Florida estate plans,
drafted in-house. Delivered signing-ready.
The flagship public offer is a funded Legacy Protection Plan — trust architecture, documents, and itemized funding — at $5,500–$7,500. The next step is a short diagnostic on the waitlist. Other Florida plans remain available below. The firm drafts every instrument itself, and every trust package leaves the office funded, not just signed.
Get a plan. Keep it alive.
Hand off the whole system.
Legacy Protection Plan
The firm's flagship engagement — a funded estate plan with trust architecture, documents, and itemized funding. The next step is the diagnostic on the waitlist.
Will Plan
A complete Florida will package — will, durable power of attorney, health care directives, HIPAA authorization, and guardianship designation — each document delivered with a plain-English memo explaining why it exists.
Trust Plan
A revocable living trust package that ships funded: one deed transferring your home into the trust, verification of titling and beneficiary state, and a 90-day funding check are included.
Power of Attorney & Guardianship
Durable power of attorney, health care surrogate, living will, HIPAA authorization, and guardianship designation for minor children.
Probate Triage
A flat-fee consult that reads the estate, maps the path — summary or formal administration — and tells you plainly who should handle it.
Stewardship Membership
One annual membership that re-verifies your plan every year — funding, beneficiary state, and documents — so the plan you signed stays the plan you have.
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.
Plain English,
start to signature.
The flagship path begins on the waitlist: six diagnostic items, a restatement of the gaps, then a request for a fit call. The firm recommends a package only after understanding the household, the assets, and what is already 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 the plan. Delivery is a priority-ordered folder with the latest versions only and a what-to-do note — no stack of unexplained forms. Joining the waitlist does not create an attorney-client relationship.