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Estate PlanningFlorida

Estate Planning Exhibits in Florida

Complete guide to preparing estate planning exhibits that comply with Florida court requirements. Learn the correct labeling conventions, exchange deadlines, and e-filing procedures.

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Florida Exhibit Requirements at a Glance

Plaintiff ExhibitsNumbers (1, 2, 3...)
Defendant ExhibitsLetters (A, B, C...)
Exchange Deadline10 days before trial (Fla. R. Civ. P. 1.280)
Primary RuleFla. R. Civ. P. 1.280
E-Filing SystemFlorida Courts E-Filing Portal

Common Estate Planning Exhibits

Wills & Trusts

Original wills, trust agreements, amendments, codicils

Asset Documentation

Property deeds, account statements, valuations

Beneficiary Designations

Life insurance, retirement accounts, POD/TOD forms

Powers of Attorney

Financial POA, healthcare POA, living wills

Family Records

Birth certificates, death certificates, marriage records

Business Interests

Operating agreements, stock certificates, buy-sell agreements

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Florida-Specific Considerations

  • No state income or estate tax
  • Homestead rules affect estate planning significantly
  • Elective share and pretermitted heir rules
  • Popular retirement destination affects practice

How to Prepare Your Exhibits

1

Gather Your Documents

Collect all documents relevant to your estate planning case. This typically includes wills & trusts, asset documentation, beneficiary designations, and other supporting evidence.

2

Convert to PDF

Convert all documents to PDF format. Florida courts require electronic exhibits to be filed via Florida Courts E-Filing Portal. Scan paper documents at 300 DPI.

3

Apply Exhibit Labels

Use ExhibitPrep to add Florida-compliant exhibit stamps. Plaintiffs use Numbers (1, 2, 3...), defendants use Letters (A, B, C...).

4

Exchange with Opposing Counsel

Exchange your exhibit list and copies with opposing counsel 10 days before trial (Fla. R. Civ. P. 1.280) per Fla. R. Civ. P. 1.280.

Save Hours on Exhibit Preparation

ExhibitPrep stamps all your estate planning exhibits in minutes, not hours. Upload your documents, select the correct Florida template, and download court-ready exhibits.

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Frequently Asked Questions

What exhibit marking do estate planning attorneys use in Florida?

In Florida, plaintiffs typically use Numbers (1, 2, 3...) and defendants use Letters (A, B, C...) per Fla. R. Civ. P. 1.280. ExhibitPrep includes templates for both plaintiff and defendant exhibit stamps that comply with Florida court requirements.

When must I exchange estate planning exhibits in Florida?

Florida requires exhibit exchange 10 days before trial (Fla. R. Civ. P. 1.280) per Fla. R. Civ. P. 1.280. The specific deadline may vary by court or judge, so always verify local rules. ExhibitPrep helps you prepare court-compliant exhibits quickly to meet your deadline.

How do I e-file estate planning exhibits in Florida?

Florida uses Florida Courts E-Filing Portal for electronic filing. ExhibitPrep creates PDF exhibits with proper stamps that are compatible with Florida Courts E-Filing Portal. Ensure your exhibits are text-searchable and under the file size limit before uploading.

What documents do I need for a estate planning case in Florida?

Common estate planning exhibits in Florida include wills & trusts, asset documentation, beneficiary designations, and other case-specific documentation. ExhibitPrep allows you to organize and stamp all these documents in one session, ensuring they meet Florida court formatting requirements.

Can ExhibitPrep handle large estate planning document productions?

Yes. The Day Pass ($14.99) provides unlimited processing for 24 hours, allowing you to stamp hundreds of exhibits for your Florida estate planning case. All processing happens in your browser—documents never leave your computer, maintaining attorney-client privilege.

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