Practice Area
Plan Review
An attorney-led look at the will, trust, powers of attorney, and beneficiary designations you already have, including a plan you signed in another state before moving to Florida, so you know whether they still do the job you bought them to do.
Why It Matters
Estate plans go stale. Laws change, families change, assets change — and the documents in your safe-deposit box stay frozen at the day you signed them. A plan that worked ten years ago may name trustees who have died or moved, leave assets to beneficiaries no longer in your life, or rely on documents that Florida treats differently than the state where you signed them.
A plan review reads what you have and tells you three things: what your documents actually say, whether they comply with Florida law, and what is missing. We summarize the trust, power of attorney, and health care directive in plain English, identify compliance gaps, point out problem provisions, and flag items worth adding — including digital asset authority, which most older plans never addressed. We do not redraft during the review.
Most clients come to us after moving to Florida from another state, after a marriage, divorce, or death has outpaced the documents, or simply because it has been five-plus years since anyone looked at the plan.
Moved to Florida with a plan from another state?
Floridize Your Estate Plan is our program for new Florida residents and snowbirds: what your out-of-state will, trust, and powers of attorney do here, what your old state can still reach, and how to prove you moved.
Visit floridize.comYou may need this if you:
- You moved to Florida from another state and want a Florida-law check
- Your spouse, a child, or a named fiduciary has passed away or moved
- You have remarried or divorced since you signed the documents
- You have not opened the binder in five or more years
- You inherited a plan from a parent and need to know whether to keep it
- You bought a trust online and want a real attorney to read it
Our Services
What We Handle
Common Questions
Plan Review FAQs
We moved to Florida. Is our estate plan from another state still valid?
Usually. Florida recognizes a will that was valid where it was signed, except a handwritten, unwitnessed will or an oral will. A power of attorney that met the law of the state where it was signed is valid here, and health care directives valid where signed are honored. Valid is not the same as working: the plan may name a personal representative Florida will not appoint, include a power of attorney a bank hesitates to accept, ignore Florida homestead, or recite your old state's address.
Do we have to redo our whole estate plan after moving to Florida?
Not necessarily. Some people need only a new power of attorney and health care documents. Married couples who arrived with two separate trusts are usually better served by one Florida joint trust. The review tells you which documents to keep.
We are snowbirds and Florida is not our domicile. Does a review still help?
Yes. If you keep your domicile in another state, the review focuses on your Florida property: keeping it out of a Florida probate proceeding and making sure the people you named can act here.
Where do you meet clients?
At our main office in Bonita Springs and our professional offices in Lakewood Ranch and Hillsboro Beach. The review starts with documents you send us, so we can begin before you come in.
Prefer to talk it through first?
Give us a call — we’re happy to answer questions before you start your intake.