The Estate Plan
135 San Lorenzo Ave STE 750, Coral Gables FL 33146
8:30AM - 5:30PM
Most Recent Comments
Lisa, Matt, Stephanie and the entire Estate Plan team were absolutely wonderful during every step of the process. I walked in knowing very little of what was expected and walked out extremely happy with the outcome. Thanks again to the entire team!
Lisa is a true professional who worked through our 5-trusts and 2-wills. She also worked with the foundations attorney until everything was done.Highly recommend her for any legal advice/matters.
Organized, knowledgeable, kind, service oriented, professional. It has been a geat experience and Lisa and her team are just trustworthy and great to have in your corner.
From The Estate Plan
The Estate Plan is a Florida-based legal practice that focuses on providing personalized Estate Planning services to clients. Our experienced Estate Planning Attorneys and paralegals are committed to helping individuals, families, and business owners protect their assets, minimize taxes, and ensure that their wishes are carried out after they pass away.
Our services include creating Wills, Trusts, Powers of Attorney, Healthcare directives, and business succession plans. We work closely with our clients so we can use our legal competence to create solutions that are tailored to their specific needs. We also strive to be supportive of our clients and build long-term relationships to ensure that Estate Plans remain up-to-date and effective.
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Coral Gables, Florida