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Wills and Trust Attorney in Boca Raton

What we can offer you

Will and Trust Preparation in South Florida

Both Wills and Revocable Living Trusts are key elements of the Estate Planning process. Attorney Barry D. Siegel and his team at The Siegel Law Group, P.A. can help you plan, create or update your current Estate Plan including your Will, or Revocable Living Trust.

Anyone can benefit from the legal protection that Estate Planning provides, however, the process can be complicated and vary from state to state. We’re here to ensure that every detail you want covered is covered and we are happy to work with you no matter where you are in the Estate Planning process.

Planning

Estate Planning of any kind begins with our no-cost, no-obligation consultation. We will take the time to get to know you, discuss your concerns, assess your situation and advise you on how to move forward. With over 20 years of experience in Estate Planning Law, we can help you determine what planning best fits your situation and needs.

Drafting

Once you have decided whether you want to write a Will or form a Trust, the drafting stage begins. We will meet with you to work out all the details, prepare the documents and counsel you throughout the process. Once all your specifications are included and outlined as you see fit, the documents will be signed in the presence of a notary and witnesses and made official.

Review

Life is full of unexpected crossroads and turns. Though Wills and Revocable Living Trusts are official, they are changeable. We can help you update your estate planning documents and we also periodically review them at no extra cost to be sure everything remains up-to-date.

Revocable Living Trust vs. Will

Though both are documents that allow you to set the terms for property distribution after your death, they have some key differences:

  • When probated, a Will becomes part of the public record, while a Trust remains private.
  • Setting up a Will is initially less expensive, however, when it comes time to fully distribute property, a Will requires the costly Probate process while a funded Trust does not.
  • A Living Trust has living benefits, whereas a Will only becomes effective upon death.

Living Trusts or Family Trusts and Wills play an extremely important role in the Estate Planning process. Deciding which document is right for you depends on many different factors. Call The Siegel Law Group, P.A. to set up a no-cost consultation and get started on planning for the future.

The Siegel Law Group, P.A. currently provides assistance with estate planning documents throughout South Florida. Give us a call today at 561-955-8515 to get started.