Trust, Wills & Powers

For those who want a plan that does more.

Designed for individuals who own real property, have assets worth protecting, or want to keep their estate entirely out of probate court. A revocable living trust is the most flexible and comprehensive estate planning tool available in Florida.

Ideal if you:

• Own real estate or investment property in Florida

• Want your estate to bypass probate entirely

• Have beneficiaries you want to protect — including children

• Want more comprehensive coverage than a simple will can provide

What's Included:

• Revocable Living Trust — A flexible estate planning tool that holds your assets, avoids probate, and allows you to retain full control during your lifetime.

• Pour-Over Will — Works alongside your trust to capture any assets not already in the trust at the time of your passing.

• Durable Power of Attorney — Designates a trusted person to manage your financial and legal affairs if you become incapacitated.

• Healthcare Surrogate Designation — Names someone to make medical decisions on your behalf when you are unable to do so yourself.

• Living Will — Documents your end-of-life care wishes, giving healthcare providers clear direction and relieving your family of difficult decisions.

This trust is prepared for one primary grantor. Married couples considering a joint trust are encouraged to contact our office. All documents include detailed signing instructions. Execution and notarization services are not included.