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Estate Planning and Probate

You’ve worked hard to build your personal wealth, and now you’re ready to sit down and build an effective estate plan governing your assets. We can help.

Here at Schultz Law Group, P.L.L.C. , we have decades of experience assisting clients in developing, drafting, and executing creative, highly-customized estate plans that direct the control and disposition of their assets.

Comprehensive Estate-Related Services

We provide comprehensive estate planning services that include, but are not necessarily limited to, the following:

  • Last Will and Testaments
  • Power of Attorney
  • Healthcare Directives
  • Business Succession Planning
  • Asset and Wealth Preservation
  • Pre-Marital and Post-Marital Agreements
  • Post-Mortem Planning
  • Revocable Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Charitable Trusts
  • Supplemental and Special Needs Trusts
  • Family Limited Partnerships
  • Special Needs Trusts
  • Asset Protection Planning
  • Asset and Wealth Preservation

Comprehensive estate planning requires more than just drafting documents concerning the distribution of estate assets. Clients may not realize that estate planning can be much more powerful than they initially expect. A comprehensive, customized estate plan can protect assets from creditors, direct physicians as to medical care in the event of incapacity, direct a financial advisor to handle assets in the event of incapacity, delay the distribution of assets to certain descendants, and more.

Responsiveness Is Critical in the Estate Planning Context

Estate planning is unique in that it is often the first time that an individual has to seriously engage with an attorney for a legal matter. Effective estate planning attorneys understand that clients may therefore be rather anxious about the implications of their decisions, and they may feel uncomfortable and overwhelmed by the process as a whole.

We believe that our commitment to friendly, responsive representation is a critical advantage that helps our clients engage more openly on estate planning issues, and it ensures that any questions or concerns that clients may have can be clarified early on. We also make ourselves available throughout the week — including weekends and evenings — and provide rapid responses to inquiries.

The Value of an Expansive Expert Network

Here at Schultz Law Group, P.L.L.C. , we have access to specialized talent and expertise through our relationships with other professionals, from accountants to investment advisors. We coordinate with the various professionals in our extended network to ensure that our clients can take advantage of truly comprehensive estate planning and wealth management services.

For example, if a client is concerned about the advanced tax consequences of their estate plan for a particular investment, then we can connect them to one of the tax professionals we regularly work with. We can then collaborate with said professional so that the estate planning guidance we provide is informed by their evaluation.

Truly comprehensive estate planning services must take into account the total implications of an estate plan for the end-goals of the client. We take the time to develop a customized estate plan, which may include wealth management, tax, charitable planning, and healthcare considerations, among other things.

If you require assistance with estate law transactional matters, we can help. Contact Schultz Law Group, P.L.L.C. today to schedule an appointment.


Schultz Law Group, P.L.L.C. Firm Logo

2777 Gulf Breeze Parkway Gulf Breeze, FL 32563
Phone: 850-754-1600