Estate planning & probate

The documents your family will wish you had.

Plain-language wills, powers of attorney, and healthcare directives for individuals and families in Citrus County and across Florida — and uncontested probate when a loved one has died.

Foundational planning

Four documents prevent most of the uncertainty.

Most people put this off — nobody enjoys the topic. But after more than a decade working in skilled nursing facilities, I can tell you exactly what happens when these documents don’t exist: a spouse who can’t talk to the bank, children guessing at medical wishes during the worst week of their lives, a court proceeding to get authority that a signed form could have granted years earlier.

Four documents prevent most of that.

01

A last will and testament

Who receives what, and who is in charge of making it happen.

02

A durable power of attorney

Someone you trust can handle money and paperwork if you can’t.

03

A healthcare surrogate designation

Someone you choose can speak with doctors and make medical decisions when you can’t speak for yourself.

04

A living will

Your end-of-life wishes, in writing, so no one has to guess.

Each engagement begins directly with the prospective private client, after conflict review. A facility or provider relationship does not automatically make a resident, patient, or family a client of the Firm.

Uncontested probate

A clear path after a loved one has died.

When a loved one has died, I also handle uncontested Florida probate — summary and formal administration — so what they left behind reaches the people it belongs to.

What working together looks like

A clear conversation, careful documents, and a proper signing.

One conversation about your family and what you own; documents drafted in plain English; one signing meeting done properly, with witnesses and a notary.

Most planning packages are quoted as a flat fee before any work begins.

I keep this practice intentionally simple. If your situation involves a contested estate, trust litigation, complex tax planning, or Medicaid planning, I’ll say so early and help you find the right person for it.

General inquiry

Ask about estate planning or uncontested probate

Provide only the names needed for conflict screening and the general type of matter. Do not send wills, financial records, health information, or other confidential documents unless the Firm requests them through an appropriate process.