Practice Area
Estate Planning
A well-crafted estate plan protects your family, preserves your assets, and ensures your wishes are carried out. We create plans as unique as the families we serve.
Why Estate Planning Matters
Estate planning is about more than documents - it's about peace of mind. A comprehensive estate plan ensures your loved ones are provided for, your assets are protected, and your healthcare wishes are respected.
Without proper planning, Florida law determines how your assets are distributed, who manages your affairs, and who makes medical decisions on your behalf. These defaults rarely match what families actually want.
At Zacharia Frey PLLC, we take the time to understand your unique family situation and goals, then craft a plan that gives you control and protects what matters most.
You Need an Estate Plan If You:
- Own a home or other real estate
- Have minor or dependent children
- Want to avoid the probate process
- Have retirement accounts or life insurance
- Want to protect assets from creditors
- Care about who makes medical decisions for you
- Want to minimize estate taxes
- Have a blended family
Our Services
Estate Planning Services
Free Interactive Tool
The ZacFreyLaw Estate Plan Map
See every issue your estate plan needs to address — for your family, your assets, your state, and your situation. No two plans are the same.
A visual guide to every issue your estate plan needs to address — your family, your assets, your state, your situation. Click any topic to learn what it means, hear it explained, and flag the ones that matter to you. Bring your list to your consultation and we'll start there.
Free to explore — for general education only.
Our Process
How We Work Together
Initial Consultation
We meet to understand your family, assets, goals, and concerns. This consultation is the foundation of your personalized plan.
Plan Design
We analyze your situation and design a comprehensive estate plan that addresses your specific needs, from asset protection to family provisions.
Document Preparation
Our team drafts your legal documents with precision, ensuring every detail reflects your wishes and complies with Florida law.
Review & Signing
We walk you through every document, answer your questions, and execute your plan with proper witnessing and notarization.
Ongoing Support
Life changes. We're here to review and update your plan as your family, assets, and goals evolve over time.
Common Questions
Estate Planning FAQs
Do I need a will if I already have a trust?
Usually yes. Even with a fully funded revocable trust, we recommend a pour-over will that catches anything left outside the trust and names guardians for minor children, something a trust alone can't do.
What's the difference between a revocable and irrevocable trust?
A revocable trust can be changed or dissolved by you at any time while you're alive, and it avoids probate but doesn't protect assets from creditors or long-term care costs. An irrevocable trust gives up that control in exchange for stronger asset protection, and when used for Medicaid planning, it starts the five-year lookback clock.
Does my estate plan need to be updated if I move to Florida from another state?
Yes. Florida has its own execution requirements, homestead rules, and elective-share protections for spouses that another state's documents may not address. A plan review confirms whether your existing documents still work here or need updating.
What happens if I die without a will in Florida?
Your assets pass under Florida's intestacy statute, which distributes property according to a fixed formula based on your surviving relatives, not your personal wishes. It also doesn't let you choose a guardian for minor children or a personal representative you trust.
Start Planning Today
The best time to create an estate plan is now. Schedule your free consultation and take the first step toward protecting your family.