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2024

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Best Estate Planning Attorneys in Orlando, FL

Our Recommended Top 9

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Our goal is to connect people with the best local professionals. We scored Orlando Estate Planning Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

65Reviewed

42Curated

9Top Picks

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Providers

featured provider = Featured Provider

Oviedo, FL 32765

Expertise.com Rating

Review Sources

Google
4.8 (30)

Why choose this provider?

The Law Offices of Hoyt & Bryan LLC offers professional family wealth and legacy counsel to clients in Orlando, Florida. In addition, the firm provides legal assistance to cases that involve elder law, special needs planning, business planning, animal law, estate planning and administration. Founding partners Peggy Hoyt and Randy Bryan are both J.D. degree holders who graduated with Latin honors from Stetson University College of Law and the University of Miami, respectively. Peggy Hoyt is an Avvo 10.0 Superb rated attorney while Randy Bryan has been rated Super Lawyer for five years.

Attorney Information

Attorney NameBar StatusExperience
Randy Bryan - PartnerActive31 yrs
Peggy Hoyt - Founding PartnerActive30 yrs

Winter Park, FL 32789

Expertise.com Rating

Review Sources

Yelp
5.0 (9)

Why choose this provider?

Kathleen Flammia P.A. offers experienced and reliable legal counsel to individuals and families in the Greater Orlando area. Since 1986, the firm has assisted clients through the entire process of cases that involve estate planning, probate, guardianship, elder law, VA benefits, and Medicaid planning. Kathleen Flammia, founder and a graduate of University of Florida Levin College of Law, has been named as Florida Legal Elite by Florida Trend and was rated Super Lawyer in 2016.

Attorney Information

Attorney NameBar StatusExperience
Kathleen Flammia - PrincipalActive35 yrs

Maitland, FL 32751

Expertise.com Rating

Review Sources

Google
5.0 (4)
Avvo
5.0 (2)
Facebook
5.0 (1)

Why choose this provider?

Harvey Law, LLC has been serving clients in Orlando, Florida with all their legal needs since 1999. This full-service law firm handles matters on personal injury, wrongful death, vehicle accidents, worker’s compensation, dog bites, probate, estate planning, business contracts, residential and commercial evictions, and international adoptions. Don Harvey, the founder, has handled cases and represented clients throughout the state of Florida. He is a B.A. in Economics and J.D. degree holder and a member of the Florida, New York, Colorado Bar Associations.

Attorney Information

Attorney NameBar StatusExperience
Don Harvey - PrincipalActive30 yrs

Longwood, FL 32750

Expertise.com Rating

Why choose this provider?

Carsandra D. Buie, Attorney at Law, offers legal advice and representation to clients throughout Seminole, Volusia, and Orange Counties. Attorney Carsandra D. Buie provides solutions to legal matters that involve probate administration, estate planning, criminal defense, dependency, personal injury, and special needs law. She has years of practicing law and has been admitted to the Florida Bar. Carsandra D. Buie, Attorney at Law, offers a free consultation over the phone.

Maitland, FL 32751

Expertise.com Rating

Why choose this provider?

Law Office of Vincent J. Profaci, P.A. has been providing premier legal assistance to clients throughout Central Florida for over twenty years. The firm is highly experienced in areas of estate planning and administration, Medicaid crisis planning, probate, guardianship, charitable planning, special needs trusts, business succession, and asset protection. Vincent J. Profaci holds both an Economics undergraduate degree and J.D. degree from Brown University and the University of Miami, respectively. He is a recipient of the American Jurisprudence Award and is a member of Attorneys Title Fund Services, LLC, and Orange County Bar Association.

Attorney Information

Attorney NameBar StatusExperience
Vincent Profaci - PrincipalActive31 yrs

445 W. Colonial Drive, Orlando, FL 32804

Expertise.com Rating

Review Sources

Google
5.0 (19)

Why choose this provider?

Giles & Robinson, P.A. is an Orlando law firm that has been providing estate planning, wealth preservation, and business and tax law services since 1908. Its attorneys help clients prepare complete estate plans that may include wills, living wills, durable powers of attorney, and designations of health care surrogates. They advise on asset protection planning. They also assist clients who are business owners by creating succession plans that limit tax exposure. Giles & Robinson, P.A. also handles probate and trust administration.

Attorney Information

Attorney NameBar StatusExperience
Christopher Jones - Managing PartnerActive27 yrs

Winter Park, FL 32789

Expertise.com Rating

Review Sources

Google
5.0 (4)
Avvo
5.0 (1)

Why choose this provider?

Marvin L. Beaman, Jr., P.A., Attorneys at Law is a law firm that serves clients throughout Winter Park and Orlando, Florida. The firm provides personalized legal counsel on matters of residential and commercial real estate, litigation, estate planning, trusts and wills, probate administration, and elder law. Marvin L. Beaman, the founding partner, both earned his B.S. and J.D. degrees from the University of Florida. He is a member of the Orange County and Florida Bar Associations.

Attorney Information

Attorney NameBar StatusExperience
Marvin Beaman - PartnerActive54 yrs

Orlando, FL 32803

Expertise.com Rating

Review Sources

Facebook
5.0 (1)

Why choose this provider?

Gierach and Gierach P.A. has been serving the Orlando, Florida Metro area since 1974. The firm handles legal matters that involve estate planning, wills, probate, elder law, and workers’ compensation defense. John R. Gierach, the founding partner, received both his B.S. and J.D. degrees from Florida State University. He has been an AV Preeminent Peer Review Rated attorney for twenty consecutive years by Martindale-Hubbell and is a member of American Bar Association and The Association of Trial Lawyers of America.

Attorney Information

Attorney NameBar StatusExperience
John Gierach - Co-Founder, PrincipalActive49 yrs

7345 W Sand Lake Rd Suite 318, Orlando, FL 32819

Expertise.com Rating

Review Sources

Google
4.9 (92)
Facebook
5.0 (10)
Yelp
5.0 (3)

Why choose this provider?

Paula Montoya Law is an estate planning law firm that serves clients located in the Orlando area. It handles a wide range of estate planning matters, which include qualified domestic trusts for international clients, special needs trusts, last wills and testaments, estate tax reduction, and living wills. Attorney Paula Ferreira Montoya has more than 10 years of legal experience. She is fluent in both Spanish and Portuguese. Montoya also supports the non-profit organization Justice Calls.

  • Estate Planning
  • Business Law
  • Intellectual Property

Attorney Information

Attorney NameBar StatusExperience
Paula Montoya - PrincipalActive11 yrs

Compare our Top Estate Planning Attorneys

NameExpertise RatingAddressPromotionsLearn more
The Law Offices of Hoyt & Bryan LLC
Kathleen Flammia P.A.
Harvey Law, LLC
Carsandra D. Buie, Attorney at Law
Law Office of Vincent J. Profaci, P.A.
Giles & Robinson, P.A.
445 W. Colonial Drive, Orlando, FL 32804
Marvin L. Beaman, Jr., P.A., Attorneys at Law
Gierach and Gierach P.A.
Paula Montoya Law
7345 W Sand Lake Rd Suite 318, Orlando, FL 32819

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • What is the non-emergency contact number for the local police station in Orlando, Florida?

    You can contact the Orlando Police Department for non-emergencies at 321-235-5300.

  • How does the Florida homestead exemption benefit Orlando residents, and what are the requirements for qualification?

    The Florida homestead exemption presents significant advantages to Orlando homeowners, including protection from creditors, tax benefits, and vital inheritance privileges. For individuals owning multiple homes across states, proving Florida as their primary residence could be challenging. Some even relocate to Florida to leverage these robust protections. To be eligible, individuals must have legal title to their primary residence by January 1 of the claim year. This exemption shields an unlimited value of the home.

  • How does estate tax planning impact income taxes on inherited assets for residents of Orlando?

    Estate tax planning can lessen income tax liabilities for Orlando residents inheriting appreciated assets. These assets obtain a 'stepped-up' cost basis, reducing the taxable difference between the selling price and the adjusted cost basis. Notably, a surviving spouse would be taxed on the appreciation of inherited assets post the first spouse's death at around a 20% capital gains rate. Consequently, strategic estate tax planning could substantially mitigate capital gain liability.

  • What are the key responsibilities of an executor or personal representative for an estate in Orlando?

    In Orlando, the selected executor or personal representative has numerous crucial duties. These include notifying all relevant parties and creditors, placing a legal announcement for undiscovered creditors, acquiring and cataloging the estate's assets, assessing and preserving asset values, filing an inventory with the court, filing required estate tax returns, and settling claims from creditors. This person plays an essential role in the effective administration of an estate plan.

  • For individuals in Orlando, what do they need to know about using a codicil to alter their existing will?

    In Orlando, a codicil can help modify an existing will. It necessitates proper witnessing and legal execution like the original will. Engaging professional legal assistance during the codicil creation is crucial to forestall future legitimacy disputes. Relatives could challenge a codicil over allegations of undue influence or insufficient testamentary capacity, similar to will disputes.

  • Should someone who's newly moved to Orlando update their pre-existing will and trust?

    It's recommended that new Orlando residents reassess their established will and trust. Florida's distinctive legal stipulations, such as the surviving spouse's entitlement to an "elective share" and certain homestead rights, require updates. By revising their trust, they can safeguard beneficiaries from potential taxes levied by the original state. Consequently, modifications in their estate plan can help harmonize with Florida's laws and their final wishes.