Tier 1: Court Avoidance Plan

The Court Avoidance Plan (Tier 1) is designed for clients with one home and no complex family dynamics. It keeps your home out of probate court, avoids guardianship if you lose capacity, and protects your beneficiaries - with guidance from a Florida estate planning attorney. Most plans are completed within 30 days.

What's Included

  • Lady Bird Deed to keep your home out of probate


  • Durable Power of Attorney


  • Health Care Surrogate, Living Will & HIPAA Release


  • Signing appointment with attorney guidance

This plan is often a good fit for:

Homeowners with one property

Families without complex family dynamics

Anyone who wants to keep their home out of probate

Clients who want to avoid guardianship if they lose capacity

What This Plan Does - and Doesn't Do

What it does:

  • Keeps your home out of probate court

  • Avoids guardianship if you lose capacity

  • Protects your beneficiaries

What it doesn't do:

  • Include a will (a will can be added if you want specific gifts)

  • Connect multiple properties or financial assets

  • Address complex estates or business interests


Have more than one property or financial assets to connect? The Family Legacy Plan (Tier 2) may be a better fit.

Easy, Attorney-Guided Process

  • Secure online portal

  • Convenient in-person or remote signing

  • Direct attorney access - no handoffs

  • Most plans completed within 30 days
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Ready to get started with a simple, effective estate plan?