What Florida Families Should Know Before Signing Wills, Trusts, and Estate Documents | From a Notary’s Perspective
- Nov 17, 2025
- 4 min read
Updated: Jan 23
Practical insights. No legal advice.
As Florida notaries, we sit at the table when families sign some of the most important documents of their lives: Wills, Trusts, Powers of Attorney, and Advance Directives. We don’t draft them, we don’t interpret them, and we don’t give legal advice — but we do see firsthand what helps a smooth signing… and what creates unnecessary stress or delays.
This guide is simply the notary side of the process, written to help you prepare, avoid signature mistakes, and understand what these documents usually involve before you meet with your attorney.
Why these documents matter (and why people hire attorneys for them)
General informational description — not legal advice.
Some estate documents affect property, finances, medical treatment, minor children, and long-term family planning. Because these issues are high-stakes, most families choose to work with an attorney so their documents meet Florida’s requirements and are properly executed. From the seat of a notary public, here’s what shows up repeatedly.
1. Revocable Living Trust
A revocable living trust is often used to organize assets and potentially avoid the time and cost of probate. Families who own real estate, investment accounts, or multiple properties often choose this route.
Common signing problems we see:
Signatures missing in secondary pages
Trustee titles written incorrectly
Not all parties present with valid ID
Trust created, but assets never transferred into it (“unfunded trust”)
These issues don’t require a notary fix — they require correct legal preparation before signing.
2. Last Will & Testament
A Will outlines how someone wants their property distributed and who will care for minor children.
Common notary-side issues:
Witnesses who cannot legally act as witnesses
Dates left blank
Signers not aware witnesses must be physically present
Multiple versions of the Will printed but not marked clearly
Small mistakes here cause delays. The notary’s role is to verify identity and observe signatures — not to guide content — so arriving prepared makes the process smoother.
3. Durable Power of Attorney (Financial POA)
A Durable Power of Attorney allows someone to manage financial matters on behalf of another person.
Common issues at the table:
Banks later rejecting generic POA templates
Missing notarization or incorrect acknowledgment
Agents unclear on their responsibilities
These documents are powerful — and institutions are strict about formatting and clarity.
4. Healthcare Surrogate, Advance Directive, Living Will
These outline medical preferences and name a person to make healthcare decisions.
Notary-side problems we see:
Missing witnesses
Signer thinking the notary can explain medical options
Forms incorrectly filled out or mismatched
Medical documents must be precise and properly executed so hospitals can rely on them.
5. The signature mistakes that cause the most problems
Across all estate documents, these issues show up again and again:
A. IDs not matching the printed name
Nicknames, middle initials, and name changes create delays.
B. Witnesses chosen who do not qualify
Some documents forbid certain people from witnessing.
C. Signers not appearing in person
Remote signing rules vary by document.
D. Printing errors
Mixed page sizes, cut-off lines, or incorrect order.
A high-quality legal draft + a clean, well-prepared signing = smooth process.
If you want this process to go smoothly, being prepared helps
We created a FREE Florida Estate Signing Prep Checklist (Notary Edition) that covers:
✔️ What IDs to bring
✔️ What witnesses to choose
✔️ How to organize your pages
✔️ What to avoid doing at the table
✔️ Questions to ask your attorney before the signing (not legal advice)
Estate planning is one of those areas where clean preparation saves families enormous stress. A notary’s job is simple: verify identity, witness signatures, and complete the notarial act. The families who come prepared, organized, and legally supported always have the smoothest experience.
Would you like us to connect you with a firm that handles these documents?
No recommendations. No legal advice. You choose. We connect you.
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Disclaimer: INK Notary Services, LLC is a private business providing support services and is not an attorney, does not provide legal services, and is not affiliated with the Florida Department of State. This material is for educational and informational purposes only and does not constitute legal, tax, or accounting advice. INK Notary Services, LLC is not liable for your use of this content. Always consult a licensed attorney, accountant, or tax professional for official guidance. State-specific requirements may vary, so verify all rules with your local authorities, including your state’s notary division, before performing services.
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