Estate Planning Serviecs

Are You Unsure How to Protect Your Family in the Event of a Death?

Do You Want To Preserve the Legacy You Built for Generations to Come?

Our Easy

3-Step Process

  • Attend a virtual Family Wealth Planning Session where we:

    • Get to know you and your family dynamics

    • Assess your current financial landscape, including assets and liabilities.

    • Clearly articulate your goals and aspirations for the future, including healthcare and guardianship of children if applicable.

    • Communicate any specific changes or improvements you desire in your estate planning.

    • Choose the right fee and planning package for you

  • After the Family Wealth Planning Session, our team will design and draft your Estate Plan. Once drafting is complete, a Signing Ceremony will be held where we review your plan together, answer any remaining questions, and prepare to transfer assets into your estate if applicable.

  • The final step in our estate planning process is the delivery of your personalized Estate Binder which includes your planning documents, fiduciary letters, healthcare directives, kids protection ID cards if applicable, and any other materials relevant to your comprehensive estate plan.

Book a Free Consultation to Get Started Today!

“We reached out to Savannah to help with my parents' estate planning as they were getting older. She was compassionate and thorough, helping us set up a trust, power of attorney, and health care directives. Now, we feel confident that their wishes will be honored, and there won’t be any confusion down the road.”

- Amanda H.

“With two young kids, we wanted to make sure we had a plan in place for their future. Savannah helped us create a comprehensive estate plan, including guardianship and trusts for our children. It’s such a relief to know that their futures are secured, no matter what happens.”

- John M.

“As a single business owner, I had no idea how complex estate planning could be. Savannah guided me through every step, from protecting my business assets to ensuring my personal affairs are in order. She really took the time to understand my goals and made the process feel manageable.”

- Kathy M.

Get started with us today.

Savannah Law Services all of Florida.