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Estate Planning Attorney for Daytona Beach, Florida

A complete Daytona Beach estate plan keeps your family out of probate court, for a flat fee.

Wills, living trusts, powers of attorney, and health-care directives, built for Daytona Beach and Volusia County families, wherever you are.

  • Every core document in one flat-fee plan
  • Keep your home out of probate, and avoid a guardianship
  • Done by phone and video, serving Daytona Beach wherever you are
Book a No-Cost Phone Consult Trust plans from $3,200 / $4,500 · will plans from $1,200

Quick Overview

For Daytona Beach families, an estate plan coordinates the will or trust, the powers of attorney, the health-care directives, and the home so nothing lands in probate. Trust-based plans are a flat $3,200 to $4,500; will-based plans from $1,200. We handle it by phone and video, wherever you are. Which plan fits, and how the home passes, are below.

Topics to Know HideShow

Below, we walk through the 4 issues that decide whether this is the right move for you. Jump to any one.

  1. Estate Planning in Daytona Beach: the Local Picture Daytona Beach has the homeowners estate planning is built for. A home above Florida's $150,000 summary threshold (raised from $75,000 on July 1, 2026) can pull the family into a months-long probate without a plan.
  2. What a Complete Plan Covers A plan is a coordinated set of documents, not one piece of paper, and it takes a will or trust, a durable power of attorney, and health-care directives, often plus a deed on the home.
  3. Keeping a Daytona Beach Home Out of Probate Your homestead has special rules and cannot be left freely in a will if you have a spouse or minor child. A funded trust or a lady bird deed keeps it out of probate.
  4. Flat Fees A trust-based plan is a flat $3,200 individual or $4,500 couple; a will-based plan $1,200 with a lady bird deed on the home included; single documents from $299. Government recording costs are added at cost.

That’s the quick version. The details below are what decide your situation, and where the costly mistakes hide.

Estate Planning in Daytona Beach: the Local Picture

Daytona Beach and Volusia County draw a large beachside retiree and snowbird population alongside working coastal families. A coastal market with a sizable older-adult and snowbird base, where elder law, Medicaid, homestead, and probate avoidance are front of mind.

A home at that value sits well above Florida’s $150,000 summary-administration threshold, raised from $75,000 on July 1, 2026, so without planning it can pull your family into a full, months-long probate. The fix is to coordinate the home, the will or trust, and any deed together, so the house passes the way you intend.

What a Complete Plan Covers

Three documents come up in nearly every Daytona Beach consult, the will, the trust, and the power of attorney. Your last will and testament directs what you own, a living trust can skip probate entirely, and a durable power of attorney lets someone act for you if you cannot.

An estate plan is a coordinated set of documents, not one piece of paper. It takes a will or a revocable living trust to direct your property, a durable power of attorney so someone can act if you can’t, and a health-care surrogate, living will, and HIPAA authorization for medical decisions. Homeowners often add a lady bird deed on the homestead. See the full estate-planning guide →

Keeping a Daytona Beach Home Out of Probate

Your Florida homestead carries special rules. It generally can’t be left freely in a will if you have a spouse or minor child, and it passes outside the will by its own path. A funded revocable trust or a lady bird deed keeps the home out of probate while you keep full control during life. See Volusia County probate → or find the right deed →

Serving Daytona Beach and Volusia County, wherever you are.

A No-Cost Phone Consult maps your plan and quotes a flat fee. No office visit required.

Book a no-cost consult

Your Trust in Daytona Beach, Step by Step

21,657 Volusia County homes are held in a family trust, 7.91 percent of the county’s homes, and 10,140 of them keep a homestead exemption. 36,292 Volusia County parcels belong to an owner with a mailing address in another state, and 1,575 more to an owner abroad. An owner who lives elsewhere is the one a trust helps most, because a Florida house otherwise needs a second probate here. The Volusia County court opened 2,499 new probate cases in the 2024 to 2025 court year. A home held in a trust passes to the family without adding to that count.

Street map of Daytona Beach around Steven C. Henderson Judicial Center (Clerk drop box), with numbered markers for the places named below
  1. 1Steven C. Henderson Judicial Center (Clerk drop box), 125 East Orange Avenue, Daytona Beach, FL. Directions
  2. 2Volusia County Courthouse, Recording Department, 101 North Alabama Avenue, DeLand, FL (a drive, not on the map). Directions
  3. 3VIP Printing & Promotional Products, 133 West International Speedway Boulevard, Daytona Beach, FL. Directions
  4. 4The UPS Store, beachside, 2665 North Atlantic Avenue, Daytona Beach, FL (a drive, not on the map). Directions
  5. 5The UPS Store, Latitude Landings, 2662 LPGA Boulevard, Daytona Beach, FL (a drive, not on the map). Directions
  6. 6Copperline Coffee + Cafe, 118 South Beach Street, Daytona Beach, FL. Directions
  7. 7Dancing Avocado Kitchen, 110 South Beach Street, Daytona Beach, FL. Directions
  8. 8Truist, 200 South Palmetto Avenue, Daytona Beach, FL. Directions
  9. 9Daytona Beach Post Office, 220 North Beach Street, Daytona Beach, FL. Directions
  10. 10Daytona Beach Regional Library, 105 Jackie Robinson Parkway, Daytona Beach, FL 32114. Directions
  11. 11City Island Park, 113 Jackie Robinson Parkway, Daytona Beach, FL. Directions
  12. 12Jackie Robinson Ballpark, 105 East Orange Avenue, Daytona Beach, FL. Directions
  13. 13Volusia County Property Appraiser, Holly Hill office, 921 North Nova Road, Holly Hill, FL (a drive, not on the map). Directions
  14. 14Volusia County Veterans Services, 1845 Holsonback Drive, Daytona Beach FL 32117 (a drive, not on the map). Directions
  15. 15Volusia Tax Collector, Daytona Beach office, 1847 Holsonback Drive Daytona Beach FL 32117 (a drive, not on the map). Directions
  16. 16Department of Health, Vital Statistics, 1845 Holsonback Drive, Daytona Beach, FL (a drive, not on the map). Directions
Signing your trust in Daytona Beach, with two witnesses and a notary

A Florida trust that leaves your home or savings to someone at your death has to be signed the way a will is signed, with two witnesses who watch you sign and a notary. Florida law voids the parts of a trust that pass property at death when they are signed without those formalities, and Florida courts have thrown out trust amendments that carried one witness instead of two. We run the signing with our own witnesses and notary, by video or in person. If you would rather sign locally, these are the places nearby.

A Florida deed needs two witnesses and a notary. We set up the signing for you by video, so you can sign from your own kitchen table. If you would rather sign in person, The UPS Store has two Daytona Beach locations, at 2665 North Atlantic Avenue on the beachside and at 2662 LPGA Boulevard in Latitude Landings, and the chain lists notarizing among its services. Call ahead to confirm when a notary is in.

Putting your Daytona Beach home into the trust

Putting your home into the trust means recording a new deed, from you to yourself as trustee, in Volusia County’s official records. The trust deed is recorded at the same office, and in the same way, as any other deed.

Volusia records deeds in one place. Laura E. Roth, the Clerk of the Circuit Court, is also the County Recorder, and the Recording Department is in Room A121 on the first floor of the Volusia County Courthouse, 101 North Alabama Avenue in DeLand. The desk is open weekdays from 8 a.m. to 4 p.m. and answers at 386-736-5912.

The Steven C. Henderson Judicial Center in Daytona Beach, at 125 East Orange Avenue on City Island in the Halifax River, has no recording counter. The Clerk keeps an outdoor drop box outside its front doors, meant only for documents that are not time sensitive. Staff empty the box at 7 a.m. each business day and carry the documents to DeLand. A deed left there has to be in a sealed envelope with a check or money order for the exact fee (no cash) and a self-addressed stamped envelope for its return.

You will not need to drive to DeLand or use the drop box. We record your deed electronically through Simplifile, which the Clerk lists by name among its approved e-recording services. Volusia posts its recording fee as $10 for the first page and $8.50 for each page after, so a two-page deed records for $18.50.

Keeping the homestead exemption with the home in a trust

A home held in your revocable trust keeps its homestead exemption when the trust gives you a lifetime interest in the home, which is how we draft it. The Property Appraiser still asks for proof of the trust, and each county asks for something slightly different, so here is what this one wants.

Homestead is handled by Larry Bartlett, the Volusia County Property Appraiser. The main office is at 123 West Indiana Avenue, Room 102, in DeLand, at 386-736-5901. The second office is in Holly Hill, at 921 North Nova Road, at 386-254-4601. Both are open weekdays from 7:30 a.m. to 5 p.m., and the Exemptions Division also takes email at [email protected].

You can file for homestead online, and the deadline is March 1. The Property Appraiser’s site also carries a 2026 Amendment 3 FAQ and a Homestead Exemption Impact Estimator if you want to see what the exemption is worth on your home.

The Volusia Property Appraiser says any change in ownership means filing a new homestead application by March 1, even for an owner who has always lived there, and lists a deed adding a name, removing a name or placing the home into a trust as examples. A lady bird deed changes the title too, so we tell you whether yours needs a new application, and the Exemptions Division can confirm it before March 1.

Property tax bills go out on or about November 1. The Volusia Tax Collector takes 4 percent off a bill paid in November, 3 percent in December, 2 percent in January and 1 percent in February.

When the time comes, what your successor trustee does

After your death your successor trustee steps in without a court. Within 60 days the trustee must tell the beneficiaries the trust exists, and Florida law requires a notice of trust to be filed with the court in Volusia County. To sell or transfer the house, the trustee signs a deed as trustee and gives the title company a certification of trust instead of the whole trust.

After you die, the house is already your family’s. To show that in the record, they record a certified copy of your death certificate and an affidavit, and then a title company can insure a sale. Certified death certificates come from the Department of Health’s Vital Statistics office in Daytona Beach itself, at 1845 Holsonback Drive, weekdays from 8 a.m. to 4:45 p.m., at 386-274-0614. The Volusia health department posts the fee as $8 for a death certificate. The county office issues certificates for Florida deaths from 2009 on, and the Tax Collector’s Daytona Beach branch is next door at 1847 Holsonback Drive. We prepare and record the rest.

After it records: find it, print it, and watch it

We send you the recorded deed as soon as the Clerk returns it. The deed also appears in Volusia’s official records search, which reaches back to April 4, 1988 and lets you print a copy free. If you would rather have it printed downtown, VIP Printing & Promotional Products at 133 West International Speedway Boulevard makes black and white and color copies, Monday to Thursday from 9 a.m. to 4 p.m. and Friday until 3 p.m., at 386-258-3326.

If a bank or title company asks for a certified copy, the Clerk charges $1 a page plus $2 to certify the document. Requests go through the Clerk’s online contact form, choosing Recording.

Then take two minutes to sign up for the Clerk’s free Property Fraud Alert, or call 800-728-3858. The service emails or calls you within 48 hours whenever a document is recorded in your name, which is the simplest protection there is against someone recording a false deed on your house. If an alert ever looks wrong, the Clerk sends you to the Recording Department at 386-736-5912.

If you are at the Henderson center anyway

Some families pass through the Henderson Judicial Center for another reason and want to know what is close. Parking is free in the lot at 125 East Orange Avenue. Downtown is across the river by Jackie Robinson Parkway and Magnolia Avenue, and the Riverfront Shops line Beach Street between Orange Avenue and Bay Street, with more than 60 shops, restaurants and services.

For coffee before the day starts, Copperline Coffee + Cafe at 118 South Beach Street opens at 7 a.m. Monday to Saturday and 8 a.m. on Sunday, about 11 minutes on foot. Dancing Avocado Kitchen is on the same street at 110 South Beach Street, about 12 minutes on foot, if the morning runs into lunch.

The errands are close together. VIP Printing at 133 West International Speedway Boulevard is about 13 minutes on foot if you need copies. Truist has its downtown branch at 200 South Palmetto Avenue, about 13 minutes on foot, which helps if you bank there. The downtown post office at 220 North Beach Street is about 17 minutes on foot and is open weekdays from 8:30 a.m. to 5 p.m. and Saturday from 10 a.m. to noon.

Closer still, the Daytona Beach Regional Library shares City Island at 105 Jackie Robinson Parkway, about 8 minutes on foot. Printing there costs 15 cents a page in black and white and 25 cents in color, and the library is open Monday to Thursday from 9 a.m. to 7 p.m., Friday and Saturday until 5 p.m., and Sunday from noon to 5 p.m., at (386) 257-6036.

When you are done, City Island Park at 113 Jackie Robinson Parkway is about 6 minutes on foot from the courthouse on the same island, a riverfront field on the Halifax River with fishing docks and picnic tables. The park is open from 8 a.m. to 7 p.m. from April to November and until 5 p.m. from December to March.

Next to it, Jackie Robinson Ballpark at 105 East Orange Avenue, about 8 minutes on foot, opened on June 4, 1914, and is the oldest ballpark still used in Minor League Baseball. Jackie Robinson played his first professional game there, the park was renamed for him in 1989, and his statue stands outside the Orange Avenue Gate.

If you are a veteran with a disability rating

A disabled veteran may qualify for more than the basic homestead exemption, and the proof is a letter from the U.S. Department of Veterans Affairs. The Volusia Property Appraiser lists a $5,000 exemption for a veteran with a service-connected disability of at least 10 percent, a property tax discount for an honorably discharged veteran 65 or older whose permanent disability is partly combat related, equal to the disability percentage, and a full exemption on the homestead for an honorably discharged veteran with a service-connected total and permanent disability. Each application is due by March 1, and some of these exemptions can carry over to a surviving spouse.

Volusia County Veterans Services helps with the paperwork at 1845 Holsonback Drive in Daytona Beach, at 386-254-4646, weekdays from 8 a.m. to noon and 1 to 5 p.m. You can schedule an appointment online or by calling the office.

If your name has changed since you bought the home

Marriage or divorce often leaves a home titled in a name you no longer use. We write the new deed with both names, the name on your old deed and your name today, so the record connects them and a future title search does not stall on the difference.

Your driver license should match as well. The Florida Department of Highway Safety and Motor Vehicles requires every name change on a license to be made in person at a local office, and only after the Social Security Administration has updated your name, allowing 24 to 48 hours after that. The Volusia Tax Collector’s Daytona Beach office at 1847 Holsonback Drive handles driver licenses, at 386-254-4610, weekdays from 8 a.m. to 4:30 p.m. and from 8:30 a.m. on Wednesdays, with appointments at vctaxcollector.org/appt. The same stretch of Holsonback Drive has the Veterans Services office and the health department’s Vital Statistics office, so one trip can cover all three.

Local details checked September 29, 2026 on the offices' and businesses' own sites and Google Maps. Places are listed for convenience, not as a recommendation; call ahead, since hours change. Map data © OpenStreetMap contributors. Trust figures count family trusts on the county’s 2026 roll from the owner name, not counting land trusts (method and county table). County figures from the Florida Department of Revenue 2026 property roll and Data Book and the Florida courts' FY 2024 to 2025 Statistical Reference Guide. Sources: Volusia Clerk official records and recording · Volusia Clerk drop box instructions · Volusia Clerk contacts · Volusia Property Fraud Alert · Volusia County Property Appraiser · Volusia Property Appraiser FAQ · Volusia Tax Collector due dates and discounts · Florida Department of Health in Volusia County · City of Daytona Beach, City Island Park · City of Daytona Beach, Riverfront Shops · Volusia County Public Library, hours and locations · Volusia County Public Library, printing · Jackie Robinson Ballpark, Daytona Tortugas · Volusia County Veterans Services, hours and locations · Volusia Property Appraiser, veteran exemptions · FLHSMV name and address changes · FLHSMV Volusia County office locations · OpenStreetMap foot routing (walking times)

Communities We Serve

We work with families across Volusia County, including Port Orange, Ormond Beach, Ponce Inlet, New Smyrna Beach, Deltona, Daytona Beach Shores, and the rest of Volusia County. Any deed in your plan records with the Volusia County Clerk of the Circuit Court and Comptroller, whose office is at 101 North Alabama Avenue in DeLand; we prepare and e-record it for you. We are a Miami firm serving Daytona Beach wherever you are; this is not a Daytona Beach office.

Flat Fees

Trust-based plan $3,200 individual / $4,500 couple (trust + pour-over will + durable POA + health-care directives + one funding deed). Will-based plan $1,200 individual / $1,950 couple (will, durable POA, health-care directives and a lady bird deed on the home). Single documents from $299. Government recording costs are additional, at cost. See full pricing →

Secure Will Estate Plan
$1,200 individual · $1,950 couple
Five documents, designed together and signed together, plus a lady bird deed on your home so the house passes outside probate. The will, the durable power of attorney, the designation of health-care surrogate, the living will and the HIPAA authorization. The will carries survivorship and contingent takers, recitals that survive a later marriage or a new child, death-tax apportionment, and a trust for a minor’s share. We review your beneficiary designations, check the homestead, and guide the signing with a self-proving affidavit.
Complete Trust Plan
$3,200 individual · $4,500 couple
Everything in the Secure Will Estate Plan, with the revocable living trust drafted for your family, a pour-over will with a self-proving affidavit as the backup, one deed moving your Florida homestead into the trust, funding instructions and help retitling accounts, beneficiary designations coordinated with the trust, and instructions for your successor trustee. The trust pays out on a graduated schedule, holding each share and releasing it at the ages you set rather than handing it over at once. For blended families, out-of-state property, more than one property, and anyone who wants the family to skip probate entirely.
Lady bird deed
$399 · $449 joint
Passes the home to your family at death with no probate, and you keep full control and your homestead protection while you live. One owner $399, joint owners $449. Drafted with the homestead language Florida requires. A quitclaim, warranty or life-estate deed is $399.
Recording costs vary by county and start at $19.20 for a deed. Documentary stamp tax, court filing fees, publication and certified copies are additional and passed through at cost.

Frequently Asked Questions

Do you have an office in Daytona Beach?

No. StepUpLaw is a Miami firm that serves Daytona Beach and Volusia County residents wherever they are, by phone and video. Most of the work happens online, and your signing is coordinated to meet Florida formalities (two witnesses and a notary).

Where are deeds recorded in Volusia County?

Deeds and other documents for a Volusia County property are recorded with the Volusia County Clerk of the Circuit Court and Comptroller. We handle the recording for any deed in your plan and pass the county’s cost through at cost.

Do I need a living trust, or is a will enough?

It depends on what you own and your goals. A will alone still goes through probate; a funded revocable living trust avoids it and manages things if you lose capacity. For a single home passing to your kids, a lady bird deed may be all you need. We talk through both at the no-cost consult.


Updated September 30, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. Attorney Kevin Klagge represents families, businesses, and international clients in estate and tax planning, business structuring, and international law, with a focus on Florida legal tools. He litigates estate and business issues in court. General information about Florida law, not legal advice, and no attorney-client relationship is created. We serve Daytona Beach and Volusia County residents from our Miami office. Local figures are Census estimates (ACS 2024) and approximate.

Your Daytona Beach estate plan, made simple

Book a No-Cost Phone Consult with Attorney Kevin D. Klagge, Esq. We’ll map what you need and quote a flat fee.