Estate Planning Lawyer in Lee County

More Than Two Decades of Experience Across Estate Planning & Florida Law

Our estate attorneys help Lee County residents coordinate wills, trusts, beneficiary designations, incapacity documents, and Florida property considerations. The right structure depends on how you own your assets, who should receive them, and who should make financial or medical decisions if you can’t act independently.

Assets don’t always pass according to a will. Retirement accounts, life insurance, jointly owned property, and trust assets may follow separate transfer instructions. Coordinating those assets with your documents is essential to creating a consistent plan.

Schedule a free consultation with our estate planning attorneys by calling (239) 303-4040. We can discuss your goals, existing documents, and the issues your plan should address.

Estate Planning Informed by Related Areas of Florida Law

Our attorneys bring more than two decades of experience across estate planning, probate, trust administration, real estate, and business law. That broader perspective is valuable when a plan involves Florida homestead, business interests, property in multiple states, or questions about future estate administration.

We stay current on the laws affecting our practice areas and give each client personal attention. Hundreds of five-star reviews reflect our clients’ experiences with our firm. We also offer services in Spanish, Russian, and Creole.

What a Coordinated Estate Plan May Include

We begin by reviewing your assets, family relationships, intended beneficiaries, charitable goals, and long-term care considerations. From there, we can determine which documents fit your circumstances and how they should work together.

Planning may include:

Wills: A will can identify beneficiaries, nominate a personal representative to administer the estate, and name a guardian for minor children. Property controlled by a will may still require probate.
Revocable Living Trusts: A revocable living trust can generally be changed during the creator’s lifetime. Its effectiveness depends on proper drafting, funding, asset titling, and coordination with the rest of the plan.
Durable Powers of Attorney: A durable power of attorney authorizes another person to handle specified financial matters and remains effective during incapacity when properly prepared under applicable law.
Health Care Directives: These documents record medical preferences and identify who can make health care decisions if the patient can’t communicate those choices.
Beneficiary Designations: Retirement accounts, life insurance, and similar assets commonly pass to the beneficiaries named on the account rather than under a will.
Digital Assets: Planning can address online accounts, electronically stored records, digital property, and the people authorized to manage them.

Trust Funding & Asset Ownership

Signing a trust doesn’t automatically place assets into it. As part of implementation, we help clients evaluate account ownership, real estate titles, beneficiary instructions, and property located outside Florida. Each asset’s treatment depends on how it is owned and the law that applies.

Planning for Blended Families

Plans involving spouses, children from prior relationships, or dependents with different needs require careful coordination. We can define responsibilities, evaluate proposed distributions, and identify potential conflicts among a will, trust, property title, and beneficiary designation.

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How Florida Law & Lee County Probate Affect Your Plan

Florida law can affect who receives a primary residence, what rights a surviving spouse holds, and which assets become part of probate. Probate is the court-supervised process for identifying estate property, addressing valid obligations, and distributing the remaining assets. Lee County proceedings move through the circuit court, and our attorneys are familiar with matters in the Lee County and Collier County court systems.

Florida Homestead Rules

Florida homestead protections can restrict how a primary residence is transferred when an owner is survived by a spouse or minor child. The correct analysis depends on occupancy, ownership, marital status, family circumstances, and the proposed transfer. These issues should be reviewed before finalizing a will, trust, or deed.

Rights of a Surviving Spouse

A surviving spouse may have an elective-share right, which is a statutory claim against certain estate interests rather than the distribution stated in a will. The elective share is generally 30 percent of the elective estate under Florida law, but determining which assets count and how the share is satisfied depends on the facts.

Probate & Nonprobate Transfers

A will generally controls only assets subject to probate. Jointly owned property, trust assets, and accounts with valid beneficiary designations may pass through other arrangements. We review these components together so your documents and transfer instructions reflect the same distribution plan.

From Your Initial Consultation to Future Plan Reviews

Before your consultation, gather information about your family relationships, real estate, financial accounts, existing documents, intended beneficiaries, and the people you’re considering for financial or health care roles. This information allows us to identify the decisions that require attention and the documents that may fit your goals.

The planning stages include:

Initial Consultation: We discuss your goals, concerns, family circumstances, assets, and existing estate documents.
Strategy Development: We identify the documents and coordination issues that fit your priorities.
Document Preparation and Review: We prepare the selected documents and review their terms with you.
Implementation: We address the steps required to put the completed plan into effect.
Future Review: We can revisit the plan after significant changes involving marriage, divorce, children, finances, property, beneficiaries, fiduciaries, or applicable law.

Put a Coordinated Estate Plan in Place

If you need an estate lawyer in Lee County, a free consultation is an opportunity to discuss what you own, whom you want to protect, and which decisions require attention. We can create a new plan or review documents that no longer reflect your circumstances.

At The Law Office of Conrad Willkomm, P.A., we provide personal guidance informed by current Florida law and our work across estate planning, probate, trust administration, real estate, and business law. Our goal is to give you a clear path from the first conversation through implementation.

Call (239) 303-4040 to request your free estate planning consultation.

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