Estate Planning Attorney in Sarasota & Lakewood Ranch, FL
Wills, Trusts, Probate & Elder Law Firm, PLLC helps individuals, seniors, and families in Sarasota plan for the future with wills, trusts, probate, Medicaid planning, and elder law guidance. Serving Sarasota and Lakewood Ranch, the firm provides clear, thorough advice built around each client’s wishes and circumstances.
Trusted Estate Planning Lawyers
At the Wills, Trusts, Probate & Elder Law Firm, PLLC, we are dedicated to helping our clients protect their assets and provide for their heirs according to their wishes. Our estate planning attorneys in Sarasota, Florida prepare the appropriate documents based on each client’s individual circumstances. We help clients create plans that address their property, family needs, and future goals.
We handle many aspects of Estate Planning in Sarasota. We create different types of trusts depending on the nature of your property and your plans for it. Florida law can be complex, and we carefully follow applicable rules and requirements to help ensure estate planning documents are prepared properly.
Experienced Elder Law, Probate & Medicaid Guidance
Our lawyers also assist families with Medicaid qualification when assisted living or long-term nursing care becomes a concern. We help with probate and trust administration and prepare documents that address end-of-life care according to your wishes.
Gregory A. Kaiser, our founder and managing partner, has more than two decades of experience serving Sarasota clients. His practice focuses on wills, trusts, estate planning, and elder care law. He has conducted more than 300 seminars on estate planning topics and has served as Chairperson of the Elder Law Section of the Sarasota County Bar Association. Call us for a free 30-minute consultation to review your needs and discuss how we may help.
Our Estate Planning & Elder Law Services
Estate Planning
Our Estate Planning services help individuals and families organize their affairs around their assets, family circumstances, and future wishes. Planning may include wills, trusts, powers of attorney, health care documents, and other strategies designed to work together under Florida law.
Wills & Trusts
Wills and trusts can serve different roles in an estate plan. We prepare Last Wills & Testaments, Revocable Trusts, and Irrevocable Trusts based on your property, family needs, and goals for how assets should be managed and transferred.
Probate Administration
After a loved one dies, Probate Administration may be required to settle the estate under Florida law. We help families understand the process, address estate responsibilities, and work through the legal steps involved in administering and distributing assets.
Trust Administration
Trust Administration can involve managing assets, following trust instructions, communicating with beneficiaries, and handling distributions after incapacity or death. We help trustees and families understand their responsibilities and navigate the administration process.
Elder Law
Elder law planning helps seniors and their families prepare for decisions involving aging, incapacity, long-term care, and future financial or health care needs. We help coordinate legal arrangements so important decisions are clearly documented.
Medicaid & Long-Term Care Planning
Our Medicaid Planning services help families understand Florida Medicaid qualification and prepare for assisted living or long-term nursing care. We provide guidance on eligibility, applications, and lawful planning options.
Powers of Attorney & Health Care Directives
Planning for incapacity includes deciding who can act for you and documenting medical wishes. We prepare Powers of Attorney, Health Care Surrogate designations, Living Wills, and related directives.
Deeds & Homestead Planning
Our Deed services support broader estate and homestead planning goals. We assist with Enhanced Life Estate Deeds, including Lady Bird Deeds, and help clients consider how Florida real property should be transferred.
Why Choose Wills, Trusts, Probate & Elder Law Firm, PLLC
More than two decades of experience focused on estate planning, wills, trusts, probate, and elder law.
Gregory A. Kaiser has conducted more than 300 seminars on estate planning topics.
Past Chairperson of the Elder Law Section of the Sarasota County Bar Association.
Clear, everyday explanations that help clients understand complex estate planning and legal decisions.
Thorough, organized planning built around each client’s wishes, family circumstances, and future needs.
A professional, responsive team known for making the estate planning process easier and more comfortable to navigate.
Our Service Areas
Wills, Trusts, Probate & Elder Law Firm, PLLC serves individuals and families throughout:
Talk With a Sarasota Estate Planning Attorney
Whether you need to create a will or trust, review an existing estate plan, handle probate after a death, or plan for Medicaid and long-term care, Wills, Trusts, Probate & Elder Law Firm, PLLC can help you understand your options and next steps.
What Our Clients Are Saying
Gregory A. Kaiser Answers Common Questions
A will explains how certain assets should be handled after your death, while a revocable living trust can hold and manage assets during your lifetime and provide instructions for what happens later. The right choice depends on your property, family circumstances, and overall estate planning goals.
The right documents depend on your situation, but a Florida estate plan may include a last will and testament, revocable trust, durable power of attorney, health care surrogate designation, and living will. These documents work together to address your property, decision-making authority, medical wishes, and future plans.
Estate planning costs vary depending on the documents you need and the complexity of your assets, family circumstances, and goals. Wills, Trusts, Probate & Elder Law Firm, PLLC offers a free 30-minute initial consultation with the attorney to review your needs and discuss the appropriate next steps.
It depends on the estate and how the assets were owned. Florida probate may involve court filings, estate assets, debts, creditor matters, and distributions to beneficiaries. An attorney can help you understand whether probate is required and guide you through the administration process.
Medicaid planning helps families understand Florida eligibility requirements when assisted living or long-term nursing care becomes necessary. Planning may involve reviewing income, assets, existing estate documents, and application requirements to determine what lawful options are available for the individual’s circumstances.
A durable power of attorney allows you to give a trusted person authority to handle certain financial or legal matters on your behalf. You decide how much authority to grant based on your needs. Careful drafting helps make those responsibilities and powers clear before they are needed.
A Lady Bird deed, also known as an Enhanced Life Estate Deed, may allow Florida real estate to pass to designated beneficiaries at death without going through probate for that property. Whether it makes sense depends on your home, family circumstances, and how it fits with the rest of your estate plan.
It is a good idea to have your estate planning documents reviewed after moving to Florida. State laws and planning requirements can differ, and your existing will, trust, power of attorney, or health care documents should still reflect your current wishes, property, and family circumstances.
