Tier 2: Family Legacy Plan
The Family Legacy Plan (Tier 2) is our most popular plan, designed for clients with multiple assets and/or complex family dynamics. Built around a revocable living trust, it avoids probate across all of your assets - not just your home - avoids guardianship, and protects your beneficiaries. Our team guides you from initial design through connecting your assets to the trust, and most plans are completed within 30 days.
Why Choose a Living Trust in Florida?
- Avoids the public, expensive Florida probate process
- Keeps your affairs private and out of court
- Simplifies inheritance for multiple properties or blended families
- Allows for disability/incapacity planning with successor trustees
- Protects vulnerable beneficiaries and supports multi-generational planning
- Unlike a will, a trust is immediately effective and can manage assets during your lifetime and after.
Trust vs. Will - Quick Comparison
| Feature | Living Trust | Will (Only) |
|---|---|---|
| Avoids Probate | Yes | No |
| Controls assets during life | Yes | No |
| Privacy | Yes | No (public) |
| Ongoing Updates | Easy | Needs new will |
| Real Estate | Easily managed | Probate required |
A trust is ideal for those who want efficiency, privacy, and long-term flexibility. Wills still play a role (especially for guardianship and "catch-all" assets), but a trust plan puts you in control.
What's Included in the Family Legacy Plan
Everything in the Court Avoidance Plan (Tier 1), plus a trust-based plan that covers all of your assets:
Revocable Living Trust
Pour-Over Will
Two deeds to connect your real estate to the trust
Connection of all financial assets and personal property
Signing appointment
Funding support is included: Our team doesn't just draft your trust - we help implement it for full protection.
Trustee Basics & Next Steps
When you pass away or become incapacitated, your successor trustee takes over. We provide:
- Clear written instructions and checklists for trustees
- Guidance on accountings, distributions, and legal duties
- Ongoing support for trust administration
Why Work With De Paz Law
- 10+ years helping Tampa Bay families
- Team-based approach (associate attorney support)
- Secure client portal & e-signing for convenience
- Ongoing reviews and client-first service
- Recognized by Super Lawyers and 5-star reviews