Estate Planning in Dunedin, FL.

Matching with a planner happens within 2 business days. Coordinating a full financial and legal review, including attorney drafting time, commonly takes 4-8 weeks depending on complexity. Call and we'll start the match right away.

Getting matched is free, with no cost or obligation across Tampa Bay. Estate planning coordination is typically included in a planner's wealth management fee (0.50%-1.25% of assets) or a flat planning fee ($1,500-$5,000). The estate attorney's drafting fees are separate and billed by the attorney directly, commonly $1,000-$3,500 for a basic will and trust package in Florida, though an attorney should confirm current pricing.

Dunedin's mix of longtime retirees drawing down savings and small-business owners with net worth tied up in a brewery or restaurant means Social Security timing and business succession planning both come up constantly in the same zip code. Clearwater and Dunedin retirees drawing required minimum distributions often need beneficiary designations reviewed at the same time, since account owners sometimes forget those forms were filled out decades earlier and never updated since a marriage, divorce, or the birth of a grandchild changed who they actually intended to inherit the account.

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.

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.