Same-Day Concierge Estate Planning
Your Time is Worth Millions
Concierge Estate Planning
The Concierge Difference
Estate Planning That Respects Your Time
You built something extraordinary. An empire. A portfolio. A family legacy that reflects decades of discipline, risk, and relentless execution.
And yet—if something happened to you tomorrow—a court you’ve never set foot in would decide who controls it. A judge who doesn’t know your children’s names would appoint their guardian. A probate process that consumes 3–8% of your estate would quietly erode what took you a lifetime to build.
That is the reality for 67% of Americans who have no estate plan at all—and for the vast majority of those who do, the plan was built from a template, outdated on arrival, and has never been tested against the complexity of real wealth.
We created something different. Not a service. An experience.
Our Concierge Estate Plan delivers your complete trust-based estate plan—drafted by an attorney, reviewed with you personally, and executed at a private signing ceremony—in a single day.
Because the traditional process wasn’t built for the way you live. So we changed that.
JM Legacy Law created Florida’s first and only Same-Day Concierge Estate Planning experience — a white-glove, start-to-finish process that puts your entire estate plan in your hands before the day is over. No multiple appointments. No waiting weeks for documents. No wondering if it will ever get done.
One session. One attorney. One day. Done.
How It Works
Four Steps. One Day.
Every Same-Day Concierge session is a dedicated block of time reserved exclusively for you and your family. Here is exactly what happens:
- Strategy Session – We begin with a comprehensive consultation to understand your family, your assets, your goals, and your concerns. Every detail matters — and we capture all of it.
- Custom Drafting – While you are with us, your attorney personally drafts your complete estate plan — tailored to your exact circumstances. No templates. No generic documents.
- Review Together – We walk through every document with you page by page, answering every question until you fully understand and are completely comfortable with your plan.
- Signing Ceremony – Your documents are executed on the spot with our notary and witnesses. You walk out fully protected — estate plan complete — that same day.
Comprehensive Protection
What's Included in Your Same-Day Plan
Your concierge estate plan includes every essential document you need for complete protection — the same comprehensive package our traditional clients receive, delivered in a fraction of the time:
- Revocable Living Trust — Avoid probate and maintain full control of your assets during your lifetime and beyond
- Pour-Over Last Will & Testament — Ensures any assets outside your trust are captured and directed properly
- Durable Power of Attorney — Designate a trusted person to manage your financial affairs if you are unable to
- Designation of Healthcare Surrogate — Ensure your medical decisions are in the hands of someone you trust
- Living Will — Document your end-of-life care preferences with legal authority
- HIPAA Authorization — Grant your designated individuals access to your medical information
- Professional Signing Ceremony — Notarization and witness execution included
- Your Legacy Binder — Beautifully organized, ready to store securely from day one
Is It Right For You?
Who Same-Day Concierge Was Built For
- Busy professionals and executives who cannot afford multiple appointments spread across weeks
- Business owners who need their personal and business protection aligned — fast
- Families with upcoming travel or surgery who need protection in place before a specific date
- Parents who have been putting this off and are ready to finally get it done — today
- Couples and families relocating to Florida who need Florida-compliant documents immediately
- Anyone who values their time and wants the peace of mind of walking out protected the same day
Same Quality. VIP Speed.
Concierge Doesn't Mean Cutting Corners
Let us be clear — this is not a shortcut. There is nothing abbreviated about this process. You receive the exact same attorney-drafted, fully customized estate plan as our traditional clients. The same attention. The same detail. The same comprehensive protection.
The only difference? We dedicate an entire block of time exclusively to you — eliminating the gaps, the waiting, and the back-and-forth that stretches most estate plans across weeks or months. Your time is respected. Your protection is complete.
Available in-person at our Pembroke Pines office or virtually for clients anywhere in the State of Florida.
CALL OUR FIRM TODAY
Our experienced estate attorneys would love to answer any questions you may have. If you’d like to receive more information or have questions, please fill out our Free Case Evaluation Form below. Or if you’re ready to schedule your consultation then give us a call at (954) 723-4322
Florida Probate
Estate Planning
Business Service
Guardianship
Schedule a Free Consultation
Trusted Advisors for Florida Families — in Estate Planning, Business Services, Probate, and Guardianship.
Contact Us
15800 Pines Boulevard, Suite 3128
Pembroke Pines, FL 33027
Google ⭐⭐⭐⭐⭐ 5-Star Rating
All fields are required*
Visit Our Office
Contact Us
Broward Office
15800 Pines Boulevard, Suite 3128
Pembroke Pines, Florida 33027
*Office hours by appointment only
Virtual Services
Serving all 67 counties in Florida securely online