Wills and Trusts Lawyer in Boca Raton, FL | Siegel Law Group – Free Consultation
Estate Planning Attorneys Β· Boca Raton Β· Naples Β· West Palm Beach Β· Fort Lauderdale Β· In-Person or Virtual Β· Hablamos EspaΓ±ol
β˜…β˜…β˜…β˜…β˜… BBB Accredited Β· Law Firm 500 Honoree Β· 24 Years in South Florida

Your Will Won't
Keep Your Family
Out of Court.
Your Trust Will.

Most people think a will is enough. Under Florida law, it is not. A will is instructions for the probate court β€” your family still has to go through the entire court process. A properly funded revocable living trust is the only document that keeps them out of it entirely. Let's find out where you stand.

Free in-person or virtual consultation β€” no obligation
We fund your trust β€” not just draft the document
3-year estate plan reviews β€” we stay with you for life
Phones answered 24/7 Β· Hablamos espaΓ±ol
Barry D. Siegel, Esq. β€” Wills and Trusts Attorney, Boca Raton FL
See Exactly Where Your Plan Stands 5 questions Β· Personalized results Β· No obligation

Let's Find Out Where You Stand

5 quick questions. Completely confidential. You'll receive a personalized gap analysis with specific next steps β€” tailored to your Florida situation and your family.

πŸ”’ Confidential Β· Free Β· Attorney-reviewed results Β· No obligation ever

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3%
Attorney fees on first $1M β€” Florida Statute Β§733.6171
$0
Florida state estate tax β€” Florida has none
1,000+
South Florida families protected by Siegel Law Group
2
Witnesses required to make a valid Florida will β€” Β§732.502
What Florida Law Actually Says

Four Things Most Families Believe β€” That Florida Law Contradicts

These are the gaps that cost South Florida families the most β€” not because of bad intentions, but because no one explained how Florida law actually works. Every fact below is grounded in specific Florida statutes.

πŸ“œ
"My will keeps my family out of court."

A will is not a court bypass β€” it is instructions for the court. Under Florida law, any asset titled in your name alone must go through probate, regardless of what your will says. A $500,000 estate with a will still costs your family roughly $15,000 in attorney fees under Β§733.6171's 3% schedule, plus 9 to 24 months of waiting. Only a properly funded revocable living trust bypasses probate entirely.

Florida Statute Β§733.6171
✍️
"I wrote out my wishes by hand β€” that counts as a will."

Florida does not recognize handwritten wills as a separate legal category. Under Florida Statute Β§732.502, every will β€” typed or handwritten β€” must be signed by the person making it AND witnessed by at least two people simultaneously. Courts have no discretion to excuse a failure to meet these requirements. A handwritten letter found in a drawer has no legal force, regardless of how clearly it expresses your wishes.

Florida Statute Β§732.502
πŸ’
"My spouse gets everything β€” that's just how it works."

Not always, and sometimes not by much. Under Florida's intestacy law, if you have children from a prior relationship, your spouse inherits only half your estate β€” and your children split the other half. Additionally, under Β§732.201, a surviving spouse can claim 30% of your elective estate (including revocable trust assets and retirement accounts) even if your will leaves them less. In blended families, this creates outcomes almost no one intends.

Florida Statutes Β§732.102 & Β§732.201
πŸ“‚
"We have a trust β€” we're protected."

A trust document alone does nothing. A trust only protects assets that are actually transferred into it β€” a step many families skip entirely. A revocable living trust with no assets in it is a binder on a shelf. Your home must be re-deeded into the trust. Your bank accounts must be re-titled. Your investment accounts must name the trust. An unfunded trust leaves your family in exactly the same probate position as no trust at all.

Florida Trust Code β€” Trust Funding Requirement
We Hear This Every Week

If Any of These Sound Familiar, You Are in the Right Place

⏰

"I keep meaning to do this, but something always comes up."

Life is busy. Planning for death and incapacity is easy to postpone indefinitely. But the need for your documents can arise without warning β€” illness, accident, or sudden death have no regard for your schedule. The family members who suffer the consequences of an estate without proper planning are the people who loved you most. One free conversation is all it takes to start β€” in our office or virtually, on your schedule.

We work around your schedule β€” in person or virtual
🌳

"I want what I leave behind to actually reach my kids β€” not their ex-spouses."

This is one of the most common and underserved concerns in estate planning. Without specific trust language, an inheritance your child receives today can become marital property tomorrow β€” and half of it could disappear in a divorce. Bloodline planning through properly structured trust provisions ensures your assets flow to your children and grandchildren, protected from creditors, divorces, and blended family scenarios you cannot predict today.

Bloodline planning protects across generations
😟

"I'm worried about what happens to my kids if something happens to both of us."

This is the question that finally gets most parents through our door. Without a will designating a guardian, a Florida court will decide who raises your children. Without a trust, they cannot receive a large inheritance responsibly until they are adults β€” and a court manages their money in the meantime. A complete estate plan addresses both: who raises them and how their inheritance is protected until they are ready for it.

Guardian designation + trust protection for minors
πŸ€”

"I have no idea what I actually need or where to even start."

Most people do not β€” and that is completely normal. Estate planning terminology is not taught anywhere, and the landscape of trusts, wills, powers of attorney, Lady Bird deeds, and IRA trusts can sound overwhelming before someone explains it in plain language. Our team β€” Barry, Jay, Abby, and Madison β€” spends the first conversation doing exactly that: explaining clearly what your situation requires, what it costs, and why each piece matters. No jargon. No pressure. No obligation.

Our first conversation is the roadmap
Why Families Choose Siegel Law Group

Plans Built for Your Family. Backed by a Team. Reviewed for Life.

Barry D. Siegel, Esq. β€” Wills and Trusts Attorney, Boca Raton FL
Barry D. Siegel, Esq. Founder and CEO Β· 24+ Years
πŸ“–
Author of "Caught in the Middle"Juggling elderly parents' affairs while raising your own family β€” the estate planning book South Florida families turn to first

100+ Combined Years of Experience. One Firm That Stays With You for Life.

Barry Siegel founded this firm because he watched what happened when families did not have proper plans β€” and how dramatically different the outcome was when they did. He built The Siegel Law Group, P.A. around a team of dedicated estate planning attorneys β€” Jay Silverstein, Abby L. Steinberg, and Madison Wells β€” each committed to the same standard: every plan is personal, every document is explained, and no family is left alone to figure out the next step.

Most estate planning firms use templates. They spend 20 minutes with you, plug your name into a form, print the documents, and move on. The Siegel Law Group does not work that way. And more importantly, they do something most firms skip entirely: they fund your trust. Your home is re-deeded. Your bank and investment accounts are re-titled. Your beneficiary designations are reviewed and coordinated. A trust without assets in it is a binder on a shelf β€” our team makes sure yours actually works.

πŸ“‹
We Fund Your Trust
We re-title your home, accounts, and investments β€” the step most firms leave entirely to you
πŸ”
3-Year Plan Reviews
Your plan is reviewed every three years β€” adjusted for life changes, family changes, and law changes
🌳
Bloodline Planning
We ensure your assets reach your children β€” protected from divorces, creditors, and blended family disputes
🀝
Free Successor Seminars
After you pass, we guide your family through the full process at no additional charge β€” a service almost no other firm offers
Law Firm 500 Honoree
BBB Accredited
Avvo Rated
100+ Combined Years
Hablamos EspaΓ±ol
Phones 24/7
What a Complete Plan Includes

Each Document Serves a Specific Purpose. Together, They Cover Everything.

A complete estate plan is not one document β€” it is a coordinated set of legal instruments, each designed to address a specific gap. Here is what each piece does and why it matters for your family.

πŸ”„
Revocable Living Trust
The centerpiece of most South Florida estate plans. Holds your assets during your lifetime, transfers them immediately to your heirs upon death β€” with no court process, no public record, and no delay. Also manages your affairs seamlessly if you become incapacitated.
Avoids probate entirely β†’
πŸ“œ
Pour-Over Will
Works alongside your trust to capture any assets not already in the trust at death. Names your guardian for minor children β€” the only document in Florida that can legally do this. Required in every complete plan that includes a trust.
Closes the gaps, names guardian β†’
πŸ“‹
Durable Power of Attorney
Authorizes someone you trust to manage your financial affairs if you cannot. Covers bank accounts, bills, property transactions, and more. Without this, no one β€” including your spouse β€” has automatic legal authority over your individual accounts in Florida.
Prevents financial paralysis β†’
βš•οΈ
Healthcare Directive
Designates who makes medical decisions if you cannot, and documents your wishes about life-sustaining treatment. Without this, your family may face impossible decisions without guidance β€” and disagreements that courts sometimes have to resolve.
Protects your medical wishes β†’
🏠
Lady Bird Deed (Enhanced Life Estate)
A uniquely Florida deed that keeps your home in your name for your lifetime while ensuring it passes directly to your heirs upon death β€” avoiding both probate and Medicaid estate recovery. Preserves your homestead exemption. Not available in most other states.
Florida-specific home protection β†’
πŸ’Ό
IRA Trust (Retirement Trust)
After the SECURE Act, most non-spouse beneficiaries must withdraw an inherited IRA within 10 years β€” creating significant unexpected tax bills. An IRA Trust manages distributions strategically, protecting beneficiaries from compressed tax liability and poor financial decisions.
Protects retirement account heirs β†’
❀️
Special Needs Trust
Provides for a family member with a disability without disqualifying them from SSI and Medicaid. A direct inheritance or named beneficiary designation can eliminate their government benefits immediately. A properly structured special needs trust avoids this entirely.
Protects benefits and inheritance β†’
πŸ›‘οΈ
Asset Protection Planning
Legal strategies β€” including irrevocable trusts, Florida's Homestead Exemption, and retirement account protections β€” that safeguard what you've built from creditors, lawsuits, and other claimants. Florida's asset protection laws are among the strongest in the country.
Shields assets from future claims β†’
Learn Before You Decide

Watch Barry Siegel Explain What Most Families Get Wrong

Short and honest. Barry explains the estate planning questions South Florida families ask most β€” without legal jargon.

From a Real Client

Hear What Happened After John Called Barry Siegel

Over a thousand South Florida families have trusted The Siegel Law Group with their most important decisions. Here is one of them, in their own words.

β˜…β˜…β˜…β˜…β˜…

"Barry and his team gave us peace of mind we did not even know we were missing. Every question was answered, every document explained. We finally have a plan that actually protects our family."

πŸ‘€
John
Siegel Law Group Client Β· South Florida
What Working With Us Looks Like

A Simple Process. A Plan Built for Your Family. A Law Firm for Life.

1
Free Consultation β€” In-Person or Virtual
The first conversation is always free, always unhurried, and always personalized. We meet at one of our four South Florida offices or virtually β€” whichever works for you. We learn about your family, your assets, your concerns, and your goals before we recommend anything. You leave with a clear picture of what you need, why each piece matters, and exactly what it costs. No surprises. No obligation.
2
We Draft Every Document for Your Specific Situation
No templates. Every revocable trust, pour-over will, power of attorney, and healthcare directive is drafted specifically for your family. We walk through every provision in plain language before anything is signed β€” because you should understand exactly what you have and why it works. We also educate you on bloodline planning to ensure your assets reach your children and stay protected from future divorces, creditors, or blended family scenarios.
3
We Fund Your Trust β€” The Step Most Firms Skip
A signed trust document that holds no assets is worthless. We re-deed your home, coordinate the re-titling of your bank and investment accounts, and review every beneficiary designation to make sure everything aligns with your plan. This is the most critical step in the entire process β€” and the one most law firms leave entirely to you. We do not.
+
We Review Your Plan Every Three Years β€” And Stay With Your Family After You're Gone
Life changes. Laws change. Your plan should change with them. Every three years, we sit down with you to review your estate plan and adjust for anything that has changed β€” in your family, your assets, or Florida law. And when the time comes, The Siegel Law Group conducts free post-death consultation and successor seminars to guide your family through the full process at no additional charge. That is what "law firm for life β€” and beyond" actually means.
Client Testimonials

Trusted by Thousands of South Florida Families

5.0
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Hundreds of Verified 5-Star Reviews Google Β· Avvo Β· BBB Β· and more
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"Barry and his team made a process I had been putting off for years feel completely manageable. They explained every document in plain language, answered every question, and created a plan that truly fits our family. I finally have the peace of mind I did not know I was missing."

Linda M. β€” Boca Raton, FLGoogle
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"We came to Siegel Law Group after my father-in-law passed without a will. The probate process was a nightmare β€” over a year and thousands of dollars. We immediately set up our own trust. Barry's team handled everything, including re-deeding our home. I recommend them to everyone I know."

Robert T. β€” Delray Beach, FLAvvo
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"I moved to Florida full-time and my northern estate plan was completely inadequate under Florida law. Barry's team caught things I never would have found β€” the homestead issue alone would have been a problem for my heirs. They rebuilt our plan from scratch and it is exactly what we needed."

Carol H. β€” West Palm Beach, FLGoogle
Law Firm 500 Honoree
2021 and 2022
BBB
Accredited Business
Avvo
Client Choice Award
24+ Years
South Florida Estate Planning
Frequently Asked Questions

What South Florida Families Ask Before They Call

Real questions with straight answers. If yours is not here, call us β€” the first conversation is free and there is no obligation.

A will is a document that tells the Florida probate court how you want your assets distributed after you die. The key word is "court" β€” a will requires full probate administration before any assets can be transferred to your heirs. A revocable living trust, by contrast, holds your assets during your lifetime and transfers them directly to your heirs upon death, without any court involvement. There is no probate, no public record, and no 9 to 24 month wait. A trust also provides protection if you become incapacitated β€” allowing a successor trustee to manage your affairs without a court-appointed guardian. Most South Florida families benefit from having both: a trust as the centerpiece and a pour-over will to capture anything not already in the trust.
No. Florida has no state estate tax. This is one of Florida's most significant estate planning advantages. Your estate will only face federal estate tax, which for 2025 applies to estates above the federal exemption. The federal exemption is subject to change β€” there are ongoing legislative discussions about the exemption amounts β€” but Florida residents benefit from having no additional state-level tax burden on top of federal obligations. Our team stays current on tax law changes and will factor any relevant tax planning into your estate plan.
Under Florida Statute Β§732.502, a valid Florida will must: (1) be in writing, (2) be signed by the person making it at the end of the document, and (3) be signed by at least two witnesses in the presence of the person making the will and in the presence of each other. Florida courts have no discretion to excuse a failure to meet these requirements β€” a will that does not comply is legally void, regardless of how clearly it expresses the person's wishes. Handwritten notes, letters, or documents witnessed by only one person have no legal force in Florida. We also strongly recommend making a will "self-proved" by adding a notarized affidavit, which allows the will to be admitted to probate without requiring witnesses to appear in court.
Your estate is distributed under Florida's intestacy statutes (Chapter 732 of the Florida Statutes), which follow a fixed legal formula based on your family structure. If you are married with no children, your spouse inherits everything. If you are married with children who are also your spouse's children and your spouse has no other children, your spouse inherits everything. However, if either you or your spouse have children from another relationship, your spouse inherits only half of your estate β€” and your children split the other half. This outcome surprises many blended families. Without a will, a court must also appoint a personal representative and, if you have minor children, decides who raises them. Your assets become part of the public court record.
Generally no β€” not completely. Under Florida Statute Β§732.201, a surviving spouse has the right to an "elective share" of the deceased spouse's estate, equal to 30% of the "elective estate." The elective estate under Β§732.2065 includes not just probate assets but also revocable trust assets, jointly held property, pay-on-death accounts, retirement accounts, and certain other transfers. This means a spouse cannot easily be disinherited by placing all assets in a trust or naming other beneficiaries β€” the elective share reaches those assets. However, the elective share can be waived through a valid prenuptial or postnuptial agreement that meets Florida's requirements. This is a particularly important planning consideration in second marriages and blended families.
A Lady Bird deed β€” formally called an Enhanced Life Estate Deed β€” is a uniquely Florida instrument that allows you to retain full ownership and control of your home during your lifetime while automatically transferring it to your named beneficiaries upon death, outside of probate. Unlike a traditional life estate deed, you can change or revoke the Lady Bird deed at any time. It also preserves your homestead tax exemption and protects the home from Medicaid estate recovery after death. Lady Bird deeds are not available in most states and represent one of Florida's most powerful estate planning tools for homeowners. Whether one is appropriate for your situation depends on your family structure, your trust, and your overall estate plan β€” we evaluate this in every consultation.
A will validly executed in another state is generally recognized in Florida under Β§732.502(2). However, "recognized" and "optimized for Florida" are very different things. A plan created in New York, Ohio, or Michigan may not account for Florida's homestead laws, the Lady Bird deed, Florida's specific elective share rules, or the absence of a Florida state estate tax. Your existing trust may not be properly structured to avoid Florida probate, and your beneficiary designations may not coordinate correctly with Florida law. We strongly recommend a Florida review for any family that has moved to the state β€” our team has found issues in many plans from other states that would have created significant problems for heirs under Florida law.
We offer flat-fee pricing on all estate planning services, so you know the total cost before we begin β€” no hourly surprises and no hidden fees. The cost depends on what your situation requires: a basic will and power of attorney package is significantly less expensive than a full revocable living trust with pour-over will, healthcare directive, power of attorney, and Lady Bird deed. What we can tell you with confidence is that the cost of a complete estate plan is almost always a fraction of what your family would pay going through Florida probate without one. A $500,000 estate faces roughly $15,000 in attorney fees in probate under Β§733.6171's 3% schedule β€” plus 9 to 24 months of waiting. The first consultation is free and includes a transparent quote before any commitment is made.

The Right Time Was Yesterday.
The Next Best Time Is Today.

A free consultation with The Siegel Law Group takes 30 minutes. You leave knowing exactly what your family needs, exactly what it costs, and exactly what happens when they need the plan to work. Phones answered 24 hours a day, 7 days a week.

Or call us directly: (561) 559-6232 Β· Phones answered 24/7

The Siegel Law Group, P.A.
2500 N Military Trail, Suite 470 Β· Boca Raton, FL 33431
Naples Β· West Palm Beach Β· Fort Lauderdale Β· Serving all of South Florida
Mon–Thu: 8:30 AM–5:30 PM Β· Fri: 8:00 AM–5:00 PM Β· Phones answered 24/7
In-person consultations available at all four offices Β· Virtual appointments available
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