Flat Fees from $299

Deeds, Trusts & Estates

• Simple will

  $299

  Names who inherits and how the property is divided, nominates a guardian for minor children, and holds a minor’s share in trust until 25, 30 and 35 rather than handing it over at 18. Signed with a self-proving affidavit, so the will is admitted to probate without tracking down the witnesses. One person, straightforward gifts.

• Lady bird deed

  $399 · $449 joint

  Passes the home to your family at death with no probate, and you keep full control and your homestead protection while you live. One owner $399, joint owners $449. Drafted with the homestead language Florida requires. A quitclaim, warranty or life-estate deed is $399.

• Deed to trust

  $550

  A deed moving a property into a trust that already exists. Includes a review of the trust, so the deed names the correct trustees and carries the powers the trust gives them.

• Durable power of attorney

  $350

  The document that keeps your family out of guardianship court. Includes the Florida powers that must be separately initialed to work at all.

• Health-care surrogate, living will and HIPAA release

  $350

  Per person. Who decides, what you want at the end, and the release that lets your agent get the records.

• Declaration of Domicile

  $350 · $499 couple

  The sworn statement, recorded in your county, that Florida is your permanent home. It is the first document a former state's residency audit asks for, and the property appraiser accepts it as a second proof of residency. We confirm that you qualify, draft it for your county, e-record it and send you a certified copy. You sign under oath before a notary, which Florida lets you do from home. One person $350. A couple is $499, and that is two separate declarations rather than one, because each spouse swears only to their own domicile and the facts can differ between them. The notary and the recording are additional and charged per document.

• Secure Will Estate Plan

  $1,200 individual · $1,950 couple

  Five documents, designed together and signed together, plus a lady bird deed on your home so the house passes outside probate. The will, the durable power of attorney, the designation of health-care surrogate, the living will and the HIPAA authorization. The will carries survivorship and contingent takers, recitals that survive a later marriage or a new child, death-tax apportionment, and a trust for a minor’s share. We review your beneficiary designations, check the homestead, and guide the signing with a self-proving affidavit.

• Complete Trust Plan

  $3,200 individual · $4,500 couple

  Everything in the Secure Will Estate Plan, with the revocable living trust drafted for your family, a pour-over will with a self-proving affidavit as the backup, one deed moving your Florida homestead into the trust, funding instructions and help retitling accounts, beneficiary designations coordinated with the trust, and instructions for your successor trustee. For blended families, out-of-state property, more than one property, and anyone who wants the family to skip probate entirely.

• Additional deeds

  $199

  The plans above include one deed at no extra cost. For additional properties, each further deed is $199.

• Special-needs, minors’ or spendthrift provisions

  + $750

  Added to either plan. Holds a beneficiary’s share in trust where they are disabled, young, or facing creditors or a divorce.

• Special needs trust

  From $4,000

  Supports a disabled beneficiary without costing them SSI or Medicaid. A third-party trust, funded with your money, from $4,000. A first-party trust, funded with the beneficiary’s own money, from $7,000, because the payback and drafting rules are stricter.

• Deed revocation or amendment

  $250

  Revoking or correcting a deed already on record.

Probate & Trust Administration

Routine estates get a flat fee. Larger estates are estimated at the consult.

• Disposition without administration

  From $1,500

  The smallest estates, where the assets are exempt or do not exceed the funeral and final medical expenses. The petition and the order releasing the asset.

• Summary administration

  From $2,500

  Estates under $75,000 of non-exempt assets, or where the death was more than two years ago. The petition, the orders and the transfer of the assets, usually without a personal representative.

• Formal administration, routine estate

  From $3,500

  The full court process with a personal representative appointed. Letters of administration, notice to creditors and the claims period, the inventory, the accounting and the distribution. Larger estates estimated at the consult.

• Ancillary administration

  Flat fee, quoted at consult

  A second Florida probate for someone who lived in another state and owned Florida property. Quoted after we see the home-state estate.

• Trust administration after a death

  Flat fee, quoted at consult

  Settling a trust after the person who made it dies. The notice of trust, notices to beneficiaries, the accounting and the distribution.

Medicaid & Long-Term Care

Scope moves with the assets, the income and how close the care is.

• Qualified income (Miller) trust

  $750

  Required whenever income is over Florida’s cap. The trust document and getting the account opened.

• Medicaid application

  From $3,500

  Clean or already spent down. The eligibility analysis, the verification packet, the filing, and answering the agency requests that follow.

• Medicaid asset protection trust

  From $6,000

  Irrevocable, and only effective when signed more than five years before an application. A plan-ahead tool, not a rescue. Typically $6,000 to $8,500.

• Crisis Medicaid, single applicant

  From $9,000

  Someone is already in care or about to be. Exempt-asset conversion, gift and note work, and the application together.

• Crisis Medicaid, married couple

  Quoted at consult

  Graduated by countable assets. The community spouse protections are where the money is saved, so scope moves with the numbers.

• Spousal refusal letter

  $500

  Where the spouse at home declines to make their assets available.

Asset Protection & Irrevocable Trusts

• Asset protection and irrevocable trusts

  Quoted at consult

  An exemption audit and titling review first, because most of Florida’s protection is already yours if things are titled correctly, then the trusts the plan calls for, including dynasty, directed, spousal lifetime access and life insurance trusts. The quote depends on the number of assets and trusts required.

Business & Tax

• Business and tax structuring

  Quoted at consult

  Entity choice and formation, operating and buy-sell agreements, succession, and the tax planning that decides the result years before anybody signs. A written flat-fee quote at the consult, before any work begins.

Litigation & Disputes

Quoted per matter at the consult. No flat fee is posted for litigation.

• Tax controversy

  Hourly, quoted per matter

  IRS audits and appeals, collection due process hearings, trust fund recovery penalty defense, and Tax Court.

• Business and partnership disputes

  Hourly or contingency

  Shareholder, member and partner disputes, business divorce, buyouts, and claims against a partner who took money.

• Trust and probate disputes

  Hourly or contingency

  Will contests, undue influence, trustee removal, breach of fiduciary duty, and contested accountings.