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Revocable Living Trusts Lawyer in Boca Raton

The Siegel Law Group, P.A. in Boca Raton, Florida helps South Florida families, seniors and their loved ones prepare for the future with Revocable Living Trusts.

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On This Page
  1. Why Should You Get a Revocable Living Trust in Florida?
  2. What Does the Revocable Living Trusts Process in Boca Raton Entail?
  3. Factors to Consider with a Revocable Living Trust
  4. We Offer Legal Guidance to Secure Your Assets

A revocable living trust (RLT), also known as a revocable trust or a living trust, is a legal document that you can use to manage your assets during your lifetime and have them distributed to your beneficiaries after your death. Talk with a revocable living trusts lawyer in Boca Raton about estate planning. Your attorney can teach you about RLTs and their benefits. 

The Siegel Law Group, P.A., is a legal practice with more than 100 years of combined experience on our team. As you learn about wills and trusts, we encourage you to speak with us about the financial protection that comes with estate planning. 

If you decide to move forward with a revocable living trust, we can put one together for you that aligns with your expectations. Let our estate planning lawyers in Boca Raton establish a relationship with you and help you achieve your goals with your revocable trust. To get started, schedule a free consultation with us. 

Why Should You Get a Revocable Living Trust in Florida?

Meet with a revocable living trusts attorney in Boca Raton as you weigh the pros and cons of various estate planning options. Your lawyer will look at the specifics of your situation relative to an RLT and provide you with estate planning FAQs and resources. Reasons your attorney may advise you to get an RLT include:

  • You can avoid the probate process. In terms of how long Florida probate can take, months or years can pass before your assets are distributed to your beneficiaries following your death. An RLT allows you to bypass costly and time-intensive probate. 
  • Your assets remain private. Since there’s no probate, the details of your assets and who will inherit them will not be disclosed publicly as part of your RLT. 
  • You can provide instructions for what to do if you become incapacitated. With an RLT, you can appoint a trustee to manage your assets if you are no longer capable of doing so rather than rely on a court-appointed guardian or conservator. 
  • You retain control over your assets. Because your RLT is a living document, you can amend it whenever you choose. 
  • You can minimize stress for your family. Thanks to your RLT, you can limit the risk of confusion or conflict among your family members as your assets are distributed to your beneficiaries after you die.
  • You can receive peace of mind. There’s nothing to worry about when you have an experienced estate plan attorney develop your RLT. Your lawyer will commit the time and resources necessary to teach you about the terms and administration of your RLT so that you’ll know your document will deliver your desired results now and in the future.  

The Siegel Law Group, P.A., has received dozens of positive client testimonials. One of our goals is to provide our clients with insights into RLTs and other estate plan options. In addition, if you’re ready to set up an RLT, we’re here to help. Contact us today for more information.  

For a free legal consultation with a Estate Planning lawyer serving Boca Raton, call 561-955-8515

What Does the Revocable Living Trusts Process in Boca Raton Entail?

Don’t create an RLT alone. Otherwise, if you encounter any of the biggest mistakes that Floridians deal with when setting up a trust, estate plan issues could arise down the line. Instead, have a Boca Raton revocable living trusts lawyer guide you through the setup process, which consists of these steps:

  • Create your RLT. Your attorney can draft a legal document outlining your wishes, including designating beneficiaries and appointing a successor trustee to manage your RLT if you’re unable to do so. They will prepare this document in accordance with Florida law.  
  • Fund your RLT. This will require you to put together an inventory of your real estate, bank accounts, investments, and other assets and transfer ownership of them to your RLT.
  • Manage your RLT. Keep an eye on your RLT and manage your assets as you decide. If you want to make changes to your RLT, you’re free to do so whenever you choose. 

Partner with an estate planning attorney who knows the ins and outs of the process of setting up a revocable living trust. Your lawyer will account for various factors within your document, ensuring it will serve you and your loved ones well moving forward. 

Boca Raton Revocable Living Trusts Lawyer Near Me 561-955-8515

Factors to Consider with a Revocable Living Trust

Share any concerns or questions you have about RLTs with your Boca Raton revocable living trusts attorney. As you go through the process of setting up your RLT, your lawyer will discuss myriad factors with you, such as:

  • Incapacity planning: Your lawyer will encourage you to name a successor trustee who will manage your assets if you’re incapacitated. 
  • RLT funding: You will have to retitle your assets into your RLT.
  • Asset types: You should be able to include most of your assets in your revocable living trust, but there are certain rules you’ll have to consider with things like IRAs and life insurance.

Get legal help when in doubt about what to do to get the most value out of your RLT. Estate planning lawyers take the guesswork out of RLTs and ensure that your trust will provide financial protection to you and your loved ones consistently. 

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We Offer Legal Guidance to Secure Your Assets

Estate planning in Florida can be a hassle. Mistakes you make with your RLT could harm you and your family down the line. Leave nothing to chance with your estate plan. Ask for help from revocable living trusts lawyers in Boca Raton, as they will simplify the process of creating an estate plan that works well for you and your loved ones. 

The Siegel Law Group, P.A., proudly serves South Florida residents. We provide personalized estate planning solutions tailored to the needs of our clients. Give us the opportunity to help you with your RLT. Request a free consultation with us.  

Call or text 561-955-8515 or complete a Free Case Evaluation form

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Benefits of a Revocable Living Trust

The benefits of a Revocable Living Trust include:

  • Flexibility in Choosing an Administrator: A Revocable Living Trust allows you to choose anyone as the primary administrator of property after your death, including unrelated persons and persons or companies located elsewhere.
  • Avoidance of Probate Court: A Revocable Living Trust can help you avoid the lengthy and public process of Probate Court, managing the efficient transfer of assets to beneficiaries.
  • Asset Management: A Revocable Trust provides ongoing asset management, allowing for seamless administration and organization of your assets during your lifetime and beyond.
  • Privacy: A Revocable Trust offers privacy because it keeps your affairs out of Probate and enables quicker and more private settlements. Only the beneficiaries know the contents of the Trust.
  • Incapacity Protection: A Living Trust can protect your assets in the event of your incapacity, providing a mechanism for a successor trustee to manage your Trust assets efficiently.
  • Grantor Can Retain Control: A Living Trust can be revised or revoked during the grantor’s lifetime.
  • Protection for Minor Children: A Living Trust can be used to manage assets for minor children should something happen to their Guardian.

Why Choose The Siegel Law Group, P.A., P.A

Why Choose Siegel Law | Boca Raton Estate Planning Attorney | Call 561-955-8515

Our goal at The Siegel Law Group, P.A. is to help our clients and their families have better futures by addressing Elder Law concerns, preparing for life’s challenges through comprehensive Estate Planning and guiding personal representatives through the Probate process in Florida. We offer personalized solutions tailored to your needs while protecting your family’s legacy.

You can rely on our team to be here for you and by your side in the protection of your assets and interests:

  • We often work with the family members of an elder seeking comprehensive planning for care, protection of assets and related considerations such as protection and distribution of assets in circumstances such as Probate.
  • We take the important extra step of funding your Trust with your intended assets when we create your Trust, and we also routinely remind you in case you may have additional assets to fund.
  • We do a review of your Estate Plan with you every three years, discussing any changes in relationships, finances or laws that may affect your plans or intentions.
  • We educate our clients on bloodline planning to ensure children are in line for your assets when appropriate, preventing your assets from potentially being lost in divorces or blended family scenarios.
  • Our firm conducts free post-death consultation and successor seminars to guide your family through the full process.

With over 22 years of experience, our esteemed Florida firm guides you through each step of the Estate Planning process and tailors a plan that prepares for your concerns, your needs and a legacy for your family. Hablamos español.

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Questions or Schedule An Appointment, Click To Contact Us: (561) 559-6232

What are the Crucial Roles in a Revocable Living Trust?

A Revocable Living Trust features three crucial roles:

  • Grantor: The person establishing the Revocable Living Trust — also known as the settler — who has the power to revoke and amend the Living Trust.
  • Trustee: The person who manages the Revocable Trust. When the grantor initially establishes the Trust, they are typically the trustee. When the grantor dies, resigns, or becomes incapacitated, the successor trustee assumes this duty.
  • Beneficiary: The person(s) designated to accept the benefits of the Living Trust.

Upon the grantor’s death, the Revocable Trust becomes an Irrevocable Trust and the beneficiary changes from the grantor to the grantor’s chosen beneficiaries.

Critically, the grantor names a Successor Trustee during the establishment of the Trust to enable that individual to assume the role of trustee when the original trustee passes away or becomes unable to serve due to incapacity.

Funding a Revocable Living Trust

Once you establish a Living Trust, the next step is to fund it by transferring your assets. You can transfer many assets into a Revocable Trust, including:

  • Real Estate: These assets could include residential properties, vacation homes, rental properties and any other real estate holdings.
  • Bank and Investment Accounts: Savings accounts, checking accounts, certificates of deposit (CDs), stocks, bonds, mutual funds and other types of investment accounts can be transferred into a Revocable Living Trust.
  • Business Interests: If you own a business or have ownership interests in partnerships or corporations, you can transfer these into the Living Trust.
  • Personal Property: Assets such as vehicles, valuable personal belongings, artwork, jewelry and other tangible possessions can also be included in the Living Trust.
  • Intellectual Property: Rights to patents, trademarks, copyrights and other intellectual property can be transferred into the Living Trust.
  • Life Insurance Policies and Annuities: These financial instruments can form part of the Trust’s assets.

Once the grantor funds the Living Trust, the trustee can access and manage all of Trust assets as if they were in the person’s name, including buying property or selling property, withdrawing money from bank and brokerage accounts in the name of the Trust and other actions.

As the name suggests, a Revocable Living Trust can be amended or revoked by the grantor during their lifetime. An Irrevocable Living Trust, on the other hand, cannot be altered or amended once established. Whether a Revocable Trust or an Irrevocable Living Trust is better for you depends on your unique circumstances and goals. Consult a knowledgeable and experienced Estate Planning attorney, who can recommend the right tool for you and your family.

Questions or Schedule An Appointment, Click To Contact Us: (561) 559-6232

Do I Need an Attorney to Create an Estate Plan in Florida?

While there is no legal mandate to hire an Estate Planning attorney in Florida, consulting a knowledgeable and experienced attorney can facilitate the process, tailor an Estate Plan that suits your needs and goals and work to ensure compliance with state laws.

Estate Planning involves complex legal and financial considerations, such as drafting Wills and Living Wills, establishing Trusts, creating Powers of Attorney and addressing Health Care Directives. An attorney can guide you through these matters with personalized solutions while navigating potential challenges. They can help you maximize tax efficiency, preserve assets and safeguard the interests of your beneficiaries by making sure they take possession of the assets intended for them.

Contact Us below or Complete Our Online Form
Contact Us below or Complete Our Online Form
Call Us Today 561-955-8515

The Siegel Law Group, P.A. Offers Protection for Your Loved Ones, Peace of Mind for You

With over 100 years of combined experience, The Siegel Law Group, P.A. in Boca Raton, Florida wants to guide you through every step of the Estate Planning process. Our dedicated Estate Planning attorneys help South Florida families, seniors and their loved ones prepare for the future.

Let us help you put your financial affairs in order and plan for your future with a comprehensive Estate Plan based on your needs, desires and circumstances. We also understand the many changes that take place over one’s lifetime, which is why we review our clients’ Estate Plans every three, six and nine years.

Whether you need a Living Revocable Trust or another Trust instrument, a Will, a Power of Attorney or a Health Care Directive, we are here to assist you. Contact us at or complete our online form to schedule a complimentary consultation.

The Siegel Law Group, P.A. ~ Reviewing Estate Plans with our Valued Clients Every Three, Six and Nine Years to Keep Pace with Life’s Inevitable Changes.