacy
- Provides incapacity planning
- Allows for delayed distribution schedules
- More complex initial setup
- Can be modified during lifetime
- Immediate asset management
- Seamless transition at death
Best For:
Best for larger estates, privacy concerns, and those wanting to avoid probate
The Complete Solution: Both
Many comprehensive estate plans include both a will (called a "pour-over will") and a trust. This ensures all assets are covered and provides maximum flexibility and protection for your family.
Essential Components
Key elements we include in your estate documents
Beneficiary Designations
Clear identification of who receives your assets and in what proportions.
Guardian Nominations
Designation of guardians for minor children and their care instructions.
Personal Representative/Trustee Selection
Appointment of trusted individuals to manage your estate or trust.
Asset Distribution
Specific instructions for distributing real estate, investments, and personal property.
Tax Planning
Strategies to minimize estate taxes and maximize inheritance for beneficiaries.
Special Instructions
Personal wishes, funeral arrangements, and family care instructions.
Florida LegalRequirements
Important requirements for valid wills and trusts in Florida
Will Execution Requirements
- Must be signed by the testator (person making the will)
- Requires two witnesses present at the same time
- Witnesses must sign in presence of testator and each other
- Self-proving affidavit recommended to avoid witness testimony
Trust Requirements
- Grantor must have legal capacity
- Clear identification of trustee and beneficiaries
- Proper funding (transfer of assets to trust)
- Notarization for real estate transfers
Special Florida Considerations
- Homestead property has special protection rules
- Spousal rights cannot be waived without proper documentation
- Electronic wills now permitted with specific requirements
- Unique rules for Florida residents vs. non-residents
Protect Your Family'sFuture Today
Since 1948, Generations of Trust has helped St. Pete Beach families create comprehensive estate plans. Let our experienced attorneys guide you.
Ready to Protect Your Family?
Schedule your free consultation today. No obligation, just professional guidance to help you understand your options and make informed decisions. We offer flexible scheduling with in-person and teleconference meetings available.
Schedule Your Free Consultation
Contact Us Directly
Call Us Today
(727) 367-1976Email Us
info@generationsoftrust.comVisit Our Office
1110 Pinellas Bayway South #208(2nd floor, elevator available)
Tierra Verde, FL 33715
(Temporary location while 433 76th Ave is under reconstruction)
Schedule Your Appointment
We offer flexible scheduling to accommodate your needs.
Available: In-person and teleconference meetings
Call (727) 367-1976 to schedule your consultation
Why Call Today?
- ✓Free initial consultation
- ✓Same-day appointments available
- ✓No obligation to proceed
- ✓Professional guidance you can trust