Lee County Estate Planning Attorney

Assisting Clients With Estate Planning Matters in Florida

Planning for the future is essential, and estate planning is a vital part of ensuring that your wishes are honored and your loved ones are protected. Whether you’re looking to create a will, establish a trust, or navigate complex probate processes, having a knowledgeable attorney by your side can make all the difference. Dorcey Law Firm is committed to providing comprehensive estate planning services tailored to meet the special needs of clients in Lee County.

Call Dorcey Law Firm today at (239) 309-2870 or contact us online to schedule a consultation with our Lee County estate planning lawyer.

Estate Planning Matters We Handle

We can assist you by:

• Trusts: Establishing a trust can be a very effective way to handle your assets and ensure they are distributed according to your wishes. We can guide you through the different types of trusts, which includes revocable and irrevocable trusts, special needs trusts, and more, helping you choose the best option for your situation.
• Probate and Estate Administration: Navigating the probate process can be overwhelming. We assist clients in Lee County with all aspects of probate and estate administration, ensuring that the deceased's assets are allocated according to their wishes while minimizing delays and complications.
• Business Planning: For business owners, planning for the future of your business is critical. We offer tailored business planning services that manage succession planning, entity formation, and operational considerations.
• Medicaid Crisis Planning: Medicaid can be a vital resource for those needing long-term care. However, navigating the complexities of Medicaid eligibility can be difficult. We provide Medicaid crisis planning to help you understand your options and develop strategies to protect your assets while ensuring you obtain the care you need.
• Auto Pilot Planning Program: Our Auto Pilot Planning Program is designed to simplify the estate planning process. This program allows you to create a comprehensive estate plan that automatically modifies to changes in your life circumstances, ensuring your plan remains relevant and effective over time.
• Wills: Creating a will is one of the most important steps in estate planning. We will work closely with you to draft a will that accurately reflects your wishes concerning the distribution of all your assets, guardianship of minor children, and more. We ensure that your will is legally sound and enforceable.
• Estate Tax Planning: Proper estate tax planning is important to preserving your wealth for future generations. We can analyze your estate and develop strategies to minimize tax liabilities, ensuring that your heirs receive as much of your estate as possible.
• Elder Law: Elder law encompasses various legal matters affecting older adults, including healthcare, long-term care planning, and estate planning. We are well-versed in elder law matters and can provide guidance on issues like power of attorney, guardianship, and long-term care options.
• Asset Protection: Protecting your assets from possible creditors or legal claims is essential. We work with clients to implement strategies that safeguard your assets while allowing you to maintain control and access to them.
• Disaster Protection: Natural disasters can strike without warning, making it crucial to have a disaster protection plan in place. We help clients develop comprehensive plans to protect their assets and ensure that all of their wishes are carried out, regardless of unforeseen circumstances.