{"id":19537,"date":"2026-08-27T17:00:39","date_gmt":"2026-08-27T21:00:39","guid":{"rendered":"https:\/\/www.perezrouralaw.com\/?page_id=19537"},"modified":"2026-08-27T17:00:39","modified_gmt":"2026-08-27T21:00:39","slug":"will-vs-trust-vs-lady-bird-deed-in-florida","status":"publish","type":"page","link":"https:\/\/www.perezrouralaw.com\/es\/will-vs-trust-vs-lady-bird-deed-in-florida\/","title":{"rendered":"Will vs. Trust vs. Lady Bird Deed in Florida"},"content":{"rendered":"<h1 class=\"selectable-text copyable-text x15bjb6t x1n2onr6\"><span class=\"selectable-text copyable-text xkrh14z\">Will vs. Trust vs. Lady Bird Deed in Florida: Which Estate Planning Option Is Right for You?<\/span><\/h1>\n<p>When planning for the future, one of the most important decisions you can make is choosing the right estate planning tools to protect your assets and provide for your loved ones. In Florida, a <a href=\"https:\/\/www.perezrouralaw.com\/es\/services\/will-preparation-miami\/\">Last Will and Testament<\/a>, <a href=\"https:\/\/www.perezrouralaw.com\/es\/services\/wills-and-trusts-miami\/\">Revocable Living Trust<\/a>, and <a href=\"https:\/\/www.perezrouralaw.com\/es\/services\/ladybird-deeds-miami\/\">Lady Bird Deed<\/a> can each play an important role in an estate plan, but they serve different purposes and have different effects during your lifetime and after your death.<\/p>\n<p>Understanding the differences between a Will, Trust, and Lady Bird Deed can help you determine which tools may fit your goals. Depending on your assets, family circumstances, and long-term plans, your estate plan may involve one of these options or a combination of several estate planning tools.<\/p>\n<p>At Perez-Roura Law, we help individuals and families throughout Florida understand their estate planning options and develop plans tailored to their particular circumstances and objectives.<\/p>\n<h2>Comparing a Will, Revocable Living Trust, and Lady Bird Deed in Florida<\/h2>\n<p>No single Estate Planning tool is appropriate for every situation. A Will, Revocable Living Trust, and Lady Bird Deed differ in the types of assets they can address, whether they can help avoid <a href=\"https:\/\/www.perezrouralaw.com\/es\/services\/probate-law-miami\/\">probate<\/a>, the level of privacy they provide, how they operate during a person&#8217;s lifetime, and the circumstances in which they are commonly used.<\/p>\n<p>The comparison chart below provides an overview of key differences among these three Florida Estate Planning tools.<\/p>\n<style>\n\/* =========================================================<br \/>   Perez-Roura Law<br \/>   Will vs. Trust vs. Lady Bird Deed Comparison<br \/>   ========================================================= *\/<\/p>\n<p>.prl-estate-comparison {<br \/>  --prl-navy: #17324d;<br \/>  --prl-blue: #274f70;<br \/>  --prl-light: #f5f7f9;<br \/>  --prl-border: #d9e0e6;<br \/>  --prl-text: #25313b;<br \/>  --prl-white: #ffffff;<\/p>\n<p>  width: 100%;<br \/>  margin: 0 auto;<br \/>  font-family: 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\/>  line-height: 1.7;<br \/>}<\/p>\n<p>\/* ---------- TABLE ---------- *\/<\/p>\n<p>.prl-comparison-table {<br \/>  width: 100%;<br \/>  margin: 28px 0 40px;<br \/>}<\/p>\n<p>.prl-comparison-scroll {<br \/>  width: 100%;<br \/>  overflow-x: auto;<br \/>  -webkit-overflow-scrolling: touch;<br \/>  border: 1px solid var(--prl-border);<br \/>  border-radius: 10px;<br \/>  background: var(--prl-white);<br \/>}<\/p>\n<p>.prl-comparison-table table {<br \/>  width: 100%;<br \/>  min-width: 900px;<br \/>  border-collapse: collapse;<br \/>  border-spacing: 0;<br \/>  margin: 0;<br \/>  background: var(--prl-white);<br \/>}<\/p>\n<p>.prl-comparison-table th,<br \/>.prl-comparison-table td {<br \/>  padding: 18px 16px;<br \/>  border-bottom: 1px solid var(--prl-border);<br \/>  border-right: 1px solid var(--prl-border);<br \/>  vertical-align: top;<br \/>  text-align: left;<br \/>  line-height: 1.55;<br \/>  font-size: 15px;<br \/>}<\/p>\n<p>.prl-comparison-table th:last-child,<br 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\/>}<\/p>\n<p>\/* Yes \/ No emphasis *\/<\/p>\n<p>.prl-answer {<br \/>  display: inline-block;<br \/>  margin-bottom: 3px;<br \/>  color: var(--prl-navy);<br \/>  font-weight: 700;<br \/>}<\/p>\n<p>\/* Mobile instruction *\/<\/p>\n<p>.prl-mobile-note {<br \/>  display: none;<br \/>  margin: 0 0 10px;<br \/>  font-size: 14px;<br \/>  line-height: 1.5;<br \/>  font-style: italic;<br \/>}<\/p>\n<p>\/* ---------- MOBILE ---------- *\/<\/p>\n<p>@media (max-width: 768px) {<\/p>\n<p>  .prl-estate-comparison .prl-page-intro {<br \/>    margin-bottom: 30px;<br \/>  }<\/p>\n<p>  .prl-estate-comparison .prl-page-intro h1 {<br \/>    font-size: 34px;<br \/>  }<\/p>\n<p>  .prl-estate-comparison .prl-page-intro p,<br \/>  .prl-estate-comparison .prl-chart-intro p {<br \/>    font-size: 16px;<br \/>  }<\/p>\n<p>  .prl-estate-comparison .prl-chart-intro {<br \/>    margin-top: 34px;<br \/>  }<\/p>\n<p>  .prl-estate-comparison .prl-chart-intro h2 {<br \/>    font-size: 27px;<br \/>  }<\/p>\n<p>  .prl-mobile-note {<br \/>    display: block;<br \/>  }<\/p>\n<p>  .prl-comparison-table {<br \/>    margin-top: 18px;<br \/>  }<\/p>\n<p>  .prl-comparison-table th,<br \/>  .prl-comparison-table td {<br \/>    padding: 14px;<br \/>    font-size: 15px;<br \/>  }<\/p>\n<p>  .prl-comparison-table thead th {<br \/>    font-size: 16px;<br \/>  }<br \/>}<br \/><\/style>\n<div class=\"prl-estate-comparison\">\n<p><!-- ===================================================== COMPARISON CHART ===================================================== --><\/p>\n<section class=\"prl-comparison-table\">\n<p class=\"prl-mobile-note\">Swipe horizontally to view the full comparison.<\/p>\n<div class=\"prl-comparison-scroll\">\n<table>\n<thead>\n<tr>\n<th scope=\"col\">Comparison<\/th>\n<th scope=\"col\">Last Will &amp; Testament<\/th>\n<th scope=\"col\">Revocable Living Trust<\/th>\n<th scope=\"col\">Lady Bird Deed<\/th>\n<\/tr>\n<\/thead>\n<tbody><!-- PRIMARY PURPOSE --><\/p>\n<tr>\n<th scope=\"row\">Primary Purpose<\/th>\n<td>Leave an inheritance to your loved ones.<\/td>\n<td>Leave an inheritance to your loved ones without going to Court,<br \/>\nand add conditions (such as reaching a certain age).<\/td>\n<td>Leave real estate as an inheritance without family having to do<br \/>\nanything (title passes immediately upon death).<\/td>\n<\/tr>\n<p><!-- BEST SUITED FOR --><\/p>\n<tr>\n<th scope=\"row\">Best Suited For<\/th>\n<td>Everyone.<\/td>\n<td>People who own property other than their home; business owners;<br \/>\npeople with complex family dynamics (for example, children from<br \/>\ndifferent relationships, disabled beneficiaries, etc.).<\/td>\n<td>People who are certain they want to leave the property to the<br \/>\nperson they are naming, with no plans to ever sell the property.<\/td>\n<\/tr>\n<p><!-- ASSETS --><\/p>\n<tr>\n<th scope=\"row\">Assets It Can Cover<\/th>\n<td>Anything, anywhere.<\/td>\n<td>Anything, anywhere.<\/td>\n<td>Real estate, but only in states that authorize it (only around<br \/>\n5 states allow it, with Florida being one).<\/td>\n<\/tr>\n<p><!-- PROBATE --><\/p>\n<tr>\n<th scope=\"row\">Helps Avoid Probate?<\/th>\n<td><span class=\"prl-answer\">No.<\/span><br \/>\nA Last Will and Testament only works through Probate.<\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<\/tr>\n<p><!-- PRIVACY --><\/p>\n<tr>\n<th scope=\"row\">Privacy<\/th>\n<td><span class=\"prl-answer\">No.<\/span><br \/>\nThe Will is deposited with the Court after death.<\/td>\n<td><span class=\"prl-answer\">Yes(ish).<\/span><br \/>\nThe trust itself is private, but any property titled to the trust<br \/>\nwill show that it is owned by a trust and the name of the trustee.<\/td>\n<td><span class=\"prl-answer\">No.<\/span><br \/>\nThe Ladybird Deed is recorded in the public records.<\/td>\n<\/tr>\n<p><!-- DURING LIFETIME --><\/p>\n<tr>\n<th scope=\"row\">Effective During Lifetime or After Death?<\/th>\n<td>There are no uses during life.<\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><br \/>\nIt can help during life, such as, for example, if the<br \/>\nGrantor\/Settlor becomes mentally incapacitated.<\/td>\n<td><span class=\"prl-answer\">Yes(ish).<\/span><br \/>\nIt is \u201ceffective\u201d from the view that it is recorded during life,<br \/>\nBUT the grantor retains all legal rights during life. No, because<br \/>\nit does not help plan for incapacity.<\/td>\n<\/tr>\n<p><!-- MODIFICATION --><\/p>\n<tr>\n<th scope=\"row\">Can It Be Modified or Revoked?<\/th>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<\/tr>\n<p><!-- TYPICAL SCENARIOS --><\/p>\n<tr>\n<th scope=\"row\">Typical Planning Scenarios<\/th>\n<td>Every planning scenario &#8211; everyone should have a Will.<\/td>\n<td>Most common: people with investment properties and\/or an active<br \/>\nbusiness. Also, people with children from different relationships<br \/>\n(or in a relationship and their spouse has children from a prior<br \/>\nrelationship).<\/td>\n<td>Most common: an elderly person who has no intention of selling<br \/>\ntheir home and is certain they want to leave it to a specific<br \/>\nperson(s).<\/td>\n<\/tr>\n<p><!-- LIMITATIONS --><\/p>\n<tr>\n<th scope=\"row\">Potential Limitations<\/th>\n<td>Does not plan for incapacity.<\/td>\n<td>Only covers assets titled to the trust.<\/td>\n<td>Does not plan for incapacity. Can also cause issues if selling<br \/>\nthe property because some title insurance companies will require<br \/>\nthe remaindermen to sign.<\/td>\n<\/tr>\n<p><!-- COMBINATION --><\/p>\n<tr>\n<th scope=\"row\">Can It Be Combined With Other Estate Planning Tools?<\/th>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<td><span class=\"prl-answer\">Yes.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/section>\n<\/div>\n<style>\n\/* =========================================================<br \/>\n   Perez-Roura Law - Estate Planning FAQs<br \/>\n   ========================================================= *\/<\/p>\n<p>.prl-estate-faq {<br \/>\n  --prl-navy: #17324d;<br \/>\n  --prl-light: #f5f7f9;<br \/>\n  --prl-border: #d9e0e6;<br \/>\n  --prl-text: #25313b;<\/p>\n<p>  width: 100%;<br \/>\n  margin: 55px 0 30px;<br \/>\n  font-family: inherit;<br \/>\n  color: var(--prl-text);<br \/>\n}<\/p>\n<p>.prl-estate-faq h2 {<br \/>\n  margin: 0 0 15px;<br \/>\n  color: var(--prl-navy);<br \/>\n  font-size: clamp(27px, 4vw, 34px);<br \/>\n  line-height: 1.25;<br \/>\n  font-weight: 700;<br \/>\n}<\/p>\n<p>.prl-estate-faq .prl-faq-intro {<br \/>\n  margin: 0 0 28px;<br \/>\n  font-size: 17px;<br \/>\n  line-height: 1.7;<br \/>\n}<\/p>\n<p>.prl-faq-item {<br \/>\n  padding: 22px 0;<br \/>\n  border-bottom: 1px solid var(--prl-border);<br \/>\n}<\/p>\n<p>.prl-faq-item:first-of-type {<br \/>\n  border-top: 1px solid var(--prl-border);<br \/>\n}<\/p>\n<p>.prl-faq-item h3 {<br \/>\n  margin: 0 0 9px;<br \/>\n  color: var(--prl-navy);<br \/>\n  font-size: 20px;<br \/>\n  line-height: 1.35;<br \/>\n  font-weight: 700;<br \/>\n}<\/p>\n<p>.prl-faq-item p {<br \/>\n  margin: 0;<br \/>\n  font-size: 16px;<br \/>\n  line-height: 1.7;<br \/>\n}<\/p>\n<p>@media (max-width: 768px) {<\/p>\n<p>  .prl-estate-faq {<br \/>\n    margin-top: 42px;<br \/>\n  }<\/p>\n<p>  .prl-estate-faq h2 {<br \/>\n    font-size: 27px;<br \/>\n  }<\/p>\n<p>  .prl-estate-faq .prl-faq-intro {<br \/>\n    font-size: 16px;<br \/>\n  }<\/p>\n<p>  .prl-faq-item {<br \/>\n    padding: 19px 0;<br \/>\n  }<\/p>\n<p>  .prl-faq-item h3 {<br \/>\n    font-size: 19px;<br \/>\n  }<br \/>\n}<br \/>\n<\/style>\n<section class=\"prl-estate-faq\">\n<h2>Frequently Asked Questions About Wills, Trusts, and Lady Bird Deeds in Florida<\/h2>\n<p class=\"prl-faq-intro\">Choosing between a Will, Revocable Living Trust, and Lady Bird Deed depends<br \/>\non your assets, family circumstances, and estate planning goals. Below are<br \/>\nanswers to some common questions about how these estate planning tools differ<br \/>\nin Florida.<\/p>\n<p><!-- FAQ 1 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Does a Will avoid probate in Florida?<\/h3>\n<p>No. A Last Will and Testament works through the probate process. A Will<br \/>\nallows you to leave an inheritance to your loved ones, but it does not<br \/>\navoid probate.<\/p>\n<\/div>\n<p><!-- FAQ 2 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Does a Revocable Living Trust avoid probate in Florida?<\/h3>\n<p>Yes. A Revocable Living Trust can help avoid probate for assets that are<br \/>\nproperly titled to the trust. A Trust can also allow you to place<br \/>\nconditions on an inheritance, such as requiring a beneficiary to reach a<br \/>\ncertain age.<\/p>\n<\/div>\n<p><!-- FAQ 3 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Does a Lady Bird Deed avoid probate in Florida?<\/h3>\n<p>Yes. A Lady Bird Deed can allow Florida real estate to pass to the named<br \/>\nbeneficiary upon the owner&#8217;s death without going through probate for that<br \/>\nproperty. The grantor retains legal rights to the property during life.<\/p>\n<\/div>\n<p><!-- FAQ 4 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>What is the difference between a Will and a Trust in Florida?<\/h3>\n<p>One important difference is probate. A Last Will and Testament works<br \/>\nthrough probate, while a Revocable Living Trust can help avoid probate<br \/>\nfor assets titled to the trust. A Trust can also assist with planning<br \/>\nduring the grantor&#8217;s lifetime, including in the event of mental<br \/>\nincapacity.<\/p>\n<\/div>\n<p><!-- FAQ 5 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>What is the difference between a Trust and a Lady Bird Deed?<\/h3>\n<p>A Revocable Living Trust can address different types of assets that are<br \/>\ntitled to the trust and can also assist with incapacity planning. A Lady<br \/>\nBird Deed is specifically used for real estate in states that authorize<br \/>\nit, including Florida, and does not provide incapacity planning.<\/p>\n<\/div>\n<p><!-- FAQ 6 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Can a Will, Trust, or Lady Bird Deed be changed or revoked?<\/h3>\n<p>Yes. A Last Will and Testament, Revocable Living Trust, and Lady Bird<br \/>\nDeed can each be modified or revoked.<\/p>\n<\/div>\n<p><!-- FAQ 7 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Is a Will, Trust, or Lady Bird Deed private?<\/h3>\n<p>They provide different levels of privacy. A Will is deposited with the<br \/>\nCourt after death, and a Lady Bird Deed is recorded in the public records.<br \/>\nA Trust itself is private, although property titled to the Trust may show<br \/>\nthat it is owned by a Trust and identify the trustee.<\/p>\n<\/div>\n<p><!-- FAQ 8 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Can you have a Will, Trust, and Lady Bird Deed at the same time?<\/h3>\n<p>Yes. A Will, Revocable Living Trust, and Lady Bird Deed can be combined<br \/>\nwith other estate planning tools. The appropriate combination depends on<br \/>\nyour assets, family circumstances, and estate planning objectives.<\/p>\n<\/div>\n<p><!-- FAQ 9 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Who may benefit from a Revocable Living Trust?<\/h3>\n<p>A Revocable Living Trust is commonly used by people with investment<br \/>\nproperties or an active business, as well as people with more complex<br \/>\nfamily dynamics, such as children from different relationships or<br \/>\ndisabled beneficiaries.<\/p>\n<\/div>\n<p><!-- FAQ 10 --><\/p>\n<div class=\"prl-faq-item\">\n<h3>Who may benefit from a Lady Bird Deed in Florida?<\/h3>\n<p>A Lady Bird Deed is commonly used when a person is certain that they want<br \/>\nto leave real estate to a specific person or persons and has no intention<br \/>\nof selling the property.<\/p>\n<div class=\"attachment-container unknown\">\n<div class=\"text-box-container ng-star-inserted\" data-test-id=\"text-box-container\">\n<div class=\"text-box-content\">\n<div class=\"text-box-text gds-body-l\" dir=\"auto\" data-test-id=\"text-box-text\"><a href=\"tel:3055703259\">Call us today<\/a> to schedule a free initial consultation, and let&#8217;s review together the best Estate Planning strategy for you!<\/div>\n<div dir=\"auto\" data-test-id=\"text-box-text\"><\/div>\n<div dir=\"auto\" data-test-id=\"text-box-text\">Want to learn more?<br \/>\nVisit our\u00a0<a href=\"https:\/\/www.youtube.com\/@Perez-RouraLaw\">YouTube channel<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>Will vs. Trust vs. Lady Bird Deed in Florida: Which Estate Planning Option Is Right for You? When planning for the future, one of the most important decisions you can make is choosing the right estate planning tools to protect your assets and provide for your loved ones. In Florida, a Last Will and Testament, [&hellip;]<\/p>\n","protected":false},"author":34,"featured_media":18079,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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