Florida Wills & Trusts
℠
Protect Your Family’s Future℠ with Experienced Florida Estate Planning
The Estate Planning Division of
Bank of America Building
2000 Glades Road – Suite 302
Boca Raton, Florida 33431
Wills, trusts, and asset protection for families throughout Palm Beach and Broward Counties. Over 55 years of combined experience. Flat-fee pricing with no surprises.
55+ Years Experience
Estate planning since 1978
Board Certified
Real Property Law Specialist
Flat-Fee Pricing
No hourly surprises
Local & Accessible
Boca Raton office
Estate Planning Services
Whether you need a simple will, a comprehensive living trust, or sophisticated asset protection strategies, we provide personalized solutions tailored to your family's unique situation.
Living Trusts
Avoid probate, maintain privacy, and ensure your assets transfer smoothly to your loved ones.
Learn MoreLast Will & Testament
Properly executed Florida wills that clearly express your wishes and protect your family.
Learn MoreDeed Transfers
Properly fund your living trust by transferring Florida real estate with our real property expertise.
Learn MoreAsset Protection
Strategic planning to protect your wealth from creditors, lawsuits, and unforeseen circumstances.
Learn MorePower of Attorney
Designate someone you trust to handle financial matters if you become incapacitated.
Learn MoreHealthcare Directives
Document your medical wishes and designate a healthcare surrogate to speak for you.
Learn MoreWhy Families Choose Us
55+ Years of Experience
Grant and Alisa bring over five decades of combined legal experience to every estate plan. We've helped thousands of Florida families protect their assets and provide for their loved ones since 1978.
Board Certified Specialist
Grant is a Florida Bar Board Certified Specialist in Real Property Law — a distinction held by less than 1% of Florida attorneys. This expertise is invaluable when transferring real estate into trusts and navigating Florida's complex homestead laws.
Legal & Financial Expertise
With an MBA and deep expertise in taxation, investments, and business, we don't just draft documents — we create estate plans that make financial sense for your unique situation and long-term goals.
Personal, Attentive Service
We're small enough to know who you are and experienced enough to know what to do. You'll work directly with your attorney, not a paralegal. We take the time to understand your family, your concerns, and your goals.
Serving Palm Beach & Broward Counties
From our Boca Raton office on Glades Road, we serve clients throughout Palm Beach County and Broward County. Whether you're in Highland Beach, Parkland, Delray Beach, or anywhere in South Florida, we're just a short drive — or phone call — away.
Palm Beach County
Broward County
Visit Our Office
Bank of America Building
2000 Glades Road, Suite 302
Boca Raton, Florida 33431
Monday – Friday
9:00 AM – 5:00 PM
Estate Planning in 3 Easy Steps
Estate planning doesn't have to be complicated. Most clients complete their entire plan within two weeks.
Initial Consultation
We'll meet for about an hour to understand your family situation, assets, and goals. We'll explain your options, answer your questions, and provide clear pricing — no surprises.
Document Preparation
We prepare your customized estate planning documents, typically within one week. You'll have the opportunity to review everything before signing.
Execution & Funding
We'll guide you through properly signing your documents and, if you have a trust, ensure your assets are properly funded and titled correctly.
Estate Planning FAQs
Do I need a Florida will, or is my will from another state valid?
Your out-of-state will may be valid in Florida, but there are important differences in Florida law — including who can serve as your Personal Representative and how Florida's homestead laws affect your property. We recommend having your documents reviewed to ensure they work properly under Florida law.
What's the difference between a will and a trust?
A will goes through probate court, which takes time, costs money, and becomes public record. A living trust avoids probate entirely, allowing your assets to transfer privately and quickly to your beneficiaries. For most Florida homeowners, a trust is often the better choice.
How much does estate planning cost in Florida?
We use flat-fee pricing so you know exactly what you'll pay upfront — no hourly billing surprises. The cost depends on the complexity of your situation. Contact us for a clear quote during your consultation.
How can I protect my assets from creditors?
Florida offers strong asset protection tools, including homestead exemptions and certain trust structures. The key is proper planning before any claims arise. We'll analyze your situation and recommend strategies appropriate for your circumstances.
How do I avoid probate in Florida?
The most effective way to avoid probate is a properly funded living trust. Other options include Lady Bird deeds, beneficiary designations, and joint ownership with rights of survivorship. We'll help you choose the right approach for your assets and family situation.
How long does the estate planning process take?
Most clients complete their entire estate plan within two weeks. After your initial consultation, we typically prepare documents within one week. Then we schedule a signing meeting and begin funding your trust if applicable.
"Grant is down to earth and easy to talk to. He makes me feel comfortable talking about difficult and complex legal, family, and asset issues. I highly recommend him for anyone needing estate planning help in South Florida."
— Robert M., Boca Raton
Protect Your Family's Future
Estate planning doesn't have to be complicated. In one meeting, we can discuss your situation and provide clear guidance on the best path forward. Most clients complete their entire estate plan within two weeks.