The Florida Bar

Wills, Trusts and Estates Law Certification

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Wills, Trusts and Estates Law Certification

Definition

Wills, Trusts and Estates Board Certification logoWills, trusts and estate law is the practice of law dealing with all aspects of planning for the conservation and disposition of estates, giving due consideration to the applicable tax consequences, both federal and state; the preparation of legal instruments to effectuate estate plans; administering estates, including tax-related matters; and probate litigation.

Summary of Requirements

Minimum standards for wills, trusts and estates law certification, provided in Rule 6-7.3, include:

  • Practice of law for at least five years, or four years with an LL.M. in taxation or estate planning and probate law;
  • Substantial involvement in the specialty of wills, trusts and estates law — 40% or more — during each of the two years immediately preceding application;
  • 90 hours of approved wills, trusts and estates law certification continuing legal education in the three years immediately preceding application;
  • Peer review; and,
  • A written examination.

Thinking of Becoming Board Certified? Download the Informational Flyer.


Board Certification Applications for Lawyers

All applicants for board certification or recertification should carefully read the Rules Regulating The Florida Bar (Rules) and be sure you have met each of the requirements prior to filing your application. Unless the Rules provide for a waiver of a specific requirement, each of the requirements must be met by the dates indicated in the rule.

Currently Certified? Recertification Information for 2020

If you were originally certified in 1990, 1995, 2000, 2005, 2010, or 2015 you are due to file your recertification application in 2020. The application for recertification must be postmarked by January 31, 2021. All requirements for recertification are to be completed by this date.

Get Certified – Seeking Certification

The filing period for the initial application opens September 1, 2020.  Applications must be postmarked by October 31, 2020. You must apply in this filing period to be considered for eligibility for the 2021 exam. If you’re eligible from a previous application, you may file the short application. Carefully read the rules for initial certification to determine if you will meet the requirements.


Resources

Exam Information

Exam Specifications

Sample Exam Questions

Standards for Certification Of A Board Certified Wills, Trusts & Estates Lawyer – Rules Regulating The Florida Bar 6-7

Wills, Trusts & Estates Law Certification Standing Committee Policies

Standing Policies of the Board of Legal Specialization and Education

Wills, Trusts & Estates Law Certification Committee Members

Staff Liaison

Laurinda Jackson
The Florida Bar
651 East Jefferson Street
Tallahassee, FL 32399-2300
850-561-5697

Wills, Trusts & Estates Law Certification Field Established 1986