Estate Planning Lawyers in Naples
Establishing a Legally Sound and Personalized Estate Plan
In Naples, estate planning often requires careful consideration of multiple factors, such as managing seasonal residences, preparing for retirement distributions, or arranging for the future care of aging family members. Establishing a comprehensive estate plan can help reduce administrative burdens, clarify testamentary intent, and provide structure for the transfer and management of assets.
At Dorcey Law Firm, PLC, we assist locals in developing estate plans that are tailored, adaptable, and compliant with Florida law. Our planning process focuses on identifying your goals, organizing your affairs, and drafting documents that reflect your long-term intentions.
Contact Dorcey Law Firm, PLC at (239) 309-2870 to schedule a consultation with one of our Naples estate planning attorneys who can help you take the next step.
How Our Naples Estate Planning Attorneys Provide Support
Our Naples estate planning attorneys assist clients with drafting and reviewing essential legal documents, including wills, revocable and irrevocable trusts, durable powers of attorney, healthcare advance directives, and instruments for asset distribution. We help address key concerns such as probate administration, tax exposure, long-term care planning, and legacy preservation.
We also collaborate with financial advisors, elder care providers, and tax professionals when coordination is necessary to align your estate plan with your broader financial strategy. In addition, we host weekly seminars dedicated to educating clients on the legal processes surrounding estate planning and probate. These sessions offer practical guidance and support informed decision-making for individuals and families in the Naples area.
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.
Comprehensive Estate Planning Services We Provide in Naples
An effective estate plan addresses more than just the distribution of property. In Naples, planning often involves unique considerations such as homestead property laws, seasonal residency, multistate family dynamics, and long-term care concerns. These factors may influence how assets are titled and transferred, who is designated to act on your behalf, and how your intentions are carried out over time.
At Dorcey Law Firm, PLC, we help clients develop tailored estate plans that reflect their current needs and future priorities. Our services cover the full scope of personal, medical, and financial planning, including:
- Wills and revocable trusts
- Durable powers of attorney
- Advance healthcare directives and living wills
- Probate and estate administration support
- Asset and business transition planning
- Long-term care and Medicaid planning
- Ongoing plan maintenance through our Auto Pilot Planning Program
We provide guidance on decisions related to property transfers, healthcare preferences, guardianship designations, and trust administration. Each plan is crafted to align with Florida law and adapted to the client's unique circumstances and long-term goals.
Key Reasons to Revisit or Update an Estate Plan
Life changes quickly, and outdated estate documents can create confusion or unintended outcomes. We frequently assist clients in Naples who have encountered:
- Marriage, divorce, or blended family changes
- The birth of children or grandchildren
- A move to Florida from another state
- Changes in financial status or asset structure
- New goals for charitable giving or legacy planning
A periodic review of your estate plan helps identify any adjustments needed to reflect your current wishes and circumstances.
Ready to create or update your estate plan? Connect with our Naples estate planning team by calling (239) 309-2870 today.
The Dorcey Law Direction
-
High Value ServiceWe pride ourselves in giving you high-value legal services and results for the money that you pay.
-
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!
-
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!
-
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.