Probate, Real Estate Law, Estate Planning & Workers Compensation, & Mediation
Probate, Real Estate Law, Estate Planning & Workers Compensation, & Mediation
Please schedule a Will Plan/Trust Plan/Estate Planning Consultation. The first meeting is held over Zoom/Video conference. You may download ZOOM on your phone or laptop. We will discuss your family and goals during the video consultation. Once your plan is drafted, you may come into the office to review and execute. Upon request, your documents can be mailed by courier for independent execution outside of the office.
A legal document that expresses a person's wishes as to how their property is to be distributed after their death. The document starts to control at a person's death.
Document that authorizes one person to represent or act on another's behalf in primarily financial matters. The document controls while a person is alive and terminates at their death.
Document that authorizes one person to represent or act on another's behalf in primarily medical matters if the person is unable to act on his/her own behalf.
Provides access to health records.
In Florida, guardianship protections for minors are designed to safeguard the personal and financial well-being of children when their parents are unable to care for them. A guardian is appointed by the court to make decisions about the minor’s health, education, and overall welfare, or to manage the child’s property and finances if they inherit assets or receive a settlement. The court closely monitors guardianships through required reports and oversight to ensure the guardian acts in the chil
Provides clarity as to the decedent's final burial/crematory wishes.
Offered when appropriate
Please schedule a Will Plan/Trust Plan/Estate Planning Consultation. The first meeting is held over Zoom/Video conference. You may download ZOOM on your phone or laptop. We will discuss your family and goals during the video consultation. Once your plan is drafted, you may come into the office to review and execute. Upon request, your documents can be mailed by courier for independent execution outside of the office.
A trust in Florida is a legal arrangement that allows one person (the trustee) to hold and manage property for the benefit of another (the beneficiary), according to the terms set by the person who creates the trust (the grantor or settlor). Trusts are commonly used in estate planning to avoid probate, protect assets, manage property for minors or individuals with special needs, and ensure that assets are distributed according to the grantor’s wishes. Florida law recognizes several types of trus
A trust certificate and declaration of trust are legal documents that establish and verify the existence of a trust and the authority of its trustee. The declaration of trust (or trust agreement) is the primary document that creates the trust, outlines its terms, identifies the trustee and beneficiaries, and details how the trust’s assets are to be managed and distributed. A trust certificate, on the other hand, is a shorter summary version of that document—often used in financial or real estate
Funding a trust in Florida refers to the process of transferring assets into the name of the trust so that the trustee can manage them according to the trust’s terms. Proper funding is essential—without it, the trust may not control those assets, and they could still be subject to probate. Funding guidance typically involves retitling bank accounts, real estate, investment accounts, and other assets in the name of the trust, as well as updating beneficiary designations where appropriate. Attorne
DEED SERVICES ARE OPTIONAL