Estate planning is one of the most meaningful steps you can take to protect your family and your future. We create personalized wills, trusts, and directives that honor your wishes, safeguard your assets, and bring lasting peace of mind.
Boca Raton Estate Planning Firm
Planning for the People & Future You Care About Most in South Florida
Estate planning is not just for the wealthy, older adults, or those facing immediate health concerns. It is a foundational step for any adult who wants to protect loved ones, preserve assets, and maintain control over important decisions. At LEEP LAW GROUP, we help families throughout South Florida create clear, legally sound estate plans that reflect their values and long-term goals.
Without a proper plan in place, Florida law determines what happens to your property, who manages your affairs if you become incapacitated, and how your loved ones navigate the legal system after your passing. That default process may not align with your wishes. Estate planning allows you to make those decisions proactively, rather than leaving them to the courts.
Discuss your estate planning needs in a free initial consultation with a Boca Raton attorney. Call (561) 760-9685 or reach us online for a telephone or virtual meeting.
What to Expect: Our Estate Planning Process
We believe clients deserve clarity about how the process works. When you work with LEEP LAW GROUP, you can expect a structured yet personal experience:
- Consultation. We learn about your family, assets, concerns, and objectives. We answer your questions and outline potential strategies.
- Information gathering and analysis. After initial engagement, we conduct a detailed review of your financial picture, family dynamics, and planning priorities. This allows us to identify risks, opportunities, and appropriate planning tools.
- Customized plan design. We develop a comprehensive estate plan tailored specifically to you. We explain each recommended document and strategy in clear, straightforward language so you understand how the pieces work together.
- Drafting and review. You will have the opportunity to review your documents carefully. We walk through them with you, address any questions, and adjust as needed.
Protecting Your Legacy Starts Here
Thoughtful Estate Planning Solutions
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A wonderful experience.
“Christine and her team are amazing! They helped me with my Estate plan and the process was easy and Christine explained it in its entirety during a one on one meeting!”- Danielle -
A rare find in the field of law.
“Tara Wood is as professional as you would expect an attorney to be, but she is off the chart with kindness and compassion.”- Lori -
Knowledgeable, compassionate, and trustworthy.
“Their firm operates with the highest level of integrity and ethics, and I felt completely confident trusting them with such important matters.”- Elyce A.
Why Estate Planning Is Essential
Many individuals delay estate planning because they believe they have plenty of time, assume their estate is too modest to require planning, or feel uncomfortable discussing incapacity and end-of-life decisions. Unfortunately, unexpected illness, injury, or loss can occur at any stage of life.
Delaying planning can lead to:
- Family disputes or confusion about your intentions
- Court involvement to appoint decision-makers
- Lengthy and costly probate proceedings
- Increased financial and emotional strain on loved ones
- Missed opportunities for tax efficiency and asset protection
A comprehensive estate plan provides clarity, structure, and peace of mind for you and your family.
Partner with a Trusted Firm in Boca Raton
With over 2,400 cases handled, our firm has earned the confidence of hundreds of Florida families. Attorneys Tara Wood and Christine Venezia have been selected to Super Lawyers, reflecting peer recognition for professional excellence.
Clients choose us because we listen first, explain clearly, and create personalized strategies rather than one-size-fits-all documents. We work with individuals and families across a broad range of financial circumstances, including high-net-worth estates requiring sophisticated planning.
Estate planning is one of the most meaningful steps you can take to protect your legacy. It provides certainty in uncertain times and guidance when your family needs it most.
Call (561) 760-9685 or complete our online contact form to book your free estate planning meeting with one of our Boca Raton attorneys today.
Estate Planning FAQs
Let US Help you understand your options before taking the next step
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A Boca Raton estate planning attorney helps you design legal documents that protect your family, assets, and wishes under Florida law. This includes creating wills, trusts, powers of attorney, and healthcare directives in compliance with Florida Statute Chapter 732. An attorney ensures your plan reflects your personal goals, avoids unnecessary taxes, and prevents probate complications.
At LEEP LAW GROUP, our Boca Raton estate planning lawyers provide clear, step-by-step guidance so you can make confident decisions about your future.
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The best time to start estate planning is now, while you are healthy and able to make informed decisions. Early planning helps you protect your financial and medical wishes before a crisis arises. Waiting until a health issue occurs can limit your options and create stress for your spouse or family.
Working with a Boca Raton estate planning attorney allows you to stay in control and update your plan as life changes, ensuring your wishes remain legally secure.
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A complete estate plan in Florida typically includes a will or a trust, a durable power of attorney, a living will, and a health care surrogate designation. Each serves a different purpose, but together they form a strong layer of protection for your assets and your loved ones.
A Boca Raton estate planning lawyer reviews every document to ensure it aligns with Florida’s legal requirements and accurately reflects your wishes for your loved ones.
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A properly structured trust allows your assets to be distributed to beneficiaries without the delays and costs of probate court. It can also maintain privacy and ensure that property is distributed exactly as you intend. Many Boca Raton families use revocable trusts to provide for a surviving spouse while preserving assets for children.
Our estate planning attorney explains the options under Florida law and helps you choose a trust that fits your goals and family situation.
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Yes. Florida law allows you to revise your estate plan at any time while you have mental capacity. You should review your documents every few years or after major life events such as marriage, divorce, relocation, or retirement.
A Boca Raton estate planning attorney can update your will or trust to reflect new priorities and ensure everything remains legally enforceable. Keeping your plan current prevents confusion and makes it easier for your family to follow your wishes.
Your Next Steps for Building a Lasting Estate Plan
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1Schedule a Consultation with a Boca Raton Estate Planning Attorney
Starting with professional guidance helps you avoid gaps and misunderstandings.
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2Review Existing Documents
Update any old wills, trusts, or powers of attorney so they align with your current life stage.
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3Discuss Long-Term Goals
Talk about future care needs, retirement plans, and how you want assets managed or distributed.
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4Take Inventory of Your Assets and Accounts
Record properties, investments, and insurance policies to form the foundation of your plan.
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5Stay Consistent and Informed
Estate planning is an ongoing process. Revisit your plan every few years or during major life events to keep it accurate and effective.
