Estate planning attorneys in St. Pete Beach
An estate plan is the set of documents that lets the people you trust act for you — while you're alive if you can't, and after. Most people put it off because it sounds expensive and morbid. It's neither. We'll tell you what you actually need, what it costs, and then do it.
Who this is for
- You just moved to FloridaYour old will probably still works. Your old plan probably doesn't.What to update first
- A parent has diedYou're not sure what probate is or whether you need it.How probate works here
- You have kids nowWho raises them, and who handles the money, if something happens.Wills and guardianship
- You're thinking about retirementOr someone in the family got a diagnosis.Powers of attorney
- You own a businessWhat happens to it, and to the people who work there.Business succession
Wills and trusts
A will says who gets what and who's in charge. A trust can do that without a court. Which one you need depends on what you own, who you're leaving it to, and whether you'd rather spend a little now or have your family spend more later. We'll tell you plainly which fits.
Wills and trustsProbate
Probate is the court process for passing on what someone owned. In Florida it can be short or long depending on what was planned ahead of time. We handle formal, summary and ancillary probate for families here and for out-of-state owners of Florida property.
ProbatePowers of attorney and health care documents
The documents that matter while you're alive: who can sign for you, who can speak to your doctors, and what you'd want. Every adult should have these; most don't.
Powers of attorney
Your home is part of the plan
For most families on the beach the house is the biggest thing they own. A Lady Bird deed or a deed into a trust can keep it out of probate entirely — and because we're a real estate firm, we draft and record that deed ourselves. Nothing gets handed off.
What it costs
| Will package | from $— | Will, powers of attorney, health care documents. |
|---|---|---|
| Trust package | from $— | Revocable trust, pour-over will, deed into the trust, the rest. |
| Plan review | $— | An hour. Usually ends with one or two documents, not a new plan. |
| Probate | Quoted | After we see the estate. Usually within a day. |
How it starts
- Call or send a note. Tell us what's going on. No charge for that conversation.
- We review and tell you what it takes. What we'd do, how long, and what it costs — before you commit.
- We handle it. You get one person to call and plain updates along the way.