A complete Florida estate plan isn't just a will. At Elder Needs Law, we create a coordinated set of legal documents designed to protect you during your lifetime and protect your loved ones after you're gone.
Your will declares how you want your assets distributed, who will manage your estate as executor, and — critically — who will care for minor children as guardian. Without a valid will, Florida law decides these things for you, which may not reflect your wishes.
A revocable living trust lets you transfer assets to heirs without going through probate — saving time, money, and public exposure of your estate. You maintain full control during your lifetime and the trust takes effect seamlessly at your passing. Ideal for Florida families with real property or larger estates.
Designates someone you trust to manage your finances, pay bills, and make legal decisions on your behalf if you become incapacitated. Without a durable power of attorney, your family may need court intervention — a costly, time-consuming process — just to access your accounts.
Appoints a healthcare agent to make medical decisions on your behalf if you cannot. This is distinct from your living will — it gives your chosen person the authority to advocate for you with doctors, hospitals, and care facilities.
Documents your end-of-life care preferences — including decisions about life support, feeding tubes, and resuscitation. Ensures that your values and wishes guide care decisions, relieving your family of an agonizing burden during an already difficult time.
If you have a child or family member with special needs, a properly structured special needs trust preserves their eligibility for government benefits (Medicaid, SSI) while providing supplemental care funds that enhance their quality of life.
Retirement accounts, life insurance policies, and certain bank accounts pass directly to named beneficiaries — bypassing your will entirely. We review and coordinate all beneficiary designations to ensure they align with your overall estate plan.
After the grantor's death, the trustee must follow specific steps to administer the trust correctly. We guide successor trustees through the entire process — avoiding legal pitfalls and ensuring assets reach beneficiaries smoothly.
Nearly 60% of Americans don't have a will or estate plan. If you die without one in Florida, state law — not your wishes — determines what happens to your assets and who raises your children.
We'll tell you exactly — for free. Call (305) 449-9214 or submit the form below.
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305-363-1955
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