Estate planning costs less than you think. Waiting is what gets expensive.
Answer eight questions about your family and your home. We'll show you what Florida's court process would likely cost the people you leave behind — and what a plan costs today.
Ninety seconds. No payment. No obligation.
What Florida's court process costs — of the entire estate, not what's left after debts.
How long it takes. Your family cannot sell the house or access accounts during it.
Decides who inherits, and who raises your children, if you haven't said otherwise.
Most people think a plan costs more than doing nothing. It's the other way around.
A typical Central Florida family with a paid-down home and retirement savings has an estate somewhere near $600,000. Here is what those two paths actually cost.
Plus 6 to 18 months in court, on the public record, while the house sits unsellable.
Paid once. Your family never files anything, never waits, and never wonders what you wanted.
Illustrative estimate based on published Florida court ranges. Your number depends on your situation — the quiz calculates yours.
Four things Florida decides for you.
Who raises your children
If you haven't named a guardian, a judge picks one. That judge has never met your family.
Who gets what
Florida's intestacy statute has a formula. It does not know about the stepchild you raised, or the sibling you haven't spoken to in twenty years.
Who sees it
The court process is public record. Anyone can read what you owned and who received it.
How long it takes
Six to eighteen months during which the house can't be sold, accounts can't be touched, and the bills keep arriving.
Three plans. Published prices. No hourly surprises.
Most families land in the middle one. The quiz tells you which fits, and Mary confirms it on your call.
Foundation
- Last will and testament
- Durable power of attorney
- Healthcare surrogate and living will
- HIPAA release
- Guardianship designation for your children
- Signing ceremony handled — witnesses and notary
- Digital vault and printed binder
- 12 months of no-charge minor edits
Court-Free
- Everything in Foundation
- Revocable living trust and pour-over will
- One Florida deed transfer — your home, into the trust
- Beneficiary designation audit across every account
- Trust funding session, so the trust actually holds what it should
- Successor trustee briefing packet
- 12 months maintenance included
Legacy
- Everything in Court-Free
- Up to three more deed transfers, including out-of-state coordination
- Asset protection provisions — an inheritance shielded from divorce or creditors
- Retirement account trust provisions
- Business succession and LLC interest assignment
- Family legacy meeting with adult children & trustee
- 3 years maintenance, and our estate settlement fee capped at 1%
Flat fees for standard matters. Third-party costs — recording fees, certified copies — are billed at cost. Complex situations are quoted before any work begins.
Three steps. The first one takes ninety seconds.
Answer eight questions
Your home, your family, and what you have in place today. You'll see your estimated cost and which plan fits.
Book your $297 consultation
A call with Mary, your simple family will drafted and delivered, and your full document packet. Credited toward any plan within 90 days.
Sign, and be done
We handle the signing ceremony, the deed, and the funding. You get a binder, a digital vault, and a year of edits.
No payment required to see your number.
Mary Zogg, B.C.S.
Twenty years of Central Florida family law, and a background most attorneys don't have: a psychology degree, an MBA, and a law degree. She reads the financial side and the family side at the same time — which is exactly what estate planning is.
Before you start
Why is the first step only $297?
Because most families need something straightforward, and we would rather do that well than talk you into something bigger. The $297 covers a call with Mary, your simple family will drafted and delivered, and your full document packet. If your situation needs more, she'll tell you on the call and you'll know the price before you decide anything.
Do I need a trust, or is a will enough?
If you own a home in Florida, a will alone means your family goes through the courts to transfer it. A trust is what avoids that. If you rent and your accounts have beneficiaries named, a will-based plan is often genuinely all you need — and we'll tell you so.
I already have documents. Are they any good?
Bring them. The most common problem we see isn't a badly drafted trust — it's a perfectly good trust that was never funded, meaning the house was never actually transferred into it. That failure is invisible until the day it matters.
What about documents I made online?
Online forms are written for no state in particular. Florida has specific execution requirements and homestead restrictions that generic templates don't address. We'll review what you have and tell you honestly whether it holds up.
Does Florida have an estate tax?
No. Florida has no state estate tax and no state inheritance tax. Federal estate tax only applies to estates well above the federal exemption. Court costs are the expense that affects nearly everyone — not tax.
Can we do this without coming into the office?
Most of it, yes. The signing ceremony has requirements we handle in person at either the Clermont or Orlando office.
Find out what waiting would cost your family.
Eight questions. Ninety seconds. A real number instead of a vague worry you've been carrying around.
No payment. No obligation. Nothing you have to decide today.