Wills, Probate

Trusts, Estate Planning

210 South Beach Street, Suite 202
Daytona Beach, FL 32114
(386) 257-3332

Personal Representative
Heidi did our trust very recently. She and her staff were very professional and understanding. Her fee was very reasonable in comparison with other attorneys in the area . We highly recommend her for her services

~ Chris D

Heidi handled the creation of our estate plan which includes a trust. In the consultation she explained all of our options and the cost involved with them. After a couple of more meetings with her we now have a completed estate plan we are very happy and comfortable with. Heidi and her team were easy to contact with questions along the way. We would highly recommend her for any estate planning needs.

~ Lisa C

Estate to a Non-Married Partner in Florida

How Do I Leave My Estate to a Non-Married Partner in Florida?

The question of leaving one’s estate to a non-married partner in Florida is not uncommon. While the law provides a clear path for married couples, it may seem less straightforward for those without a legal marital bond. However, with proper estate planning, it’s entirely possible to ensure that your non-married partner is cared for after your passing.

Here’s a step-by-step guide to help you navigate this process:

Understand the Legal Landscape

In Florida, if you pass away without a will, your estate is distributed according to the state’s intestacy laws. Typically, this means your closest biological family members will inherit your assets, and a non-married partner may receive nothing.

Create a Will or Trust

To ensure that your non-married partner receives the portion of your estate you desire, it is essential to create a will or trust. In your will, you can specifically name your non-married partner as a beneficiary, detailing the assets you want to leave them.

Use Beneficiary Designations

Assets such as life insurance policies, retirement accounts, and payable-on-death bank accounts allow you to name a beneficiary. Ensure that you list your non-married partner as the beneficiary for these accounts.

Consult an Estate Planning Attorney

Estate laws can be complex, and every situation is unique. An experienced estate planning attorney in Florida will help you tailor your estate plan to meet your individual needs and comply with the state’s legal requirements.

By creating a comprehensive estate plan with the assistance of a seasoned estate planning attorney, you can ensure that your wishes are honored, and your loved ones are cared for.

Heidi S. Webb, Attorney at Law, serves clients in Daytona Beach, Ormond Beach, Port Orange, and beyond with matters of Estate Planning and Probate. Contact her today to schedule a free consultation. Visit her page on Facebook, or see what her clients are saying to learn more about Heidi

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