Florida Estate
Planning Services
Preparation is crucial.
Estate planning in Florida is the process of managing, allocating, and protecting your assets and property. It is vitally important to have a functional estate plan for your future, since it will tell your loved ones what to do should you fall ill or pass away. Without an estate plan, you could be putting the future of your estate, and legacy, at risk.
Many law firms promise responsiveness, experience, and quality representation. Those qualities are important, but they should be expected. We believe exceptional legal service goes beyond answering emails or providing complex documents. It means taking the time to listen, explaining every step in plain language, and creating solutions that truly fit your family’s needs.
What can our office help you with?
Will.
Your Last Will and Testament reveals how your assets will be distributed when you pass away. It can also be used to designate guardians for minor or disabled children.
Durable Power of Attorney.
This document allows you to designate a person to make important financial decisions for you.
Health Care Surrogate Designation.
You can easily designate a health care surrogate, or someone who will make health-related decisions for you, if you become incapacitated. You can elect to have certain care given to you after health issues occur.
Living Will.
In Florida, a living will enables you to leave instructions for your health treatment in the event you become unable to care or communicate for yourself. Your healthcare surrogate will use this document as a map for your care.
Universal HIPAA Release.
This document allows your healthcare surrogate to access and share your health records in the event you become incapacitated.
Life Estate Deeds.
When you need to allocate real property to your loved ones in Florida, you can do so through enhanced life estate deeds. A life estate deed will keep the property under your control until your passing, then will transfer the property automatically to your loved ones without the requirement of probate.
Trusts.
There are many types of trusts, but they all share one thing in common: they exercise control over your property after you become incapacitated or for a period of time after your death, rather than property being placed directly into the hands of your heirs.
Ready to get Started?
At Amy Phillips, PLLC, exceptional legal service starts with treating people like people—not case numbers. Estate planning and probate can feel overwhelming, but you’ll have an attorney who takes the time to listen, answer your questions, and guide you with compassion every step of the way.
To get in touch with an estate planning attorney in Florida today, simply contact the Law Office of Amy L. Phillips, PLLC by phone at 863-268-8292 or click here to set up your first fully confidential consultation.
Personalized Guidance
Every family has unique goals and circumstances. Amy provides thoughtful legal solutions tailored to your needs, with clear communication and honest advice you can trust.
Fair Flat-Fee Pricing
No surprise invoices or unpredictable hourly billing. For many services, you’ll know your investment upfront, giving you confidence and peace of mind from the very beginning.
Here When You Need Us
Whether you’re planning for the future or navigating the loss of a loved one, Amy Phillips, PLLC, is committed to making the legal process as clear, supportive, and stress-free as possible.
Estate Planning Packages
All estate planning packages are flat-fees and include the following, with no hourly billing:
- In depth assistance with gathering necessary information prior to consultation,
- Phone calls/emails during the drafting process,
- Signing meeting including notary and witnesses,
- Copies, delivery of documents
Features of ALL packages:
- Emergency plan to guide your loved ones in the immediate aftermath of your death or incapacity:
- Temporary childcare
- A plan for your pets
- Decide who will help manage your property (and other adulting) in case of incapacity or death
- Decide who will make medical decisions on your behalf if you cannot
- Statement of your final wishes with regard to life support
- If applicable, put on record with the local court your choice of guardians for your children on a permanent basis
- Two options for signing your documents: in our Winter Haven signing center or in your home/office (we’ll provide all the information you need)
- Hard and electronic copies of documents, organized for easy access
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)