The Estate Plan is a boutique estate planning law firm helping Florida families protect the people they love most by planning for
What If and being prepared for What Now.
The Estate Plan is a boutique estate planning law firm helping Florida families protect the people they love most by planning for
What If and be prepared for What Now.
Attorneys At Law
About The Estate Plan
About
The Estate Plan
The Estate Plan is a boutique estate planning law firm helping Florida families protect the people they love most by planning for What If and be prepared for What Now.
Our office is located in Coral Gables, Florida and we specialize in estate planning, estate administration & litigation, trust administration, and partition actions.
We have a team of compassionate professionals who bring an extraordinary depth of experience and help clients in unique and creative ways.
We know every client is unique
We will listen closely
We will listen closely
As you tell us your needs before we offer a uniquely tailored solution to bring you and your family peace of mind.
We also welcome the opportunity to collaborate with your personal and professional advisors, such as your financial planner, accountant, and coaches to ensure that all your needs are met.
As you tell us your needs before we offer a uniquely tailored solution to bring you and your family peace of mind.
We also welcome the opportunity to collaborate with your personal and professional advisors, such as your financial planner, accountant, and coaches to ensure that all your needs are met.
Ways we help clients
During the pandemic
During the pandemic
Our team masked up, slathered on hand sanitizer, and went to client’s front yards for them to sign their documents. Sometimes, at the request of clients, the documents were signed al fresco.
If today you become incapacitated or pass away, do your agents know how to take action when they are needed the most? Our highly anticipated “What If” meeting is an educational tool for your agents to prepare them for their role when they need to take action.
Our Asset Alignment service
Our Asset Alignment service
Ensures that all your assets are aligned across all areas of your estate plan. Clients save time, and thousands of dollars and can avoid probate when we do this for them rather than them trying to figure out how to do it themselves.
Our law firm offers its clients the resources of larger firms while remaining true to our core values of availability and sensitivity. Our clients are able to access an attorney 24/7 in emergency situations.
We pride ourselves in being a paperless office and cloud-based, as we are able to respond to emergencies in real-time from anywhere. Our solutions will ensure that you are prepared for whatever happens in the years ahead.
Our blog.
Our blog.
The Estate Plan Articles: Sharing our knowledge & experience with you for free!
Have questions about how to get started
on your estate plan or estate needs?
Have questions about how to get started on your estate plan or estate needs?
Contact the experienced estate planning professionals at The Estate Plan
by calling us at (305) 677-8489.
Contact the experienced estate planning professionals at The Estate Plan by calling us at
(305) 677-8489.
