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Estate Planning Attorney for Tallahassee, Florida

A complete Tallahassee 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 Tallahassee and Leon 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 Tallahassee wherever you are
Book a No-Cost Phone Consult Trust plans from $3,200 / $4,500 · will plans from $1,200

Quick Overview

For Tallahassee 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 Tallahassee: the Local Picture Tallahassee 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 Tallahassee 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 Tallahassee: the Local Picture

Tallahassee is a government and university town (the state capital, Florida State, and FAMU), so it has the youngest median age in this set and a modest older-adult share. A capital-and-campus town of state-pension and professional households, a fit for revocable trusts, beneficiary coordination, and durable POAs, with a plan-early message.

Tallahassee’s median age is around 29, and the median home value is about $295,000. 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

The wills, trusts, and powers of attorney people ask us about in Tallahassee are really one plan in three pieces. A last will and testament names who inherits, a living trust keeps the estate out of probate, and a durable power of attorney covers the years you are still here.

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 Tallahassee 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 Leon County probate → or find the right deed →

Serving Tallahassee and Leon County, wherever you are.

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

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Your Trust in Tallahassee, Step by Step

3,432 Leon County homes are held in a family trust, 3.44 percent of the county’s homes, and 1,609 of them keep a homestead exemption. 5,979 Leon County parcels belong to an owner with a mailing address in another state, and 35 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 Leon County court opened 965 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 Tallahassee around Leon County Courthouse (Clerk of the Circuit Court, Official Records), with numbered markers for the places named below
  1. 1Leon County Courthouse (Clerk of the Circuit Court, Official Records), 301 South Monroe Street, Suite 100, Tallahassee, FL 32301. Directions
  2. 2The UPS Store #6133, 104 North Woodward Avenue, Tallahassee, FL. Directions
  3. 3La Florida Coffee & Wine, 350 South Duval Street, Tallahassee, FL 32301. Directions
  4. 4Metro Deli, 104 South Monroe Street, Tallahassee, FL 32301. Directions
  5. 5Capital City Bank, downtown office, 217 North Calhoun Street, Tallahassee, FL 32301. Directions
  6. 6Park Avenue Post Office, 221 West Park Avenue, Tallahassee, FL 32301. Directions
  7. 7LeRoy Collins Leon County Main Library, 200 West Park Avenue, Tallahassee, FL 32301. Directions
  8. 8Kleman Plaza garage, 306 S. Duval Street, Tallahassee, FL 32301. Directions
  9. 9Cascades Park and the Prime Meridian Marker, 1001 South Gadsden Street, Tallahassee, FL 32301. Directions
  10. 10Historic Capitol, 400 South Monroe Street, Tallahassee, FL 32301. Directions
  11. 11Leon County Property Appraiser (Leon County Government Annex), 315 South Calhoun Street, Suite 300, Tallahassee, FL 32301. Directions
  12. 12Leon County Veteran Services, 615 E. Paul Russell Road, Tallahassee, FL 32301 (a drive, not on the map). Directions
  13. 13Leon County Tax Collector, Southside Service Center, 3477 S. Monroe St., Tallahassee, FL 32301 (a drive, not on the map). Directions
  14. 14Florida Department of Health in Leon County, main office, 1515 Old Bainbridge Road, Tallahassee, FL (a drive, not on the map). Directions
Signing your trust in Tallahassee, 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. The Clerk’s office has a few commissioned notaries, but the Clerk’s policy limits them to official Clerk business, so the courthouse is not the place to have a deed notarized. If you would rather sign in person, The UPS Store #6133 at 104 North Woodward Avenue, by the Florida State University campus and a short drive from the courthouse, lists notary service and printing, at 850-561-9180. Call ahead, because the store keeps separate notary hours.

The Leon Clerk prints a standing notice that, since January 1, 2024, the Clerk will not record a deed unless the name and post office address of each witness appear under the witness’s signature. When we draft your deed, those addresses are on it.

The Clerk also hands out a county flyer about deeds that divide land. Deeding part of a parcel to someone, or moving a property line, needs approval first from the county’s Department of Development Support and Environmental Management, at 850-606-1300, or the new owner may be refused building permits later. A lady bird deed normally covers the whole parcel, but if yours would not, we raise the flyer with you before anything is signed.

If you do come downtown to the courthouse on another errand, La Florida Coffee & Wine is about 5 minutes on foot at 350 South Duval Street, in Kleman Plaza, and roasts its coffee locally. Regular hours are 7:30 a.m. to 5 p.m. on Monday and Friday, 7:30 a.m. to 7 p.m. Tuesday to Thursday, and 9 a.m. to noon on Saturday, with shorter hours in summer. For a sandwich, Metro Deli is about 3 minutes up Monroe Street on foot, at 104 South Monroe, open weekdays from 7:30 a.m. to 3:30 p.m. and Saturday from 11 a.m. to 4 p.m., at 850-224-6870.

For errands, Capital City Bank has its downtown office at 217 North Calhoun Street, about 8 minutes on foot, with a lobby open weekdays from 9 a.m. to 5 p.m. and a 24-hour ATM, which helps if you bank there and need a cashier’s check. The bank also lists notary services at that branch, so a customer can ask there about a signing. The Park Avenue Post Office at 221 West Park Avenue, about 7 minutes on foot, has window service weekdays from 7:30 a.m. to 5 p.m., at 850-224-1167.

For a paper copy printed downtown, the LeRoy Collins Leon County Main Library at 200 West Park Avenue is about 8 minutes on foot. Every Leon County library prints from its public computers for 10 cents a black and white page, library cardholders get 10 free pages a day, and a mobile printing service lets you upload the deed from home and release it at the library’s print station. The Main Library answers at 850-606-2665.

If you drive downtown, the City of Tallahassee’s Kleman Plaza garage is under Kleman Plaza at 306 South Duval Street, about 5 minutes on foot from the courthouse, with hourly entrances on Duval Street and on Bronough Street. The City posts the first 15 minutes free, $2 for the first hour, $1 for each hour after, a $7 daily maximum and $1 all day on Saturday and Sunday. Street meters downtown charge $1 an hour on weekdays from 8 a.m. to 6 p.m.

When the errands are done, the city’s Cascades Park at 1001 South Gadsden Street is about 15 minutes on foot. The park is open from sunrise to sunset and holds the Imagination Fountain and the Korean War Memorial, a green place to walk off a morning at the courthouse.

In the middle of Cascades Park stands the Prime Meridian Marker, first set in 1824, the beginning point for every land survey in Florida, so the legal description on your deed traces back to a stone a short walk from the courthouse. On the way, the Historic Capitol at 400 South Monroe Street is about 4 minutes on foot, and since September 21, 2026 the museum has asked visitors to use the Capitol Courtyard entrances while construction closes its Monroe Street door.

Putting your Tallahassee home into the trust

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

In Leon County, deeds are recorded by the Official Records Division of the Clerk of the Circuit Court and Comptroller, Gwen Knight. The Clerk’s main office is in the Leon County Courthouse at 301 South Monroe Street, suite 100, in downtown Tallahassee, open Monday to Friday from 8 a.m. to 4:30 p.m. The recording desk answers at 850-606-4030, and a separate line, 850-606-4050, handles people who want to view records. The Clerk publishes a fax number for Official Records, 850-606-4155, but no email address for the division.

You will not need to come downtown. We record your deed electronically through Simplifile, one of the four e-recording vendors the Leon Clerk has approved by name. The Clerk’s own notice on recording delays warns that mail can hold a document up and suggests an e-recording vendor for anything time sensitive, which is the reason we record this way. The Clerk posts the recording fee as $10 for the first page and $8.50 for each page after, so a two-page deed costs $18.50 to record.

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 Akin Akinyemi, the Leon County Property Appraiser, whose office is in the Leon County Government Annex at 315 South Calhoun Street, Suite 300, on the third floor. The Property Appraiser describes the building as behind the Leon County Courthouse, about 5 minutes on foot, so a trip to one is a trip to the other. The office is open weekdays from 8:30 a.m. to 5 p.m. The Exemptions Department answers at 850-606-6200, Option 1, and by email at [email protected].

You must own the home and live in it as your permanent residence on January 1, and March 1 is the filing deadline for each tax year. You can file online, or by email, mail, fax or in person. The Property Appraiser puts the 2026 homestead exemption at up to $51,411 off the assessed value, which it estimates saves about $800 a year.

The Property Appraiser also cautions that a change in ownership can trigger a reassessment or the loss of an exemption. A lady bird deed is written to keep your homestead in place, but once yours records, call or email the Exemptions Department and ask whether a lady bird deed needs a new application in your file, so nothing lapses by surprise. For questions about how a recorded deed has been entered, the Ownership Records Department answers at 850-606-6200, Option 2.

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 Leon 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. The Department of Health in Leon County issues certified death certificates at its main office, 1515 Old Bainbridge Road, Monday to Friday from 8 a.m. to 4:30 p.m., at 850-404-6300, for $15 a copy. The office issues certificates for Florida deaths from 2009 on, and the cause of death is released only to family or a legal representative with a photo ID.

A surviving husband or wife in Leon County may also qualify for an extra $5,000 widow or widower exemption, and the Property Appraiser asks for the death certificate to be recorded with the Clerk first. The same recording serves both purposes. 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 the Clerk’s official records search, where you can look it up by your name. Leon County’s index there runs from January 1, 1945, so an older deed on the same house is usually in the same place. The Property Appraiser notes that most recorded documents can be viewed and printed there at no cost, which makes printing at home the simplest way to get a paper copy for the file drawer.

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, so a certified two-page deed costs $4.

Recording the deed also reaches the Property Appraiser without anything more from you. The Property Appraiser receives a daily notice of every deed the Clerk records, and says its own records usually show the change two to four weeks after recording.

Then take two minutes to sign up for the Clerk’s free Property Fraud Alert. The service watches up to five names for each email address and sends an email within 24 hours whenever a document is recorded under one of them. Under Florida law the names and email addresses you register are confidential. Watching the records for your name is the simplest guard there is against someone recording a false deed on your house.

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 Leon County Property Appraiser lists an extra $5,000 off the assessed value for a veteran with a service-connected disability of 10 percent or more, a full exemption from property taxes for a veteran with a total and permanent service-connected disability, and a tax discount for a veteran 65 or older with a combat-related disability, set by the VA’s disability percentage. The VA letter needs to state the percentage, the effective date and an honorable discharge, and surviving spouses can qualify for some of these exemptions.

Leon County Veteran Services helps veterans and surviving spouses apply for these exemptions, and with VA claims, from its office at 615 East Paul Russell Road. Monday through Thursday are by appointment at 850-606-1940, and Friday takes walk-ins from 8 a.m. to 3 p.m.

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 Leon County Tax Collector runs the driver license offices, all by appointment, with walk-ins taken only when there is room, and they serve residents of Leon, Gadsden, Wakulla and Jefferson counties. The Southside Service Center at 3477 South Monroe Street is a short drive south of the courthouse, open weekdays from 8:30 a.m. to 5 p.m., at 850-606-4700.

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: Leon Clerk Official Records and recording fees · Leon Clerk e-recording vendors · Leon Clerk contact, phone and hours · Leon Clerk fee schedule · Leon Clerk notice on recording delays · Leon Clerk witness address requirement · Leon Clerk flyer on dividing land (DSEM) · Leon Clerk notary policy · Leon Clerk official records search · Leon Clerk Property Fraud Alert · Leon County Property Appraiser exemptions · Leon County Property Appraiser contact · Leon County Property Appraiser frequent questions · Florida Department of Health in Leon County, death certificates · Florida Department of Health in Leon County, main office · The UPS Store #6133 · La Florida Coffee & Wine · Metro Deli · Capital City Bank, Tallahassee locations · USPS Park Avenue Post Office · City of Tallahassee, Cascades Park location · City of Tallahassee, Cascades Park general information · OpenStreetMap foot routing (walking times) · City of Tallahassee parking (Kleman Plaza garage and meter rates) · Leon County library, computers, printing and mobile printing · Leon County library, Main Library · City of Tallahassee, Cascades Park history (Prime Meridian Marker) · Florida Historic Capitol Museum · Leon County Veteran Services · FLHSMV name and address changes · FLHSMV Leon office locations

Communities We Serve

We work with families across Leon County, including Midtown, Betton Hills, Myers Park, Killearn Estates, SouthWood, Lafayette Park, and the rest of Leon County. Any deed in your plan records with the Leon County Clerk of the Circuit Court and Comptroller. We are a Miami firm serving Tallahassee wherever you are; this is not a Tallahassee 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 Tallahassee?

No. StepUpLaw is a Miami firm that serves Tallahassee and Leon 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 Leon County?

Deeds and other documents for a Leon County property are recorded with the Leon 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 Tallahassee and Leon County residents from our Miami office. Local figures are Census estimates (ACS 2024) and approximate.

Your Tallahassee 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.