Family Legacy Planning
Protecting your most valuable assets
Estate Planning | Wills | Trusts
Virtual Estate Planning Throughout Florida
Welcome!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule your FREE 15-minute consultation and speak with us personally about your family.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
Gregory Smith
This quick guide helps you learn how to make the smart and loving choice for your family
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
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Wine & Wills
How to avoid probate using basic estate planning
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Wine & Wills
How to avoid probate using basic estate planning
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Lady Bird Trust
How to avoid probate
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Lady Bird Trust
How to avoid probate
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Wills &
Living Trusts
How to avoid probate using basic estate planning
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Wills &
Living Trusts
How to avoid probate using basic estate planning
Join Us!
Wine & Wills
How to avoid probate using basic estate planning
Join Us!
Wine & Wills
How to avoid probate using basic estate planning
Join Us Online!
Lady Bird Trust
How to avoid probate
Join Us Online!
Lady Bird Trust
How to avoid probate
On-Demand Presentation
Play & Learn
How to keep your family out of court & conflict
On-Demand Presentation
Play & Learn
How to keep your family out of court & conflict
On-Demand Presentation
Lady Bird Deed
in 15-minutes
On-Demand Presentation
Lady Bird Deed
in 15-minutes
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Happy Clients
Motts D.
First rate team of legal experts.
I appreciated working with a first rate team of legal experts. Tina, who was working my case, took time to answer all of my questions, collected all information needed, made endless phone calls to resolve the issues, and was always available. She has always a smile on her face, and she is very good at what she does. Attorney Smith, who I worked with, is diligent, realistic, and gave great counsel to bring this case to a close. Should I ever need legal counsel again, I know who I will call. I highly recommend this firm!!!
Phyllis
Very Happy.
John was always thoughtful and a man of integrity throughout my case. He explained Florida law and what was to be expected on my first visit. I am very happy to have been represented by him. Everybody hopes to find representation and lawyering with the client's interest in mind.
Have Kids at Home?
Then You Need to Name Legal Guardians. Do It Here for Free.
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy for you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?
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Family Legacy Planning
Eustis Office
600 Jennings Avenue
Eustis, FL 32726
Lake Mary Office
1525 International Pkwy, STE 4021
Lake Mary, FL 32746
Groveland Office
250 S. Main Avenue, Groveland, FL 34736
Leesburg Office
1330 Citizens Boulevard, Suite #404, Leesburg, FL 34748
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DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.