Free 15-Minute Strategy Session
Get Clear on Your Estate & Tax Planning Options
Many families discover too late that their estate plan doesn’t actually work the way they thought it would. In just 15 minutes with a Sheppard Law attorney, you’ll get clear next steps tailored to your situation—whether you’re new to Florida, updating an outdated plan, or looking for ways to minimize taxes.
Ready to Take the Next Step?
Book Your Free 15-Minute Call
No cost, no obligation—just clarity and direction for your next steps.
Why Work With Us
Experience, Strategy, and Care You Can Trust for Every Stage of Life
At Sheppard Law, we focus exclusively on estate, tax, and domicile planning for Florida residents. From avoiding costly probate to protecting your family’s legacy, our attorneys combine decades of experience with a deep understanding of the unique laws that impact you. We don’t believe in cookie-cutter plans—we believe in smart strategies that hold up when it matters most.
★★★★★
They handled our changes competently and expeditiously while ensuring we fully understood their impact on our estate plan. Craig’s in-depth knowledge as an estate planning attorney and the associated tax regulations will produce significant savings for our heirs. Working with Craig and his team made us comfortable that they have our best interests at heart.
Sandra. & Philip M.
★★★★★
Thanks to the entire team for making working with you so easy. I’m very impressed with how ‘simplified’ the process was because of all the pre-planning and forethought that went into preparing my parents’ trust. It was painless. You make it seem so easy. However, I know it only seems that way because of your combined efforts and absolute professionalism.
Beatrice B.
★★★★★
What a feeling of pride and satisfaction I felt leaving your office yesterday after signing your documents. It seemed like we had taken a course in estate planning. You made it interesting and understandable. I feel competent and happily satisfied. You and your staff are a joy to work with. We’re looking forward to having our children meet you via the internet this summer.
Ellen & Harris K.
Your Path to a Secure and Tailored Estate Plan
Our 7-Step Estate Planning Process
- Client Organizer: Share your current situation and goals through our confidential organizer, which sets the foundation for your personalized plan.
- Goals & Responsibility Conversation: Identify your priorities, discuss decision-makers, and plan for the responsibilities of carrying out your wishes.
- Design: Create a custom will or trust package tailored to your family, finances, and goals with a clear, upfront fee.
- Document Builder: Review easy-to-understand drafts, flowcharts, and summaries, ensuring all your questions are answered.
- Advisor Coordinator: Collaborate with your trusted attorney, CPA, or financial advisor to ensure transparency and clarity.
- Asset Alignment: Properly align assets like property, accounts, and insurance with your estate plan to ensure everything works as intended.
- Client Care Program: Stay up-to-date with changes in law, taxes, or your personal situation, including ongoing support for asset alignment.
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