To better serve you, we have compiled two brief questionnaires regarding Estate Planning and Probate administration. If you choose to fill them out, someone will contact you within 24 hours and to setup an appointment for a more in depth meeting. Click below to get started!

• Estate Planning Online Form
• Probate Administration Online Form

Here are some documents that will be useful to begin our work together.

What is Estate Planning?

 Estate Planning Checklist

 Confidential Estate Planning Questionnaire

 What is Probate?

 Probate Checklist

 Limited Liability Companies Memo

 Florida Powers of Attorney Memo

 Tangible Personal Property Memo

 Wage Account Memo

Here is a selection of links that may help you with these important decisions.

• General

  • Division of Corporations
  • Florida Bar
  • Florida Vital Records
  • Internal Revenue Service (IRS)
  • Statutes & Constitution
  • Tampa Bay Breaking News
  • Temple Terrace Chamber of Commerce

• County Clerks Offices

  • Hillsborough County
  • Orange County
  • Pasco County
  • Pinellas County
  • Polk County
  • Seminole County

• Property Appraisers

  • Hillsborough County
  • Orange County
  • Pasco County
  • Pinellas County
  • Polk County
  • Seminole County