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.

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. A trust may be more suitable to your particular goals and objectives; this determination is made based on a comprehensive analysis of your portfolio, your intended beneficiaries, your long-term objectives, and multiple factors reviewed during our design and strategy session.

Your estate plan is as unique as your family; our fee will reflect the complexity or simplicity of your plan following an in-depth analysis of the issues presented and your legacy objectives.

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.

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.

Our attorneys are efficient, but we don't compromise on quality for the sake of speed. Your estate plan is important to us and we dedicate the time needed to ensure that it is error-free and comprehensive, while also being sensitive to your need for closure. We will set your expectations for completion of the estate plan once it is determined what is involved in its preparation.