Estate Planning Services in Broward County, FL
Wills, trusts, advance directives, and asset protection — built as one plan to protect your family and your legacy.
Estate planning is not just about documents. It's about control. Without a plan, the court decides what happens to your assets, your business, and your family.
We help individuals and families across Cooper City and Broward County put a plan in place that avoids probate where possible, protects assets, and gives clear direction.
When you need estate planning
You should have an estate plan if you:
- own a home or investment property
- have minor children
- run a business
- want to avoid probate
- want to control how assets are distributed
- want to protect family members with special needs
What we create for you
A complete estate plan can include:
- —Revocable living trust
- —Last will and testament
- —Durable power of attorney
- —Healthcare surrogate and directives
- —Beneficiary and asset alignment
- —Guardianship designations for minors
Everything is built as one system so your plan works in real life.
How we help
We guide you through:
- 1Reviewing your assets and family situation
- 2Identifying risks and goals
- 3Building the right structure (trust vs will, or both)
- 4Drafting and executing documents properly
- 5Updating assets and beneficiary designations
What happens if you don't plan
Without an estate plan:
- your estate goes through probate
- distribution is controlled by Florida law
- delays and costs increase
- family conflict becomes more likely
Planning now avoids all of that.
Related Services
Frequently Asked Questions
Do I need a trust or just a will?
It depends on your assets, family structure, and goals. A will goes through probate, which is public and can take months. A revocable living trust avoids probate, keeps your affairs private, and allows faster distribution to beneficiaries. Many Florida families benefit from having both — a trust for asset management and a pour-over will as a safety net. During your consultation, we evaluate your situation and recommend the right combination.
Can I avoid probate in Florida?
Yes, in many cases probate can be avoided with proper planning. A revocable living trust is the most common tool, allowing assets to transfer directly to beneficiaries without court involvement. Other strategies include beneficiary designations on accounts, joint ownership with rights of survivorship, and lady bird deeds for real property. The right approach depends on the types of assets you own and your family situation.
How often should I update my plan?
You should review your estate plan every 3 to 5 years, or sooner after major life changes such as marriage, divorce, the birth of a child, a significant change in assets, or a move to a new state. Florida law has specific requirements that may differ from other states, so if you relocated to Florida with an existing plan, it should be reviewed to ensure it complies with Florida statutes.
Can you help update an existing plan?
Yes. We regularly review and update outdated estate plans. Whether your documents were drafted in another state, your family situation has changed, or your current plan no longer reflects your wishes, we can assess what you have and recommend specific updates. In many cases, amendments or restatements can be made without starting from scratch.
Get your estate plan in place the right way.
Schedule a consultation today.