Estate Planning Services
Comprehensive legal services to protect your assets, provide for your loved ones, and ensure your wishes are honored. From simple wills to complex trust structures, we provide personalized guidance with transparent flat-fee pricing.
How Can We Help You?
Every family's situation is unique. Whether you're just starting to think about estate planning or need to update existing documents, we offer the services you need to protect what matters most.
Wills
The foundation of any estate plan. Name guardians for minor children, specify how assets should be distributed, and appoint a personal representative to manage your estate.
Learn MoreLiving Trusts
Avoid probate and maintain privacy with a living trust. Retain full control of your assets during your lifetime while ensuring seamless transfer to your beneficiaries.
Learn MoreRevocable Trusts
Maintain complete flexibility to modify or revoke your trust at any time. Perfect for those who want probate avoidance with the ability to adapt as circumstances change.
Learn MoreIrrevocable Trusts
Powerful asset protection and estate tax benefits through trusts that cannot be easily modified. Ideal for wealth preservation and Medicaid planning strategies.
Learn MorePour-Over Wills
A safety net that "pours" any assets not already in your trust into it upon death. Ensures nothing is accidentally left out of your carefully crafted estate plan.
Learn MoreTrust Amendments
Life changes—so should your trust. We help you update beneficiaries, trustees, or terms as your family, finances, or wishes evolve over time.
Learn MoreDeed Transfers to Trust
Properly fund your trust by transferring real property. We prepare and record the deeds to ensure your Florida real estate avoids probate.
Learn MoreAsset Protection
Safeguard your wealth from potential creditors, lawsuits, and judgments using Florida's powerful homestead and trust protections.
Learn MorePower of Attorney
Designate a trusted person to manage your financial affairs if you become incapacitated, avoiding costly court intervention.
Learn MoreHealthcare Directives
Document your medical wishes and designate a healthcare surrogate. Includes living wills, HIPAA authorizations, and DNR declarations.
Learn MoreSpecial Needs Trusts
Provide for a disabled loved one without jeopardizing their government benefits. Carefully structured to supplement—not replace—SSI and Medicaid.
Learn MoreCharitable Planning
Leave a meaningful legacy while potentially reducing estate taxes. We structure charitable trusts, bequests, and foundations to maximize your impact.
Learn MoreBusiness Succession
Ensure your business continues smoothly after you're gone. We help structure ownership transitions, buy-sell agreements, and family business transfers.
Learn MorePet Trusts
Legally enforceable arrangements to ensure your beloved pets receive proper care. Designate caregivers and set aside funds for their lifetime needs.
Learn MoreEstate Plan Reviews
Already have an estate plan? We review existing documents to ensure they still meet your goals and comply with current Florida law.
Learn MoreHow We Work With You
Estate planning doesn't have to be complicated. Most clients complete their entire plan in just two weeks.
Initial Consultation
We discuss your family situation, assets, and goals. You'll leave with a clear understanding of your options.
Document Drafting
Our team prepares your customized estate planning documents, typically within 5-7 business days.
Review & Signing
We review every document with you in detail, answer questions, and handle proper execution and witnessing.
Funding & Recording
If needed, we transfer property to your trust and record deeds. You receive organized copies of everything.
The Florida Wills & Trusts Difference
Experience, expertise, and genuine care for every client since 1978.
Board Certified Specialist
Our lead attorney is Board Certified in Real Estate Law—a distinction held by less than 500 of Florida's 105,000 lawyers.
Flat-Fee Pricing
No hourly billing surprises. You know exactly what your estate plan will cost before we begin—and we put it in writing.
47+ Years Experience
Since 1978, we've served over 11,000 clients, handled 14,000+ closings, and navigated countless estate planning scenarios.
Personal Attention
Small enough to know who you are, experienced enough to know what to do. Your calls are returned, your questions answered.
In-House Real Estate
We handle deed transfers, closings, and title insurance under one roof—no coordination headaches with separate firms.
Dual-State Expertise
Licensed in both Florida and New York, we understand multi-state planning for clients with connections to both states.
Ready to Protect Your Family's Future?
Schedule a consultation to discuss your estate planning needs. We'll explain your options clearly and provide a written fee quote—no obligation, no surprises.