Thoughtful Estate Planning Made Simple
At Amy Phillips PLLC, we provide clear, compassionate legal guidance for individuals and families across Florida, helping you plan with confidence and move forward with clarity.
Estate Planning Packages
Each estate planning package includes the following documents and services: Durable Power of Attorney with Affidavit of Agent and Notices, Healthcare Surrogate Designation and Living Will with HIPAA Release, in-office signing, return of your originals.
Will-Based Package
- Will (outright to beneficiaries, no trusts),
- Durable Power of Attorney,
- Healthcare Surrogate Designation + Living Will + Universal HIPAA Release,
- Originals returned and PDFs emailed to client or family.
Trust Package
- Revocable Living Trust and some minor necessary documents
- One deed to transfer your home to your trust (if you have multiple properties, there’s a discounted rate for additional deeds to trust)
- Funding tool kit to guide the process of transferring assets to your trust
Trust Package + Full-Service Funding
- Hands-on assistance with transferring your property into your trust – we do it all, you just sign your name
- One deed to transfer your home to your trust (if you have multiple properties, there’s a discounted rate for additional deeds to trust)
Well-planned lives are our favorites.
Serving over 1,000 Florida Families since 2003.
How To Start Your Estate Planning
Getting started with estate planning doesn’t have to feel complicated or intimidating. At Amy Phillips PLLC, we’ve created a simple, supportive process designed to give you clarity, confidence, and peace of mind from the very first conversation.
Step One
Schedule Your Consultation
Your journey begins with a one-on-one consultation where we learn about your life, your family, and your goals. This is a safe, pressure-free conversation focused on understanding your unique situation and answering your initial questions.
Step Two
Design Your Personalized Plan
Based on your needs, Amy will craft a customized estate plan tailored to your wishes — whether that includes a will, trust, powers of attorney, healthcare directives, or all of the above. Every detail is explained clearly, so you feel informed and empowered throughout the process.
Step Three
Secure Your Legacy
Once your documents are finalized and signed, your legacy is officially protected. You’ll walk away with a clear plan, guidance on next steps, and the peace of mind that comes from knowing your loved ones are taken care of.