Orlando Estate Planning Lawyer

The team at William C. Roof Law Group offers estate planning services for those throughout Orlando who wish to make arrangements for their assets.

From your last will and testament to the formation of trusts and the creation of guardianships, we can help you.

Our Practice Areas

Estate Planning

Estate planning refers to a number of processes that can ensure your wishes are carried out when you die or are no longer able to make decisions for yourself. An Orlando estate planning lawyer can help you with a variety of documents, including wills, power of attorney, trusts, and guardianships.

With an experienced estate planning attorney, Orlando residents decide how they want their assets to be distributed, what medical decisions should be made on their behalf, and who will care for their dependents. If you’re not sure what strategies will serve you best, lawyers can point you the right way.

Mirror Wills

Orlando mirror will lawyers help to prepare wills between partners and spouses that have identical provisions. With a mirror will, it’s possible to ensure that assets and property pass down to the chosen beneficiaries — usually each other. These types of wills are important for couples with complex family arrangements who worry about protecting the other spouse.

An Orlando reciprocal will lawyer can help you understand whether this type of document is the right option and, if it is, streamline the process of creating one. The complexities of mirror wills mean that trusting dependable lawyers can be an asset in preventing future conflicts among family members.

Revocable Living Trusts

Revocable living trusts are estate planning tools that allow you to avoid certain assets and property from going through probate when you die. A revocable living trust attorney can help you set aside the assets you want to include in the trust, ensuring that the transfers occur smoothly.

With a revocable living trust lawyer, you can create legally binding trusts that you can still manage and change throughout your lifetime while ensuring that your beneficiaries can quickly receive the assets upon your death.

Pour-Over Wills

Orlando pour over wills are documents that work together with trusts to protect your assets. If some of these have been overlooked and were not added to your trust, they can immediately be transferred over at the moment of your death. Although pour-over wills still go through probate, they guarantee that the assets end up with the right beneficiaries.

Orlando pour-over will attorneys can help you throughout the set-up of these documents, regardless of whether you have a revocable or irrevocable living trust.

Probate Administration

Orlando probate administration attorneys help to distribute a person’s assets after their death in the way that they wanted and in accordance with Florida law. They can assist you as you begin probate and can work to resolve disputes that may arise throughout the process.

Orlando probate administration lawyers can help executors handle an estate’s debts, working with creditors to come to a satisfactory resolution while protecting the wishes of the decedent.

Will Contest & Disputes

Orlando will dispute lawyers assist in the process of bringing up concerns about a will if you suspect your loved one may have been under undue influence or was mentally incapacitated when they made their will. If someone in the family brings up concerns, it allows an Orlando attorney to contest a will and offers the chance to fight for the decedent’s wishes.

Because these disputes are often highly contentious, having a lawyer helping you can mean reaching faster resolutions and avoiding serious interpersonal issues.

Probate Disputes

Orlando probate dispute lawyers protect the heirs or beneficiaries of the decedent, helping to address probate conflicts that might arise from contested wills or trusts. They work to resolve asset management and distribution issues.

Whether you’re facing challenges from other family members, problems with debt collectors or creditors, or claims of fiduciary duty breaches, an Orlando probate dispute attorney can help. It can be helpful to hire an attorney before probate even begins to prevent problems from the start.

Trust Disputes

Orlando trust dispute lawyers assist if there are disputes that arise over the management or terms of a trust. If there are trustee breaches, improper distribution of trust assets, or questions about trust documents, an Orlando trust dispute attorney can bring clarity to the situation. With an attorney, issues can be resolved in a timely manner.

Guardianship for Adults

Lawyers for Orlando guardianship guide families through the process of establishing guardianships for dependent adults who can’t manage their own financial, personal, or medical decisions. These attorneys deal with all of the paperwork to ensure that the process is handled legally, which can prevent future disputes.

Orlando guardianship lawyers for adults also offer court representation, advocating for the individual and confirming whether the guardianship candidate is an appropriate choice.

Guardianship Disputes

With an Orlando guardianship dispute law firm helping you, any disputes and questions about who should be an individual’s guardian can be satisfactorily resolved. With a guardianship dispute lawyer, Orlando families can protect the rights of their wards, addressing concerns over care and helping to manage family conflicts.

Medicaid Planning

Orlando Medicaid planning attorneys assess an individual’s eligibility by reviewing their financial information and providing application assistance to avoid rejections and delays. One vital service that an Orlando Medicaid planning attorney offers is the protection of assets and long-term care planning.

With an attorney helping you, you can maximize your Medicaid eligibility while protecting your assets. By assisting you in the creation of trusts and other similar options, you don’t have to put your finances at risk.

Living Wills

Orlando living will lawyers help you prepare a living will, which is a document that enumerates your medical care wishes if you’re incapacitated. Living wills address questions surrounding organ donation, life care, and comfort measures.

Living will lawyer Orlando teams help you decide on whether this legal document is the right option. With their experience, you can ensure the document is drafted correctly and that your wishes are protected.

Durable Power of Attorney

A durable power of attorney gives an individual the legal authority to act on another’s behalf. Orlando DPOA attorneys can help you create the exact document you need, addressing your unique needs and wishes. An Orlando durable power of attorney can help you name a trusted agent and prevent future issues by addressing all potential challenges to the DPOA.

Lady Bird Deeds

Florida offers the opportunity to help beneficiaries avoid probate and other legal issues via the use of lady bird deeds. An Orlando lady bird deed attorney can help you transfer property rights to a beneficiary while still maintaining full control over the property for your lifetime.

Additionally, an Orlando lady bird deed lawyer makes it easier to understand the tax implications of this option and the flexibility that it can offer. Because you retain full control over the property, you have the power to mortgage it and even appoint a new beneficiary.

Last Will and Testament

Orlando last will and testament lawyers help you set up this vital estate planning document that states your wishes for your property, assets, and dependents after your death. An attorney for last will and testament in Orlando will offer their recommendations and draft the document correctly to prevent disputes among beneficiaries.

Designation of Health Care Surrogate

With help from an Orlando health care surrogate lawyer, you can assign the right person to make medical decisions for you. This document goes beyond a living will since it doesn’t just pertain to end-of-life care and its associated interventions.

Orlando health care surrogate attorneys draft the paperwork and address all of your preferences so that the person who does become the surrogate will know what your wishes are.

Designation of Pre-Need Guardianship

An Orlando pre-need guardianship lawyer can guide you in assigning the right person to make all manner of decisions for you if you become incapacitated. They can show you what the declaration of preneed guardianship form is and can assist you in picking a trusted person to fulfill this role.

Estate Planning

At William C. Roof Law Group, our Orlando estate planning lawyers provide assistance with the services that can help protect your assets and beneficiaries when you’re no longer able to do so yourself. By hiring experienced lawyers, you will have help with identifying your beneficiaries, preparing wills and other documents, and establishing guardianships.

Our Orlando estate planning law firm can prepare a customized plan that can help eliminate conflicts between family members while remaining compliant with Florida law. With a dedicated estate planning attorney Orlando team, it’s possible to protect your assets by taking strategic estate planning steps — all while smoothing the probate process.

No matter what your financial circumstances are and whether you have complex assets or not, our team provides the guidance you need.

More about Estate Planning

Wills

Orlando will lawyers focus on crafting the legal documents that will address all of your wishes once you die. A last will and testament gives you the opportunity to name your beneficiaries, distribute assets as you see fit, and set up guardianships to protect dependent loved ones.

Though simple wills are common, our Orlando wills lawyers have experience offering a variety of options, including mirror, living, pour-over, and holographic wills. Because we have been helping the people of Florida for decades, we can also handle disputes that may arise between family members.

If you are worried about your loved one’s mental state when they wrote the will or think that they were under duress, one of our Orlando attorney for wills can present a clear case to help you contest the will. If other family members have questions about the validity of the document and strive to deprive you of assets, we can fight for your rights.

More about Wills

Trusts

Trusts are important estate planning documents that allow you to set assets aside for a variety of purposes. Trusts help you minimize the probate process after your death while also protecting your heirs and beneficiaries. To establish a legally binding trust, you need help from our Orlando trusts attorneys.

At William C. Roof Law Group, our lawyers for trusts in Orlando can help you find the right trust option for your goals. Whether you’re looking to form a revocable trust to keep certain assets from going through probate, are considering charitable trusts to support favorite causes while getting tax advantages, or would like to set up a special needs trust, our Orlando trusts lawyers can guide you.

With experienced and reliable representation, setting up a legally binding trust can be simpler. You can rest easy that your assets are taken care of.

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 the process that occurs after the death of an individual who has left behind assets. At William C. Roof Law Group, our Orlando probate lawyers can help settle the estate by addressing everything from debts to life insurance proceeds.

If there are inheritance taxes to pay, our Orlando probate attorneys can streamline this process while also taking care of ordering appraisals on all real property and performing an inventory of all estate assets. Probate is a complex process and that often means issues might arise between family members. Having a team ready to handle disputes is vital.

Our Orlando probate law lawyers address any issues regarding the validity of documents like wills and trusts. If the person dies without leaving a will, hiring lawyers becomes imperative to ensure that your rights as a beneficiary or heir are respected.

More about Probate

Guardianship

Establishing an Orlando legal guardianship for dependents of any age is complex. There are state laws that must be respected and documents that need to be drafted in such a way as to leave no ambiguities that could lead to disputes. We have experience helping people Florida who decide to create guardianships.

An Orlando guardianship attorney can help you navigate the process of becoming a guardian or appointing one. At William C. Roof Law Group, our team of lawyers for legal guardianships can represent you in court during hearings and help you understand what your duties will be if you are appointed.

Because our team has experience with probate, we can also help you through any disputes regarding guardianship appointments. If there are questions about the suitability of a person, we know how to present a clear case to protect the best interests of the dependent person.

More about Guardianship

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

contact us

We’re here to answer all of your questions. Feel free to give us a call, or fill out the form to the right and we will get in touch with you soon.

(407) 986-3030

[email protected]

Orlando: 2600 East Robinson Street, Orlando, Florida 32803