Zacharia Frey PLLC
Special Services

Estate Plan Review

Have your current estate planning documents thoroughly reviewed by our experienced attorneys. We'll identify gaps, outdated provisions, and opportunities to strengthen your plan — all through our secure online portal.

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Why Review Your Estate Plan?

An estate plan isn't something you create once and forget. Life changes, laws change, and your plan should change with them.

Life Has Changed

Marriage, divorce, new children or grandchildren, a move to a new state, or the loss of a loved one can all make your existing plan outdated or ineffective.

Laws Have Changed

Florida estate planning law, federal tax exemptions, and Medicaid rules change regularly. A plan drafted even a few years ago may no longer reflect current law.

You Want Peace of Mind

An estate plan is only as good as its last review. Knowing that your plan is current, complete, and aligned with your wishes gives you and your family confidence.

How It Works

Our streamlined process makes it easy to get your estate plan reviewed from the comfort of your home.

1

Create Your Account

Sign up with your email address. We'll send you a secure one-time passcode — no passwords to remember.

2

Complete the Intake Form

Tell us about yourself, your family, your assets, and your estate planning goals. Your progress is saved automatically — come back anytime.

3

Upload Your Documents

Upload your existing wills, trusts, powers of attorney, deeds, and any other relevant estate planning documents for review.

4

Attorney Review & Analysis

Our experienced estate planning attorneys will thoroughly review your current plan, identify gaps or outdated provisions, and prepare a detailed assessment.

5

Receive Your Personalized Report

You'll be notified by email when your report is ready. We'll schedule a consultation to walk through our findings and recommendations together.

What You'll Need

To get the most out of your estate plan review, have the following information and documents handy. Don't worry if you don't have everything — you can save your progress and come back later.

  • Your existing will, trust, or other estate planning documents
  • Powers of attorney and healthcare directives
  • Deeds to any real property
  • Life insurance policies and beneficiary designations
  • Personal information for yourself, spouse, and children
  • A general picture of your assets and liabilities
  • Any changes in your life since your last plan was created

Your Privacy Is Our Priority

Bank-Level Security

Your data is encrypted in transit and at rest. We use the same security standards trusted by financial institutions.

Save & Resume Anytime

Your progress is automatically saved. Come back anytime to pick up where you left off — no need to start over.

Attorney-Client Privilege

All information you provide is protected by attorney-client privilege and will never be shared with third parties.

Ready to Review Your Estate Plan?

Creating your account takes less than a minute. Start your estate plan review today.

Take Me to the Portal Questions? Contact Us