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A Family Protection Review for Florida Families

What Happens to Your Family If Something Happens to You?

Most Florida families do not know whether they are protected from probate, incapacity, nursing home costs, family conflict, or outdated planning documents until a crisis occurs. Find out where you stand in about a minute — free, and with no contact information required.

  • Florida Estate Planning & Elder Law
  • Medicaid Planning
  • Probate & Guardianship
  • Long-Term Care Asset Protection

The Family Protection Review™

A Guided Review — Not a Legal Intake

Every situation leads to the same simple idea: answer a few questions, and receive useful information and personalized findings first. You decide what happens next.

  • About a minute

    A handful of plain-language questions. No jargon, no forms.

  • No contact info required

    You receive your findings on the spot — before we ever ask for anything.

  • The report is the product

    Real, personalized findings. The consultation is only a next step if you want it.

Start My Family Protection Review

My Family Protection Report™

Sample

What Appears to Be Going Well

  • A healthcare surrogate appears to be in place
  • Beneficiary designations appear current

Potential Issues We Identified

  • No living trust identified — your home may be exposed to probate
  • Power of attorney may be more than five years old

Educational screening tool, not legal advice. Your actual report is built from your answers.

Our Planning Framework

Every Review Looks at Four Pillars

Documents are only the paperwork. Real protection comes from looking at the four places a plan actually breaks down — Assets, Income, Family, and Care Costs.

Assets

Will your property avoid probate and pass the way you intend?

Income

Will your spouse or family have enough income if care costs begin?

Family

Are there family dynamics, second marriages, children from prior relationships, or vulnerable beneficiaries that require special planning?

Care Costs

Could nursing home, assisted living, or long-term care costs derail your plan?

From Findings to a Plan

My Family Protection Plan™

Your review shows what to look at. The plan is how we address it — built around what your family actually needs, and nothing it doesn't.

Estate Planning
Trust Planning
Probate Avoidance
Incapacity Planning
Long-Term Care Planning
Asset Protection Planning
Family Organization

The Path Forward

From Uncertain to Prepared

  1. My Family Protection Report™

    See where you stand

  2. My Family Protection Plan™

    Address what matters

  3. MyLifeFolio™

    Organize the details

  4. Your Family Knows What to Do

    Peace of mind

Why Families Trust Us

Guidance From an Elder Law and Estate Planning Firm That Understands Care Costs

Most firms refer the hard cases out. We handle planning, Medicaid, probate, and care-cost crises under one roof.

30+ Years

Combined estate planning & elder law experience

Florida Focused

Elder law and estate planning for Southwest Florida families

Medicaid Planning

Eligibility, applications, and asset protection handled in-house

Care Crisis Ready

Long-term care and nursing home crisis planning

Probate & Guardianship

Court processes managed with care for your family

Super Lawyers

Carl B. Zacharia named every year since 2010

Beyond the Law Office

A Connected System for Planning, Care, and Crisis

Zacharia Frey PLLC leads the way. These supporting tools help families and facilities navigate long-term care with confidence.

Use of these platforms does not create an attorney-client relationship. Legal services are provided exclusively through Zacharia Frey PLLC.

Find Out What Your Family May Be Missing

A short, free review can reveal risks that otherwise stay hidden until incapacity, care costs, probate, or family conflict forces the issue. No contact information required to see your findings.