Planning ahead is one of the greatest gifts you can give your loved ones. While every family’s situation is different, four core documents provide clarity, reduce stress, and help ensure your wishes are honored. These are the exact four documents we prepare at Life: Sorted, LLC for Florida residents who want to stay organized and give their families peace of mind.

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1. Simple Will

A simple will allows you to decide who will receive your belongings, name a personal representative, and provide guidance about special items or sentimental possessions. Without a will, the state decides how your estate is divided, which can create unnecessary conflict and confusion.
Our document preparation service uses standardized Florida-compliant templates to help you put your intentions in writing based on the information you provide.

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2. Durable Power of Attorney

A durable power of attorney authorizes a trusted person to handle your financial and legal matters if you are unable to do so yourself. It can take effect immediately or upon incapacity, depending on your preferences. This document ensures someone you trust can pay bills, manage accounts, and handle urgent decisions on your behalf.

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3. HIPAA Release

Your healthcare providers are bound by privacy laws, which means they cannot share information about your condition or treatment without permission. A HIPAA release allows designated people to access your medical records and speak with doctors or hospitals on your behalf. Having this in place saves precious time when decisions need to be made quickly.

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4. Advance Medical Directive (Living Will and Healthcare Surrogate)

An advance medical directive outlines your medical wishes and names the person who will speak for you if you cannot communicate. It combines both a living will and a healthcare surrogate designation into one clear document. This ensures your voice is heard even in difficult moments and prevents uncertainty among family members.

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Why These Four Matter

Together, these documents cover the most important aspects of your planning: financial control, medical decision-making, privacy, and distribution of your assets. They protect you, guide your loved ones, and make it easier for your family to carry out your wishes with confidence.

At Life: Sorted, LLC, we specialize in helping Florida residents prepare these four essential documents using approved forms and clear instructions. Our role is educational and organizational. We type exactly what you provide, help you stay organized, and show you how to keep everything in one place inside your Legacy Binder for easy access.

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Get Started

If you live in Florida and want to prepare these core documents or organize your existing ones, schedule a consultation with Life: Sorted. We make the process simple, clear, and affordable so you can create peace of mind for yourself and your family.