They were helpful and helping me understand the process that was helpful friendly staff.
December 2023
Matt and his team are wonderful to work with! This is a great estate planning firm who are always very prompt and professional.
November 2023
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!
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.
