Oaktree ReserveLaw PLLC
Oaktree Reserve Law PLLC·St. Petersburg

Florida estate plans,
drafted in-house. Delivered signing-ready.

Oaktree Reserve Law PLLC prepares flat-fee Florida estate plans — wills, revocable trusts, powers of attorney — in plain English, with every document explained and every price stated before the work begins. The firm drafts every instrument itself, and every trust package leaves the office funded, not just signed.

II·The Abandoned Mile

A trust only works
if it is funded.

A revocable living trust avoids probate only for the assets that are actually titled into it. Signing the trust is the first mile; retitling the house, fixing the beneficiary designations, and checking the account paperwork is the last mile — and it is the step most estate plans abandon. A beautifully drafted trust with an unfunded house still sends that house through probate.

The stakes are written into Florida law. Section 733.6171 of the Florida Statutes presumes an attorney fee of roughly $15,000 as reasonable for probating a $500,000 estate — before costs, before delay, before a season of court supervision your family did not choose. Funding the trust is how that number comes off the table for the assets the trust holds.

That is why the firm's Trust Plan ships funded: the deed for your home, verification of titling and beneficiary state against the plan design, and a 90-day funding check are part of the package — not an exercise left to you.

III·How It Works

Plain English,
start to signature.

Every engagement begins with a legal plan consult. The firm recommends a package only after understanding your family, your assets, and what you already have in place. Every price is flat and stated in advance, with what it includes and what it does not.

Every document arrives with a one-page memo explaining what it does and why it is in your plan. Delivery is a priority-ordered folder with the latest versions only and a what-to-do note — no stack of unexplained forms.

Start with a legal plan consult

The Oaktree Letter

Every two weeks: one letter on Florida estate planning — the documents, the funding step most trusts miss, and what deserves attention next.

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