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Estate Planning

Wills, Trusts, Power of Attorney

Most people need more than just a will. A comprehensive estate plan includes several documents that are to be used during life… because you should be in control of what happens to you, your kids, your money, your health, and your legal decisions.

Schedule a consultation

WE Draft- YOU Review

You Sign And Fund

Simple, Fast, Safe

Our firm safely stores your documents for you to review and retrieve. Our planning service includes:

  1. Virtual or in-person meetings.
  2. Simple online scheduling, esigning, and payments.

  3. A secure client portal for reviewing your documents.

  4. Custom legal documents tailored for your individual situation.

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Estate Planning Simplified

I am passionate about helping people and families develop an estate plan that protects their loved ones and gives them peace of mind. As a mother with minor children, I understand both the importance and difficulty in selecting a guardian, and can guide and support you in making those tough decisions.  

 

In the state of Florida, if you do not create a will, the state will create one for you.  If you do not have a power of attorney and healthcare surrogate in place, the court may appoint someone to act for you, and that person may not be one you would have chosen for yourself.  

 

Our estate planning packages include a last will and testament, living willhealth care surrogatedurable power of attorney, nomination of guardian for minor children, HIPAA authorization, and designation of preneed guardian. Our trust package includes all of the estate planning documents along with a revocable living trust. We make the process simple! 

ESTATE PLANNING F.A.Q.

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