Estate planning documents in Florida
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LJAKE FINANCIAL GROUP
● OpenLJAKE Financial Group, located at 111 North Orange Avenue in Orlando, Florida, is a finance and insurance agency that has been providing expert financial advice and services since 2011. Our team works closely with clients to document their goals and create personalized investment strategies that align with their risk tolerance and financial objectives. We offer a full range of services, including professional consulting, investments, insurance, asset protection, and estate planning. Our experienced team is dedicated to helping both businesses and individuals diversify their portfolios, manage assets, analyze market trends, and reduce financial risk.
111 N Orange Ave Suite 800, Orlando, FL 32801, United States -
Shields Capital Partners
● OpenShields Capital Partners, located at 9279 Menaggio Court in Naples, Florida, offers real estate brokers and agents the opportunity to create a $5,000,000 real estate fund. This allows individuals to have full control over investment decisions, from purchasing to selling. However, it is important to note that finder fees are prohibited under Federal Securities Law. The institution also assists in refining business plans to ensure they are comprehensive and effective. Founded in 2004 by Mr. Shields, ShiCap, Inc. aims to help individuals navigate the complexities of raising capital. Payments are structured with an initial payment of $1,800 and a final payment of $1,800 upon completion of documents. Visit Shields Capital Partners for more information on how to optimize your real estate investments.
9279 Menaggio Ct #202, Naples, FL 34114, United States -
The Gulf Stream Law Firm PLLC
● OpenThe Gulf Stream Law Firm PLLC is a reputable legal institution located at 941 West Morse Boulevard in Winter Park, Florida, United States. With a team of experienced and dedicated attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in various areas of law, including business law, real estate law, and estate planning, they are committed to providing high-quality legal representation and personalized attention to their clients. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, The Gulf Stream Law Firm PLLC is here to help. Contact them today to schedule a consultation and discuss your legal needs.
941 W Morse Blvd #100, Winter Park, FL 32789, United States -
MITCHELL FINANCIAL SERVICES, LLC.
● OpenMITCHELL FINANCIAL SERVICES, LLC. is a finance institution located at 11883 Southwest 80th Terrace, Miami, Florida, United States. At Mitchell Financial Services, we are dedicated to protecting you for a better future. As a trusted source for sound insurance advice and customized financial plans, we work independently for you. Our MFS Mortgage Protection offers a quick-issue insurance solution to protect your home, providing a death benefit to pay off your mortgage in the event of unexpected illnesses. Our PlanEnroll™ Network Partner for Medicare ensures you select the best Medicare plan tailored to your unique healthcare needs. With MFS Estate Guru™, we guarantee accurate and legally compliant estate planning documents to protect your family. Our Retirement Roadmap provides a personalized plan based on your risk preferences, and we offer annuities, term life insurance, whole life insurance, and final expense plans to meet your financial goals. State Licensed Registrations: AZ, FL, GA, MA, NC, OK, PA, TX, VA.
11883 SW 80th Terrace, Miami, FL 33183, United States -
Vaughan Law Firm, PLLC
● OpenVaughan Law Firm, PLLC is a reputable legal institution located at 2033 54th Avenue North in St. Petersburg, Florida, United States. With a team of experienced attorneys, they provide expert legal services in various areas of law including personal injury, family law, estate planning, and business law. Their commitment to client satisfaction and dedication to achieving positive outcomes for their clients sets them apart in the legal field. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Vaughan Law Firm, PLLC is here to help. Contact them today to schedule a consultation and discuss your legal needs.
2033 54th Ave N suite 2-w, St. Petersburg, FL 33714, United States -
Halmon Law
● OpenHalmon Law, located at 2801 West Busch Boulevard in Tampa, Florida, is a dedicated institution that aims to help individuals navigate through complex legal issues. Their team is committed to providing clients with personalized solutions and options that cater to their specific needs. With Halmon Law, clients can trust that they will be represented with integrity and diligence throughout the entire process. Contact them at (813) 838-7996 for assistance with your legal matters.
2801 W Busch Blvd Suite 200, Tampa, FL 33618, United States -
Wickman Law Group PLCC
● OpenWickman Law Group PLCC is a renowned legal institution located at 46 North Washington Boulevard in Sarasota, Florida, United States. Specializing in a wide range of legal services, including personal injury, family law, estate planning, and business law, the firm is dedicated to providing top-notch legal representation to clients in Sarasota and beyond. With a team of experienced attorneys who are committed to achieving the best possible outcomes for their clients, Wickman Law Group PLCC is a trusted and respected name in the legal community. Whether you are in need of legal advice, representation in court, or assistance with legal documents, you can rely on Wickman Law Group PLCC to provide you with the expert guidance and support you need.
46 N Washington Blvd STE 15, Sarasota, FL 34236, United States -
Peregrin Law Firm, P.A.
● OpenPeregrin Law Firm, P.A. is a reputable legal institution located at 6621 Willow Park Drive in Naples, Florida, United States. Our team of experienced attorneys is committed to providing top-notch legal services to our clients. Specializing in a wide range of practice areas, including personal injury, family law, estate planning, and more, we strive to deliver personalized and effective solutions to meet our clients' needs. With a strong focus on professionalism, integrity, and client satisfaction, Peregrin Law Firm, P.A. is dedicated to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
6621 Willow Park Dr STE 1, Naples, FL 34109, United States -
GradyLaw
● OpenGradyLaw is a reputable law firm located at 720 5th Avenue South in Naples, Florida, United States. With a team of experienced attorneys, GradyLaw specializes in a wide range of legal services including family law, estate planning, real estate law, and business law. Clients can expect personalized attention and expert guidance to help navigate their legal issues. GradyLaw is committed to providing top-notch legal representation and achieving successful outcomes for their clients.
720 5th Ave S #200, Naples, FL 34102, United States -
Grady H. Williams, Jr., LL.M. Attorneys at Law PA
● OpenGrady H. Williams, Jr., LL.M. Attorneys at Law PA is a legal institution located in Jacksonville, Florida, offering caring, compassionate, and knowledgeable legal services for over 20 years. Specializing in legal expertise for the elderly and their families, our dedicated team is committed to providing financial security, peace of mind, and personal dignity to our clients. We stay up-to-date on the laws that affect our clients and aim to provide the best legal advice possible. Serving clients in various areas in Florida, including Jacksonville, Ponte Vedra Beach, St. Augustine, and more, we are here to guide you through complex legal issues related to elder law and estate planning. Don't be a victim of one-size-fits-all planning - know your legal rights and act accordingly. Fill out the necessary forms and bring them to your first meeting with us. Legal Disclaimer: Copyright 2023 Grady Williams Secure Document Portal.
12627 San Jose Blvd STE 102, Jacksonville, FL 32223, United States -
Davey Law Group, P.A.
● OpenDavey Law Group, P.A. is a reputable law firm located at 341 North Maitland Avenue in Maitland, Florida, United States. Specializing in a wide range of legal services, including business law, real estate law, estate planning, and more, the team at Davey Law Group, P.A. is dedicated to providing expert legal counsel and representation to clients throughout the area. With a commitment to integrity, professionalism, and personalized attention, this firm is known for its exceptional service and successful outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Davey Law Group, P.A. is here to help.
341 N Maitland Ave #280, Maitland, FL 32751, United States -
LegalGen
● OpenLegalGen is a cutting-edge institution located at 185 Northeast 4th Avenue, Delray Beach, Florida, United States. Our Next Generation Estate Planning Application is designed to help lawyers better serve their communities by streamlining the estate planning process. Our intuitive software effortlessly gathers, organizes, and evaluates digital data from clients, saving valuable time drafting documents. With real-time updates, secure document sharing, and an innovative attorney dashboard, LegalGen revolutionizes estate planning for both legal teams and clients. Say goodbye to complicated processes and hello to a smarter, more efficient way of estate planning with LegalGen. Our user-friendly online intake questionnaire, comprehensive instructions, and customizable document templates make estate planning easy and effective. Get up and running with LegalGen in no time with our quick onboarding process and 24/7 expert support. Trust LegalGen to keep your personal and financial information safe and secure with the latest encryption technologies. Stay informed with our informative blog page, featuring articles written by experts in the field. Empower your practice and transform your estate planning process with LegalGen - the future of law is here.
185 NE 4th Ave, Delray Beach, FL 33483, United States -
Timothy W. Schulz, P.A. | Civil Litigation Attorney in West Palm Beach
● OpenTimothy W. Schulz, P.A. is a boutique law firm located in West Palm Beach, Florida, specializing in complex commercial and business litigation matters in state and federal courts. With over 40 years of experience, Timothy W. Schulz is a seasoned civil litigation attorney providing legal services to individuals, businesses, and insurance providers with interests in Florida. The firm focuses on a variety of industries, including real estate, contracts, insurance, and more. They offer pre-litigation planning, legal document review, and innovative solutions to navigate clients through complex business litigation. Located on Clematis Street in downtown West Palm Beach, the firm is dedicated to providing cost-effective yet value-based legal representation. Contact Timothy W. Schulz, P.A. for all your business litigation needs.
330 Clematis St Suite 116, West Palm Beach, FL 33401, United States -
Kennedy Whaley Financial - Ameriprise Financial Services, LLC
● OpenKennedy Whaley Financial - Ameriprise Financial Services, LLC, located at 1111 3rd Avenue West in Bradenton, Florida, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, major purchases, and more, we provide investment, asset allocation, and portfolio recommendations tailored to your needs. Our experienced financial advisors document your goals, regularly review your progress, and adjust your approach as life changes. You can easily access your investments and track your progress towards your goals from any device, securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can assist you in achieving your financial goals. Our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Contact us today to discuss what's most important to you and start planning for a secure financial future.
1111 3rd Ave W Ste 260, Bradenton, FL 34205, United States -
Adamchak, Bordes & Associates Wealth Management
● OpenAdamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Florida Legal Consulting, P.A.
● OpenFlorida Legal Consulting, P.A. is a legal institution located at 9000 Northwest 44th Street in Sunrise, Florida, United States. The founder, Omar, has extensive experience in representing lenders in residential mortgage foreclosure matters. Before starting his own practice, he worked in large Florida law firms and interned at Legal Aid Service of Broward County. Omar's background includes serving as a legislative aide at the Florida Senate Committee on Environmental Preservation and Conservation and Joint Committee on Everglades Oversight. Raised in Davie, Florida, he attended school in South Florida before earning dual Bachelor's degrees in political science and global business from the University of Florida. He also holds a Master's degree in Public Administration from Florida State University.
9000 NW 44th St Ste. 220, Sunrise, FL 33351, United States -
Victorero & Associates Law Firm
● OpenVictorero & Associates Law Firm is a reputable legal institution located at 7200 Northwest 7th Street in Miami, Florida, United States. Specializing in various areas of law, including personal injury, family law, and criminal defense, the dedicated team of lawyers at Victorero & Associates are committed to providing top-notch legal representation and guidance to their clients. With a focus on professionalism, integrity, and client satisfaction, this law firm is known for their expertise and successful track record in handling a wide range of legal matters. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Victorero & Associates Law Firm is here to help.
7200 NW 7th St, Miami, FL 33126, United States -
Rosenthal Rosenthal Rasco LLC, Attorneys at Law
● OpenRosenthal Rosenthal Rasco LLC, Attorneys at Law is a reputable law firm located in Aventura, Florida. With a team of experienced and knowledgeable lawyers, they specialize in providing legal services in various areas of law including business law, real estate law, estate planning, and litigation. The firm is committed to providing personalized and effective legal representation to their clients, helping them navigate through complex legal matters with ease. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, Rosenthal Rosenthal Rasco LLC is dedicated to helping you achieve the best possible outcome.
20900 NE 30th Ave # 600, Aventura, FL 33180, United States -
Olivia Ade - Financial Advisor, Ameriprise Financial Services, LLC
● OpenOlivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Merrill Lynch Financial Advisor Brandon Whaley
● OpenMerrill Lynch Financial Advisor Brandon Whaley is located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. Brandon has been in the financial services industry since 2012 and joined Merrill in 2023. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Brandon is a graduate of Southeast Missouri State University with a bachelor's degree in Criminology and Criminal Justice. He and his wife, Dianne, live in Jacksonville with their five children and are active in the community, supporting Reach our Worldwide and St. Joseph's. As your Merrill advisor, Brandon's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. He provides insights, observations, and ideas to help you in your pursuit of your financial goals. Brandon can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked hard to build. He can also help clients build a plan that plots a steady course to retirement.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Merrill Lynch Financial Advisor David Carruthers
● OpenAt Merrill Lynch Financial Advisor David Carruthers, located at 26301 US Highway 19 North, Clearwater, Florida, United States, our team at Valaes, Carruthers, & Associates is dedicated to helping clients achieve their financial goals. We offer personalized wealth management plans focusing on retirement income planning, legacy and estate services, education funding, health care planning, liability management, and tax minimization strategies. Our clients also have access to personal and private banking, lending services, and commercial banking through Bank of America and Bank of America Private Bank. As Merrill Lynch Wealth Management Advisors, we work closely with clients to create a strategy built around their priorities, supported by thoughtful investment guidance. Our team coordinates with other professionals, such as estate attorneys and CPAs, to offer a cohesive strategy and ease communication overload. Clients benefit from a customized portfolio, frequent portfolio analysis, generational estate planning services, investment opportunities, and risk mitigation. Online capabilities through MyMerrill.com & the MyMerrill mobile app provide real-time access to investment accounts, portfolio summaries, statements, mobile bill pay, account history, and more. Our team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help clients document a personalized plan centered on their goals. Our goal is to help clients stay on track to achieve what's most important to them by adapting their financial approach as needed. With a focus on personalized investment strategies and comprehensive financial solutions, we put our clients first every day. Contact us to learn more about how we can help you achieve your financial goals.
26301 US Hwy 19 N, Clearwater, FL 33761, United States -
Merrill Lynch Financial Advisor Lesya Pelyushko
● OpenMerrill Lynch Financial Advisor Lesya Pelyushko, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's family, goals, and priorities, adapting their approach as these factors evolve over time. By asking thoughtful questions and listening carefully, the advisors at Merrill Lynch work to create personalized financial plans that help clients pursue their goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with clients to develop strategies to address their financial needs. Through conversations, the advisors help clients identify and prioritize their goals, providing advice and guidance to help them stay informed and on track. By utilizing tools like the Investment Personality Assessment, Merrill Lynch is able to customize financial approaches to align with each client's unique preferences and aspirations. With a focus on helping clients achieve their goals, the advisors at Merrill Lynch Wealth Management work to build and document personalized plans centered on what matters most to each individual. By regularly reviewing and adjusting financial approaches as needed, the team at Merrill Lynch aims to help clients stay on track to achieve their goals. Through a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. With a commitment to always putting clients first, the advisors at Merrill Lynch strive to help each individual live their best financial life.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
David W. Jordan Lake County Tax Collector's Office
● OpenThe David W. Jordan Lake County Tax Collector's Office is a local government office located at 1800 David Walker Drive in Tavares, Florida. Our institution specializes in accounting and finance services, providing assistance with property taxes, driver license and motorist services, motor vehicle registrations, Concealed Weapon Permits, and more. Our team is dedicated to providing swift and accurate service with exceptional customer service. We are easily accessible to the community through our website, social media, communications center, and three regional service centers. We are committed to serving the residents of Lake County and look forward to assisting you with your financial needs. Additionally, we are proud supporters of the Florida Veterans Foundation and strive to ensure that no Florida veteran is left behind. Our office is a 501(C)(3) Public Charity and we are dedicated to upholding the highest standards of accountability and transparency. For more information, please visit www.helpflvets.org or contact us at P. O. Box 1058, Tallahassee, FL 32302.
1800 David Walker Dr, Tavares, FL 32778, United States -
Infinity Tax and Professional Services
● OpenInfinity Tax and Professional Services is a multifaceted institution located in Margate, Florida. Specializing in accounting and finance services, they offer expert tax preparation, bookkeeping, and financial planning. In addition, Infinity Tax and Professional Services also operates as a travel agency, providing assistance with booking flights, hotels, and vacation packages. With a convenient location at 6100 West Atlantic Boulevard, this institution is dedicated to providing top-notch professional services to individuals and businesses alike.
6100 W Atlantic Blvd, Margate, FL 33063, United States -
Gary G Smith Accountant Inc
● OpenGary G Smith Accountant Inc is an accounting and finance institution located at 500 Northeast Spanish River Boulevard in Boca Raton, Florida, United States. With over 25 years of professional experience in tax preparation for individuals, small businesses, estates, and trusts, we are prepared to assist our clients in real estate sales, purchases, management, and the preparation of loan documentation. Our knowledgeable staff is well-versed in bookkeeping and accounting systems for small businesses, individuals, estates, and trust administration. No task is too small or too large for us to handle. Let our trained professionals guide you through all your accounting needs. We provide professional accounting services for individuals and small businesses, proudly serving the sunny state of Florida since 1980!
500 NE Spanish River Blvd, Boca Raton, FL 33431, United States -
Scott M. Vengel, P.A.
● OpenScott M. Vengel, P.A. is a renowned accounting and finance institution located at 7900 Nova Drive in Davie, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, accounting, financial planning, and more. Clients can expect personalized and attentive service to help them achieve their financial goals. Whether you are an individual or a business owner, Scott M. Vengel, P.A. is dedicated to providing top-notch financial solutions to meet your needs.
7900 Nova Dr #103, Davie, FL 33324, United States -
Barton Beach Rentals
● OpenBarton Beach Rentals is a real estate and travel agency located at Watercolor Boulevard South in Seaside, Florida, United States. They offer stunning Watercolor homes with 4 bedrooms, 4.5 bathrooms, and amenities such as a 6-seater GEM car and beach bikes. The open floor plan connects the dining room and kitchen, while the master bedroom on the 1st floor features a king bed and ensuite bathroom. Upstairs, there are 2 additional master suites with ensuite bathrooms, a bunk room for children, and an oversized landing with a family room and bathroom. The property also includes 2 patios with large swings for lounging. Guests can enjoy access to 9 community pools and a beach club with private beach access. Please note that wristbands are required for all Watercolor amenities for guests ages 5 and older, and a 48-hour notice is required to supply amenity bands for reservations. Additional rules include no smoking, no parties, and no pets unless prior approval is obtained. The minimum renter age is 25, and guests must sign a Renter Agreement and provide necessary documentation within 24 hours of booking. Quiet time is enforced from 10:00 PM to 8:00 AM, and a security deposit and additional pet fee may be required.
Watercolor Blvd S, Seaside, FL 32459, United States -
The Moody Group
● OpenThe Moody Group is a real estate agency located at 2252 Twelve Oaks Way, Wesley Chapel, Florida. We specialize in helping families find their dream homes and sell their current properties in Wesley Chapel and the surrounding areas. Our team of professionals also offers property management services to ensure that your investment is well taken care of. With over 40 years of experience in the industry, we provide personalized and unique treatment to each of our clients. We believe in offering a one-on-one service that has made us a go-to agency in the local area. When you work with us, you become part of our family, and we always put family first.
2252 Twelve Oaks Way Suite 102, Wesley Chapel, FL 33544, United States -
Fast Passport Boutique
● OpenFast Passport Boutique is a leading institution located at 333 Southeast 2nd Avenue in Miami, Florida, United States. As a combination of a lawyer and travel agency, we specialize in offering citizenship by investment solutions to individuals looking to enhance their global mobility and opportunities. Our services include golden visas and second passport opportunities through strategic investments tailored to meet our clients' financial needs. Led by the experienced founder Jane Katkova, who holds citizenship in Canada and Latvia, European Union, our dedicated team prioritizes evaluating each customer's unique situation to ensure reliable results with flexible requirements. We aim to fast-track your journey to a second citizenship through smart investments, simplifying real estate purchases and exploring lucrative investment opportunities in desirable countries.
333 SE 2nd Ave Suite 2000, Miami, FL 33131, United States -
Verras Law, P.A.
● OpenVerras Law, P.A. is a reputable law firm located at 14653 Canopy Drive in Tampa, Florida, United States. Specializing in estate planning, probate, and trust law, our team of attorneys works closely with clients to provide personalized solutions to their legal needs. We take the time to listen to each client's unique situation, answer questions, and ensure a thorough understanding of all legal documents and options. Whether you are looking to protect your assets, plan for the future, or navigate the probate process, our experienced attorneys are here to help. We serve a diverse client base and treat everyone with respect and professionalism. In addition to estate planning, we also offer services in business law, assisting small businesses with legal documents, sales, purchases, and more.
14653 Canopy Dr, Tampa, FL 33626, United States
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