Custom-Tailored Estate Planning Services

Estate planning is the process of arranging the management of a person’s assets so that their estate is protected if they die or are incapacitated. William C. Roof Law Group provides a variety of estate planning services, including will preparation, probate disputes, and Medicaid planning. No matter what your situation might be, our team can help you to create an effective estate plan.

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Legal Services Tailored for You

From estate planning to probate and trust administration, from guardianship petitions to the litigation of disputes that arise over inheritance, wealth transfers, and even guardianships. William C. Roof Law Group is here to help you.

Estate Planning

Estate planning includes a number of tasks that help you manage your financial situation. An estate planning attorney in Altamonte Springs offers services that can help you handle estate taxes and debts, the bequest of assets to heirs, and a variety of other considerations, including the guardianship of children or dependent adults.

People often think estate planning is only for those with significant wealth, but our Altamonte Springs estate planning lawyers can help people of all economic backgrounds.

Mirror Wills

Mirror wills are wills that two individuals create with identical provisions. Altamonte Springs mirror will lawyers can help you understand when these documents may be appropriate options, as well as the benefits you and your spouse or partner can receive by choosing them.

With an Altamonte Springs reciprocal will, the surviving partner is protected, and other beneficiaries know what to expect. It’s an option that ensures the other partner is the main beneficiary of the decedent, no matter how complex the family arrangements may be.

Revocable Living Trusts

Revocable living trust lawyers can help you create documents that can assist you in managing and distributing assets during your life and after death. A revocable living trust allows assets to avoid probate, making it easier for beneficiaries to receive their inheritance.

Revocable living trust attorneys recommend these trusts because you maintain full control over them during your lifetime. You can also amend them and invalidate them as needed.

Pour-Over Wills

Altamonte Springs pour over wills ensure any estate assets not already included in a previously-established trust are transferred into that trust when an individual dies. It’s an option that can safeguard any assets that may have been forgotten or in other ways inadvertently left out of a trust.

Our Altamonte Springs pour-over will attorneys can form these wills with revocable or irrevocable trusts.

Probate Administration

Our Altamonte Springs probate administration attorneys help with the process involving how a decedent’s estate is managed. They assist throughout the entire procedure, handling everything from taxes to debts and ensuring beneficiaries get the right assets.

Although the probate process can be extremely complex, our Altamonte Springs probate administration lawyers can help you during hearings, explaining Florida legal requirements for probate administration, and address any disputes that may arise.

Will Contest & Disputes

You may need an Altamonte Springs attorney to contest a will and help you identify whether there are grounds for disputing the will and ensure the necessary paperwork is filed on time. This is an emotionally difficult process to go through, so you need experienced legal counsel to assist you.

If you’re the one who’s worried that your loved one lacked mental capacity or believe that the individual was under undue influence when they made the will, Altamonte Springs will dispute lawyers can fight for a fair outcome. With the right team on your side, you can contest the will with powerful legal support.

Probate Disputes

When there are disagreements about how an individual’s assets should be distributed or questions about the validity of the will, an Altamonte Springs probate dispute lawyer can be an effective partner in resolving any concerns. Attorneys can work to uncover the validity of the estate planning paperwork involved in the case.

Probate disputes often occur in families where there are issues between siblings and second marriages. To address these complexities and cause the least interpersonal issues, you need an Altamonte Springs probate dispute attorney.

Trust Disputes

Our Altamonte Springs trust dispute law firm can handle any conflicts relating to the validity or administration of a trust. Many of these disputes stem from allegations that trustees are not adhering to their duties or beneficiaries believing they have a right to all or part of a certain asset.

By assessing the details involved in the case, your lawyer can assist you in finding the right legal options. Not only does an Altamonte Springs trust dispute attorney help trustees who are facing disputes, but they also assist them in the trust’s management to avoid further issues in the future.

Guardianship for Adults

Lawyers for Altamonte Springs guardianship of adults help people 18 or older receive the legal guardianship of another adult. These guardianships help to protect adults with disabilities of all sorts.

Altamonte Springs guardianship lawyers for adults make it easier to file the correct applications and represent you at hearings in court. They can also ensure your role as a guardian is clearly delineated so there are no issues.

Guardianship Disputes

An Altamonte Springs guardianship disputes law firm can help you understand your legal rights regarding challenging the appointment of a guardian to a minor or an incapacitated adult. Your guardianship dispute lawyer Altamonte Springs team can help you raise your objections to the court and fight for what you believe is right.

Medicaid Planning

An Altamonte Springs Medicaid planning attorney helps seniors or those with disabilities pay for long-term care via Medicaid. This is a form of estate planning that is particularly complex, requiring the considerations of Altamonte Springs Medicaid planning attorneys so that you can avoid common mistakes that could make you ineligible for aid.

Medicaid planning is a proactive measure you can take to ensure you and your loved one can receive essential care without obliterating your financial security.

Living Wills

A living will is a document that spells out the medical care you would and wouldn’t want to be used to keep you alive, and drafting these documents with Altamonte Springs living will lawyers is vital to ensure your wishes are respected.

Your living will lawyer in Altamonte Springs can also help you specify factors such as organ donation and pain management. They can also advise you about whether a living will or a durable power of attorney is the better option.

Durable Power of Attorney

An Altamonte Springs durable power of attorney firm helps you appoint someone to make decisions for you when you can’t do so yourself.

Your Altamonte Springs DPOA attorney can help you identify the right candidates and draft the appropriate documents to avoid disputes. Unlike a living will, DPOA allows the person to make all manner of decisions for you.

Lady Bird Deeds

A lady bird deed allows you to pass your property down to beneficiaries without needing it to go through probate and while retaining a life estate in the deed. Our Altamonte Springs lady bird deed attorneys often recommend this option for those beginning Medicaid planning.

Whether you’re considering this option to avoid federal gift taxes or you’re protecting property against debts, Altamonte Springs lady bird deed lawyers can help you begin.

Last Will and Testament

Our Altamonte Springs last will and testament lawyers help you prepare your last will and testament, which details your wishes regarding assets and dependents once you’ve died.

Because wills can be contested if not written correctly, having an attorney for last will and testament in Altamonte Springs can protect your wishes and help your beneficiaries.

Designation of Health Care Surrogate

With help from an Altamonte Springs health care surrogate attorney, you can authorize a person you trust to make medical decisions for you and provide, withdraw, or withhold consent on your behalf. Unlike those authorized by a living will, your healthcare surrogate can make medical decisions on more than just life-saving procedures.

Your Altamonte Springs health care surrogate lawyer can help you find the right candidate and file the appropriate forms to make the process both easier and legally binding.

Designation of Pre-Need Guardianship

An Altamonte Springs pre need guardianship attorney can help you assign a person who will make decisions for you if you become incapacitated. You can choose to designate one or a number of people and name who you’d not like to ever have this power.

With your attorney, you can fill out the declaration of preneed guardian form with confidence that your wishes will be respected.

Estate Planning

Estate planning is the process of making a plan for how you want your assets to be distributed after your death while also trying to find the best and most efficient ways of doing so. With the right Altamonte Springs estate planning law firm helping you, however, estate planning can become much more than that.

At William C. Roof Law Group, our Altamonte Springs estate planning lawyers can help you make arrangements in the event that you become incapacitated in the future while also ensuring that disabled or underage loved ones have guardians ready to care for them if something happens to you.

Whether you have a complex estate that includes businesses and various properties or you have more modest assets, our estate planning attorney in Altamonte Springs can help you protect what’s yours.

More about Estate Planning

Wills

Your last will and testament is an essential piece of estate planning. These wills give you peace of mind because you know your assets will be handled as you wish. The Altamonte Springs wills attorneys at William C. Roof Law Group can help you determine where your assets will go after your death and prepare the appropriate documents.

From simple wills, which allow you to distribute your assets and name guardians for dependents, to living wills that allow you to decide which medical treatments you’ll receive if you become incapacitated, our Altamonte Springs attorney for wills can help. If you’re not sure what will is the right one, we’ll also guide you through the selection.

At William C. Roof Law Group, our Altamonte Springs wills lawyers have experience with the most complex last will and testaments, so we know we can help you.

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Trusts

A trust is a fiduciary relationship in which the grantor gives the trustee the right to hold titles to assets or property for the benefit of a third party, the beneficiary. At William C. Roof Law Group, our Altamonte Springs trusts attorneys can help you set up one of the many trust types.

For those who want to avoid probate while still retaining full control of their assets, a revocable trust can be the right choice, while our lawyers for trusts in Altamonte Springs recommend irrevocable trusts for those looking for certain tax planning strategies to benefit descendants.

Our Altamonte Springs trusts lawyers can help you designate the right person as a trustee while also ensuring the paperwork is handled correctly to avoid future disputes. With our experience, we can make setting up the right trust much easier.

More about Trusts

Let us help

When you’re part of a blended family, creating an estate plan that addresses everyone’s needs can be daunting. Between complex family dynamics, dividing assets between children from different relationships, and ensuring your new spouse is taken care of, it can be hard to know where to start. The team at William C. Roof Law Group has extensive experience with estate planning for blended families. Let us help you.

Probate

Probate is a process that needs to be completed when someone dies and leaves assets to distribute, whether they’re real estate, bank accounts, or financial investments. An Altamonte Springs probate lawyer helps you through this process, which involves going through probate court.

The court will provide the final ruling on how the assets are distributed but will do so by using the decedent’s last will and testament, if there is one. If there isn’t, having an Altamonte Springs probate attorney becomes even more essential. Our team can help you fight for what is legally yours while working within Florida’s laws.

It’s common for disputes to arise during probate. These issues can be contentious and require the steady hand of the law. With an Altamonte Springs probate litigation lawyer, you can argue your side and protect your rights and your loved one’s wishes.

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Guardianship

A guardianship is a legal tool that allows individuals to protect dependents of all ages. It makes financial and care concessions for them, assigning guardians who will manage all aspects of their lives. To ensure these arrangements are prepared correctly and are legally binding, you need help from an Altamonte Springs legal guardianship lawyer.

At William C. Roof Law Group, our lawyers for legal guardianship can help create the documents that will address the various needs the dependent may have. We make it simpler to understand which type of guardianship is most appropriate, too — from full to ad litem guardianship.

If you are already a guardian facing disputes or you’re unhappy with a guardianship appointment, our team of Altamonte Springs guardianship attorneys can take the necessary steps to protect the ward’s rights.

More about Guardianship

Estate Planning, Probate, Litigation, Guardianship lawyer signing documents with clients

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(407) 986-3030

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Altamonte Springs: 498 Palm Springs Drive, Suite 100C, Altamonte Springs, FL 32701 (By Appointment)