Estate Planning Attorney in Fort Lauderdale, FL

Our Estate Planning Services in Fort Lauderdale 

At Fiducia Law, we focus on practical, legally sound strategies that protect families in South Florida. 

Revocable Living Trusts 

A revocable living trust helps you avoid probate and maintain privacy. 

You stay in control while you’re alive. You can change it. Cancel it. Update it. 

After death, your assets pass to your beneficiaries without going through the Broward County Clerk of Courts probate process. 

We also handle: 

• Trust funding 

• Deed transfers into your trust 

• Real estate title planning 

• Asset titling strategy 

Most people miss this step. They sign the trust but never fund it. An unfunded trust doesn’t avoid probate. 

We make sure it’s done correctly. 

 

Irrevocable Trusts 

For asset protection, Medicaid planning, or tax planning, an irrevocable trust may make sense. 

These trusts: 

• Protect assets from certain creditors 

• Help with long-term care planning 

• Remove assets from your taxable estate 

This part’s tricky. Once created, these trusts are harder to change. We walk you through the pros and cons before you decide. 

 

Last Will and Testament 

A will names: 

• Your beneficiaries 

• Your personal representative 

• Guardians for minor children 

Without a will, Florida intestacy laws decide who inherits. That may not match your wishes. 

We often pair a will with a trust through a pour-over will to catch anything not titled in the trust. 

 

Durable Power of Attorney 

If you become incapacitated, who pays your bills? 

In Florida, powers of attorney must meet strict statutory requirements. We draft documents that allow your trusted agent to: 

• Handle bank accounts 

• Manage investments 

• Sign legal documents 

• Handle real estate transactions 

Without this, your family may need guardianship through the court. 

 

Healthcare Surrogate and Living Will 

Medical emergencies happen. 

A healthcare surrogate designation allows someone to make medical decisions for you. 

A living will outlines your wishes for life-prolonging procedures. 

We also prepare HIPAA authorizations so your loved ones can access medical records when needed. 

 

Asset Protection Planning 

Worried about lawsuits? Business liability? Future creditors? 

Florida has strong asset protection laws. Proper planning can protect: 

• Your homestead 

• Retirement accounts 

• Life insurance policies 

We also use tools like: 

• Lady Bird Deeds 

• Proper beneficiary designations 

• Life insurance trust planning 

Many competitors talk about asset protection in vague terms. We explain what actually works under Florida statutes. 

 

Business Succession Planning 

If you own a business in Fort Lauderdale, you need a succession plan. 

We help you: 

• Transfer ownership smoothly 

• Minimize tax impact 

• Protect business interests 

• Coordinate with operating agreements 

Your estate plan should work with your business documents, not conflict with them. 

 

Special Needs Trusts 

If you have a child or loved one with disabilities, leaving assets directly to them can jeopardize benefits. 

A properly drafted special needs trust preserves eligibility for government assistance while allowing funds for quality-of-life expenses. 

This is one area where mistakes are costly. Precision matters. 

 

Medicaid and Long-Term Care Planning 

Nursing home care in South Florida is expensive. 

With proper planning, you may protect certain assets while qualifying for Medicaid benefits. 

Timing matters. Florida has look-back periods and strict rules. We’ll tell you clearly what’s realistic and what’s not. 

What Makes Estate Planning Different in Fort Lauderdale 

South Florida has unique factors: 

• High property values 

• Blended families 

• Retirees relocating from other states 

• Investment properties 

• International assets 

If you moved from New York or Illinois, your old documents may not comply with Florida law. 

We regularly review and update out-of-state plans for people living near Nova Southeastern University, along Las Olas, and throughout Broward County. 

 

Estate Planning for Different Life Stages 

Young Families 

• Guardianship for kids 

• Basic wills 

• Life insurance coordination 

• Temporary incapacity planning 

Retirees 

• Trust-based planning 

• Asset protection 

• Healthcare directives 

• Simplified asset transfers 

High Net Worth Clients 

• Estate tax exemption planning 

• Generation-skipping transfer planning 

• Charitable giving planning 

• Tax minimization planning 

• Step-up in basis coordination 

We’ll explain how each strategy affects your real estate, retirement accounts like 401(k)s and IRAs, investment portfolios, bank accounts, business interests, digital assets, and even cryptocurrency holdings. 

 

Why Clients Choose Fiducia Law 

Estate planning is personal. You’re sharing financial details, family dynamics, and long-term goals. 

Here’s what sets us apart: 

• Member of The Florida Bar 

• Licensed Florida Attorney 

• Ethical compliance with Florida Bar rules 

• Personalized legal counsel 

• Transparent flat-fee estate planning options 

• Attorney-client confidentiality 

• Ongoing estate plan review and updates 

• Community involvement in Fort Lauderdale 

• Serving Broward County families 

We don’t rush meetings. We answer questions in plain English. And we tell you when something isn’t necessary. 

 

Common Estate Planning Mistakes We See 

1. Trusts that were never funded 

1. Outdated beneficiary designations 

1. No healthcare documents 

1. Children listed as direct beneficiaries of retirement accounts 

1. No plan for incapacity 

1. Relying on online forms that don’t meet Florida requirements 

People often think a simple will avoids probate. It doesn’t. 

A will goes through probate. A properly funded trust usually avoids it. 

 

Our Process 

Step 1: Consultation
We talk about your assets, goals, and concerns. 

Step 2: Strategy
We recommend a plan based on Florida law and your situation. 

Step 3: Drafting
We prepare your documents with clarity and precision. 

Step 4: Signing
We guide you through proper execution requirements. 

Step 5: Funding
We help transfer assets into your trust. 

Step 6: Ongoing Support
Life changes. Your plan should too. 

 

Frequently Asked Questions

1. Do I need a trust in Florida?

Not everyone does. If you own real estate, want to avoid probate, or value privacy, a trust often makes sense. If your estate is simple, a will-based plan may work. We’ll explain the difference clearly. 

2. How much does estate planning cost in Fort Lauderdale?

It depends on complexity. Basic will packages cost less than trust-based plans. We offer transparent flat-fee pricing so you know the cost upfront. 

3. What happens if I die without a will in Florida?

Florida intestacy laws decide who inherits. That may not reflect your wishes. Your family will also go through probate at the Broward County Courthouse. 

4. Can I just name beneficiaries and skip a trust?

Sometimes. Beneficiary designations on retirement accounts and POD accounts can help avoid probate. But they don’t handle incapacity or complex family situations. Coordination matters. 

5. How often should I update my estate plan?

Review it every three to five years or after major life events like marriage, divorce, birth of a child, relocation, or significant asset changes. 

6. Is my homestead protected in Florida?

Florida homestead laws offer strong protections, but they come with restrictions on how property passes at death. Planning is essential, especially for married couples or blended families. 

 

Ready to Protect Your Family? 

Estate planning isn’t about documents. It’s about clarity. 

It’s about making sure your spouse can pay bills without court involvement.
It’s about protecting your home in Coral Ridge or Rio Vista.
It’s about keeping your affairs private instead of public court records. 

If you live in Fort Lauderdale or anywhere in Broward County, let’s talk. 

Fiducia Law helps you create a plan that works under Florida law and reflects your real life. 

Call today to schedule a consultation with a Fort Lauderdale estate planning attorney who will take the time to get it right.