A Florida firm built to
finish the whole mile.
Oaktree Reserve Law PLLC is a Florida law firm in St. Petersburg. The practice focuses on Florida estate planning — wills, revocable trusts, powers of attorney, and the trust funding work most plans leave undone. Every instrument is drafted in-house, every fee is flat and stated in advance, and every document is delivered with a plain-English memo explaining why it exists.
The lawyers
Carly Toddis the firm's responsible lawyer. She is an attorney admitted to practice in Florida and reviews the firm's client work and its public statements — including every page of this site.
Wesley Toddis the firm's intake attorney. He is an attorney admitted to practice in Florida, the founder of Oaktree Reserve, and the chief executive of CaseGlide, a litigation software company. Every inquiry to the firm reaches him directly.
How the firm works
The firm's conviction is that estate planning fails in the follow-through, not the drafting: the trust that never got funded, the beneficiary form a rollover quietly reset, the signing packet that sat in a drawer. So the work is built around delivery — signing-ready packets, per-document reasoning memos, funding verification inside the Trust Plan, and an annual Stewardship Membership that re-verifies the plan from documents you provide.
The firm and the Reserve
Oaktree Reserve — the wealth operating system whose name this firm shares — is a separate engagement for households that want tax, estate, protection, insurance, investment, and entity operations coordinated under one lens. Oaktree Reserve is not a law firm. Legal services are provided separately by Oaktree Reserve Law PLLC. Every legal engagement is signed with, billed by, and paid to the PLLC alone.