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.
No payment to see your number, no obligation to book a call.
What Florida's court process costs, of the entire estate, not what's left after debts.
How long it can take. Your family may not be able to sell the house or access accounts during it.
Could decide 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 may sit unsellable.
General information, not legal advice.
Paid once. Your family may never have to file anything, wait, or wonder what you wanted.
General information, not legal advice.
Illustrative estimate based on published Florida court ranges. Your number depends on your situation, the quiz calculates yours.
Three things Florida decides for you.
Without a plan in place, the state could step in and make these calls for your family.
Who raises your children
If you haven't named a guardian, a judge could pick one. That judge may have never met your family.
Who sees it
The court process is public record. Anyone can read what you owned and who received it.
How long it can take
Six to eighteen months during which the house may not be able to be sold, accounts may not be accessible, and the bills keep arriving.
General information, not legal advice.
Four steps. The first one can take ninety seconds.
From a few honest answers to a signed plan, here is what the path looks like.
Answer eight questions
Your home, your family, and what you have in place today, including your living will and legacy planning wishes. You'll see your estimated cost and which plan may fit.
Book your consultation
A call with Mandy, our office manager, to walk through your concerns in detail. Your simple family will would be drafted and delivered, along with your full document packet.
Select your protection plan
Choose between our three estate planning options, each designed to help your family avoid court fees and delays in the future. Mandy can help confirm which may fit on your call.
Sign and get started
Mary and the team get you going from the signing ceremony onward, handling the deed, the funding, and the details. You'd leave with a binder, a digital vault, and a year of edits.
No payment to see your number, no obligation to book a call.
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
What happens on the consultation call?
Most families need something straightforward, and we would rather do that well than talk you into something bigger. The call with Mandy, our office manager, walks through your concerns in detail, your simple family will is drafted and delivered, and you receive 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 could mean your family goes through the courts to transfer it. A trust is designed to avoid that. If you rent and your accounts have beneficiaries named, a will-based plan is often genuinely all you may 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 may hold 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 to see your number. No obligation to book a call. Nothing you have to decide today.