Many people already have estate planning documents but aren’t sure if they still work. Life changes, the law changes, and plans created years ago—or in another state—may no longer do what you expect.
I review existing wills, trusts, and related documents to see how they function together, identify gaps or conflicts, and explain what works and what doesn’t. When updates are needed, I recommend practical changes based on your current goals, family situation, and Florida law.
This process is especially important after major life events such as retirement, relocation to Florida, changes in family dynamics, or shifts in financial responsibility.
The goal is to make sure your plan still reflects your wishes and works the way you intend when it matters most.
Who This Is For:
Those with existing estate plans who want to be sure nothing has been overlooked.