FL Wills, Trusts & Estates Specialist study guide
FL Wills, Trusts & Estates Specialist · Work through your exam, one topic at a time.
The Florida Bar's board certification program recognizes lawyers who demonstrate heightened skill and professionalism in a defined practice area. The Wills, Trusts & Estates specialty is aimed at attorneys whose practice centers on estate planning, trust drafting and administration, probate and estate administration, and the tax questions that run through all of those areas. Certification is a voluntary credential; it is not required to practice law in Florida, and this study page is an independent resource that is not affiliated with, endorsed by, or sponsored by The Florida Bar. Because the Bar's specialty page for this certification returned a 'Not Found' error when checked on 2026-11-05, the exam's question count, duration, passing score, fee, retake policy, and certification term could not be verified here and are marked as needing review rather than estimated. The FL Wills, Trusts & Estates Specialist study guide has 4 sections and about 1,938 words.
01Wills and Estate Planning
Wills and Estate Planning tests whether you can create, execute, revoke, and challenge a Florida will, and whether you can plan around the elective share, homestead limits, and nonprobate transfers. Expect statutory formalities, capacity and undue influence, lapse, pretermitted heirs, and the boundaries between probate and nonprobate property.
520 words, about 3 min02Trusts and Trust Administration
Trusts and Trust Administration tests creation, funding, fiduciary duty, beneficiary rights, creditor exposure, modification, and termination under the Florida Trust Code, Chapter 736. The exam favors default rules, trustee liability, and the difference between revocable and irrevocable trusts.
433 words, about 2 min03Probate and Estate Administration
Probate and Estate Administration tests the Florida administration process from petition through discharge: formal administration, summary administration, disposition without administration, creditor claims, inventories and accountings, will contests, and the personal representative's duties. The exam rewards exact deadlines and eligibility rules.
466 words, about 2 min04Tax and Related Estate Planning Matters
Tax and Related Estate Planning Matters tests the federal transfer tax system as it applies to Florida estates and the Florida tax facts that planners must know. Expect gross estate inclusion, the marital and charitable deductions, portability, basis, GST, and return deadlines.
519 words, about 3 min