Plan It Now So Your Family Does Not Have To
Wills, trusts and powers of attorney for Clearwater families, at a flat fee you know before we start.
Which Documents Do I Need?
Tick what is true for you. Your checklist and a flat fee range update as you go. Nothing is saved or sent.
Your checklist
For one person
Who Sits at Our Table
New parents
The first plan is usually about one thing, who raises the kids if something happens. We start there and keep it simple.
Retirees
We come to your kitchen table in Clearwater, Dunedin or Largo when the office is a long drive.
Business owners
A plan for who runs the shop, who owns it, and how the family gets paid.
What Signing Day Looks Like
- Drafts come to you firstYou read them at home, mark anything that feels off, and we fix it before you sign.
- About an hour at our tableFlorida wills and powers of attorney need two witnesses and a notary. We provide both.
- You leave with the originalsIn one binder, with a plain list of who to tell and where the copies are.
- We help fund the trustA trust only works if your home and accounts are moved into it. We prepare the deed and walk you through the rest.
What Families Tell Us
“We put this off for twenty years. It took two meetings and one afternoon of signing, and the fee was exactly what they quoted.”
Gail and Robert H. Dunedin
“They found my old 401(k) still named my ex. That one catch was worth the whole visit.”
Thomas K. Largo
“Clear, kind and patient with my questions about my mom's house.”
Maria V. Safety Harbor
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Plain Answers
Still unsure? Call and ask. The first meeting is free and there is nothing to sign that day.
Do I need a trust, or is a will enough?
Many people only need a will. A trust makes sense when you want to skip probate, own property in another state, own a business, or have a blended family. The checklist above shows which fits you.
How much does an estate plan cost?
We charge flat fees, set in writing before we start. A simple will package costs much less than a trust package. You never pay by the hour for questions.
What is a health care surrogate?
It is the Florida form that names who makes medical choices for you if you cannot speak for yourself. We usually pair it with a living will.
How often should I update my plan?
Look at it every three to five years, and any time you marry, divorce, have a child, move states or sell a business.
Can you come to my home?
Yes. We sign at kitchen tables across Pinellas County, and we bring the witnesses and the notary.
Start With One Free Meeting
Bring your questions and a list of what you own. You leave with a written plan and a flat fee, and no pressure to sign.
- Office
- 600 Sample Avenue, Suite 300, Clearwater, near the Harbor Oaks district
- Open
- Monday to Friday, 9 to 5, and home visits by appointment
- Serving
- Clearwater, Dunedin, Largo, Safety Harbor, Palm Harbor, Belleair, Oldsmar and St. Petersburg