Wills, Trusts and Estate Planning

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Your Peace of Mind is a Free Consultation Away

At Peart Law Office, P.A. we have been preparing customized and professionally created Wills, Trusts and other estate planning documents since 2007. When you hire an established and experienced Tampa Estate Planning Attorney you get what you pay for: a reliable and dependable service and product. 


We promise to deliver to you the best and most reliable customized Wills, Revocable Trusts and estate planning documents that your money can buy, at a reasonable price. Sarah E. Peart, Esq. and  Peart Law Office PA bring over 12 years of estate planning experience to the table when planning your estate. Our Wills & Trusts Attorney has the experience to give you peace of mind together with your estate plan package.


Our Attorney does not just enter your information onto a form as some estate planning services or document preparation businesses will have you believe. Each document we prepare is hand tailored to each and every client's needs and wishes.


To schedule a free initial consultation to speak with a Tampa Estate Planning Attorney please call us at (813) 314-2475 or kindly fill out the contact form at the bottom of this page.

Complete Estate Planning Guide

Estate Planning FAQ

Tampa Estate Planning Attorney Near Me Free Consultation/Wills and Trusts Attorney/Florida Wills

We answer the most frequently asked questions about Florida Estates and Probate here. 

Estate Planning Checklist

Tampa Estate Planning Attorney Near Me Free Consultation/Wills and Trusts Attorney Near Me/Florida

We prepared a checklist for you to properly plan for your initial consultation. 

8 Reasons To Plan Now

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Don't know whether you should plan your estate yet? We lay out 8 reasons why you may want to.  

Packages (Wills & Trusts)

Estate Planning Attorney Near Me Free Consultation/Wills and Trusts Attorney/Special Needs Trusts

Pick from our Estate Planning Packages to suit your needs. 

Special Needs Trusts

Tampa Estate Planning Attorney Near Me Free Consultation/Special Needs Trusts Attorney Near Me

We are one of few Florida law firms that draft Special Needs Trusts

Book a Free Consultation

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Contact us to book a free initial consultation to speak with an experienced Estate Planning Attorney

Estate Planning FAQ

Tampa Estate Planning Attorney Near Me Free Consultation/Wills Near Me Free Consultation/Trusts

Estate Planning Definition: What is an Estate Plan?

An estate plan is legally enforceable plan of action, delineated through a series of legally binding documents, which were drafted during a person's lifetime, with the intent of assigning and distributing powers and assets on a person's behalf to specifically assigned beneficiaries. Hiring an Estate Planning Attorney for this process eliminates any second guessing and gives you peace of mind. If you are ready to schedule your Free Initial Consultation with a Tampa Estate Planning Attorney please call Peart Law Office, PA at (813) 314-2475 today!

What is Probate?

"Probating an estate" or "probate" is the process of distributing assets and paying off creditors on behalf of a decedent, through a court action commenced by any heirs or beneficiaries to the decedent's estate. 


A judge will decide whether an estate plan exists and whether or not it is legally sufficient or binding. Furthermore, the judge will direct how to distribute any assets and pay any liabilities and expenses.

Is probate necessary?

The answer to this question depends on the your estate . As we mentioned above, probate is required in Florida when the value of a decedent's estate is above $75,000.00 (excluding any protected homestead). Anything below that amount should qualify for summary administration

  

Either way, in Florida, your estate must be probated. Most people end up having to hire an attorney to represent them throughout the probate process. However, if you want your loves ones and/or beneficiaries to avoid probate entirely, then you will most likely need to have a trust set in place by a wills and trusts lawyer. To schedule a Free Initial Consultation with an Estate Planning Attorney please call Peart Law Office, PA at (813) 314-2475 today!

Do you practice in probate law?

Unfortunately, we do not work in the area of probate. We only work with clients in planning for the future or litigating Trust disputes.

How can you avoid probate?

In order to avoid probate altogether you must have a testamentary trust in place. The trust can be revocable or irrevocable. We always recommend revocable trusts, as they can always be amended. Irrevocable trusts cannot be amended.

Who can plan his/her/their Estate?

Individuals over the age of 18 who are of sound mind and body may sign any estate planning documents.  To schedule a free initial consultation to speak with a Tampa Estate Planning Attorney please call us at (813) 314-2475 or kindly fill out the contact form at the bottom of this page. 

Estate Planning Checklist

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A complete checklist to prepare for your free consultation:

  1. Call our office and schedule your free initial consultation at (813) 314-2475. Completing step will ensure that you have a deadline by when to complete this checklist.
  2. Make a list of your goals. What objective do you want to reach?
  3. Make a list with all of your questions and concerns for the attorney.
  4. Make a list with all of your assets and liabilities. This includes your bank account(s), car(s), home(s), insurance policies, 401k, retirement plans, future income and expenses.
  5. Make a list with all of your beneficiaries and what you plan to gift them.
  6. Make a list of potential trustees and guardians.
  7. Attend your free initial consultation with our attorney and ask lots of questions. Make sure to keep notes!
  8. Shop around. We're so confident in our products and services that we know that you will come back to do business with us once you compare us to what other law firms are offering.
  9. Call our office to move forward with your customized plan.
  10. Schedule your signing day!
  11. Attend the signing and fulfill your wishes! (Yes, we can provide witnesses, if you need them!)

8 Reasons To Plan Your Estate

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Do I need an Estate Planning Attorney?

The answer to this question depends on several conditions, most of which are listed in our introduction above. Here are eight reasons why you may want to hire an attorney to draft your estate plan:


1. You want peace of mind. It's the reason why you find yourself on this website in the first place. 

2. You want to make sure that your beneficiaries and/or loved ones avoid having to probate your estate.

3. Unfortunately, you do not possess the knowledge of all of the estate planning procedures in Florida, necessary to best plan your estate.

4. You want to decrease any tax burden or tax liability by your loved ones and/or beneficiaries.

5. You would like to currently grant free use of your assets to your beneficiaries without any personal liability or burden to them.

6. You would like to decrease your personal liability through a Trust, similarly to how an LLC operates.

7. You would like to eliminate any exposure of your assets to any creditors seeking them out.

8. You would like to maintain anonymity of real property ownership in public records.

8. You want to minimize or eliminate any in-fighting in your family over your assets.

9. You want to exclude somebody from receiving anything from your estate (aside from a spouse or minor children, who in Florida will have a legal claim to a portion of your estate and cannot be written out of your estate).


All of these reasons aside, any mistakes made while planning your estate could cost your loved ones, trustees and beneficiaries thousands of dollars and could take months or even years to resolve. Even worse, this all has to be carried out while your family members are grieving.  And somebody always comes out of the woodwork to make a claim for something. You know, that distant cousin of yours that you haven't seen in 30 years who thinks they are entitled to something. 


If your wishes are properly recorded, they are harder to dispute. Hiring the proper estates attorney that has been drafting wills and trusts for years is key to having your wishes followed. Call us today to schedule your free initial consultation to speak with an experienced Estate Planning Attorney at (813) 314-2475 or kindly fill out our contact form at the bottom of this page.

Wills & Trusts Packages (For Individuals and Couples)

Tampa Estate Planning Attorney Near Me Free Consultation/Wills, Trusts & Estate Planning Attorney

The Essential EP Package

Our Essential EP Package includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form and a Living Will. This package will cover all of your estate planning needs, as long as your assets do not exceed $75,000.00 (excluding any protected homestead property). 


Your estate will still need to be distributed through the Probate Court, but your intentions will be laid out for a court to follow. Please contact our office to obtain a quote and schedule a free initial consultation to speak with our Tampa Estate Planning Attorney to see if this package will fit your individual estate planning needs.

The Enhanced EP Package with Ladybird Deed

Our Enhanced EP Package includes a Ladybird Deed , a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form and a Living Will. This package will cover all of your estate planning needs, as long as your assets and property do not go over $75,000.00 (excluding any protected homestead property). Your estate will still need to go through the Probate Court, but your intentions will be laid out for a court to follow. 


However, the ladybird deed will immediately add any beneficiaries onto your home's title, but allow you to keep a life long interest in your home, and do whatever you would like with it. Your home will not need to be probated and your loved ones will have immediate control of your property once you pass.  


Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Tampa Wills & Trusts Lawyer to see if this package will fit your individual needs. 

Complete EP Package with Trust

Our Complete EP Package includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form, a Living Will and a Revocable Trust. This package will cover all of your Estate Planning needs, especially is you own real property in excess of $75,000.00. A trust will help your loved ones avoid estate taxes and avoid the probate court. Your family will require no future title work in the future if the property in question needs to be sold. 


This package will provide peace of mind not only to you, but also your loved ones.  Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Wills and Trusts Lawyer to see if this package will fit your individual needs.  

Individual Estate Planning Documents

All of the documents that we create can be purchased individually as well.  Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Estate Planning Attorney to see if this package will fit your individual needs.  

Special Needs Trusts

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What is a Special Needs Trust?

A Special Needs Trust is a trust specifically designed for the benefit of an individual with special needs, who does not want to risk losing their government benefits due to a future income stream, financial settlement or benefit. It is created specifically for any supplemental funds that will soon be received by the beneficiary. 


By utilizing a special needs trust, any future income will not change the individual's personal income, either for the purposes of filing personal taxes or for any application for any government benefits, as the funds will flow directly into the trust. This instrument is vital to maintaining qualification for any current government benefits. You will most certainly need the guidance of an experienced estate planning attorney to create one of these trusts. Please contact our office to setup a free initial consultation to discuss the creation of a Special Needs Trust for your loved one.


A Florida Special Needs Trust is valid for both state and federal government agencies who provide any benefits or assistance.  Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Estate Planning Attorney to see if this type of trust will fit your individual needs.  

Can a Beneficiary be a Trustee?

The Trustee of a special needs trust is usually the parent, guardian or caregiver of the trust's beneficiary. The beneficiary is the person receiving the benefits of the trust. The most common question we receive about these trusts is: Can a beneficiary act as trustee? A beneficiary cannot be the trustee of a special needs trust.

When Should I Create A Special Needs Trust

A Special Needs Trust should be created before receiving any new income streams, financial settlements or benefits. Once the money has been received it is too late to create the trust.  Please contact our office at (813) 314-2475 to obtain a quote and schedule a free initial consultation to speak with our Estate Planning Attorney.  

Contact Us

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Peart Law Office, P.A. - Wills, Trusts and Estate Planning

10150 Highland Manor Drive Suite 200, Tampa, FL 33610

(813) 314-2475

Hours of Operation

Mon

9:00 am – 5:00 pm

Tue

9:00 am – 5:00 pm

Wed

9:00 am – 5:00 pm

Thu

9:00 am – 5:00 pm

Fri

9:00 am – 5:00 pm

Sat

Closed

Sun

Closed

Serving the Areas of:

HILLSBOROUGH COUNTY

Apollo Beach, Avocet, Balm, Bayberry Glen, Beach Park, Bloomingdale, Bloomingdale Hills, Brandon, Bridgeview, Bridgewalk, Bridgewater, Carrollwood Village, Chapman Crossing, Cory Lake Isles, Culbreath, Davis Island, Dover, Dunlin Wood, Eagle Ridge, Egret Landing, Egypt Lake-Leto, Falcon Ridge, Fishhawk, Fishhawk Ranch, Fishhawk Ridge, Gannet Glade, Garden District, Gibsonton, Golf View, Greater Brandon, Heritage Harbor, Harbour Island, Harrier Ridge, Hawk Wood, Heron Glen, Heron Park Villas, Hillsborough Golf and Country Club, Hunters Green, Ibis Park, Jaeger Glen, Kestrel Ridge, Kinglet Ridge, Kite Glen, Lithia, Lutz, Mango, Martin Meadow, Meadow Park, Merlin Glen, New Tampa, Old Tampa, Oldsmar, Orient Park, Osprey Park, Paloma Glade, Parkland Estates, Phoebe Park, Plant City, Riverside, Riverview, Ruskin, Sandhill Place, Seffner, Shearwater, Skylark Crest, Sora Trace, Starling, Sun City, Sun City Center, Sunset Park, Tampa, Tampa Palms, Tanager Ridge, Teal Rise, Temple Terrace, Tern Wood, Thonotosassa, Town N' Country, Valrico, Valhalla, Vireo Ridge, Virginia Park, Westchase, West Chase, Whimbrel Wood, Wimauma, Winthrop Wrenwood & Ybor City.


PINELLAS COUNTY

Belleair, Belleair Beach, Belleair Bluffs, Belleair Shore, Clearwater, Dunedin, Gulfport, Indian Rocks Beach, Indian Shores, Kenneth City, Largo, Madeira Beach, North Redington Beach, Oldsmar, Palm Harbor, Pinellas Park, Redington Beach, Safety Harbor, Seminole, South Pasadena, St. Pete Beach, St. Petersburg, Tarpon Springs, Treasure Island & Ozona.


PASCO COUNTY

Bayonet Point, Beacon Point, Dade City, Elfers, Gulf Harbors, Holiday, Hudson, Lacoochee, Land O' Lakes, New Port Richey, Odessa, Palm Harbor, Port Richey, San Antonio, Shady Hills, St. Leo, Temple Terrace, Trinity, Wesley Chapel & Zephyrhills.


HERNANDO COUNTY

Aripeka, Bayport, Brookridge, Brooksville, Garden Grove, Hernando Beach, High Point, Hill 'n Dale, Istachatta, Lake Lindsey, Masaryktown, Nobleton, North Brooksville, North Weeki Wachee, Pine Island, Ridge Manor, South Brooksville, Spring Hill, Spring Lake, Timber Pines, Weeki Wachee, Weeki Wachee Gardens & Wiscon.


POLK COUNTY

Auburndale, Babson Park, Bartow, Combee Settlement, Crooked Lakes, Cypress Lake, Cypress Gardens, Davenport, Dundee, Eagle Lake, Fort Meade, Four Corners, Frostproof, Fussels Corner, Gibsonia, Haines City, Highland City, Highland Park, Hillcrest Heights, Inwood, Jan Phyl Village, Kathleen, Lakeland Highlands, Lakeland, Lakeshore, Lake Wales, Lithia, Medulla, Mountain Lake, Mulberry, Nalcrest, Pittsburg, Poinciana, Polk City, Wahneta, Waverly, Willow Oak, Winston & Winter Haven.


MANATEE COUNTY

 Anna Maria, Bayshore Gardens, Bradenton, Bradenton Beach, Cedar Hammock, Cortez, Duette, Ellenton, Elwood Park, Fort Hamer, Gillette,Holmes Beach, Lake Manatee, Lakewood Ranch, Longboat Key, Manhattan, Marsh Island, Memphis, Myakka City, Oneco, Oak Knoll, Palm View,Palma Sola, Palmetto, Parrish, Rutland, Rye, Samoset, South Bradenton, Tara, Terra Ceia, Verna, Village of the Arts, Ward Lake, Waterbury, West Bradenton, West Samoset & Whitfield.

SARASOTA COUNTY

Casey Key, Engelwood, Longboat Key, Manasota Beach, Miakka, Nokomis Beach, North Port, North Sarasota, Osprey, Pinecraft, Sarasota, Sarasota Heights, Siesta Key, Venice, Venice Beach & Venice Gardens.

AND SURROUNDING COUNTIES

 Charlotte County, Citrus County,  DeSoto County,  Highlands County, Lake County, Lee County, Madison County, Manatee County, Orange County, Osceola County & Sumter County.


ZIP CODE COVERAGE

32626, 32819, 32828, 32829, 32831, 32832, 32836, 32837, 33511, 33547, 33556, 33558, 33566, 33569, 33578, 33579, 33594, 33598, 33602, 33606, 33606, 33609, 33609, 33611, 33615, 33616, 33618, 33621, 33624, 33625, 33626, 33629, 33629, 33629, 33634, 33635, 33647, 33701, 33702, 33703, 33704, 33706, 33711, 33715, 33715, 33759, 33761, 33763, 33786, 34201, 34228, 34242, 34683, 34684, 34695, 34698 and many more.