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Estate Planning

Estate planning is a critical aspect of securing your financial future and safeguarding your legacy. I'm here to guide you through this essential process. Whether you're considering wills, trusts, healthcare directives, or probate services, my expertise ensures that your wishes are documented meticulously and your assets are protected. Let's work together to build a solid foundation for your future.

Why Do I Need An Estate Planning Lawyer?

Hiring an estate planning attorney will help you in the following ways:


Ensure legal compliance with complex estate laws.


We'll tailor your plan to unique needs and goals.


Help safeguard assets from creditors and taxes.


Plan for potential incapacity with legal documents.


Gain peace of mind your affairs are in order.


Efficiently distribute assets, bypassing probate.


Designate trusted guardians for minor children.


Maximize charitable's impact with trusts.


Navigate family dynamics and conflicts.


Ensure correct, challenge-resistant documents.

Additionally, we'll bring knowledge, experience, and a legal framework to help you create a comprehensive plan that not only protects your assets but also ensures your legacy and loved ones are well looked after

Estate Planning FAQs

There are five main components of an estate plan- Will or Trust, Power of Attorney, Living Will, Healthcare Surrogate, and Beneficiary Designations. 

Check out my blog post for more information on each.

The process will start with a consultation. After the consultation, if you decide to move forward with our firm, you will receive a digital contract to sign and a payment link. Once the contract is signed and deposit is made, you will meet with our Estate Plan Associate Attorney, Erik De L'Etoile to get all the needed information to draft your documents. After drafting, you will review the documents with Erik. When all the documents are ready, we will meet at our office in Tampa for signing of all the documents.

A will is the most basic estate planning document. It is a set of instructions according to your wishes for how your assets are to be distributed after you die. Upon your passing, a will needs to go through probate court. A trust is also a set of instructions for how to distribute your assets. But with a trust, it does not need to go through probate court.
I almost always advise my clients to consider a trust. While it is more expensive than a will, it will save your family time and money down the road by avoiding probate court.

If you die without an estate plan nothing will happen automatically because your family will be tied up in probate court- a lengthy and extensive process. There are a number of factors that determine how the intestacy laws (the laws that govern how the state will distribute your assets if you die without an estate plan) are applied.

Probate is the legal process of transferring the property from a deceased person's estate to their heirs or beneficiaries. It is overseen by the local probate court.

No. It is crucial to update your will after getting a divorce so that your most recent wishes are reflected in it.
Check out the blog post I wrote about why you need a new estate plan after divorce.

Are You Prepared?

Download my free estate planning to set yourself up for the best plan for your wills or trust.

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