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Florida Affordable Wills and Trusts Estate Planning - Wills Online
Non-attorney Florida Legal Document Preparer specializing in Estate Planning including Wills & Trusts & Paralegal Services

Non-attorney Florida Legal Document Preparer specializing in Estate Planning including Wills & Trusts & Paralegal Services
Please reach us at JoAnne@FloridaAffordableWills.com if you cannot find an answer to your question.
At Florida Affordable Wills, our goal is to make estate planning simple, clear, and affordable. Below is our three-step process outlining how your documents are prepared, reviewed, and finalized. We offer both Online and In-Person options to fit your needs.
The first step is to gather the information needed to draft your legal documents and collect a 50% deposit. You can provide your information in one of three ways:
A. Online Questionnaire – Conveniently complete your information online.
B. Telephone Appointment – Provide your details over the phone.
C. In-Person Appointment – Meet in person to go over your information together.
Once we receive your information and deposit, your documents are drafted and emailed to you for review. You may request edits as many times as needed until you are fully satisfied with the content.
There are two service options for this step:
• Online Option: Documents are emailed only. This is the most affordable and efficient process.
• In-Person Option: For time saving, we recommend receiving your drafts via email, but printed drafts can be provided, upon request, if you do not use email.
The remaining balance is due prior to delivery of your final documents in PDF format.
• Online Option: You will receive your finalized PDF documents by email, print them yourself, and execute (sign) them with your own witnesses and notary. Our services conclude after final delivery.
• In-Person Option: Florida Affordable Wills will print one (1) set of the documents and coordinate the signing process. We can serve as a disinterested witness and provide administrative assistance during signing to help ensure that all required signatures and dates are completed.
Our role is limited to clerical support only—we do not provide legal advice, interpretation, or determine whether your documents are legally valid or properly executed.
Note: To properly execute your documents, the signer must sign in the presence of two disinterested witnesses and a notary public. A disinterested witness is someone who has no financial or personal interest in your estate (not a beneficiary or family member).
If needed, Florida Affordable Wills can help recommend and schedule your signing with a notary and additional witness. Please note that notaries and witnesses charge their own fees, paid directly to them.
All original documents remain with the customer; Florida Affordable Wills does not retain any copies.
Step 1: Gather Information + 50% Deposit
↓
Choose One:
→ Online Questionnaire
→ Telephone Appointment
→ In-Person Appointment
↓
Step 2: Documents Drafted and Emailed for Review in a PDF format
→ Online Option: Email only
→ In-Person Option: Email or Print available upon request
↓
Step 3: Final Payment + Document Delivery
→ Online Option: You print and sign with witnesses/notary
→ In-Person Option: We print documents, coordinate and assist with the signing process while serving as one of the disinterested witnesses.
↓
All originals retained by client.
Florida Affordable Wills offers a range of services, not all of them can be combined for use together. As a Notary Public, I am NOT able to notarize the documents that I prepare.
Yes. I offer flexible meeting options. If coming to my office isn't convenient, I'm happy to meet you at your location, whether it's your home, hospital, hospice, nursing home, rehabilitation facility, or a local coffee shop.
We only need: your name, address, phone number, and email address; the names of your Heirs and beneficiaries; and the contact information for your Medical and Financial decision-makers (agents).
We will not collect sensitive data like Social Security Numbers or bank account numbers. For security, please handwrite your Social Security Number on the Durable Power of Attorney after it is executed.
Check out this informative video regarding Estate Planning Documents in Our Will Packages.

A Will is a document that becomes effective after your passing. It can be used to indicate your preferences for how your property and belongings are handled and to name someone to assist with managing your affairs. You can also use it to express your wishes for guardianship of minor children or for other personal matters. Pour-Over Wills are designed for individuals who have a Trust or are creating one.
A Revocable Inter Vivos Trust, also called a Living Trust, is a type of estate planning document that can help organize your property and plan ahead. It may provide privacy and allow you to make arrangements for your property management.
A Durable Power of Attorney is a document that allows you to designate a person to assist with financial matters on your behalf.
This form allows you to designate someone to make health care decisions for you if you are unable to do so yourself.
A Living Will lets you share your preferences regarding medical treatment with your health care surrogate while you are alive.
A HIPAA Waiver can allow your designated health care surrogate to access your medical records to help them understand your medical history and care preferences.
Different types of deeds can be used to organize property ownership. Each type has its own purposes and may be chosen to help manage your property according to your personal preferences.
Pro Se Legal Document Solutions, LLC is doing business as Florida Affordable Wills, offering non-attorney Legal Document Preparation Specializing in Estate Planning documents. Notary Public Services also available.
1309 Saint Johns Bluff Road North, Jacksonville, Florida 32225, United States
JoAnne@FloridaAffordableWills.com 904-539-7889 1309 Saint Johns Bluff Road North Building A, Suite 3 Jacksonville, FL 32225
Today | Closed |
Office Hours by Appointment Only
Special Hour Accomodations Available by Request

Florida Affordable Wills
JoAnne@FloridaAffordableWills.com