Basic Estate Protection Plan in Florida

The Basic Protection Plan is designed for individuals and families who want essential legal protection without unnecessary complexity. If you're new to estate planning or have a straightforward situation, this plan provides a fast, clear way to put core documents in place - with guidance from a Florida estate planning attorney.

What's Included

  • Durable Power of Attorney


  • Health Care Surrogate Designation


  • Living Will / Advance Directive


  • Attorney guidance to ensure proper execution

This plan is often a good fit for:

Young families starting their first estate plan

Single property owners in Pinellas or Tampa Bay

Single property owners in Pinellas or Tampa Bay

Single property owners in Pinellas or Tampa Bay

What This Plan Does - and Doesn't Do

What it does:

  • Names guardians for minor children

  • Provides decision-makers if you're incapacitated

  • Creates clear instructions for your estate

What it doesn't do:

  • Avoid probate

  • Provide asset protection or privacy

  • Address complex estates or business interests


If probate avoidance is a priority, a trust-based plan may be more appropriate.

Easy, Attorney-Guided Process

  • Secure online portal

  • Convenient in-person or remote signing

  • Direct attorney access - no handoffs

  • Clear timelines and expectations
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Ready to get started with a simple, effective estate plan?