Florida Wills & Trusts


What will happen to your pets if you die or become disabled or ill?

I love my pets. They are members of my family.  I know many others that feel the same way and want to make sure that their four-legged, feathered, or finned friends are cared for in their absence.

Pets are considered personal property under the law.  If pets are not mentioned in a will, they pass to your heirs in the same way as any other personal property.  Your family may have no choice but to bring fluffy to a shelter, leaving your treasured pet homeless or worse yet, euthanized.

Proper planning can ensure that your furry family members are cared for in your absence.  Identify and appoint someone to care for your animals.  Speak to the person you choose to make sure that they will step up and handle any special needs your pets may have.  Refer to your pets generally and not by name, so you don’t have to update the will when you get a new animal.  Consider setting aside money for the care of your pets, especially if they have special needs.

Florida law allows you to create a trust for the care of an animal, which terminates upon the death of the animal.  One can name a person to oversee a pet’s new owners and any funds set aside for the care of the pet.

Florida Statutes  736.0408, Trust for care of an animal (2009):

(1)  A trust may be created to provide for the care of an animal alive during the settlor’s lifetime. The trust terminates on the death of the animal or, if the trust was created to provide for the care of more than one animal alive during the settlor’s lifetime, on the death of the last surviving animal.

(2)  A trust authorized by this section may be enforced by a person appointed in the terms of the trust or, if no person is appointed, by a person appointed by the court. A person having an interest in the welfare of the animal may request the court to appoint a person to enforce the trust or to remove a person appointed.

(3)  Property of a trust authorized by this section may be applied only to the intended use of the property, except to the extent the court determines that the value of the trust property exceeds the amount required for the intended use. Except as otherwise provided in the terms of the trust, property not required for the intended use must be distributed to the settlor, if then living, otherwise as part of the settlor’s estate

You can also specify other ways you want your pets to be included in your will.  Every will I create has a section on burial or funeral arrangements.  In that section, one may direct the personal representative to have the ashes of a deceased pet be buried with the owner or spread in a particular place.

If you have any specific questions, please contact me.

Lesly C. Longa is an attorney helping Floridians with estate planning and civil litigation.  She has a JD from Boston University and is licensed to practice law in three states.  Please note that the information provided here is not legal advice and does not create an attorney-client relationship.  For legal advice, consult with an attorney.

Under Florida law, a Last Will & Testament can be changed, but this must be done correctly or the court will not uphold the validity of your will.  Never make changes by hand or simply cross out items.  The only way to properly make changes to an existing will is to execute a codicil to the will.  A codicil is an amendment that attaches to the will.  Your other option is to revoke the entire will and start over.   

According to the Florida Statutes, the revocation of a will can occur in three ways: revocation by writing, revocation by physical act, and revocation by operation of law.  So if you want to revoke a will, destroy it and any copies, or make a new one that revokes all earlier wills.  Then in your new will you can be sure to add your burial and funeral arrangements, include new family members, or makes any other changes you would like.  Wills are dated when executed, so there will be no question about which came first.  For further reference, see Florida Statutes Section 732.505 on revocation by writing.  If you live in Florida, contact a Florida estate planning attorney for help with preparing a codicil or a new will.

Will

I recently received the following question: Is your living will protected from creditors?

A Living Will is not the same as a Legal Will. A Legal Will disposes of personal property after death and appoints a personal representative.  A Living Will provides instructions regarding future health care and end-of life scenarios.  A Living Will has nothing to do with your property or claims from creditors.

Under Florida law, every competent adult has the right to make decisions about his or her own health, including the right to advise the doctor to withhold or withdraw life-sustaining equipment (“pulling the plug”).  The Florida Legislature has provided a suggested form to do this within Florida Statutes §765.303.  The free Living Will form is also available from the Florida Bar’s website.  You should sign a Living Will in front of two witnesses, at least one of which should not be related to you by blood or marriage.  Once you have created a Living Will, provide a copy to your treating physician or hospital.  Keep another copy in a safe place.

You may also choose a Health Care Surrogate to make all health care decisions on your behalf in the event you become unable to do so.  If you have no Living Will, but you have executed a valid Health Care Surrogate designation, the surrogate can make decisions on your behalf should you become incapacitated.

If you need legal assistance to create these documents, please do not hesitate to contact me, a Florida Estate Planning Attorney.  I include a free Living Will and Health Care Surrogate designation with any Will or Estate Planning Package created by my office.

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