Estate Planning in Melbourne: the Local Picture
Melbourne anchors the Space Coast, with about one in five city residents age 65 or older and an even higher retiree share across Brevard County. A Space Coast mix of a sizable beachside retiree population for elder-law and Medicaid content and working aerospace households for first estate plans.
Melbourne’s median age is around 42, and the median home value is about $349,000. 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 Melbourne 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 Melbourne 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 Brevard County probate → or find the right deed →
Serving Melbourne and Brevard County, wherever you are.
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Book a no-cost consultYour Trust in Melbourne, Step by Step
18,862 Brevard County homes are held in a family trust, 5.82 percent of the county’s homes, and 10,240 of them keep a homestead exemption. 39,103 Brevard County parcels belong to an owner with a mailing address in another state, and 2,480 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 Brevard County court opened 2,574 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.
- 1Brevard Clerk, Melbourne Branch Courthouse, 51 Nieman Avenue, Melbourne, FL. Directions
- 2Nami’s Korean Bistro, 24 South Babcock Street, Melbourne, FL. Directions
- 3TD Bank, 1025 S Babcock St, Melbourne, FL. Directions
- 4Melbourne Post Office, 640 E New Haven Ave, Melbourne, FL (a drive, not on the map). Directions
- 5Moon River Cafe, 728 E New Haven Ave, Melbourne, FL (a drive, not on the map). Directions
- 6The Roots, 2011 Melbourne Court, Melbourne, FL (a drive, not on the map). Directions
- 7Claude Edge Front Street Park, 2205 Front Street, Melbourne, FL (a drive, not on the map). Directions
- 8Brevard County South Services Complex (Property Appraiser and Tax Collector), 1515 Sarno Road Melbourne, FL 32935 (a drive, not on the map). Directions
- 9Office of Vital Statistics, Viera, 2565 Judge Fran Jamieson Way, Viera, FL (a drive, not on the map). Directions
Signing your trust in Melbourne, 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 in Melbourne or from wherever you are. Since March 1, 2026, the Brevard Clerk’s office charges $10 for notary services. The Clerk does not say which branch offers the service, so call the main line at 321-637-5413 before you go.
The Clerk publishes a quitclaim deed form but no recording checklist, and its staff are not allowed to give advice on preparing a document for recording. When we draft your deed, we prepare it to Florida’s recording requirements so it records the first time.
The Clerk’s Melbourne Branch Courthouse also takes passport applications, with appointments available, and sells passport photos, in case you have other errands at the Clerk’s office. The Merritt Island and Palm Bay branches close between 11:30 a.m. and 1:30 p.m., and the Melbourne branch stays open through lunch.
For lunch near the Melbourne branch, Nami’s Korean Bistro on South Babcock Street, at number 24, is about 12 minutes on foot from 51 Nieman Avenue. The restaurant opens Tuesday through Sunday from 11 a.m. to 8:30 p.m. and is closed Mondays, at 321-587-1768. TD Bank has a branch at 1025 South Babcock Street, a short drive south, if you bank there and need a cashier’s check.
Historic downtown Melbourne on East New Haven Avenue is a short drive southeast of the branch and has the errands in one walkable stretch. The Melbourne post office at 640 East New Haven Avenue has its retail window open weekdays from 8:30 a.m. to 5 p.m. and Saturdays from 9 a.m. to noon, at 321-723-6164, which helps when an original has to go out by certified mail. Moon River Cafe, a coffee shop at 728 East New Haven Avenue, is about 4 minutes on foot from the post office and posts its hours as Friday and Saturday from 9 a.m. to 9 p.m. and Sunday from 9 a.m. to 3 p.m., at 321-210-9704. The Roots, at 2011 Melbourne Court, serves breakfast, brunch and lunch every day from 8 a.m. to 2 p.m., about 5 minutes on foot from Moon River Cafe, at 321-220-0636.
Parking downtown is free. The City lists free public parking in the garage and lot next to City Hall, with no time limit on floors 2 through 5 of the garage, in the lot in front of the Henegar Center across New Haven Avenue from the post office, in the lot behind the Henegar Center, and along New Haven Avenue and its side streets, where posted time limits apply only from 8 a.m. to 7 p.m. The City may charge in its lots and the City Hall garage during special events and posts notice on its website first.
For the river afterward, Claude Edge Front Street Park at 2205 Front Street sits on the Indian River at the base of the Melbourne Causeway, about 12 minutes on foot from Moon River Cafe.
Putting your Melbourne home into the trust
Putting your home into the trust means recording a new deed, from you to yourself as trustee, in Brevard County’s official records. The trust deed is recorded at the same office, and in the same way, as any other deed.
In Brevard County, deeds are recorded by the Recording Division of the Clerk of the Circuit Court and Comptroller, Rachel M. Sadoff. The Recording Division answers at 321-637-2006 and by email at [email protected]. The Clerk’s offices are open weekdays from 8 a.m. to 5 p.m.
The Clerk has a Melbourne Branch Courthouse at 51 Nieman Avenue, and other offices in Viera, Palm Bay, Merritt Island and Titusville. The Clerk does not publish which counter takes a deed for recording. The Recording Department’s published address is P.O. Box 2767 in Titusville, and overnight packages go to 700 South Park Avenue, Building B, in Titusville. If you ever want to bring a document in person, call 321-637-2006 first and ask whether the Melbourne branch will accept it that day.
You will not need to drive anywhere or mail anything to Titusville. We record your deed electronically through Simplifile, which is on the Clerk’s own list of e-recording vendors. The Clerk says e-recording saves postage and courier fees and speeds up recording, and that a short payment is settled electronically instead of the paper deed being sent back. Brevard 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 Dana Blickley, the Brevard County Property Appraiser. The office serving Melbourne is in the Brevard County South Services Complex at 1515 Sarno Road, at 321-255-4440, and there are other offices in Viera, Palm Bay and Titusville. All four are open weekdays from 8 a.m. to 5 p.m., and a specialist at any of them will help you file in person. The Exemptions desk answers at 321-264-6700, Option 1, and by email at [email protected].
You must own the home and make it your permanent residence on January 1, and the application is due by March 1. Most owners can file online. If your home is held in a trust, the Property Appraiser asks for a copy of the trust agreement or a recorded memorandum of trust.
The Property Appraiser asks owners to contact the office if they changed title. When your lady bird deed records, ask the Exemptions desk whether it needs anything new from you. We can make that call with you.
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 Brevard 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 for Melbourne families come from the Department of Health’s Office of Vital Statistics in Viera, at 2565 Judge Fran Jamieson Way, weekdays from 8 a.m. to 4:30 p.m., at 321-454-7163. The office charges $12 a certificate, takes cash, Visa, MasterCard or a money order but no personal checks, and issues records for Florida deaths from 2009 on to a family member with a valid picture ID. We prepare and record the rest.
After it records: find it, copy it, and watch it
We send you the recorded deed as soon as the Clerk returns it. The deed also appears in the Clerk’s official records search, where you can search by your name and view, print or save the recorded image. Brevard’s index and images there go back to January 1, 1981.
If a bank or title company asks for a certified copy, the Clerk charges $1 a page for the copy and $2 to certify the document. Copies are ordered through the Clerk’s Research and Copy Request Center, and the Land Records and Research Department answers questions at 321-637-2004.
Then take two minutes to sign up for the Clerk’s free Recording Notification Service. The service emails you whenever a document is recorded under a name or property you register, up to 10 per email address, and your registration stays on until you unsubscribe. Watching the record is the simplest early warning there is against someone recording a false deed on your house. If an alert ever looks wrong, the Clerk sends you to local law enforcement and to its Fraud, Waste and Abuse line at 321-637-6541.
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. In Brevard the Tax Collector runs the driver license offices, and every service needs an appointment. The Melbourne office is at 1515 Sarno Road, in the same South Services Complex as the Property Appraiser, open weekdays from 9 a.m. to 5 p.m. South Brevard residents call 321-633-2199.
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: Brevard Clerk office locations · Brevard Clerk office directory · Brevard Clerk eRecording · Brevard Clerk mailing addresses · Brevard Clerk hours of operation · Brevard Clerk official records · Brevard Clerk official records FAQ · Brevard Clerk Recording Notification Service · Brevard Clerk Recording Notification Service FAQ · Brevard Clerk fee chart · Brevard Clerk notary services update · Brevard Clerk meet the Clerk · Brevard Clerk passports · Brevard County Property Appraiser locations and departments · Brevard County Property Appraiser exemptions · Nami’s Korean Bistro · FDIC BankFind branch locations, Melbourne · USPS, Melbourne post office · Moon River Cafe · The Roots Restaurant · City of Melbourne parks directory · OpenStreetMap walking routes (FOSSGIS foot router) · Florida Department of Health in Brevard County, death certificates · City of Melbourne, Downtown Melbourne public parking · FLHSMV name and address changes · FLHSMV Brevard County office locations
Communities We Serve
We work with families across Brevard County, including Eau Gallie, Suntree, West Melbourne, Viera, Indialantic, Satellite Beach, Palm Bay, and the rest of Brevard County. Any deed in your plan records with the Brevard County Clerk of the Circuit Court and Comptroller, whose office is at 400 South Street in Titusville, the county seat; we prepare and e-record it for you. We are a Miami firm serving Melbourne wherever you are; this is not a Melbourne office.
Recently moved to Florida, or planning to? Make it official and cut your old state’s income tax with a Brevard 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 Melbourne?
No. StepUpLaw is a Miami firm that serves Melbourne and Brevard 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 Brevard County?
Deeds and other documents for a Brevard County property are recorded with the Brevard 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 Melbourne and Brevard County residents from our Miami office. Local figures are Census estimates (ACS 2024) and approximate.