Zacharia Frey PLLC

Practice Area

Estate Planning

A well-crafted estate plan protects your family, preserves your assets, and ensures your wishes are carried out. We create plans as unique as the families we serve.

Why Estate Planning Matters

Estate planning is about more than documents — it's about peace of mind. A comprehensive estate plan ensures your loved ones are provided for, your assets are protected, and your healthcare wishes are respected.

Without proper planning, Florida law determines how your assets are distributed, who manages your affairs, and who makes medical decisions on your behalf. These defaults rarely match what families actually want.

At Zacharia Frey PLLC, we take the time to understand your unique family situation and goals, then craft a plan that gives you control and protects what matters most.

You Need an Estate Plan If You:

  • Own a home or other real estate
  • Have minor or dependent children
  • Want to avoid the probate process
  • Have retirement accounts or life insurance
  • Want to protect assets from creditors
  • Care about who makes medical decisions for you
  • Want to minimize estate taxes
  • Have a blended family

Our Services

Estate Planning Services

Wills

A properly drafted will ensures your assets are distributed according to your wishes and can name guardians for minor children. We create wills that are clear, legally sound, and tailored to your family.

Revocable Living Trusts

Avoid probate, maintain privacy, and ensure seamless management of your assets during your lifetime and beyond. A living trust provides flexibility and control.

Irrevocable Trusts

Protect assets from creditors, reduce estate tax exposure, and plan for Medicaid eligibility with strategically designed irrevocable trusts.

Powers of Attorney

Designate someone you trust to manage your financial and legal affairs if you become unable to do so. A durable power of attorney is an essential part of every estate plan.

Advance Directives

Living wills and healthcare surrogate designations ensure your medical treatment preferences are honored and that someone you trust can make healthcare decisions on your behalf.

Probate & Estate Administration

When a loved one passes, we guide personal representatives and families through the probate process, trust administration, and estate settlement with care and efficiency.

Our Process

How We Work Together

1

Initial Consultation

We meet to understand your family, assets, goals, and concerns. This consultation is the foundation of your personalized plan.

2

Plan Design

We analyze your situation and design a comprehensive estate plan that addresses your specific needs, from asset protection to family provisions.

3

Document Preparation

Our team drafts your legal documents with precision, ensuring every detail reflects your wishes and complies with Florida law.

4

Review & Signing

We walk you through every document, answer your questions, and execute your plan with proper witnessing and notarization.

5

Ongoing Support

Life changes. We're here to review and update your plan as your family, assets, and goals evolve over time.

Start Planning Today

The best time to create an estate plan is now. Schedule your free consultation and take the first step toward protecting your family.

Schedule a Consultation(239) 345-4545