Estate Planning Attorney in Coconut Creek, Florida
Coconut Creek offers a mix of active adult communities and family neighborhoods, attracting retirees relocating to South Florida alongside younger residents. Many Coconut Creek residents need estate plan updates after moving from another state, advance directive planning as they age, and strategies for coordinating retirement account beneficiary designations with their overall estate plan. Mark Mastrarrigo P.A. helps Coconut Creek residents create and update estate plans that reflect their current life stage and Florida legal requirements.
Services for Coconut Creek Clients
If you're in Coconut Creek and you want your plan done correctly, these are the areas we handle most often:
Clients from Coconut Creek visit our office at 5500 South Flamingo Road, Suite 205, Cooper City, FL 33330, or we can arrange a phone or video consultation.
Will & Trust Creation
Build a legally sound plan for how assets are managed and distributed
Learn more →Advance Directives
Document healthcare wishes and decision-making authority
Learn more →Asset Protection Planning
Structure assets to reduce avoidable risk
Learn more →Estate Tax Planning
Plan ahead to reduce estate-related tax exposure when applicable
Learn more →Business Succession Planning
Create a clear transition plan for business ownership
Learn more →Other Legal Services in Coconut Creek
When Coconut Creek Residents Typically Call
- Retiring and updating estate plans for Florida law compliance
- Updating out-of-state estate documents after relocating
- Active adult community residents planning advance directives
- Coordinating retirement account beneficiary designations
- Planning for potential long-term care needs
Learn More
If you're looking for estate planning help in Coconut Creek, start with our Cooper City estate planning services. You can also learn more about business succession planning. For additional information, see Florida will requirements.
How It Works
Consultation
We review your goals, assets, and concerns
Plan Design
You get the right structure (will, trust, directives, and supporting documents)
Execution
Documents are finalized and signed properly, with guidance on next steps
Local Resources for Coconut Creek Residents
Coconut Creek residents filing probate or recording estate-related documents work through the Broward County court system. The Clerk of Courts maintains probate records and handles estate administration filings for all Broward County municipalities, including Coconut Creek. Broward County Clerk of Courts
FAQs
Do I need to redo my estate plan after moving to Coconut Creek from another state?
While your existing documents may still be technically valid, Florida has specific requirements that can differ significantly from other states. Having your plan reviewed and updated ensures your power of attorney, healthcare surrogate, and will meet Florida standards and will be accepted by Florida courts and institutions.
What advance directives should Coconut Creek retirees have in place?
Florida recognizes healthcare surrogate designations, living wills, and durable powers of attorney. These documents ensure someone you trust can make medical and financial decisions if you become unable to do so, and they should be executed under Florida law for maximum effectiveness.
How do retirement accounts fit into my estate plan?
Retirement accounts like IRAs and 401(k)s pass by beneficiary designation, not through your will or trust. Reviewing and updating these designations is critical, especially after major life changes like a move, divorce, or the death of a beneficiary.
Serving Coconut Creek and Surrounding Areas
Our office is located in Cooper City, and we regularly serve clients in Coconut Creek and nearby communities throughout Broward County. We offer both in-person and online consultations to accommodate your schedule.
Schedule an Estate Planning Consultation
Or use the form to request an appointment