Naples Will and Trust Creation Attorney
Looking for the Right Florida Lawyer for Will / Trust Creation to Help You Plan For The Future, Protect Your Legacy, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled, and Avoid Future Hassles for You and Your Loved Ones?
Our Elder Law Attorneys can help you create your Will and / or Trust to help protect your legacy and your wishes.
Why Choose The Siegel Law Group, P.A.?
- Highly Reviewed & Rated – 5-star rating with 200 + reviews on Google, as well as a Superb 5 out of 5 stars on respected legal site AVVO.
- Free Consultation – Your initial consultation with our Planning Consultant is complimentary.
- Here For You, Years After Your Plan – When preparing your trust that includes Long-Term Care protection, we review and change your plan as you age.
- We Guide You Through The Process – We offer seminars, webinars, and even an “Owner’s Manual” for your plan. We take the guesswork out of how to maintain YOUR plan.
- Experienced Estate Attorneys – With over 100 years of combined experience, Attorney Barry Siegel and the team at The Siegel Law Group know firsthand what can happen if you are unprepared for life’s greatest challenges.
- Highly Responsive – We pride ourselves on fast response times when communicating with our clients. We will never let your questions or concerns go unaddressed.
- Personalized Attention – We understand and respect that everyone’s needs are unique. You are NOT just a file number. We make sure to give you and your case the attention you need.
Let Us Help You & Your Family
Call (239) 422-6460 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate. Your questions are welcome.
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We respect your privacy. The information you provide will be used to answer your question or to schedule an appointment if requested.
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Call (239) 422-6460 or Fill Out The Form
How Many of These Life Situations and Goals for a Trust Apply to You?
- I do not want the state to take my money when I die
- I have a blended family/2nd marriage
- Asset protection concerns
- I have real estate outside of Florida
- High net worth/wealth preservation
- Children/beneficiaries need protection from themselves, e.g., frivolous spending, bad marriage/ex-spouse, creditors, litigation, etc.
- I want to transfer my business to the next generation
- I want to avoid Probate court or minimize Probate
- I do not want my son/daughter-in-law to get their hands on my child’s inheritance
- I moved to Florida and want to update my trust to Florida law
- Estate tax concerns
- I have a Special Needs child
- Provide for a pet
- I have charitable interests
There are many types of Trusts to choose from in Florida, including Living, Testamentary, Revocable, and Irrevocable. Contact us today to craft a document that works best for your situation.
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Call (239) 422-6460 or Fill Out The Form
Reasons to create or update a Last or Living Will:
- Do not have a last will or living will
- Have minor children
- Have a DIY/form-generated will and want to upgrade to a more robust document
- Moved to Florida and want to update your will to comply with Florida law
- You and/or your spouse are “getting up there in years”
- Have a blended family / 2nd marriage
- Recent illness or adverse medical diagnosis
- Want to transfer your business to the next generation
- Going on vacation or an extended trip
- Having surgery
- Have a Special Needs child
- Pending divorce
- Want to leave an inheritance to a spouse, children, or loved ones
- Want to support charitable interests
If you wish to update your Will or Trust, you may create a codicil. This is an amendment to the original document that must be drafted, witnessed, and signed in the same manner as the original. You may also create a new Will or Trust that reflects your current needs.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
It’s Always Best to be Proactive Rather Than Reactive
As we age, there are numerous things to consider, not only for ourselves but our families. By planning today, we can ensure things are easier for ourselves and our families in the future. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with one of our Florida Elder Law lawyers and making the choices that protect your legacy.
What is the difference between a Will and a Trust?
The terms Will and Trust are sometimes used interchangeably. However, this is not correct. There are some differences between the two.
A Will is a legal document outlining an individual’s final wishes. This can include how they want their personal affairs to be handled, including burial arrangements, etc., along with how they want their property to be distributed.
A Trust, on the other hand, is a financial instrument that allows the trustor to transfer their assets under the management of a third party, also known as the trustee. Depending on the type of trust, it may offer significant protection from creditors and other suits against the estate.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
What Our Clients Are Saying
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
Actual Words Clients Have Used to Describe Us & Their Experience:
“The absolute best law firm. I can’t say anything negative,” ” felt very comfortable trusting them and I am very satisfied with how everything went,” ” easily accessible, meticulous, and thorough,” “Everybody I met was so warm, welcoming and helpful,” “They are very helpful and agreed to meet with my children so that they establish a relationship with them,” “We actually went to Mr. Siegel to discuss Elder Law regarding my mother, and then found ourselves redoing our entire Trust,” “Also provided me a complete kit with carrying bag to transport all of my documents. Again Thank You ALL at Siegel Law Group,” “They were efficient, courteous, and professional to my mom’s needs,” “They did a tremendous job keeping us informed, being timely, meeting all of our expectations,” “I feel a huge weight is now off my back. Very grateful for Barry Siegel and his well-organized team,” “They navigate all your needs as if you’re the only customer with your current reasons for being a client, and follows up with us constantly,” “I am more than confident they are doing everything within their power to assist me as a client, and they are extremely responsive (not to mention kind),” “They quickly responded to our questions, collected the information that they needed, and arranged a consultation call,” “I appreciated the time that Mr. Seigel took to explain the best way to achieve the safest way to make sure that I have set up all necessary documents that are necessary to have in place as I age,” “I can’t say enough about their service and attention and would recommend them highly,” “They helped me with an Estate Plan, trust, and bloodline planning about 5 years ago. We get together every 1-2 two years to check in on any major life events and make any necessary updates.”
If these qualities are what you are looking for in a law firm, then contact us to see how we can help you and your family.
Pet Trust Planning Attorney in Naples
If you do not plan, your pet may be negatively affected once you cannot care for them anymore. Your family may not want or know how to properly care for your animals. Without detailed instructions to help them, your family may not accept the challenge. A pet trust can help avoid changing your pet’s life or routine.
A pet trust is a type of trust that essentially acts as a manual for caring for your pet. In addition to detailed instructions, you can place money aside for your trustee to pay for your pet’s care. These resources alleviate the financial burden of caring for an animal.
Your pets are family, too. So protect them like family. Contact us to discuss adding a pet trust to your Estate Plan.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
What To Do Now
We welcome your questions and want to understand your situation to help you move forward. Call our office at (239) 422-6460 with questions and a description of your situation to see if we can assist or to schedule a consultation. Or you may simply fill out the form above on this page. Your form will be directly emailed to our office, and you can expect a reply within one business day and often within hours of the same day. All information you share is confidential.
Our Location
We help families throughout.
Serving clients in Naples, Marco Island and throughout Collier County.
Protect Your Family Today
Call (239) 422-6460 or Fill Out The Form
7 Steps to Make Sure Your
Estate Plan is in Order
Make smart choices to protect your loved ones. Download our free guide.
