Leave behind a lasting legacy.
You have a unique set of needs and goals, requiring a unique set of planning documents.
There is no one-size-fits-all estate plan. No matter your family size or financial situation, your estate plan should meet your current needs and remain flexible if anything changes in the future. We work together with our clients to design fully customized plans with understandable terms and affordable pricing.
Trust-Based Planning
A Trust-Based Estate Plan helps your family avoid probate court so that your assets can pass seamlessly and privately to your beneficiaries.
All Trust-Based Estate Planning Packages include customized documents to specify your health care wishes, appoint trusted agents to manage your personal and financial responsibilities if you are incapacitated, and select guardians for your minor children, so you can rest easy with all of your affairs in order.
Special interest trusts can also be created to preserve your business interests, protect your cryptocurrency and other digital assets, and allow you to set up special needs planning and other charitable gifting.
Starting at $3,500.00 for single individuals
Starting at $4,500.00 for married couples
What's included
Revocable Living Trust
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
Pour-Over Will
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
Certificate of Trust
Provide this document to third parties in place of a copy of your Trust. This contains a summary of key provisions from your Trust, but does not reveal other personal details.
Funding Instructions
Written directions for you to follow to title or transfer assets in the name of your Trust.
Power of Attorney
Assign someone to manage your personal and business responsibilities if you are incapacitated or away.
Healthcare Directives
This set of documents includes your Designation of Healthcare Surrogate, Living Will, HIPAA forms, Organ Donation form, and Directions for Disposition of Remains.
Property Memorandum
Provide for specific distribution of Trust assets before your beneficiaries receive the remaining Trust property.
Asset Inventory
A listing of assets that you hold in the Trust that are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
Estate Planning Binder
All estate planning package are delivered in an organized binder for your family’s convenience.
Digital Backup
Along with a physical paper copy, all of your executed estate planning documents are provided to you in a digital format in the event you need to print a backup.
Benefits
Add-Ons
Lifetime Asset Protection Provisions
Protect your minor children as they grow older with specific distribution directives and protective provisions that keep their inheritance shielded from outsiders.
Drug Abuse/Education Provisions
Restrict a beneficiary from having managerial or administrative control of trust, or from receiving trust property if certain conditions exist or benchmarks are not reached.
Elective Share Options
To qualify as an elective share trust, the trust must require payment of all income to the surviving spouse at least annually for his or her life, must allow the spouse to require the trustee to make the trust property productive of income within a reasonable time, and must not allow distributions to any other person during the surviving spouse’s lifetime.
Tax Shelter Options
Provide an opportunity for a surviving spouse or future generations to shelter assets from creditors and future spouses.
Gun Trust
A Florida Gun Trust (or Firearms Trust) is a type of revocable trust in Florida that is created by a gun owner for the special purpose of: (i) holding their regulated guns, ammunition, and accessories during their lifetime; and (ii) providing for an orderly transfer of such possession to a family member or heir upon the death of the gun owner.
Pet Trust
Florida law allows loving pet owners, through the use of a Pet Trust, to leave behind money, assets, and specific directions for the care and maintenance of a pet during the owner’s incapacity and after the owner’s death.
Trust Funding Services
Receive assistance moving assets into your trust, or providing for assets to transfer to your trust upon death.
Property Deed to Trust
Receive assistance titling your homestead or other Florida real estate into the name of your trust.
Business Succession Planning
Every business owner should have a plan in place to ensure a smooth and orderly transfer of business interests and provide for their family to inherit shares of the company upon the owner’s death.
Starting at $2,500.00 for single individuals
Starting at $3,500.00 for married couples
Will-Based Planning
A Will-Based Estate Plan is a basic plan where probate avoidance is not desired. A Will-Based Estate Plan lays out your final wishes for the distribution of your assets and payment of taxes and expenses after you pass away.
All Will-Based Estate Planning Packages include customized documents to specify your health care wishes, appoint trusted agents to manage your personal and financial responsibilities if you are incapacitated, and select guardians for your minor children, so you can rest easy with all of your affairs in order.
What's included
Last Will & Testament
A Last Will & Testament lays out what you want to happen to your assets after you pass away.
Power of Attorney
Assign someone to manage your personal and business responsibilities if you are incapacitated or away.
Healthcare Directives
This set of documents includes your Designation of Healthcare Surrogate, Living Will, HIPAA forms, Organ Donation form, and Directions for Disposition of Remains.
Estate Planning Binder
All estate planning package are delivered in an organized binder for your family’s convenience.
Digital Backup
Along with a physical paper copy, all of your executed estate planning documents are provided to you in a digital format in the event you need to print a backup.
Benefits
Add-Ons
Testamentary Trust Provisions
Provide for the transfer of estate assets into trust for your family and loved ones.
Property Deed to Trust
Receive assistance titling your homestead or other Florida real estate into the name of your trust.
Unbundled Estate Planning Documents
Estate planning services and related documents are available for a flat fee, as needed.
Available documents and services
Revocable Living Trust
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
Revocable Living Trust
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
Pour-Over Will
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
Certificate of Trust
Provide this document to third parties in place of a copy of your Trust. This contains a summary of key provisions from your Trust, but does not reveal other personal details.
Funding Instructions
Written directions for you to follow to title or transfer assets in the name of your Trust.
Power of Attorney
Assign someone to manage your personal and business responsibilities if you are incapacitated or away.
Healthcare Directives
This set of documents includes your Designation of Healthcare Surrogate, Living Will, HIPAA forms, Organ Donation form, and Directions for Disposition of Remains.
Property Memorandum
Provide for specific distribution of Trust assets before your beneficiaries receive the remaining Trust property.
Asset Inventory
A listing of assets that you hold in the Trust that are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
Estate Planning Binder
All estate planning package are delivered in an organized binder for your family’s convenience.
Digital Backup
Along with a physical paper copy, all of your executed estate planning documents are provided to you in a digital format in the event you need to print a backup.
Life is much sweeter when there are fewer things to stress over.
Although the thought of planning for incapacity, disability, or death can be uncomfortable and worrisome, it is a necessary procedure to protect yourself and your family. After completing your plan, you should feel a sense of relief knowing your loved ones are taken care of if something should happen to you.
Still not sure how to protect the things you own and the people you love?
Learn about the basics of estate planning and find out which legal documents are right for your unique life situation.
