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2024

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Best Estate Planning Lawyers in Jacksonville, FL

Our Recommended Top 11

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

207Reviewed

128Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

301 W. Bay Street, Jacksonville, FL 32202

Expertise.com Rating

Review Sources

Google
4.0 (41)
Facebook
5.0 (13)

Why choose this provider?

The Law Offices of Mark F. Moss, PLLC, are headed by an estate planning lawyer. Mark F. Moss and his team serve the residents of Jacksonville, handling their cases related to life planning, such as last wills and testaments, powers of attorneys, and living trusts. The firm also deals with elder law, probate, guardianship and guardian advocacy, special needs planning, and pet planning matters. Moss is part of the Florida Coastal School of Law's Alumni Board of Directors.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Mark Moss - PrincipalActive9 yrs

220 Ponte Vedra Park Drive, Ponte Vedra Beach, FL 32082

Expertise.com Rating

Review Sources

Google
4.0 (45)
Facebook
4.8 (42)

Why choose this provider?

Rock Solid Law & Title has been offering estate planning advice to families in Jacksonville for more than 30 years. It helps clients in preserving their wealth and family legacy while preventing probate proceedings. Founding attorney John Miller provides guidance in all areas of small business representation, real estate closings, title and escrow, and trusts and wills administration. Rock Solid Law & Title has also been recognized as one of the top 10 law firms in Florida in terms of growth.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
John Miller - FounderActive39 yrs

5011 Gate Parkway, Jacksonville, FL 32256

Expertise.com Rating

Review Sources

Google
4.0 (9)
Yelp
1.0 (1)

Why choose this provider?

The Coleman Law Firm, PLLC, offers estate planning services to Jacksonville clients. It guides individuals in the preparation of wills and trusts to ensure the protection and proper administration of their assets. Its other practice areas include elder law, Medicaid planning, and small business law. C. Randolph Coleman, the founder and sole practitioner of the firm, has been in private law practice since 1978. Coleman conducts lectures and seminars regarding estate planning and has published several works on the matter as well.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Carl Coleman - FounderActive46 yrs

4465 Baymeadows Road, Jacksonville, FL 32217

Expertise.com Rating

Review Sources

Google
4.0 (17)
Facebook
5.0 (1)

Why choose this provider?

Forefront Law has estate planning lawyers who help people in and around Jacksonville plan the transfer of their assets. This service includes life insurance proceeds, living trusts, jointly owned homes, retirement accounts, and transfer-on-death accounts. The firm also works with trustees and beneficiaries going through the probate process. Additionally, the firm is experienced in the area of family law. Forefront Law's managing attorney, Judy-Ann Smith, has made speaking engagements in the National Business Insitute and ProLawCLE.

  • Estate Planning
  • Trust Administration
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Judy-ann Smith - Managing AttorneyActive11 yrs

644 Cesery Boulevard, Jacksonville, FL 32211

Expertise.com Rating

Review Sources

Google
4.0 (44)
Facebook
5.0 (10)
Yelp
5.0 (3)

Why choose this provider?

The DeVries Law Firm, PA, is a Jacksonville-based boutique law firm that represents clients in chapter 7 and chapter 13 bankruptcies, foreclosure, eviction, debt and creditor defense, debt harassment, and real estate matters. The firm also helps clients with estate planning, probate, and personal injury cases. Founding partner Shawn DeVries employs a stress-free and collaborative approach when counseling and representing his clients. He has been recognized as one of the Top 100 Attorneys by The National Trial Lawyers.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Shawn Devries - PrincipalActive12 yrs

419 3rd Street North, Jacksonville Beach, FL 32250

Expertise.com Rating

Review Sources

Google
4.0 (16)

Why choose this provider?

Law Office of Adam J. Dugan, P.A. provides legal representation in the metro area of Jacksonville since 2015. It caters to estate planning, probate administration, personal injury, and elder law practice. It offers a comprehensive and tailored estate plan that includes living wills, revocable trusts, designation of preneed guardian, DPOA, and advance healthcare directives. It also provides legal services to a complex and large-scale estate with closely-held business tools, taxes, and financial professionals.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Adam Dugan - PrincipalActive9 yrs

810 Margaret Street, Jacksonville, FL 32204

Expertise.com Rating

Review Sources

Google
5.0 (34)
Facebook
5.0 (6)

Why choose this provider?

Schnauss Naugle Law offers legal services to clients in Jacksonville, catering primarily to individuals with estate planning concerns. Its team is dedicated to educating customers and their beneficiaries about their assets and properties to provide a clear plan for handling estate taxes. It also helps discuss durable power of attorney and probate avoidance strategies. In addition, it advocates for the rights of the elderly and incapacitated people by offering guidance on elder law and legal guardianship affairs.

  • Estate Planning

432 East Monroe Street, Jacksonville, FL 32202

Expertise.com Rating

Review Sources

Google
4.0 (19)

Why choose this provider?

Since 2003, the Law Office Of Douglas A. Oberdorfer, P.A., has been helping clients in Jacksonville with their estate planning needs. The firm aims to make estate planning as stress-free as possible for its clients by assisting them in distributing their assets to their intended beneficiaries when they pass away. Douglas A. Oberdorfer, the firm's founding attorney, is experienced in revocable living trusts and testamentary trusts for children and grandchildren, as well as power of attorney, health care surrogates, and living wills.

  • Estate Planning
  • Trust Administration
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Douglas Oberdorfer - PrincipalActive26 yrs

1377 Cassat Avenue, Jacksonville, FL 32205

Expertise.com Rating

Review Sources

Google
4.0 (18)

Why choose this provider?

Law Office of Jonathan H. Goodman, P.A. is a probate and estate planning law firm based in Jacksonville. It helps clients plan for the distribution of their estates and prepares the wills and trusts, living wills, powers of the attorney, pre-need guardian declarations, and health care surrogate declarations in case of incapacity. Attorney Jonathan H. Goodman has more than 30 years of legal experience and also assists clients in the probate process and with personal injury-related matters.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Jonathan Goodman - PrincipalActive44 yrs

300 West Adams Street, Jacksonville, FL 32202

Expertise.com Rating

Review Sources

Google
4.0 (11)

Why choose this provider?

Located in Jacksonville, the Hinson Law firm, P.A. assists families and individuals on the aspect of estate planning and probate throughout the state of Florida. With its attorneys, the company helps clients with wills, trust, and advance directives, business succession planning, and education trust. Founder Matthew Hinson has been practicing law since 2011. Hinson law firm also gives personal attention to gain the trust of the clients. Other services they offered include guardianship and probates in wrongful death or personal injury matters.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Matthew Hinson - Managing PartnerActive13 yrs

13500 Sutton Park Drive South, Jacksonville, FL 32224

Expertise.com Rating

Review Sources

Google
5.0 (33)
Facebook
5.0 (13)
Yelp
5.0 (4)

Why choose this provider?

Three Oaks Law is a law firm offering estate planning in Jacksonville. Its estate planning services include irrevocable trusts, revocable living trusts, and wills. The firm also offers healthcare and financial directives such as living wills, durable power of attorney, health care surrogate designation, and pre-need guardian designation. The team's clients range from families with children to aging parents. The managing attorney, Sabrina Kuruvilla, has served for over ten years families and individuals as their estate and business planning attorney.

  • Estate Planning
  • Probate

Compare our Top Estate Planning Lawyers

NameExpertise RatingAddressPromotionsLearn more
Law Offices of Mark F. Moss PLLC
301 W. Bay Street, Jacksonville, FL 32202
Rock Solid Law & Title
220 Ponte Vedra Park Drive, Ponte Vedra Beach, FL 32082
The Coleman Law Firm PLLC
5011 Gate Parkway, Jacksonville, FL 32256
Forefront Law
4465 Baymeadows Road, Jacksonville, FL 32217
The DeVries Law Firm, P.A.
644 Cesery Boulevard, Jacksonville, FL 32211
Law Office of Adam J. Dugan, P.A.
419 3rd Street North, Jacksonville Beach, FL 32250
Schnauss Naugle Law
810 Margaret Street, Jacksonville, FL 32204
Law Office Of Douglas A. Oberdorfer, P.A.
432 East Monroe Street, Jacksonville, FL 32202
Law Office of Jonathan H. Goodman, P.A.
1377 Cassat Avenue, Jacksonville, FL 32205
The Hinson Law Firm, P.A.
300 West Adams Street, Jacksonville, FL 32202
Three Oaks Law
13500 Sutton Park Drive South, Jacksonville, FL 32224

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 does an estate planning attorney do?

    An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.

  • What are valuable estate planning services an attorney can provide?

    With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:

    • Create a comprehensive plan to protect a client's legacy, that includes a will, power of attorney, trusts, life insurance, and advanced medical directives
    • Optimize an estate plan as tax laws, life events, assets, and goals change over time
    • Protect a client’s loved ones by preventing assets from entering probate
    • Help clients designate a person to make important health decisions for them if they become incapacitated

  • Can estate planning attorneys help create trusts/wills?

    Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.

  • Is estate planning the same as drafting a will?

    While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.

  • What are the steps involved in estate planning?

    To create a thorough and effective estate plan, individuals should follow these steps:

    • Prepare a will that designates an estate executor; indicate who will receive what assets, and assign a trust and guardians for any children. Consider using an attorney if the will is in any way complex.
    • To avoid probate, have an attorney create a revocable living trust.
    • Assign beneficiaries to other assets, such as life insurance policies, retirement plans, and securities.
    • Use an attorney to prepare a living will, name a health care proxy, and create a HIPAA release form.
    • Update the plan every five years.

  • How long does the estate planning process last?

    The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.

  • What is a trust?

    A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.