Wills, trusts, probate, and asset protection drafted by the founding attorney for families across Florida, North Carolina, and Washington, D.C.
The right estate plan accomplishes three things at the same time: it tells the people you love what you want, it minimizes the cost of getting there, and it stays out of court whenever possible. The wrong one or none at all turns grief into a paperwork crisis that lasts years.
The foundation of every estate plan. A properly drafted will names guardians for minor children, directs the disposition of assets that pass through probate, and minimizes the friction of court administration. A revocable living trust holds title to assets during your lifetime and transfers them outside of probate after death saving the family time, expense, and public exposure.
The firm drafts every will and revocable trust as a coordinated set, with funding instructions and beneficiary designation reviews built in. An unfunded trust is worse than no trust at all. The firm ensures assets actually end up titled the way the plan expects.
For clients with significant assets, professional liability exposure, or multi-generational wealth transfer goals, irrevocable trusts and asset protection structures offer protections a revocable trust cannot. The firm drafts irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), domestic asset protection trusts (DAPTs), GRATs, and qualified personal residence trusts (QPRTs) each tailored to the client's tax, liability, and family circumstances.
When a loved one passes, administration is rarely simple and never simple in the middle of grief. The firm handles formal probate, summary administration, and ancillary probate for out-of-state real property. For revocable trusts, the firm guides the successor trustee through asset collection, creditor notice, tax filings, and distributions. Every administration is staffed personally by Karina not delegated to a paralegal with the attorney signing off at the end.
Karina's admission in Florida, North Carolina, and the District of Columbia makes the firm particularly well-suited for clients with property, family, or business interests across multiple states. Coordinating an estate plan across three jurisdictions inside one firm is materially different and materially less expensive than coordinating it across three different law firms.
The documents that govern decisions while you are still alive durable powers of attorney, healthcare surrogate designations, HIPAA releases, living wills are often more important than the will itself in the years before death. The firm drafts each of these as a coordinated set, with explicit, enforceable authority where it is needed.
The answer depends on the size and composition of the estate, the family circumstances, and whether there is real property in more than one state. For most clients with a home and meaningful retirement assets, a revocable trust avoids probate, maintains privacy, and accelerates distribution to beneficiaries at relatively low incremental cost over a will alone. The firm explains the tradeoffs at the initial consultation.
Flat fees are quoted at the initial consultation and depend on the complexity of the plan and the documents required. Standard wills and revocable trusts are quoted as a coordinated package. Irrevocable trusts and multi-state plans are quoted individually. The firm does not begin work until the engagement and fee are agreed in writing.
For a standard plan with a will and revocable trust, drafts are typically prepared within two to three weeks of the initial consultation. Complex plans and multi-jurisdictional matters take longer.
Yes. Estate plans should be reviewed at least every five years and immediately after major life events: marriage, divorce, birth or adoption of a child, death of a beneficiary or fiduciary, significant change in assets, or relocation to a different state.
Yes. Karina is bilingual at full professional level. Consultations, document review, and family meetings are conducted in whichever language serves the client best.
Initial consultations are complimentary and held in strict confidence. Most matters can be clarified in a twenty-minute introductory call. Bilingual in English and Spanish.
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