Estate Planning · Florida

Estate Planning Without the Mystery

Know what you’re getting. Know what you’re paying. Attorney-drafted Florida estate plans — wills, trusts, powers of attorney, and health care directives — with flat fees from $895.

From our office in Eustis, we prepare estate plans for families in Eustis, Clermont, Mount Dora, Tavares, The Villages, Lady Lake, Lake Mary, Heathrow, Oviedo, Winter Springs, Longwood, Winter Garden, Horizon West, Winter Park, Maitland, Windermere and Dr. Phillips.

Estate planning services

Plan for your family with confidence

A good estate plan does more than say who gets what. It protects you if you become unable to make decisions, and makes things simpler for the people you leave in charge.

Wills

An attorney-drafted Florida will naming who inherits, who is in charge, and who would care for minor children.

Revocable Living Trusts

Trust-based planning designed to avoid probate and give your family a clear roadmap.

Will vs. Trust

Not sure which you need? We’ll explain the difference in plain language and recommend what fits.

Powers of Attorney

A durable power of attorney lets someone you trust handle finances and legal matters if you can’t.

Health Care Directives

A health care surrogate designation, living will, and HIPAA authorization so your wishes are known.

Estate Planning After Divorce

Update beneficiaries, fiduciaries, and documents so your plan reflects your life today.

Estate Planning for Families

Guardian planning for minor children and a plan that keeps your family out of uncertainty.

Estate Planning for Business Owners

Coordinate your personal plan with your business interests and ownership documents.

Probate Avoidance & Planning

Trusts, deeds, and beneficiary designations that can help your family avoid Florida probate.

Flat-fee estate plans

Three clear packages

Every package includes an attorney planning consultation, attorney-drafted documents, and signing instructions.

Accord Essentials™

Your essential Florida estate plan.

$895 individual

$1,395 couple

Last Will & Testament
Durable Power of Attorney
Health Care Surrogate & Living Will
HIPAA Authorization
Pre-need guardian designation, when applicable

Estate planning FAQs

Do I need a will or a trust in Florida?

It depends on your assets, your family, and your goals. A will is the foundation of most plans. A revocable living trust can help avoid probate and is often recommended for homeowners and families who want more privacy and control. We’ll recommend what fits after a short conversation.

What happens if you die without a will in Florida?

Florida’s intestacy laws decide who inherits, in a set order that may not match your wishes, and a court appoints someone to administer your estate. You also lose the ability to name a guardian for minor children.

What documents should be in a Florida estate plan?

Most plans include a will or revocable trust, a durable power of attorney, a designation of health care surrogate, a living will, and a HIPAA authorization. Homeowners may also benefit from a Lady Bird deed or a deed into a trust.

When should I update my estate plan?

After marriage, divorce, the birth or adoption of a child, a move to Florida, buying or selling real estate, starting a business, or the death of someone named in your plan — and generally every few years.

Is my out-of-state will valid in Florida?

A will validly signed in another state is generally recognized in Florida, but other documents, such as powers of attorney, and Florida’s homestead rules can create issues. An existing estate plan review ($395) will tell you what needs updating.

Estate planning with a clear scope and a flat fee

Flat-fee estate plans from $895. Start online, or book a free 15-minute assessment to find the right package.

Start Online Schedule a Free 15-Minute Assessment

Prefer to talk? Call (352) 434-0222 or text us — after-hours messages are answered the next business day.

Published flat fees apply to standard Florida estate-planning matters. Estate-tax planning, special-needs trusts, Medicaid planning, irrevocable trusts, advanced asset protection, complex blended-family planning, business succession planning, multiple or out-of-state properties, and other matters outside the stated package scope are quoted separately after attorney review. Government recording charges are separate. This page is general information, not legal advice.