Wills & Trust Planning Attorneys in South Florida

Not having a will or trust can lead to confusion and conflict among family members after you pass away.

By clearly stating your wishes, you can help to reduce the risk of conflict and ensure that your assets are distributed according to your desires.

Boca Raton Wills & Trusts Attorney

Serving Families throughout Florida

We understand that creating a will or trust can be a daunting task. You may be in the planning stage or need to update an existing plan.

It can be challenging finding someone you trust to protect the future of you and your loved ones.

We will work with you every step of the way to ensure that your documents are legally sound and that your wishes are clearly expressed.

With over 40 years of combined experience, our team can help you create or update your current will or trust as part of a comprehensive estate plan.

If you are ready to take control of your family’s future, we invite you to contact us to schedule a free consultation. We look forward to helping you create a plan that brings you peace of mind and protects your loved ones.

At the Siegel Law Group, we help families, seniors, and their loved ones establish an estate plan that suits their unique needs.

Call us at (561) 556-7507 to schedule a free consultation.

Do you need a Will or a Trust?

A will and a trust are part of a complete estate plan, but do you know the difference?

Both wills and trusts allow you to set the terms for managing your affairs after your death, but they have key differences.

Will

Florida living will

Revocable living trust

A legal agreement in which one person holds onto assets or property for the benefit of another person
When properly funded, assets avoid probate
Can be used to manage assets for minors should something happen to their guardian
Only the beneficiaries know the contents of the Trust
Can be revised or revoked anytime during your lifetime

Irrevocable trust

Legal agreement in which the trust creator gives ownership of their assets to a trustee who manages those assets for the trust beneficiaries.
When properly funded, assets avoid probate
Protects assets against creditors, lawsuits, taxes, long-term care costs, or other threats
Only the beneficiaries know the contents of the Trust
Can not be removed or revoked once funded

So which is better, a will or a trust?

Contact us today and let us answer your questions, evaluate your needs and prepare the perfect plan for you and your family.

Do I ever need to change my Will or Trust?

As life goes on, things change – and your will and trust likely need to change also.

It’s important to review and update your trust and will periodically, or whenever an important life event occurs, such as a birth, death, marriage or divorce.

We will work with you and guide you no matter where you are in the process:

Step 1

Planning

Estate planning 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 40 years of experience in estate planning, wills, and trusts, we can help you determine what planning best fits your situation and needs.

Once you have decided whether you want to write a will or form a trust, the creation 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.

Step 2

Creating

Step 3

Review

Life is full of unexpected crossroads and turns. Though wills and revocable living trusts are official, they can be changed and updated.

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 as laws and circumstances change.

It can be intimidating to prepare a will and trust.

Preparing a will and trust forces you to think about what happens if you are disabled and when you die.

Let us guide you through the process.

Our attorneys and staff are knowledgeable across all planning disciplines. They have the experience to create a robust plan specific to your situation. You can discuss your unique family dynamic, and we will create a plan that ensures your wishes will be honored.

At Siegel Law Firm, our attorneys will review the benefits of having a will and a trust, and help you decide what best fits your personal needs.

Call us at (561) 955-8515 to schedule a free consultation.

At the Siegel Law Group, we help families, seniors, and their loved ones establish an estate plan that suits their unique needs.

Benefits of Wills & Trust Planning

There are many advantages of creating a will or trust while you’re alive and well:

Control who inherits your estate

If you die without a will or a trust, Florida decides how your assets are distributed in a process called intestate.
With a will or trust, you decide what happens to your estate.

Protect against disability and long term care

Having a will and trust can protect your assets and estate should you become disabled or need long-term care.

Keep your estate private

Having a trust can protect your privacy by keeping your estate out of the probate court and the public view.

Avoid family disputes

Unfortunately, there is often conflict when a family member dies. Prevent this with your wishes in a will or trust.

Florida’s premier Estate Planning Law Firm

At The Siegel Law Group, we understand that life is full of unexpected changes. That’s why we offer ongoing support, even after your will or trust has been completed.

If your situation changes, our team will be here to help you update your plan and ensure that it continues to meet your needs.

We are committed to providing the best possible solutions, now and in the future.

Contact us now at (561) 955-8515 or click here to get started.

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