Core Florida estate and incapacity planning for relatively straightforward circumstances without a revocable living trust.
L’dor v’dor · From generation to generation
Build the foundation before the documents.
Strong roots begin with clear authority: who may act during incapacity, who protects children, and how property should pass. The documents follow the family’s circumstances and attorney-approved plan—not the metaphor.
What’s included
Will
Durable Power of Attorney
Health Care Surrogate Designation
Living Will and HIPAA Authorization
Guardian planning where appropriate
Planning consultation
One reasonable revision cycle
Signing conference
What’s not included
Revocable or irrevocable trusts
Tax planning
Complex succession or asset-protection planning
Recording charges and third-party costs
Eligibility and scope
Standard fact patterns only. Blended families, foreign assets, non-U.S. citizenship, special-needs beneficiaries, substantial conflict, advanced tax issues, complex business succession, and asset-protection objectives require custom scope.
Logical next-step credit or benefit
Any credit must be stated in the written engagement; no automatic credit applies unless expressly offered.
Questions
Is every listed document always appropriate?
No. Deliverables are prepared as applicable after attorney review.
Are government and third-party costs included?
No. Any applicable costs are additional and disclosed before they are incurred.
Draft for attorney review. All fees, scopes, eligibility rules, credits, community benefits, and availability require final attorney approval and a written engagement. Government, recording, title, tax, and other third-party costs are additional where applicable. No attorney-client relationship is formed by visiting, scanning, or submitting an inquiry. Please share only what we need to check for conflicts: your name, the other people or companies involved, the general type of matter, and any urgent deadline. Hold documents and sensitive details until conflicts are cleared and we have agreed in writing to work together. Contacting the firm does not create an attorney-client relationship. Never send private keys, seed phrases, passwords, or account credentials. School sponsorship does not imply endorsement by the school, PTA/PTO, School District, or any public entity.
