Wills & Trusts
Protect What Matters Most
Creating a will or trust is one of the most important steps you can take to ensure your wishes are honored and your loved ones are cared for. At Sylvia Noel White P.A., we take the time to listen, explain your options, and craft a personalized plan that gives you peace of mind—now and in the future.
What Is a Will?
A will (formally called a Last Will and Testament) is a legal document that outlines how your assets should be distributed after your death. It also allows you to name a personal representative (also known as an executor), a guardian for minor children, and a trustee if needed. A will may have to go through probate, which is the court-supervised process of carrying out your wishes. It’s not effective until the court accepts it and appoints your personal representative to act on behalf of your estate.
If you pass away without a will (intestate), Florida law will determine how your property is divided, which may not reflect your intentions. Having a valid will ensures your voice is heard and your loved ones are protected.
What Is a Trust?
A trust is a flexible legal arrangement that allows someone (the trustee) to manage assets for the benefit of another (the beneficiary). The person who creates the trust is called the grantor. Trusts can help you avoid probate, provide for loved ones, and plan for situations like incapacity or long-term care.
The most common type is a “living trust,” also known as a revocable trust, which allows you to manage your own assets during your lifetime and name a successor trustee to step in if you become unable to do so. One key step is funding the trust, meaning your assets must be properly titled in the name of the trust. Without this step, the trust won’t function as intended.
Should I Choose a Will or a Trust?
There’s no one-size-fits-all answer. While trusts are often associated with high-net-worth individuals, they can benefit anyone who wants to avoid probate or plan for incapacity. Wills and trusts both allow you to express your wishes and protect your loved ones—and in many cases, a combination of both is ideal.
We also prepare advance directives as part of your estate plan, including a durable power of attorney, health care surrogate designation, and a living will—important tools that speak for you if you’re ever unable to speak for yourself.
Let’s create a plan that reflects your values, your goals, and your peace of mind.
