Florida Estate Planning.

Protect your kids. legacy. home. health. money. things. business.

Put simply, estate planning is making sure WHAT you own is passed on to WHO you want, WHEN you want, and HOW you want, all while AVOIDING unnecessary legal procedures, MINIMIZING estate taxes, and PREVENTING family disputes.

With the use of virtual communication and mobile services, you do not need to leave your home or office to complete your estate plan.  Get started working with us today!

Florida Estate Planning Family

Lawyers you can relate to.

About us.

Once you get to know us, we think you will like working together.

You have a lot of choices when it comes to hiring an estate planning lawyer in Florida.

Here is what makes our law office stand out.

Bespoke planning

Using customized strategies and documents to meet each client's unique objectives.

Cutting-edge technology

Efficient, reliable and modern applications give clients the confidence that their plan will work now and in the future.

Fixed flat fees

Straight-forward, fair and honest pricing means clients never have to worry about unknown and unexplained fees.

Familial bond

Thoughtful and personalized service makes me feel like part of the family and not just your lawyer.

Availability

Easy scheduling, responsiveness, and extended working hours so you won't have to wait for answers or service.

Funding toolkit

A trust is just pieces of paper if not funded. Specific instructions help guide clients to fund their trust.

Virtual services

What can be done in person can be done over Zoom (except signing your documents)!

Legacy planning

Leave behind your intellectual, spiritual and human legacy to your loved ones. (Most) want more than just money and things.

Estate planning, made easy .

How it works.

A simple, understandable process to give you confidence in your plan.

1.

Initial Consultation

We get to know each other and you can ask general questions about estate planning.

2.

Inventory & Assessment

You provide us with information about your family, assets and estate planning goals.

3.

Design Session

Together, we design your unique estate plan to meet your specific needs and goals.

4.

Drafting & Review

We draft your estate planning documents and you review and request any changes.

5.

Signing Session

You sign your estate planning documents with our help, so nothing is missed or left behind.

6.

Ongoing Service

We do not charge you for follow up questions or to make minor changes to your plan.

Working together

You are the captain and we are the navigator. Tell us where you want to go and we will show you the way.

If you are looking to protect your assets and legacy, plan for incapacity, appoint trusted guardians for your minor children, or ensure a smooth transition of your business, we will work together to design a plan that helps avoid probate, minimize estate taxes, and privately transfer wealth to your heirs.

Let's talk.

No fuss. No fees. Your estate planning with our law office starts with a no-cost initial consultation.

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Leave behind a lasting legacy.

Plans & Pricing.

You have a unique set of needs and goals, requiring a unique set of planning documents.

There is no one-size-fits-all estate plan. No matter your family size or financial situation, your estate plan should meet your current needs and remain flexible if anything changes in the future. We work together with our clients to design fully customized plans with understandable terms and affordable pricing.

Trust Estate Plan

Trust-Based Planning.

The most comprehensive and complete plan to avoid probate and protect your assets and loved ones.

Will Estate Plan

Will-Based Planning.

A basic plan that covers management of assets, health care directives, and your final wishes.

Guardianship of Minor

For The Kids Plan™

A plan to ensure your minor children are cared for and protected by people you know and trust.

Life is much sweeter when there are fewer things to stress over.

Although the thought of planning for incapacity, disability, or death can be uncomfortable and worrisome, it is a necessary procedure to protect yourself and your family. After completing your plan, you should feel a sense of relief knowing your loved ones are taken care of if something should happen to you.

Estate Planning

Your peace of mind starts here.

Learn more.

Explore how each legal document can help you build a complete and effective estate plan.

Last Will

Last Will

A Last Will lays out what you want to happen to your assets and who will care for your minor children after you pass away.
Learn more ⟶

Living Trust

Living Trust

A Living Trust provides for the protection, management, control, and transfer of your assets without the need for probate.
Learn more ⟶

Guardianship

Guardianship

The For The Kids Plan™ makes sure your kids are looked after by someone you know and trust in case something happens to you.
Learn more ⟶

Power of Attorney

Power of Attorney

A Power of Attorney lets you appoint someone to manage your assets if you are away or incapacitated.
Learn more ⟶

Ready to start your estate planning?

Health Care

Health Care

Advance Health Care Directives tell your doctors what kind of medical services you want to receive if you are unable to make your own decisions.
Learn more ⟶

Cryptocurrency

Cryptocurrency

Protect your cryptocurrency and digital assets with protected wallets, letters of ownership and creative trust planning.
Learn more ⟶

Business Succession

Business Succession

Every business owner should have legal documents in place to make sure business assets and interests are protected and preserved.
Learn more ⟶

Pets

Pets

Pet owners can leave behind money, assets, and specific directions for the care and maintenance of a furry family member.
Learn more ⟶
Not sure where to start

Still not sure how to protect the things you own and the people you love?

Learn about the basics of estate planning and find out which legal documents are right for your unique life situation.

The time is now to start planning.

Stand on top of the world

Take control now to protect your loved ones in the future.

It's your life and you should decide how your affairs will be handled. If you don't have an estate plan, the probate court will control how to distribute your money and things and who cares for your minor children. Creating a complete estate plan with my law office means your assets, children, pets, business and legacy will be handled how YOU want, not how the court decides.

When you fail to plan, your family pays.

Florida Probate.

When a loved one passes away, the emotional process of sorting out their estate begins.

In the event a loved one passes away with no plan at all, or only a Last Will & Testament, their estate may be required to go through the Florida court process called “probate”.

Although Florida probate can be costly, time consuming, and downright overwhelming, our attorneys will help ease your family’s burden during an already stressful time. 

We provide personal, compassionate and thorough legal counsel and services to the personal representative of a deceased loved one’s estate.

Super Cool Florida Estate Planning Blog.

Stay up to date on (not boring) estate planning news, parenting tips, and other super cool things.

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Americans with no estate plan
Happy after estate planning

Did you know we also handle Florida real estate transactions?

Learn how we can help you close on your Florida real estate property and further protect your real estate assets.