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