Family · Attorney-review candidate

Family Trust Plan

The flagship planning package for qualifying Florida families who need a coordinated revocable-trust plan.

Individual $1,995 · Couple $2,495

L’dor v’dor · From generation to generation

Build the foundation before the documents.

A coordinated trust plan connects the roots below the surface—ownership, fiduciaries, incapacity planning, beneficiary designations, and funding—with the people and generations the plan is meant to support.

What’s included

  • Revocable Living Trust
  • Pour-over Will
  • Durable Power of Attorney
  • Health Care Surrogate Designation
  • Living Will and HIPAA Authorization
  • Guardian and children’s continuing-trust planning where appropriate
  • Trust certification and personal-property assignment where appropriate
  • Funding checklist
  • Review and preparation of one appropriate Florida residence deed
  • Two reasonable revision cycles
  • Signing conference

What’s not included

  • Irrevocable, tax, special-needs, or asset-protection trusts
  • Business succession instruments
  • Government, recording, title, tax, and third-party costs
  • Ongoing trust funding or retitling beyond the stated scope

Eligibility and scope

Standard qualifying fact patterns only. The firm may recommend Customized Estate Planning after consultation.

Logical next-step credit or benefit

Whispering Pines community-benefit concept: a complimentary first annual Family Legal Checkup for qualifying plans initiated through this program, subject to final attorney approval and the written engagement.

Questions

Does signing a trust automatically fund it?

No. Funding and beneficiary coordination require separate follow-through; the package includes instructions and the stated deed scope.

Are recording charges included?

No. Recording, title, tax, and other third-party charges are additional where applicable.

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. Do not send confidential information until conflicts are cleared. School sponsorship does not imply endorsement by the school, PTA/PTO, School District, or any public entity.

← Return to Nieuchowicz Law