Estate planning · Coral Gables & Miami-Dade
Estate Plans That Protect Your Family and Avoid Probate
Wills, trusts and powers of attorney designed around your family and your assets, so your wishes are carried out without unnecessary cost, delay or court involvement.
✓ Florida Bar Board Certified Wills, Trusts & Estates attorney✓ Custom plans for families, business owners & international assets✓ Plans built to avoid probate
Start your estate plan
Tell us a little about your goals and we’ll reach out to schedule your consultation.
Estate planning built around your family
Estate planning is about much more than a will. A complete plan says who will receive your property, who will make financial and medical decisions if you cannot, who will care for your minor children, and how to do it all with as little cost, delay and court involvement as possible.
Our founder, Monique Lavender Greenberg, is a Florida Bar Board Certified Wills, Trusts and Estates attorney. Our team brings experience in planning, probate and litigation to every plan we design. Learn more about revocable trusts, durable powers of attorney and Lady Bird deeds.
Revocable living trusts
Pour-over wills
Durable powers of attorney
Health care surrogate designations and living wills
Pre-need guardian designations
HIPAA authorizations
Lady Bird deeds and homestead planning
Planning for your situation
Every family is different. We tailor each plan to your goals, your assets and the people you want to protect.
High-Net-Worth Planning
Trusts, lifetime gifting and estate tax planning that reduce taxes and preserve wealth across generations.
Cross-Border Assets
Plans that work across jurisdictions when you own property or accounts abroad or family members live outside the U.S., coordinated with your advisors where needed.
Families with Minor Children
Naming guardians, creating trusts that manage assets until children are ready, and keeping the plan current as your family grows. See protecting your minor children.
Business Owners
Succession planning so your company continues smoothly when an owner retires, becomes disabled or passes away.
Probate Avoidance
Funded trusts, beneficiary designations and the right deeds so your family can avoid the cost and delay of probate.
Asset Protection
Using Florida’s protections, including homestead and exempt assets, to help protect what you have built.
Discover
Schedule a meeting to sit down with us and talk through your family, your assets and what you want protected.
Evaluate
We review your current plan, ownership structures and exposure to probate, taxes and creditor claims.
Strategy
Receive a custom plan designed to carry out your wishes, avoid probate and protect what you have built.
When should you update your plan?
Review your plan every few years and after any major life event: marriage, divorce, the birth of a child or grandchild, a death in the family, a move to Florida, or a significant change in your assets. Documents from another state usually remain valid, but they may not work the way you expect under Florida law.
Frequently asked questions
Straight answers to the questions we hear most. For advice about your situation, schedule a consultation.
Is a will enough?
A will says who inherits, but it does not avoid probate. A properly funded revocable trust, together with the right beneficiary designations, can keep most assets out of court. See what a pour-over will does.
I moved to Florida from another state. Is my plan still valid?
Usually the documents remain valid, but they may not work the way you expect under Florida law, especially for homestead, powers of attorney and health care decisions. We recommend a review.
Who will make medical decisions for me if I cannot?
The person you name in a designation of health care surrogate. Without one, Florida law sets who may decide, which may not be the person you would choose.
What happens to my estate if I do not plan?
Florida’s intestacy laws decide who inherits, and your family will likely need a court-supervised probate administration.
