Estate Planning in Englewood: the Local Picture
Englewood has a median age of 69 and 60 percent over 65, one of the oldest communities in Florida. Planning demand among the 20,091 residents is almost entirely retirement focused. A median home value of $339,900 in Sarasota County means Florida homestead tools can keep the home out of probate for the next generation.
Englewood’s median age is around 68, and the median home value is about $339,900. 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
Most families in Englewood come to us for the same three documents, a will, a trust, and a power of attorney. A last will and testament says who inherits, a living trust can keep the estate out of probate, and a durable power of attorney covers you while you are still alive.
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 Englewood 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 Sarasota County probate → or find the right deed →
Serving Englewood and Sarasota County, wherever you are.
A free consultation maps your plan and quotes a flat fee. No office visit required.
Book a free consultationKeeping Your Homestead Exemption With the Home in a Trust, Sarasota County
A home that moves into your revocable trust keeps its Florida homestead exemption and its Save Our Homes cap when the trust gives you the right to live there for life. The firm writes the deed and the trust that way. The exemption does not move by itself, and the county Property Appraiser decides what documents to require. Some counties want the whole trust, some want a one-page certificate on their own form, and one takes nothing online. The firm handles the appraiser filing as part of your plan, and the facts below are the Sarasota County rules read from the appraiser’s own page on the date shown.
What the appraiser asks for
- "You may also qualify for the exemption if you have a beneficial interest in the property under a 98 year lease or a life estate."
- "1. Evidence of ownership or beneficial interest, ... it is recommended that you bring with you a copy of one of the following if you are filing in person: A copy of the deed to the property recorded in the public records of Sarasota County, or A tax bill, or Notice of Proposed Property Taxes, or A copy of a proprietary lease to a cooperative, a trust agreement, or a last will and testament may also be used to confirm beneficial interest"
- "** IMPORTANT NOTE FOR APPLICANTS: Our office may request further information to verify an applicant's status.**"
- No county certificate-of-trust form or trust affidavit is named on the pages read.
How to file
Online filing is available.how to file online
Offices
- Sarasota Office, Terrace Building, 2001 Adams Lane, Sarasota, FL 34237. Monday - Friday, 8:30 AM - 5:00 PM
- Venice Office, R.L. Anderson Administration Center, 4000 S. Tamiami Trail, Room 1100, Venice, FL 34293. Monday - Friday, 8:30 AM - 5:00 PM
- North Port Office, North Port City Hall, 4970 City Hall Blvd., Rm. 128a, North Port, FL 34286. Monday - Friday, 8:30 AM - 5:00 PM (additional holidays for North Port only: Juneteenth, Columbus Day)
Phone941-861-8200
Read from the Sarasota County Property Appraiser on October 30, 2026. Rules change; confirm with the office before you file.
Notary Services in Englewood
The firm prepares your deed or trust and most clients sign from home by online notarization, with the firm arranging the notary and the two witnesses by video. Some people prefer to sign on paper in person. A Florida deed must be signed in front of two witnesses and acknowledged before a notary, so you need to bring two adult witnesses who are not named in the deed. Do not count on the store to supply witnesses. Call the store first to confirm a notary is on duty that day.
| Store | Address | Phone | Hours |
|---|---|---|---|
| The UPS Store #0123Lemon Bay Shopping Center On 776, 3 Miles North Of Dearborn | 1811 Englewood Rd, Englewood 34223 | (941) 474-0667 | Mon to Fri 8 am to 6 pm · Sat 8 am to 4 pm · Sun 10 am to 3 pm |
| The UPS Store #8268 | 1951 S McCall Rd, Suite 650, Englewood 34223 | (941) 977-2700 | Mon to Fri 8 am to 6 pm · Sat 8:30 am to 4:30 pm · Sun 10 am to 3 pm |
Hours read from each store’s own page on October 30, 2026. Confirm by phone before you go.
Communities We Serve
We work with families across Sarasota County, and the rest of Sarasota County. Any deed in your plan records with the Sarasota County Clerk of the Circuit Court and Comptroller, whose office is at 2000 Main Street in Sarasota (with a branch in Venice); we prepare and e-record it for you. We are a Miami firm serving Englewood wherever you are; this is not a Englewood office.
Recently moved to Florida, or planning to? Make it official and cut your old state’s income tax with a Sarasota County Declaration of Domicile, then re-do your plan under Florida law.
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 →
Frequently Asked Questions
Do you have an office in Englewood?
No. StepUpLaw is a Miami firm that serves Englewood and Sarasota 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 Sarasota County?
Deeds and other documents for a Sarasota County property are recorded with the Sarasota 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 free consultation.
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 Englewood and Sarasota County residents from our Miami office. Local figures are Census estimates (ACS 2024) and approximate.
