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Trusts Attorney in Boca Raton

Trusts at Elevate Legal Services LLC

Setting up a trust is an essential part of comprehensive estate planning. At Elevate Legal Services LLC, our skilled attorneys help individuals and families in Florida maintain control over their affairs, protect their beneficiaries, and avoid lengthy and costly probate processes. We ensure that your wishes are accurately reflected in your estate plan and that all legal requirements are met.

What Is a Trust in Florida?

A trust is a private agreement that outlines how you want the assets owned by the trust to be managed and distributed after your passing. Anything owned by a trust or transferred to a trust upon your death can avoid probate, ensuring a smoother and more private transfer of assets.

The Role of a Trust Lawyer in Florida

Our trust lawyers play a crucial role in helping you create a trust-based plan that captures your wishes and meets your estate planning goals. Here’s how we can assist:

Creating Trusts

We specialize in drafting trusts that offer various benefits, including avoiding probate, planning for incapacity, and setting rules for inheritance. Trusts are particularly useful if you have minor children or want to ensure your assets are managed according to your wishes.

Writing Wills

A will is still an essential part of your estate plan. We ensure that your will complements your trust, giving you control over who gets what and who is responsible for carrying out your wishes rather than leaving it to the state of Florida.

Providing Legal Advice

Our attorneys are well-versed in Florida law and provide tailored legal advice to ensure your estate plan is effective and comprehensive. We help you understand your options and make informed decisions.

Updating Existing Documents

Estate planning documents should be reviewed and updated regularly, especially if your circumstances change, such as moving to Florida from another state. We keep your documents current and relevant.

Navigating Probate

In addition to creating trusts and estate plans, we assist clients in navigating the complex probate process after a loved one passes away, ensuring that the estate is administered efficiently and in compliance with Florida law.

Benefits of Hiring a Trust Lawyer in Florida

Attorneys Near Me For Wills And Trusts

Maintain Control

With a trust, you decide who gets what and who manages your assets, both during your life and after your passing. This control helps protect your beneficiaries and ensures your wishes are honored.

Protect Your Beneficiaries

A trust can include specific provisions to protect your loved ones, especially minors or beneficiaries with special considerations. This ensures that they inherit responsibly and with the necessary protections in place.

Alleviate Stress

Creating a trust provides peace of mind for you and reduces stress for your loved ones by clearly outlining your wishes and avoiding potential disputes.

Avoid Disputes

A well-drafted trust minimizes the chances of conflicts among beneficiaries by clearly stating your intentions, reducing the likelihood of legal battles.

Charitable Gifts

You can include provisions in your trust for charitable donations, ensuring that causes important to you receive support.

Minimize or Avoid Probate Fees

Bypassing probate court can save time and money, ensuring a smoother transition of assets to your beneficiaries.

Business Continuity

If you own a business, a trust can include important provisions for managing your business in the event you become incapacitated and ensuring it is distributed according to your wishes.

Incapacity Planning

A trust can ensure that your chosen successor trustee can step in and manage your assets if you become incapacitated, providing continuity and protection.


Trusts are private documents that do not get filed, recorded, or registered, maintaining the confidentiality of your estate plan.

What Happens If You Don’t Have a Trust in Florida?

Without a trust and other critical estate planning documents, you lose control over how your assets are distributed. The state’s default rules will apply, which can lead to disputes, stress, and unintended consequences, such as:

  • Losing control over asset distribution
  • Disputes among beneficiaries
  • Stress and mess for your loved ones
  • A judge choosing a guardian for your minor children
  • Unmarried partners receiving nothing
  • Step-children being disinherited
  • Missing out on charitable gifts
  • Potential DIY failures and legal issues

The Process of Creating a Trust with Elevate Legal Services LLC

Attorney Near Me For Wills

  1. Schedule an Appointment: Contact us to schedule a convenient time. You can call us at 561-770-3335 or fill out the form on our website.
  2. Complete a Questionnaire: We’ll send you a questionnaire to help us understand your situation and needs.
  3. Consultation: We’ll discuss your assets, beneficiaries, and goals to develop a legal strategy that meets your objectives.
  4. Drafting Your Plan: We’ll prepare your estate plan based on our discussion.
  5. Review and Sign: You’ll review your plan, and we’ll answer any questions before you sign. We offer both in-office and remote signing options.
  6. Funding Your Trust: We’ll assist with the necessary steps to fund your trust after it has been properly executed.
  7. Ongoing Support: We’ll periodically check in to ensure your plan remains up-to-date and relevant.

Who Needs a Trust Lawyer in Florida?

If you:

  • Own real estate
  • Have minor children
  • Own a business
  • Have specific wishes for asset distribution
  • Have a blended or complicated family situation
  • Want to avoid disputes
  • Have health issues or concerns

Contact Elevate Legal Services LLC

Protect your family and gain peace of mind by creating a comprehensive estate plan with Elevate Legal Services LLC. Schedule an appointment today by calling 561-770-3335 or filling out the form on our website. Let us help you secure your future and safeguard your assets with tailored legal solutions and compassionate guidance.

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