You are welcome to consult with me in person or by Zoom or teleconference. When it is time to sign your Florida estate planning documents, our usual practice is to bring everyone together at our Palm Harbor office.
That appointment gives you time to ask any remaining questions while our team coordinates the witnesses, notarization, and other formalities your documents require.1 I want you to feel comfortable with your decisions and clear about what happens next.
Florida does permit electronic wills and certain remote procedures. But an ordinary video call or electronic signature alone is not enough to complete the process properly.2
The details can affect what a document accomplishes. For someone whose legal home is Florida when the document is signed, a power of attorney with a remote witness cannot grant certain important estate planning powers, including the authority to make gifts or change beneficiary designations.3
For the plans we prepare, meeting at Palm Harbor allows us to attend to the complete set of documents with the necessary people present. Our Tampa and St. Petersburg locations are available for consultations only.
Extraordinary circumstances deserve individual consideration. If illness or another exceptional situation makes a visit impracticable, please speak with us before making other signing arrangements. We will consider whether an alternative can meet your needs while preserving the protections your documents require.
Our transparent, flat fees for document preparation include witnessing, notarization, duplication, scanning, and delivery of paper and PDF copies of your signed documents. Permanent storage of your originals in our office safes is also included. There is no additional charge for any of these services.
We can also use your signing appointment to discuss any steps needed to put your plan into effect.
Contact our office to arrange a consultation. We will help you understand the process and plan your signing appointment with you.
Read Why we sign estate planning documents in person for the fuller explanation, or see How We Work for an overview of the process.
Sources
Legal authorities reviewed October 26, 2026. Statutory references are to the 2026 Florida Statutes.
- Signing formalities. Will execution and self-proof, power of attorney execution, and testamentary provisions of a Florida domiciliary’s revocable trust. Fla. Stat. section 732.502(1)(b)-(c); section 732.503(1); section 709.2105(2); section 736.0403(2)(b).
- Electronic wills and remote signing. Requirements for electronic wills, online notarization, and electronic witnessing. Fla. Stat. section 732.522(1)-(2); section 117.265(2), (4); section 117.285.
- Powers affected by remote witnessing. Limits on specified powers for a Florida domiciliary’s remotely witnessed power of attorney, including gifts under (1)(c) and beneficiary designations under (1)(e). Fla. Stat. section 709.2202(1), (6).