Practice Areas

Estate Planning & Probate

A clear plan for the people you love.

Thoughtful estate planning protects your family, your assets, and your wishes. When the time comes, we also guide families through probate and estate administration with practical, steady counsel.

Call Us (754) 222-5111Schedule a consultation
Estate planning — protecting your family

What's included

  • Wills and trusts
  • Powers of attorney and healthcare directives
  • Estate and legacy planning
  • Trust funding and asset retitling
  • Probate and estate administration
  • Guidance for trustees, personal representatives, and beneficiaries

Who it's for

Florida familiesParentsBusiness ownersBlended familiesProperty owners

Whether you're building a plan, updating an existing one, or handling the estate of a loved one, we provide straightforward guidance tailored to your situation.

Real estate, business, and estate planning under one roof.

Because we also handle real estate and business matters, the planning doesn't stop at the documents — the retitling and related work actually gets done here.

A trust that's never funded doesn't work.

The most common failure in estate planning isn't a badly drafted trust — it's one that was signed and then never funded. Because our firm also handles real estate and business formations, the retitling gets done here, not left on a checklist for you to figure out later.

Ongoing support as life changes.

Your plan shouldn't sit in a drawer. We offer an annual maintenance program to review your documents, address changes in your life or the law, and make sure your plan continues to reflect your goals. It's a simple way to keep your plan current and your family protected.

Ready to put a plan in place?

Schedule a consultation and get straightforward answers about your options.

Call Us (754) 222-5111
Estate Planning FAQs

Frequently asked questions

More people than assume they do. Estate planning isn't just for the wealthy — if you have a family, property, or specific wishes for your care and your legacy, a plan makes sure those wishes are honored and the people you love are protected.
Depending on your situation: wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. We'll help you understand which pieces you actually need — no more, no less.
A will directs what happens to your assets after you pass and goes through probate. A trust can hold and manage assets during your life and after — often avoiding probate and giving you more control over how and when things are distributed. Which is right depends on your goals.
Yes. Beyond planning, we guide families through probate and estate administration — the court process and the practical steps of settling an estate — with steady, practical counsel.
Estate planning services are for Florida residents. If you're planning a move to Florida or have questions, reach out and we'll let you know how we can help.
A good rule is every three to five years, and after any major life change — a marriage, a birth, a death, a move, or a significant change in assets. We also offer an annual maintenance program to keep everything current.