Estate Planning in Clermont: the Local Picture
Clermont has a median age of 42 and 24 percent over 65, slightly above the Florida average. Planning demand among the 46,853 residents includes both families and retirees. Lake County homes here carry a median value of $418,400, making Florida homestead protection a practical priority.
Clermont’s median age is around 42, and the median home value is about $418,400. 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 Clermont 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 Clermont 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 Lake County probate → or find the right deed →
Serving Clermont and Lake County, wherever you are.
A free consultation maps your plan and quotes a flat fee. No office visit required.
Book a free consultationNotary Services in Clermont
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 #4670Corner Of County Rd 455 & State Rd 50, Publix Shopping Center | 13900 County Rd 455, Ste 107, Clermont 34711 | (407) 877-7076 | Mon to Fri 8:30 am to 7 pm · Sat 9 am to 3 pm · Sun 11 am to 4 pm |
| The UPS Store #3374At The South Lake Winn Dixie Plaza On Hwy 50, West Of Hwy 27 | 614 E Hwy 50, Clermont 34711 | (352) 394-0717 | Mon to Fri 8 am to 6:30 pm · Sat 9 am to 3 pm · Sun 10 am to 3 pm |
| The UPS Store #3961At The Publix Shopping Center At Kings Ridge-Hwy 27 & H. Marsh | 4327 S Hwy 27, Clermont 34711 | (352) 243-4750 | Mon to Fri 8 am to 6:30 pm · Sat 9 am to 3 pm · Sun 10 am to 3 pm |
| The UPS Store #7380Publix Plaza | 2430 US Hwy 27, Suite 330, Clermont 34714 | (352) 989-5141 | Mon to Fri 8 am to 7 pm · Sat 9 am to 3 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 Lake County, and the rest of Lake County. Any deed in your plan records with the Lake County Clerk of the Circuit Court and Comptroller, whose office is at 550 West Main Street in Tavares; we prepare and e-record it for you. We are a Miami firm serving Clermont wherever you are; this is not a Clermont 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 →
Frequently Asked Questions
Do you have an office in Clermont?
No. StepUpLaw is a Miami firm that serves Clermont and Lake 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 Lake County?
Deeds and other documents for a Lake County property are recorded with the Lake 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 Clermont and Lake County residents from our Miami office. Local figures are Census estimates (ACS 2024) and approximate.
