Bonita Springs Estate Planning Attorneys
Personalized Guidance for Wills, Trusts, and Long-Term Planning
In Bonita Springs, many of us are navigating retirement, second-home ownership, or the care of aging loved ones. Planning ahead allows us to organize our affairs, reduce confusion for our families, and prepare for future transitions. Since probate matters are handled through the Lee County Clerk of Courts at the South County Courthouse in Fort Myers, working with a legal team that’s familiar with the local system can make the process more manageable.
At Dorcey Law Firm, PLC, we assist residents of Bonita Springs with estate planning that reflects their values, lifestyles, and long-term goals. We’ve served families across Lee County for more than a decade, offering practical support every step of the way.
If you're ready to take the next step in organizing your estate, call us at (239) 309-2870 or complete our online form to schedule a personalized consultation with one of our Bonita Springs estate planning lawyers.
Estate Planning Services for Families and Individuals in Bonita Springs
We help clients in Bonita Springs create estate plans that address a wide range of priorities and concerns, including:
- Wills and Trusts to direct the distribution of assets
- Probate and Estate Administration for managing legal and financial tasks
- Powers of Attorney and Advance Directives for healthcare and financial decision-making
- Asset and Inheritance Planning to outline how personal and business assets are handled
- Business Succession Planning for owners passing down or selling operations
- Medicaid and Elder Law Planning to explore care-related options
- Auto Pilot Planning Program for ongoing document updates and family meetings
Estate Planning Services We Can Help You With
No matter how complex or contentious your situation is, we will clearly outline your options and develop a thorough strategy for achieving your objectives.
Why Estate Planning Matters in Bonita Springs
Estate planning in Bonita Springs often requires consideration of unique circumstances, including the management of secondary residences, long-term retirement planning, and care for aging family members. Without clearly outlined documents, these responsibilities may lead to confusion, delays, or unintended outcomes for loved ones during challenging times. As part of Lee County, residents of Bonita Springs are also subject to specific local probate procedures and court requirements. Florida laws further shape how estate plans are structured, particularly in areas such as homestead property, digital assets, and advanced healthcare directives.
At Dorcey Law Firm, PLC, we work with individuals and families in Bonita Springs to address these regional considerations and help them make informed decisions about their future. Our team has experience with the processes and expectations in Lee County, and we offer educational workshops in the area to support greater awareness and understanding of estate planning topics. These sessions give residents the opportunity to ask questions, evaluate their needs, and take practical steps toward creating or updating a comprehensive plan.
Common Estate Planning Gaps We Can Help Address
Many people postpone estate planning or assume a simple will is enough. We often work with clients in Bonita Springs to address common oversights, such as:
- Not updating documents after major life changes (marriage, divorce, new children, relocations)
- Missing powers of attorney or advance directives
- Inconsistent or outdated beneficiary designations
- Overlooking Florida-specific laws regarding real property and probate
- Lack of planning for incapacity or long-term care needs
We aim to simplify the process and help you avoid unnecessary complications later on.
Contact our Bonita Springs estate planning team by calling (239) 309-2870 to discuss your goals, review your documents, or start building a personalized estate plan that reflects your needs.
The Dorcey Law Direction
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High Value ServiceWe pride ourselves in giving you high-value legal services and results for the money that you pay.
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Established Roots in FloridaWe have strong roots in Fort Myers and surrounding cities. We are well established and promise to be around to represent you, your children, and grandchildren!
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Education is Key!We host weekly seminars and are dedicated to teaching our clients about the process and legalities surrounding estate planning and probate. Learn more about how you can join our Auto-Pilot program today!
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We Are Your NeighborsWe are not the typical attorneys you will find in Florida. We are laid back and down to earth and believe in being someone you can talk with about delicate issues as if we were neighbors.