About Us

About Us

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.

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.

We know every client is unique, and we will listen closely

We know every client is unique, and 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. 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.

Ways we help clients

Ways we help clients

  • During the pandemic, our team masked up, slathered on hand sanitizer, and went into client’s homes 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 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.

We have a team of compassionate professionals who bring an extraordinary depth of experience and help clients in unique and creative ways.

We have a team of compassionate professionals who bring an extraordinary depth of experience and help clients in unique and creative ways.

Matthew A. Gruber, Esq

Founding Attorney

Lisa Finn, Esq., LL.M.

Senior Attorney

Jacqueline A. Wong, Esq.

Senior Attorney

Peter Dyson

Of Counsel

Samantha Graffeo

Administrative Specialist

Nicole Rodriguez

Paralegal

Shadya Muvdi

Administrative Specialist

Laura Saavedra

Administrative Specialist

Roxana Villareyna

Administrative Specialist

Ginger Henderson

Marketing Manager

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.