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Sheppard Law Firm

Get Your Copy of The Florida Estate Planning Guide!

Is Your Estate Plan Up-To-Date and 
Florida Compliant?

Build a Plan That Works For You

Get Your Estate Planning Guide

Is your estate plan Florida ready? If your estate plan wasn’t created in Florida or hasn’t been updated recently, the answer is likely no!

The purpose of a Revocable Living Trust-based plan is simple yet critical:
  • Control your assets during your lifetime.
  • Protect yourself and your loved ones in times of uncertainty or incapacity.
  • Gain peace of mind knowing your wishes will be honored after you’re gone.
However, ensuring your plan is current and compliant with Florida laws is often overlooked. This comprehensive guide highlights essential topics, including:
  • Benefits of Florida Residency: Discover why aligning your plan with Florida law is crucial.
  • Impacts of Your Former State: Avoid potential tax issues and ensure your documents remain valid.
  • Customizing Your Plan: Explore different types of estate planning strategies tailored to your unique needs.
  • Staying Up-to-Date: Learn how to adapt your plan to changes in the law, your family, or your circumstances.
Estate planning doesn’t have to be overwhelming. Ensure your plan is ready when it matters most!

Schedule Your FREE Strategy Session Now!

Ready for a Consultation?

Your Path to a Secure and Tailored Estate Plan

Our 7-Step Estate Planning Process

  1. Client Organizer: Share your current situation and goals through our confidential organizer, which sets the foundation for your personalized plan.
  2. Goals & Responsibility Conversation: Identify your priorities, discuss decision-makers, and plan for the responsibilities of carrying out your wishes.
  3. Design: Create a custom will or trust package tailored to your family, finances, and goals with a clear, upfront fee.
  4. Document Builder: Review easy-to-understand drafts, flowcharts, and summaries, ensuring all your questions are answered.
  5. Advisor Coordinator: Collaborate with your trusted attorney, CPA, or financial advisor to ensure transparency and clarity.
  6. Asset Alignment: Properly align assets like property, accounts, and insurance with your estate plan to ensure everything works as intended.
  7. Client Care Program: Stay up-to-date with changes in law, taxes, or your personal situation, including ongoing support for asset alignment.

IS YOUR ESTATE PLAN UP-TO-DATE AND FLORIDA COMPLIANT?

Get Your Copy of The Florida Estate Planning Guide!

Ready to Get Your FREE Guide?

Sheppard Law Firm

Copyright 2025 © Sheppard Law Firm  |  9100 College Pointe Court, Fort Myers, FL 33919

Craig R. Hersch

  • Senior Partner,
    • Sheppard Law Firm
  • Florida Bar Board Certified Estate Planning Attorney / CPA
  • Editorial Advisory Board Member,
    • Trusts & Estates Magazine
  • Founder & Board Member,
    • State Chartered Trust Company