Estate Planning Attorney in
Boca Raton Florida
Protecting Boca Raton families with personalized wills, revocable trusts, and complete estate plans. Hablamos Español.
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Estate Planning Attorney Serving Boca Raton, Florida
If you live in Boca Raton — whether near Downtown Boca Raton, Mizner Park or closer to Delray — you have built something worth protecting. A home. A career. Savings. Perhaps a business. And almost certainly, a family who depends on you.
At JM Legacy Law, our legal team provides personalized estate planning services for families throughout Boca Raton and Palm Beach County. We work directly with each client, learn what matters most to them, and create a legally binding plan that reflects their wishes precisely — not a template with a name filled in.
Many Boca Raton residents are surprised to learn that without a properly structured estate plan, Florida’s intestacy statutes — not their personal intentions — will determine who receives their assets, who cares for their children, and who has legal authority to make medical decisions on their behalf during an emergency. One appointment with our office resolves all of those vulnerabilities.
Estate Planning Services For Boca Raton Clients:
- Last Will & Testament — who inherits, who is the executor, who raises your children
- Revocable Trust — avoids the probate process and keeps your affairs private
- Durable Power of Attorney — designates someone to manage your finances if you become incapacitated
- Designation of Health Care Surrogate — authorizes medical decisions on your behalf
- Living Will — documents your wishes regarding medical treatment at the end of life or medical emergencies
- HIPAA Authorization — allows your representative to access your medical information
- Asset Protection and Business Integration – coordination with your LLC or business partnership interests
Why Boca Raton Families Choose a Revocable Living Trust
Boca Raton has one of the highest rates of homeownership in Palm Beach County. For families with real estate and investment accounts, a revocable living trust is typically the most effective estate planning structure — a significant step above a will alone.
Assets transfer directly to beneficiaries without court involvement
Financial affairs remain completely private — never a public record
Avoids the 9-to-18 month Palm Beach County formal probate timeline
Prevents forced guardianship proceedings during incapacity
Covers real estate in multiple states through a single document
The Real Cost of Not Having an Estate Plan in Florida
For a Boca Raton home valued at $650,000, statutory attorney fees alone in a formal Palm Beach County probate can exceed $16,000 — calculated on the gross estate value before debts. Add court filing fees, appraiser costs, and the time value of a 12-month process, and the financial impact on your family becomes significant.
More importantly, a family without clear incapacity documents may find themselves without legal authority to manage accounts, pay bills, or make healthcare decisions during an emergency — before death is ever a factor. These situations often result in emergency guardianship proceedings, which are costly, time-consuming, and deeply disruptive.
Serving Boca Raton and the Surrounding Area
JM Legacy Law serves families throughout Boca Raton — including residents near Boca Raton Town Center, Mizner Park and closer to Delray. We offer convenient consultations in both English and Spanish, and fully virtual services for Boca Raton clients who prefer to work with an attorney remotely.
Estate Planning Services for Boca Raton Residents
Last Will & Testament
A legally valid Florida will specifying asset distribution, naming an executor, and designating guardians for minor children.
Revocable Living Trust
A private, flexible trust that holds assets outside of probate and transfers them directly to beneficiaries at death.
Power of Attorney
A durable power of attorney designating a trusted agent to manage financial and legal affairs if you become incapacitated.
Healthcare Directives
Health care surrogate designation, living will, and HIPAA authorization — a complete incapacity planning package.
Estate Plan Reviews
We review existing wills and trusts for Florida compliance and accuracy — especially important for clients who relocated from another state.
Business Owner Planning
Estate plans for Boca Raton business owners that integrate LLC succession and personal estate documents into a single aligned strategy.
Our Process
1
Free Initial Consultation
A 30-minute consultation call in English or Spanish to understand your goals and determine what documents you need.
2
Client Questionnaire
We will send you an electronic Client Questionnaire to begin completing, so we have the information we need.
3
Drafting Your Documents
Your documents are drafted, reviewed, and prepared.
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4
Zoom Review Meeting
You will review the document drafts together with your attorney, and discuss any questions or changes you may have before finalizing your documents.
5
Signing Ceremony & Portfolio
The documents are signed with the witnesses and notary required by Florida law. We coordinate all the details and you leave with your Portfolio in-hand the same day!
Frequently Asked Questions
Do I need an estate planning attorney in Boca Raton or can any Florida attorney help?
Any licensed Florida attorney can prepare estate planning documents. JM Legacy Law focuses exclusively on estate planning, probate, and business law — meaning our advice and documents reflect deep, current knowledge of Florida-specific statutes and how they apply to Boca Raton families. We offer in-person appointments near Boca Raton and virtual consultations at no additional cost.
How long does it take to create a complete estate plan?
For most Weston clients, a complete estate plan — including will, trust, power of attorney, healthcare surrogate, and advance directive — is typically completed within two to three weeks from the initial consultation. We accommodate busy schedules with evening and virtual appointments.
My spouse and I both need estate plans. Do we need separate documents?
Married couples typically receive coordinated estate plans — each spouse has their own will and trust, but the documents are designed to work together. JM Legacy Law creates these coordinated plans regularly and explains the specific structure that makes sense for your situation.
I moved to Boca Raton from New York. Is my existing will still valid in Florida?
A will executed in New York may be recognized in Florida, but Florida has unique rules regarding homestead property, spousal rights, and trusts that may require changes. We strongly recommend a legal review of any out-of-state estate plan, particularly if you own real estate in Florida.
What is the difference between a will and a living trust for Boca Raton homeowners?
Both documents direct how assets are distributed after death, but a living trust avoids probate entirely. A will must be filed with the Broward County Circuit Court and administered through the probate process, which typically takes 9 to 18 months. For Boca Raton homeowners with real estate and investment accounts, a living trust is usually the more efficient long-term structure.
Does JM Legacy Law serve clients who cannot come into the office?
Yes. JM Legacy Law offers fully virtual consultations and remote estate planning services for Boca Raton clients. Document signing can be arranged remotely or at our Pembroke Pines office. Many clients complete their entire estate plan without a single in-person visit.