Wills & Trusts
Wills, revocable living trusts, powers of attorney, and healthcare directives — drafted in plain English and signed properly, with the trust actually funded before we call it done.
Most estate plans fail in a filing cabinet — unsigned, outdated, or simply lost. We build plans that are current, funded, and organized in one binder your family can open on the worst day and know exactly what to do.
Nobody should plan their legacy while watching a billing clock. Our two core packages — the $1,800 will package and the $3,500 trust package — are flat fees, published on this page, and they include the follow-through most firms skip: funding the trust, titling the accounts, and walking your family through where everything lives.
Every plan leaves our office in a labeled binder with a digital copy for the people you choose. Twice a month we teach a free workshop at the Naples Regional Library — no sales pitch, just an honest hour on what Florida law actually does with an unplanned estate. Come sit in before you hire anyone, including us.
Wills, revocable living trusts, powers of attorney, and healthcare directives — drafted in plain English and signed properly, with the trust actually funded before we call it done.
When a loved one passes, we guide the personal representative through Florida probate step by step — filings, creditor notices, and distributions handled with care, not chaos.
For larger estates, we coordinate with your CPA and financial advisor on gifting strategies, marital deduction planning, and trust structures that keep more of your legacy in the family.
Long-term care is the risk that empties estates. We plan around Florida Medicaid rules — early when possible, carefully when a nursing home is already on the horizon.
If you own a business, your estate plan and your succession plan are the same document. We prepare buy-sell agreements and transition plans so the business outlives the founder.
When a family member can no longer manage their own affairs, we handle guardianship proceedings with dignity — and show families the alternatives that often avoid court entirely.
A relaxed first meeting — in our office or your living room — about your family, your wishes, and what you own. No documents to bring, no fee to pay.
We recommend a plan and quote the flat fee in writing before any work begins. You take the quote home and decide without anyone hovering.
We draft, you review at your own pace, and we sign with proper witnesses and notary — the formalities that make Florida documents hold up.
You leave with everything organized in one place, and we invite you back every three years — or after any big life change — to keep the plan current.
“We put this off for eleven years. Two meetings, one flat fee, and it was done — will, trust, healthcare directives, all of it in a binder our daughter knows how to find.”
“After my husband passed, the probate felt impossible. They handled every filing and explained each step before it happened. I never once felt rushed or talked down to.”
“They found that our old up-north trust had never been funded — twenty years of false security. Fixed, retitled, and current in a month, for exactly the price quoted.”
Our will package is a flat $1,800 and our trust package is a flat $3,500 — each includes powers of attorney, healthcare directives, and a signing ceremony. Larger or more complex estates are quoted as a flat fee in writing before any work begins. There is no hourly billing for planning work.
It depends on what you own and how it is titled. In Florida, a will alone generally means probate; a funded revocable trust usually avoids it. At the first meeting we lay out both paths with real numbers, and plenty of families leave with the less expensive answer.
A typical formal administration runs eight months to a year — the creditor period alone is three months, and courts move at their own pace. Smaller estates may qualify for summary administration, which is often finished in a few months. We give you an honest timeline for your situation at the start.
Florida Medicaid looks back five years at transfers, so earlier is always better — but late planning is not no planning. Even families at the nursing-home door usually have lawful options to protect a portion of what they have. The mistake is guessing; the fix is a conversation.
We hope so, and we work at it — but every family and every estate is different, and prior results do not guarantee a similar outcome. What we can promise is the same process: published fees, unhurried meetings, and documents done properly.
Request a time or ask about the next free workshop. We will follow up within one business day. Contacting us or submitting this form does not create an attorney-client relationship.