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TOP 30 Trust administration and planning in Florida
354 results found
Search for local businesses, places and services near you
Insurance Administrative Solutions, LLC
Insurance Administrative Solutions, LLC is a reputable insurance agency located in Clearwater, Florida, United States. With a prime location on US Highway 19 North, this institution specializes in providing top-notch insurance solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the best coverage options to suit their specific needs and budget. Whether you are looking for auto, home, life, or business insurance, Insurance Administrative Solutions, LLC is committed to providing excellent customer service and reliable coverage plans. Trust in their expertise to protect what matters most to you.
TMR Consulting and Management, LLC
TMR Consulting and Management, LLC, located in Tallahassee, Florida, is a finance institution that offers Administrative Document Preparation Services and Consulting. They focus on building or rebuilding trust, loyalty, and respect within organizations by mobilizing human capital effectively and aligning with goals and objectives. They also provide education in career and business development to prepare clients for the labor market, as well as equipping them with tools for competitiveness in the business environment through training and instruction. The institution creates a growth-oriented environment by providing resources, motivation, and accountability for organizational outcomes. Clients have praised the professional and effective services provided by Ms. Rogers and Ms. Taza, noting their knowledge, friendliness, and ability to answer questions. TMR Consulting and Management, LLC is a Disabled Veteran Owned Small Business and Woman-Owned Small Business, with certifications from the Department of Veteran Affairs and the State of Florida. Their services include Administrative Document Preparation, Business Process Improvement, Certified Loan Signing Agent/Notary Public services, and Consulting and Coaching.
Conticello, PA - Estate Planning Attorney
Conticello Law Firm, located at 2509 Barrington Circle in Tallahassee, Florida, is a renowned institution specializing in Estate Planning, Elder Law, Florida Probate, Florida Sunshine Law & Public Records, Civil Litigation, and Business Law. With over twenty-five years of legal experience, our attorney provides expert guidance and representation to clients throughout the state of Florida. Our firm is known for our expertise in Elder Law Planning, Estate Administration, and Probate, as well as our comprehensive understanding of Florida Sunshine Law and Public Records compliance. In addition, we offer services in Civil litigation and serve as trusted Business and Corporate Counsel. Trust Conticello Law Firm for all your legal needs in Tallahassee and beyond.
AdventHealth Home Care East Florida Administrative Office
AdventHealth Home Care East Florida Administrative Office is a leading healthcare institution located at 770 West Granada Boulevard in Ormond Beach, Florida. As part of the prestigious AdventHealth network, this administrative office oversees the delivery of high-quality home care services to patients in East Florida. With a team of dedicated healthcare professionals, they strive to provide personalized and compassionate care to individuals in need. Whether recovering from an illness or managing a chronic condition, patients can trust AdventHealth Home Care East Florida to provide expert medical assistance in the comfort of their own homes.
Preferred Benefit Administrators
Preferred Benefit Administrators is an insurance agency located at 155 Sabal Palm Drive in Longwood, Florida. With a focus on providing top-notch benefits administration services, PBA is committed to helping individuals and businesses navigate the often complex world of insurance. Whether it's health insurance, dental coverage, or retirement plans, PBA is dedicated to finding the right solutions for their clients. With a team of knowledgeable professionals and a reputation for excellent customer service, Preferred Benefit Administrators is a trusted partner in the insurance industry.
National Employee Benefits Administrators, Inc.
National Employee Benefits Administrators, Inc. is a reputable insurance agency located at 2010 Northwest 150th Avenue in Pembroke Pines, Florida. With a focus on providing top-notch employee benefits administration services, they offer a wide range of insurance options to meet the needs of both individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate the complex world of insurance, ensuring they have the coverage they need to protect themselves and their employees. Whether you are looking for health insurance, life insurance, or retirement planning services, National Employee Benefits Administrators, Inc. is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and let them help you secure a brighter financial future.
Optum - South Florida Administrative Offices
Optum - South Florida Administrative Offices, located at 1401 North University Drive in Coral Springs, Florida, is a healthcare institution dedicated to keeping you healthy and feeling your best. Whether you need ongoing care, checkups, treatment for minor injuries or illnesses, or support for long-term medical conditions such as heart disease or COPD, our experienced staff is here to help. For individuals aged 65 and older, we offer a range of services designed to promote health, activity, and overall well-being. In times of critical medical need, our advanced care services ensure that you receive the highest level of treatment and support.
Estate Planning & Corporate Attorney Joseph Boyles, Esq.
Estate Planning & Corporate Attorney Joseph Boyles, Esq. is a highly respected law firm located at 212 West Cervantes Street in Pensacola, Florida, United States. Specializing in estate planning, trust creation, and corporate counseling, Boyles and Boyles, PLLC. serves clients in Pensacola, Gulf Breeze, Cantonment, Milton, Navarre, and surrounding areas in Escambia County. With over half a century of combined legal experience, the partners at Boyles and Boyles, PLLC. handle a wide range of legal matters, including creating trusts, wills, corporations, and LLCs, as well as probate administration, guardianships, and complex business law issues. The firm is dedicated to providing personalized and compassionate service to every client, treating them with the same respect, fairness, and integrity as a trusted relative. Whether you need a simple will or a complex estate plan, Boyles and Boyles, PLLC. is here to help you navigate the legal process and ensure that your loved ones are well taken care of. Contact us today to schedule a consultation and start planning for your family's future.
St Petersburg Estate Planning & Probate Attorney
St Petersburg Estate Planning & Probate Attorney is a prestigious institution located at 5858 Central Avenue in St. Petersburg, Florida, United States. With over 100 combined years of experience and over 425 awards and accolades, you can trust that you have the top Estate Planning and Probate Attorneys on your side. Dealing with the administration of an estate after the passing of a loved one can be overwhelming, but our experienced attorneys specialize in Executor of a Will, Probate Administration, and Trust Administration to help you through this difficult time. Contact us at (727) 381-2300 or visit our website at www.stpetelawgroup.com for more information.
Generations of Trust
Generations of Trust is a reputable law firm located at 433 76th Avenue in St. Pete Beach, Florida. With a strong focus on providing reliable legal services, our team of experienced lawyers is dedicated to building lasting relationships with our clients based on trust and integrity. Specializing in a wide range of legal matters, we aim to provide personalized solutions tailored to meet the unique needs of each individual. At Generations of Trust, you can rest assured that your legal matters are in capable hands.
Riverview Estate Planning & Probate Attorney
Riverview Estate Planning & Probate Attorney is a prestigious institution located at 12953 U.S. 301 in Riverview, Florida. With over 100 years of combined experience and over 425 awards and accolades, you can trust that you have top-notch Estate Planning and Probate Attorneys on your side. Dealing with the administration of an estate can be overwhelming, especially during a time of grief. Our specialized attorneys can assist with Executor of a Will, Probate Administration, and Trust Administration. Contact us at our Riverview location or visit our website for more information.
Marc J. Soss, Esq. Estate Planning - Corporate - Probate
Marc J. Soss, Esq. Estate Planning - Corporate - Probate is a prestigious institution located at 9040 Town Center Parkway in Bradenton, Florida, United States. Specializing in accounting, finance, and legal services, this firm is led by Marc J. Soss, a retired U.S. Navy Supply Corps Officer with over 30 years of experience. Recognized for his outstanding contributions to the legal field, Marc J. Soss has received accolades such as the 2020 Rhode Island Bar Journal Outstanding Contributor Award and the Attorney.Com Top Attorney Award in Estate Planning. The firm offers a wide range of services including estate planning, probate administration, asset protection planning, and business and corporate law. They assist clients with drafting legal documents such as Last Will & Testament, Revocable Trusts, Powers of Attorney, and Health Care Surrogates. Additionally, they provide guidance on Florida strategies for protecting assets from creditors and planning for incapacity.
Hall & Rheingans, PL - Elder & Estate Planning Lawyers
Hall & Rheingans, PL - Elder & Estate Planning Lawyers, located at 1314 East Venice Avenue in Venice, Florida, is a trusted institution dedicated to helping clients plan for their legacy and protect their assets for future generations. With a focus on personalized estate planning, trust and estate probate administrations, and Medicaid planning, our team of friendly professionals is committed to providing clients with security and peace of mind. We offer a holistic approach to assisting the elderly with their legal needs, guiding them through the process of managing their assets upon death or incapacity. With a thorough analysis of income and assets, we help clients understand and establish eligibility for Medicaid benefits for nursing home care. Our services include preparing written plans, counseling on legal tools, and representing clients in Medicaid applications and hearings. We understand the complexities and emotions involved in planning for the future, and we are here to support and guide you every step of the way.
Estate & Trust Administration - Faloni Law Group
Estate & Trust Administration at Faloni Law Group is a trusted legal institution located in Estero, Florida. Our dedicated team of lawyers specializes in handling estate planning, trust administration, and probate matters. With a focus on personalized service and attention to detail, we strive to help our clients navigate the complexities of estate and trust administration with ease and peace of mind. Whether you are looking to create a comprehensive estate plan or need assistance with probate proceedings, our experienced attorneys are here to guide you every step of the way. Visit us at 13404 Villa Di Preserve Lane to learn more about how we can assist you with your estate and trust administration needs.
Stuart M Slutsky P.A.: Florida Bar Board Certified Wills, Trusts & Estate Attorney & C.P.A.
Stuart M Slutsky P.A. is a prestigious institution located at 1500 Weston Road, Weston, Florida, United States. Specializing in Wills, Trusts & Estate law, Stuart M. Slutsky is a Florida Bar Board Certified attorney and Certified Public Accountant with years of experience. With a focus on providing reliable advice and representation, Stuart M. Slutsky offers expertise in various legal matters. Board certification ensures that clients receive the highest level of competency and professionalism in their legal representation. With a successful track record and specialized knowledge, Stuart M. Slutsky is dedicated to providing top-notch service to clients in need of estate planning and trust matters.
Estate Planning Attorney
Yanitza Schoonover is an experienced Estate Planning Attorney located at 6303 Waterford District Drive in Miami, Florida. She specializes in probate administration and estate planning matters, serving clients throughout the state of Florida. Whether you need assistance with formal administrations, summary administrations, estate planning, or trust administration, Yanitza Schoonover can provide the guidance and legal expertise you need. With a focus on meeting clients' individual needs, she can help you navigate the complexities of probate and ensure that your loved ones are provided for according to your wishes. From creating a comprehensive estate plan to handling probate proceedings, Yanitza Schoonover is dedicated to helping clients achieve peace of mind and protect their assets. Contact her today for personalized legal assistance in estate planning and probate matters.
Gierach and Gierach, P.A.
Gierach and Gierach, P.A. is a law firm located at 1201 South Orlando Avenue in Winter Park, Florida. Specializing in estate planning and probate law, our team of experienced attorneys is dedicated to providing personalized and attentive legal services to each client. With over 43 years of experience, our lead attorney, John Gierach, helps clients create comprehensive estate plans to protect their loved ones and assets for the future. Whether you have a small or large estate, our team can assist you with drafting wills, trusts, powers of attorney, and other important legal documents. We also provide guidance on asset protection planning and estate tax planning to ensure your estate is preserved for future generations.
Kane and Koltun
Kane and Koltun, Attorneys at Law, located at 150 Spartan Drive in Maitland, Florida, is a highly respected law firm serving clients in Orlando, Altamonte Springs, Winter Park, Lake Mary, and throughout Central Florida. With a focus on estate planning, business law, trust and estate litigation, and probate and estate administration, the firm is dedicated to providing efficient and effective legal services to its clients. Founded in 1997, Kane and Koltun has earned the highest peer-reviewed rating from Martindale-Hubbell, a testament to their professional excellence. Their team of experienced attorneys offers expertise in a wide range of legal matters, including wills, trusts, business entity formation, and estate litigation.
Elder & Estate Planning Attorneys PA
Elder & Estate Planning Attorneys PA is a top-rated law firm located at 480 Maplewood Drive, Suite 3 in Jupiter, Florida. We are proud to be recognized as one of the top 3 finalists for Small Business of the Year by the Palm Beach North Chamber of Commerce. Our experienced attorneys specialize in estate planning and elder law, serving clients in Jupiter and surrounding areas. At Elder & Estate Planning Attorneys PA, we understand the importance of planning for the future and ensuring that you and your loved ones are well-prepared for whatever lies ahead. Our team of seasoned attorneys has decades of experience in asset protection, wills and trusts, probate, veterans benefits, and more. We provide personalized services to help you make the best decisions for your future under the guidance of experienced legal professionals.
Elder Needs Law, PLLC - Medicaid, Estate Planning & Probate Law Firm
Elder Needs Law, PLLC is a Medicaid, Estate Planning & Probate Law Firm located at 8551 West Sunrise Boulevard, Plantation, Florida, United States. Our team of experienced lawyers specializes in helping seniors and their families navigate complex legal issues related to long-term care planning, Medicaid eligibility, estate planning, and probate. We are dedicated to providing compassionate and personalized legal services to ensure our clients' needs are met and their assets are protected. Contact us today to schedule a consultation and discuss how we can assist you with your elder law needs.
Simani Law, PA - Trusts and Estates
Simani Law, PA is a trusted law firm specializing in trusts and estates located at 7777 Glades Road in Boca Raton, Florida, United States. Our team of experienced lawyers is dedicated to providing personalized legal services to help clients navigate the complexities of estate planning, probate, and trust administration. Whether you are looking to create a trust, update your will, or need assistance with estate taxes, our knowledgeable attorneys are here to guide you every step of the way. With a commitment to excellence and a focus on client satisfaction, Simani Law, PA is your go-to source for all your trusts and estates needs.
Yahima Suarez, P.A. / Life Planning & Beyond
Yahima Suarez, P.A. / Life Planning & Beyond is a legal institution located at 6625 Miami Lakes Drive in Miami Lakes, Florida, United States. Specializing in estate planning, our team is dedicated to helping you create a plan that works for you and your family's future. Our quote, "I want to leave my children enough that they feel they can do anything, but not so much that they do nothing," encapsulates our philosophy of responsible planning for the next generation. We believe in providing our clients with the tools and guidance they need to secure their family's future while also instilling values of hard work and responsibility.
Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm
Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm is a reputable legal institution located at 3325 South University Drive in Davie, Florida. Specializing in estate planning, Gina M. Festa offers expert legal services to clients in need of guidance and support in matters relating to their estates. With a focus on personalized solutions and compassionate representation, this firm is dedicated to helping individuals protect their assets and ensure their wishes are carried out effectively. Trustworthy and experienced, Gina M. Festa, Attorney at Law & Anchored Solutions Estate Planning Firm is committed to providing top-notch legal assistance to clients in the Davie area and beyond.
The Estate Plan
The Estate Plan is a boutique estate planning law firm located at 135 San Lorenzo Avenue in Coral Gables, Florida. Our award-winning team specializes in estate planning, estate administration & litigation, trust administration, and partition actions. We offer personalized solutions to help Florida families protect their loved ones and assets. Whether you need to draft a comprehensive Last Will, set up a trust, or create a living will and healthcare advance directives, our experienced lawyers are here to assist you. Contact us today at (305) 677-8489 to schedule a consultation and secure your legacy for the future.
JP Law and Wealth Advisors PLLC
JP Law and Wealth Advisors PLLC is a premier institution located at 555 Winderley Place in Maitland, Florida, United States. We specialize in generational wealth planning, offering both legal and financial services to our clients. Our team of experts understands the intricate relationship between the law and finances, ensuring that your interests are protected and your goals are achieved. At JP Law and Wealth Advisors PLLC, we believe that comprehensive financial planning and legal services should be tailored to each individual's unique circumstances. That's why we take the time to get to know you and your specific needs, crafting a personalized plan for success. With us, you can have control over your finances while enjoying life to the fullest.
A&Q Administration Services LLC
A&Q Administration Services LLC is a reputable accounting and finance institution located at 14123 Southwest 66th Street in Miami, Florida, United States. With a team of experienced professionals, they provide a wide range of services including bookkeeping, tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
Estate Planning Law Group of Florida
Estate Planning Law Group of Florida, located at 2325 Stanford Court in Naples, Florida, specializes in estate planning, elder law/medicaid planning, probate/trust administration, and asset protection. Our primary focus is helping families plan for and secure their future. Our founder, Ryan, a native Floridian, holds a Bachelor's degree in Criminal Justice from Florida International University and a Juris Doctorate from St. Thomas University. He is dedicated to providing quality legal services and has been recognized for his hard work and commitment to pro bono work. Contact us today to start planning for your future with confidence.
Kirsner Wealth Management (Stuart Estate Planning)
Kirsner Wealth Management (Stuart Estate Planning) is a finance institution located at 5350 West Hillsboro Boulevard in Coconut Creek, Florida, United States. They offer investment advisory products and services through AE Wealth Management, LLC, and insurance products through Stuart Estate Planning. Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys for additional advice. They emphasize the importance of consulting with a tax advisor or attorney before making any financial decisions. Please note that Jack Owen, Jr. Esquire is not affiliated with Kirsner Wealth Management or AEWM. It is important to understand that investing involves risk, and no investment strategy can guarantee a profit. The information provided on their website is for informational purposes only and should not be the sole basis for financial decisions. Annuity guarantees are backed by the issuing insurance company's financial strength, and annuities are not FDIC-insured. Neither Kirsner Wealth Management nor AEWM offers tax or legal advice, so individuals should seek guidance from qualified professionals before making any purchases.
Regions Trust
Regions Trust, located at 35008 Emerald Coast Parkway in Destin, Florida, offers a wide range of financial services to help you manage your assets and ensure your wishes are carried out in the future. From living trusts to testamentary trusts, our experienced team at Regions Private Wealth Management can help you navigate the complexities of estate planning. Whether you need assistance with guardianship, special needs trusts, or charitable split interest trusts, we have the knowledge and resources to help you make informed decisions. Trust and investment management services are offered through Regions Private Wealth Management, a business unit of Regions Bank, providing you with locally delivered expertise and personalized solutions. Contact us today to learn more about how we can help you protect and preserve your assets for generations to come.
Sabal Trust Co
Sabal Trust Co, located at 1060 Lake Sumter Landing in Lady Lake, Florida, is a trusted institution offering ATM, banking, and financial services. At Sabal Trust, we believe in supporting you through life's milestones, whether it be starting a business, planning for your family's future, or achieving your financial goals. Our personalized investment portfolios and customized strategies are designed to help you reach your personal objectives. As Personal Representative, we can handle the administration and safeguarding of an estate during difficult times. Our Sabal Trust Family Office serves as a central coordinator for directing family members, attorneys, CPAs, and trusted advisors.
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