Review by Michelle Maskaly
M
Great experience! Very helpful and prompt service.
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Estate Plan Reviews in Orlando, FL
If your will or trust hasn't been checked in a few years, it may not match your life now. A quick check can find problems before they matter.
Why Review
Signs Your Estate Plan Needs a Second Look
Life changes fast. A new marriage, a new grandchild, or a move across Central Florida can make an old plan out of date. We've seen clients come in after a divorce. An ex-spouse was still named on a policy. Florida law also changes. Old papers don't always hold up the way people think. A good checklist looks at beneficiaries, guardians, powers of attorney, and who owns what.[1] Most people miss at least one of these. We check plans for families from Winter Park to Lake Nona. The stories are never quite the same. Waiting until a health scare or a death in the family is the hardest time to catch a mistake. A calm check now stops a painful surprise later.
3 Yrs
We help Orlando families keep their plans current.
Flexible
Virtual, phone, in-hospital, or in-office check-ups are open.
Clear
We explain every page in plain words, not legal talk.
Common Triggers
New Marriage or Divorce
A change in marital status almost always changes who should get your things and who should decide for you.
New Kids or Grandkids
Growing families often need new guardian rules and new names added to the plan.
Moved to Florida
Papers written in another state don't always meet Florida's rules for wills and trusts.
Plan Older Than Five Years
Laws and families change over time. An old plan may not match your wishes anymore.
New Business or Property
New things like a business, rental home, or big account need to be added the right way.
Health Diagnosis
A new diagnosis often means it's time to check your health care papers still say what you want.
Our Approach
Why Orlando Families Trust Our Estate Plan Reviews
Waiting too long to check a plan can cause trouble. The wrong person might end up in charge. The wrong name might be on a deed. Fallon Gomez built this firm on one idea. Legal planning doesn't have to be scary. We go through your papers with you, line by line, so you know exactly what you have.
What You Can Expect
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A plain-word walkthrough of your current will, trust, and powers of attorney.
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A clear list of anything old or missing.
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Simple advice with no push to buy extras.
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Flexible times, even virtual or in-hospital visits if needed.
Next Step
Review Your Plan Together
A quick estate plan check can give you real peace of mind. Call us today and we'll set a time that works for you.
Simple Steps
How an Estate Plan Review Works
We keep things simple so you don't feel lost.
1
Gather Your Papers
Bring your will, trust, powers of attorney, and health care papers. Or send us copies early. If you can't find everything, we'll help you figure out what's missing.
2
Line-by-Line Check
Fallon goes through each paper with you. She flags anything old or unclear. We explain each point in plain words, not legal talk.
3
Updates and Next Steps
We give you a clear list of changes to make. We handle the updates you agree to. You leave knowing exactly where your plan stands.
Fair Pricing
Estate Plan Review Cost in Orlando
The cost of a check depends on two things. First, how many papers you have. Second, how much has changed since they were made. A simple will check costs less than a full check of a trust, powers of attorney, and health care papers together. We give you the price upfront before any work starts. So there are no surprises on your bill. Many families in Winter Park and Lake Nona come in for a check every few years. They want to stay current. We're happy to meet in person, by phone, or online.
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You get a price before we start any check.
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No hidden fees or surprise costs later.
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You say yes to any updates before we move ahead.
Typical price range
$250 - $900
How many papers are in the check.
How much has changed since the plan was made.
If updates or new drafts are needed after the check.
How tricky the assets are, like a business or many homes.
Reviews
What Our Customers Say
Review by John Johnson
J
The team at Legacy Legal is top notch. They guided me through some intricate business issues regarding estate planning and donations. They never hesitated to answer any questions that I had and made the entire process seamless and efficient. I highly recommend.
Review by Laurie Johnson
L
I can not thank Legacy Legal enough for all of their help and professionalism with a couple of different situations we needed handled. They were able to handle both my personal and business issues and address the concerns that I had in making sure everything was prepared correctly. Ms. Gomez was such a delight to work with and made an emotionally challenging situation a positive one. Do not hesitate to use them!!!
Review by E Sanchez
E
Attorney Gomez is extremely helpful and knowledgeable with estate planning. She helped me by informing me about the best way to set up my will and my advanced directive. Always available on the phone. Can't say enough about how helpful she is and how comfortable she made the completion of the paperwork.
Have recommended to friends and family. Excellent still seems low.
Review by Michael
M
Fantastic service and highly knowledgeable when it came probate court filings. Their professionalism is top notch and dealing with "problematic" family members was exceptional.
All-in-all highly recommended.
Review by Michelle Tietjen
M
Attorney Gomez is fantastic. Professional, straightforward, and knowledgeable. I knew from the moment we spoke, I was in capable hands. Attorney Gomez is a blessing and I’m grateful for her guiding us through a difficult time.
Review by loren aldrich
L
Such an amazing experience. After losing my husband so young and suddenly I realized how important being prepared is. The attorney was so patient and helpful during such a hard time. I can't thank their staff enough for all they did.
Common Questions
Estate Plan Review Questions
Here are answers to the questions we hear most from Orlando families.
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How much does an estate plan review cost?
Most checks cost between $250 and $900. This depends on the papers you have. We tell you the exact price before we start. A simple will check costs less than a check of a trust and powers of attorney together.
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How long does a review take?
Most checks take about an hour with you. If updates are needed, they usually take one to two weeks. We'll give you a clear timeline at your visit.
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Can I check my own plan instead of hiring a lawyer?
You can read your own papers, but you might miss legal issues. These aren't always clear to a non-lawyer. Florida has rules about how papers must be signed and witnessed. A pro check catches problems before they cause trouble later.
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How often should I check my estate plan?
We suggest a check every three to five years. Or right after a big life change. A new marriage, a move, or a new grandchild are good reasons to check sooner. Waiting too long is the most common mistake we see.
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How fast should I check an old plan?
If your plan is more than five years old, check it soon. Don't wait. Old beneficiaries or an old power of attorney can cause real trouble in a health crisis. It's much easier to fix now than during an emergency.
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What are signs my estate plan is old?
Common signs include naming an ex-spouse, or missing a new child or grandchild. Papers written before you moved to Florida are a sign too. If you can't remember the last time you looked at your plan, that's a sign. We can check all of this for you.
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Will my old papers still work if I never update them?
Some papers may still work on paper, but they might not say what you want anymore. A will naming the wrong guardian can confuse your family. So can an old healthcare form. A check makes sure your papers still match your wishes.
