Florida estate planning
Protect Your Family.
Plan Your Legacy.
Estate planning built around the people and assets that matter most.
Prepare for incapacity, coordinate ownership, and help loved ones reduce unnecessary court delays with a plan built for Florida life.
Estate planning essentials
A plan that does more than list your wishes
Effective planning connects legal authority, asset ownership, and the people who depend on you.
Trust & Will Planning
Understand how wills and trusts work together and when probate may still be required.
Incapacity Preparation
Designate decision-makers for financial and personal matters if you cannot act.
Asset & Beneficiary Coordination
Review how property titles, accounts, and beneficiary designations fit the plan.
Family Protection & Legacy
Plan thoughtfully for minor children, loved ones, and the transfer of your assets.
Personalized planning
Do your documents work together?
A will or trust by itself is not always enough. The real question is whether the rest of your financial and family arrangements support it.
- Clarify who can make decisions if you become incapacitated
- Evaluate how assets will transfer and whether probate may be involved
- Coordinate ownership, family circumstances, and beneficiary choices
A clear path forward
How to get started
Begin with the right conversation, then make informed decisions about the legal structure you need.
Start with clarity
Use the free discovery call to share your goals and learn the possible next steps.
Review your situation
Discuss your family, ownership structure, existing documents, and planning gaps.
Create a coordinated plan
Work with the attorney on the documents and implementation appropriate to your circumstances.
Questions & answers
Frequently asked questions
Does having a will avoid probate in Florida?
Not necessarily. Assets passing under a will generally still require probate. How specific assets are titled or designated can change the analysis.
What is the purpose of a revocable living trust?
A properly funded trust can manage assets during incapacity and permit certain transfers outside probate. Whether it is appropriate depends on your circumstances.
Can I update an existing estate plan?
Yes. A review can help identify outdated decision-makers, changes in property ownership, new family needs, and gaps between the documents and actual assets.
What is the first step?
Schedule the introductory call to determine what services and consultation process may suit your needs.
Meet Attorney Sonia Muñoz Gallagher
Founder of Family Wealth Law, Sonia works with Florida families, physicians, and business owners on estate planning and succession strategies. Learn more about the firm or schedule a conversation to discuss your situation.
Need legal guidance now?
Talk with Family Wealth Law about your next step. Start with a complimentary 15-minute discovery call.