Estate Planning

Estate planning coordination across Tampa Bay

Estate planning is legal work, wills, trusts, and powers of attorney need an attorney, not a financial planner, to draft. What a financial planner does well is make sure the financial side lines up with the legal side, beneficiary designations that actually match the will, account titling that avoids probate the way it was intended to, and a wealth transfer strategy that an attorney can then put into legal documents. We match you with a Tampa Bay planner who coordinates directly with an estate attorney rather than working in isolation from one.

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Planner reviewing beneficiary designation forms with a client at a Tampa Bay office

What's included in this service?

Ask whether you already have a will, trust, or powers of attorney in place
Match you with a planner who regularly coordinates with estate attorneys, not one who avoids the topic
Confirm the planner will not draft legal documents themselves, that stays with your attorney
Connect you directly so the planner can review beneficiary designations and account titling
Follow up to confirm the coordination between planner and attorney is actually happening
Never provide legal advice or draft estate documents ourselves

When do you need this service?

You have not reviewed beneficiary designations since a marriage, divorce, or a child was born
You bought a Florida homestead property and are not sure how it factors into an estate plan
An out-of-state will or trust needs a Florida-specific review after you relocated
A parent is aging and the family needs a coordinated plan across finances and legal documents
You inherited assets and need help retitling accounts correctly

What do people ask about Estate Planning?

Can Tampa Wealth Pro draft my will or trust?

No. We are a matching service connecting you with a financial planner, and estate documents have to be drafted by a licensed attorney. What the planner we match you with can do is review your accounts, flag beneficiary designation problems, and coordinate with an estate attorney you choose or one they can recommend.

Why does my Florida homestead matter for estate planning?

Florida's homestead law has specific rules about who can inherit a homestead property, and those rules can override what a will says in certain situations, particularly if you are married or have minor children. This is exactly the kind of interaction between Florida-specific law and your financial accounts that a planner and estate attorney should review together, not something to assume works like it would in another state.

What happens if my beneficiary designations do not match my will?

In most cases, the beneficiary designation on the account, not the will, determines who receives it. Retirement accounts, life insurance, and many investment accounts pass directly to whoever is named as beneficiary regardless of what the will says. This is one of the most common estate planning mistakes a planner can catch by reviewing your accounts directly.

I moved to Florida from another state. Does my old estate plan still work?

It may still be legally valid, but it often was not written with Florida's homestead rules, probate process, or estate tax interaction in mind. A common step after relocating is having a Florida estate attorney review the existing documents, sometimes a full rewrite is not necessary, but confirming that is worth the review.

Do I need a trust, or is a will enough?

It depends on your assets, family situation, and whether avoiding probate matters to you, this is ultimately a legal question an estate attorney should answer for your specific situation. A financial planner can help you think through the financial side, like how a trust would need to be funded and titled, but the decision itself comes from the attorney.