A clear Florida estate plan keeps your wishes — not a courtroom — in control if something happens to you. We draft the four documents every adult in Florida should have, and explain each one in plain language.
Reach an attorney. Walk away knowing exactly how to protect your family and your assets.
Tell us your situation and we'll set up a consultation with an attorney who handles your matter personally.
Without a plan, the State of Florida decides — not you.
Each does a different job — together they cover your assets, your finances, and your medical care, whether you're incapacitated or have passed away.
Holds your assets in a trust you fully control during your lifetime, then passes them privately to the people you choose — without probate. You can change or revoke it anytime, and it keeps your affairs managed smoothly if you ever become incapacitated.
Your estate goes through Florida probate — a court-supervised process that becomes public record and often takes 12 months or more, with legal fees paid out of what you leave behind.
Names a trusted person to handle your finances — banking, bills, property, taxes — if you can't. A properly drafted Florida durable power of attorney gives your agent authority the moment it's needed, keeping your life running without the courts.
If you become incapacitated, no one can legally access your accounts. Your family must petition a court to appoint a guardian — a slow, costly, public process in which a judge decides who controls your money.
Appoints someone you trust to make medical decisions for you when you can't speak for yourself — not only at the end of life, but through any illness, surgery, or recovery. In Florida it can even let them talk to your doctors and insurers right away.
Doctors may have no one with clear legal authority to direct your care, and loved ones can be forced into a court guardianship to act for you — during the worst possible moment.
Works hand in hand with your living trust: anything you didn't move into the trust during your lifetime “pours over” into it when you pass, so it's distributed under the same plan instead of by default. It's also where parents name a guardian for minor children.
Assets left outside your trust can pass under Florida's intestacy formula instead of your wishes — and may land in probate with no instructions, undercutting the plan your trust was meant to deliver.
An enhanced life-estate deed that passes your Florida homestead (or other real estate) to your heirs automatically when you pass — avoiding probate on the property — while you keep full control to sell, refinance, or change your mind during your lifetime.
Puts your wishes in writing for situations with no reasonable hope of recovery, so doctors honor your choices about life-prolonging treatment — and your family is spared an impossible decision made on your behalf.
The deeds, account re-titling and beneficiary updates that actually move your assets into your trust. A trust only protects what's been funded into it — we handle that step so nothing is left behind.
Florida's homestead protections shield your primary residence from most creditors and limit how it can be left at death. We build your plan around the homestead rules — so the house passes the way you intend instead of triggering an unintended result.
We prepare your living trust, durable power of attorney, health care surrogate and pour-over will together — so the moment anything happens, the right people are already in place.
We listen to your situation and goals — in English or Español — and recommend exactly what you need. Clear advice, no pressure.
We prepare your trust and directives, tailored to Florida law and your family's needs — and explain every page in plain language.
We handle proper signing and witnessing so everything is valid under Florida law and ready the moment it's needed.
One owner moves out, the other stays. The Save Our Homes cap stays with the house, and the owner who leaves ports nothing. The deed language determines whether that result holds.
Free calculator: estimate your Save Our Homes cap savings, homestead exemption, and how much you can port to your next Florida home. Plain-English explanations.
“Anika and her team were fantastic. They made the home-buying process an absolute breeze — answering all our questions and finding the best way to handle our unique situation. Highly recommend!”
“Great group! Professional and quick. Kathy and Anika are our go-to attorneys and title company. We won't go anywhere else.”
“They're great at their job. Always organized, knowledgeable and especially responsive. Never once unprofessional.”
“As an attorney myself, there is no firm I would trust with my business-related needs other than B&M Law. Anika and her team are highly skilled and very dedicated attorneys that know how to protect your assets and provide you with the peace of mind you deserve. I would give them 10 stars if I could. Highly recommend.”
“I've had an outstanding experience with B&M Law Group. Kathy and Anika are incredibly professional, timely, and thorough. Their attention to detail and dedication to their clients make the legal process smooth and stress-free. I highly recommend them for anyone looking for reliable and expert legal support.”
“I had an excellent experience working with Kathy during my closing. She was professional, responsive, knowledgeable, and made the entire process much smoother from start to finish. Any questions or concerns I had were addressed quickly and clearly, and I always felt like my best interests were being protected. Real estate closings can be stressful, but Kathy's guidance, attention to detail, and professionalism gave me confidence throughout the process. I would highly recommend her to anyone looking for a reliable and experienced real estate attorney.”
Reviews and testimonials reflect the experience of specific clients and are not a guarantee of any result. A prospective client may not obtain the same or similar outcome.
Tell us about your family and we'll recommend exactly what you need — drafted by an attorney and explained in plain language. Se Habla Español.
Tell us your situation and we'll set up a consultation with an attorney who handles your matter personally.
