Estate Planning Lawyers in Sanibel
Preparing for the Future Through Florida-Compliant Estate Plans
Living on Sanibel Island brings with it a slower pace, beautiful surroundings, and a strong sense of community. For many residents, this is the place where legacies are built and passed on. Whether you’re a long-time homeowner, a seasonal resident, or planning for retirement on the island, having a well-structured estate plan can make a significant difference in how your assets are handled and your wishes are carried out.
At Dorcey Law Firm, PLC, we assist individuals and families in Sanibel with estate planning services that reflect both their personal priorities and Florida’s legal requirements. Our approach is focused on helping you prepare for the future while supporting the people and property that matter most to you.
Fill out our online form or call us at (239) 309-2870 to schedule your consultation.
Estate Planning Services We Offer in Sanibel
Every estate plan should reflect the unique circumstances of the person creating it. That’s why we offer a full suite of estate planning services for residents of Sanibel, including:
- Wills and Revocable Trusts to document your preferences for asset distribution
- Durable Powers of Attorney for financial and legal decisions in the event of incapacity
- Advance Healthcare Directives such as living wills and health care surrogate designations
- Probate and Estate Administration Guidance to assist your loved ones during the legal process
- Asset Planning and Titling to avoid delays and confusion in the transfer of property
- Medicaid and Long-Term Care Planning for individuals anticipating future care needs
- Business Succession Planning for local entrepreneurs
- Ongoing Document Review and Support through our Auto Pilot Planning Program
We work closely with each client to build an estate plan that addresses their needs today and remains adaptable to future changes.
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 for Residents of Sanibel
Sanibel’s close-knit community and distinctive lifestyle often present estate planning scenarios that go beyond standard templates. Many residents own waterfront or vacation properties, manage out-of-state assets, or have blended family structures that call for careful planning. Others are transitioning into retirement or seeking to preserve wealth for future generations.
Having an estate plan in place allows you to make clear decisions about:
- Who will inherit specific assets or properties
- How your finances should be managed if you become incapacitated
- What kind of medical treatment you prefer in emergency situations
- Who will care for minor children or dependents
- How to minimize the burden on loved ones during probate
We help you identify what decisions need to be made and how best to reflect them in legally valid documents that meet Florida standards.
Working with Our Sanibel Estate Planning Attorneys
Our Sanibel estate planning attorneys provide local insight backed by a strong understanding of Florida law. We assist clients with preparing documents that are both practical and enforceable, including strategies that account for Florida’s homestead laws, tax considerations, and probate procedures.
In addition to individual planning, we collaborate with financial advisors, tax professionals, and healthcare providers when a coordinated approach is needed. This level of integration can be especially useful when managing larger estates, business interests, or multigenerational planning efforts.
We also offer consultations that are customized to the client’s preferred pace and level of involvement. Whether you are familiar with the estate planning process or just beginning, we take the time to review your goals and explain your options.
Contact our Sanibel estate planning team at (239) 309-2870 to schedule a consultation. We’ll help you evaluate your options and begin creating a plan that aligns with your goals and Florida law.
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.