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