Legal Life Planning


Planning for everyone you love and everything you have

Do you know what would happen legally- to you, your loved ones, your money – if something unexpected happened to you? Even if you don’t have an estate plan, the state of Florida has a plan for you.


Do you know what the people you love would have to deal with if something unexpected happen to you? If you don’t know, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.


To do this, we conduct a Family Wealth Planning Session, where we spend time together and you’ll get informed.

What to Expect In A Legal Life Planning Session

Complimentary 2-Hour Session


If you are ready to get more financially organized than you have ever been before, plus ensure none of your assets are lost to the department of unclaimed property, and that your family stays out of court and out of conflict when something happens to you, begin by scheduling a 2-hour private Legal Life Planning Session.


Once you schedule, we will send you everything you need to get prepared so that you can leave this Session with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love.