Practice Area

Plan Review

An attorney-led look at the will, trust, powers of attorney, and beneficiary designations you already have, so you know whether they still do the job you bought them to do.

Why It Matters

Estate plans go stale. Laws change, families change, assets change — and the documents in your safe-deposit box stay frozen at the day you signed them. A plan that worked ten years ago may name trustees who have died or moved, leave assets to beneficiaries no longer in your life, or rely on documents that Florida treats differently than the state where you signed them.

A plan review reads what you have and tells you three things: what your documents actually say, whether they comply with Florida law, and what is missing. We summarize the trust, power of attorney, and health care directive in plain English, identify compliance gaps, point out problem provisions, and flag items worth adding — including digital asset authority, which most older plans never addressed. We do not redraft during the review.

Most clients come to us after moving to Florida from another state, after a marriage, divorce, or death has outpaced the documents, or simply because it has been five-plus years since anyone looked at the plan.

You may need this if you:

You moved to Florida from another state and want a Florida-law check
Your spouse, a child, or a named fiduciary has passed away or moved
You have remarried or divorced since you signed the documents
You have not opened the binder in five or more years
You inherited a plan from a parent and need to know whether to keep it
You bought a trust online and want a real attorney to read it

Start Your Plan Review Intake

Our Services

What We Handle

Will & Trust Review

We read your existing will and any trust agreements line by line, identify outdated dispositions or fiduciaries, and explain what each clause actually does.

Power of Attorney & Healthcare Surrogate Review

Powers of attorney are state-specific and must include the right superpowers to fund a trust or handle Medicaid. We confirm yours can do the work when you need it to.

Beneficiary Designation Audit

Retirement accounts, life insurance, and TOD/POD accounts pass outside the will. We check that the beneficiaries on file match the rest of your plan.

Asset Titling & Funding Review

A trust only works for assets that are actually titled into it. We compare your titling against your trust to find unfunded accounts and properties.

Florida-Specific Compliance

Florida has unique rules around homestead, elective share, and pre-need guardian designations. We confirm your out-of-state plan still complies after the move.

Findings Memo

After the review you receive a written summary of what works, what does not, and our specific recommendations. You decide whether to update.

Prefer to talk it through first?

Give us a call — we’re happy to answer questions before you start your intake.

(239) 345-4545