Estate Planning & Probate

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A Different Kind of Estate Plan

Most estate planning attorneys draft documents. We draft documents that have been stress-tested against the disputes, creditor claims, and probate challenges we've actually litigated. That's the difference between a plan that looks good on paper and a plan that holds up when your family needs it most.

Estate planning isn't just for the wealthy. If you own a home in Florida, have a bank account, or have minor children, you need a plan, because without one, the State of Florida will make these decisions for you, and the result is rarely what you would have chosen.

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Revocable Living Trusts

A properly funded revocable living trust allows your assets to pass privately and immediately to the people you designate, bypassing the 6–12 month delay and public exposure of probate court entirely. We handle trust design, funding, and ongoing amendments as your life changes.

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Last Will & Testament

For clients who don't need a trust, or as a companion to one, we draft wills that clearly designate guardians for minor children, distribute assets according to your wishes, and minimize the potential for family disputes. Every will we draft is informed by the probate disputes we've handled, we know the language that invites challenges and the language that prevents them.

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Incapacity Planning

A durable power of attorney and healthcare surrogate designation ensure that trusted loved ones can manage your finances and make medical decisions if you're unable to do so. Without these documents, your family may be forced to petition the court for guardianship, a costly and invasive process.

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Probate Administration

When a loved one passes, the legal burden of probate can be overwhelming. We guide personal representatives through every step: marshaling assets, notifying creditors, filing inventories, resolving claims, and distributing the estate. We handle both formal administration and summary administration for qualifying estates.

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Probate Litigation

When disputes arise during probate, will contests, undue influence claims, creditor disputes, or breach of fiduciary duty by a personal representative, our litigation experience becomes your advantage. We represent beneficiaries, personal representatives, and creditors in contested proceedings.