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Trusts * Wills * Probate * Tax Minimization * Litigation

Lorelei Law, PLLC

Serving Clients Throughout Florida
By Appointment Only
(727) 626-2937 

A Unique Advocate: Attorney and ICU Registered Nurse Protecting Your Family’s Future

Take the stress and uncertainty out of estate planning. At Lorelei Law, we do more than prepare legal documents. We strive to become your lifelong personal attorney, providing ongoing guidance as your life, family, and circumstances evolve. Drawing on both legal and healthcare experience, we create thoughtful estate plans designed to protect your assets, healthcare wishes, and loved ones while giving you greater peace of mind.


Your legacy is about far more than money. Through our Sentimental Package, we help you preserve and pass down the values, stories, memories, and life lessons that matter most. We also help ensure that meaningful personal items, from family heirlooms to cherished keepsakes, are thoughtfully addressed so the memories attached to them can endure.


Through our membership program, we help keep your estate plan current as your circumstances and the law change. 

Ongoing review can help reduce unnecessary risk, minimize the potential for disputes, and provide your loved ones with greater clarity when they need it most. When life changes, we remain available to provide guidance and support.

A thoughtful estate plan can lift a significant burden from your family. It gives your loved ones greater clarity, helps preserve family harmony, and allows them to focus on supporting one another rather than navigating avoidable uncertainty. Contact us today to begin creating a plan designed to protect what matters most to you.

A Holistic Approach to Business & Estate Planning

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Over 15 Years of Civil Litigation Experience Helping Clients with a Revenue of Several Million $$

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Our Legal and Healthcare Experience Means Better Protection for You and Your Family Through Customized Estate Planning

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Our Legal and Healthcare Experience Means Better Protection for You and Your Family Through Customized Estate Planning

Have you considered what will happen to your business if you become incapacitated or pass away unexpectedly?

Did you know? Without an estate plan, your spouse or family may be forced to go to court if you die or become incapacitated

Our Legal and Healthcare Experience Means Better Protection for You and Your Family Through Customized Estate Planning

When a Simple Will Works… and When It Doesn’t

Do Wills Have to Go Through Probate? Understanding Privacy and Court Involvement

Do Wills Have to Go Through Probate? Understanding Privacy and Court Involvement

Protecting Your Children with Estate Planning

 

Most people think a Will is all they need, but that is not always the best solution. A Will generally must go through probate, which can take time, involve court oversight, and create additional expense for your family. For many people, a properly structured Trust can provide a more efficient way to transfer assets, reduce the need for probate, preserve greater privacy, and make the process easier for loved ones.


At the same time, not everyone needs a Trust. For individuals with limited assets, few beneficiaries, or a more modest estate-planning budget, a Simple Will may still be an appropriate and practical choice. We prepare Simple Wills when they fit the client’s circumstances and goals.


If you are unsure which option is right for you, you are not alone. We will explain your choices in plain English, answer your questions, and help you create an estate plan tailored to your life, your family, and your budget.

Contact Us

Do Wills Have to Go Through Probate? Understanding Privacy and Court Involvement

Do Wills Have to Go Through Probate? Understanding Privacy and Court Involvement

Do Wills Have to Go Through Probate? Understanding Privacy and Court Involvement

Stay Out of Court with a Trust Based Estate Plan

Yes. Pursuant to Florida Statute, Section 732.901(1):

"The custodian of a will must deposit the will with the clerk of the court having venue of the estate of the decedent within 10 days after receiving information that the testator is dead. The custodian must supply the testator’s date of death or the last four digits of the testator’s social security number to the clerk upon deposit."  

Hence, your family may be required to initiate probate proceedings, and once your Will is filed with the court, it generally becomes part of the public record. If your goal is to minimize court involvement, reduce the potential for family conflict, and preserve greater privacy, a properly structured estate plan can help provide a smoother and more private transition.

 

View Florida Statute 732.901

DISCLAIMER: The information on this site is not legal advice. This information does not  create an attorney-client relationship. Please do not send us any confidential information until such a relationship has been established by written agreement between you and Lorelei Law, PLLC. The stories, although true, are written by persons not affiliated with Lorelei Law, PLLC. 

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Lorelei Law, PLLC

727-626-2937

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