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Estate Planning Attorney in Miami, Florida.

Looking for an estate planning attorney in Miami? At Perez-Roura Law, we help Florida families create personalized estate plans that protect their assets and secure their legacy. Our goal is simple: To make sure your wishes are honored and your loved ones are protected. Estate planning brings long-term peace of mind. That’s why we’re here to guide you through every step of the process.

Estate planning is more than just drafting a will. It’s a proactive way to protect your assets, name guardians for minor children, and ensure your healthcare and financial decisions are respected. Whether you’re setting up a trust, assigning powers of attorney, or creating an advance directive, a well-structured estate plan provides clarity and confidence for the future.

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How Can Our Miami Estate Planning Lawyers Help You?

Pedro Armando Perez-Roura attorney

Schedule a Free Estate Planning Consultation in Miami, Florida

At Perez‑Roura Law, we proudly serve families throughout Florida from our conveniently located office on Bird Road in Miami. Our office is just minutes from A.D. (Doug) Barnes Park, LoanDepot Park, and Miami International Airport, making it easy to visit us in person.

Led by estate planning attorney Pedro Armando Perez‑Roura, our team provides personalized guidance with professionalism and care. We know estate planning is a deeply personal process. That’s why we take the time to understand your goals and help you protect your legacy while securing your family’s future.

  • Take the first step toward peace of mind. Call us at 305-570-3259 to schedule your free estate planning consultation today.
  • Want to learn more about estate planning? Check out our YouTube channel where attorney Pedro Armando Perez-Roura shares helpful videos on trusts, wills, and protecting your legacy.

Why Choose Us?

Why Choose Us?

Frequently Asked Questions

01 What is considered part of an estate in Florida?

Under Florida estate law, your estate includes all property and assets you own at the time of your death. This typically encompasses bank accounts, business interests, investments, life insurance policies, retirement accounts, real estate (including your primary residence), personal property such as jewelry or vehicles, and other valuable assets. Once someone passes away, an estate administrator is responsible for overseeing the proper distribution of these assets before closing the estate.

02 Is my out-of-state will valid in Florida? What if my estate plan is outdated?

Generally, a will drafted in another state is legally valid in Florida. Still, it may require revisions to align with Florida-specific laws. Additionally, suppose your estate plan is several years old. In that case, it might not reflect meaningful life changes such as divorce, the birth of a child, or a shift in your assets. It’s essential to regularly review and update your documents with a Florida estate planning attorney to ensure your wishes are accurately preserved and your named beneficiaries are up to date.

03 Besides a will, what other estate planning documents should I consider?

While a Last Will and Testament is central to any estate plan, it’s not the only document you may need. For protection during your lifetime, consider adding:

  • A Durable Power of Attorney to handle financial matters if you’re incapacitated.
  • A Healthcare Surrogate or Health Care Proxy, to make medical decisions on your behalf.
  • A Living Will, which outlines your end-of-life care preferences.
  • A revocable living trust helps avoid probate and ensures a smoother transfer of assets.

These tools help ensure your wishes are followed both during your lifetime and after.

04 When should I start creating an estate plan?

The best time to begin estate planning is now. Life is unpredictable, and having a plan in place gives you control and a sense of peace of mind. Starting early helps avoid complications, protects your loved ones, and secures your legacy. Even if you’re young or just starting your career or family, a basic estate plan can provide valuable legal and financial protection.

05 Can a living trust help reduce my income taxes?

No, a living trust will not reduce your income tax burden. Its main benefits include helping your estate avoid probate and potentially reducing or eliminating estate taxes at both the state and federal levels. However, it won’t affect your annual income tax obligations. Despite this, living trusts remain a powerful estate planning tool, offering flexibility, privacy, and a smoother asset distribution process.

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Our Miami Estate Planning & Probate Services

Estate Planning Attorney Miami

Miami estate planning attorneys at Perez-Roura Law create comprehensive plans protecting your family’s future. Our estate planning lawyers draft wills, trusts, powers of attorney, and healthcare directives ensuring your wishes are honored while minimizing taxes and avoiding probate. Whether you’re planning for young children, protecting a growing estate, or coordinating retirement assets, our experienced team provides personalized legal strategies aligned with your goals and Florida law. Learn more about estate planning services.

Probate Administration Attorney Miami

Miami probate administration attorneys guide executors and families through Florida’s probate process with professional legal support. Our probate lawyers handle court filings, creditor notifications, asset inventories, and final distributions ensuring legally compliant estate settlement. From summary administration for smaller estates to formal administration for complex cases, we provide step-by-step guidance reducing stress and protecting personal representatives from liability. Learn more about probate administration.

Probate Litigation Attorney Miami

Miami probate litigation attorneys represent clients in contested wills, estate disputes, and fiduciary misconduct claims. Our probate litigation lawyers provide aggressive courtroom advocacy for beneficiaries, executors, and heirs facing complex legal conflicts. We handle will contests, breach of fiduciary duty cases, estate accounting disputes, and creditor claims with skilled negotiation and trial experience protecting your inheritance rights and estate interests. Learn more about probate litigation.

Trust Administration Attorney Miami

Miami trust administration attorneys help trustees and beneficiaries manage trusts after death or incapacity. Our trust administration lawyers provide legal guidance for fiduciary duties, asset management, beneficiary communications, trust accounting, and distributions ensuring compliance with Florida trust laws. Whether you’re a first-time trustee or managing a complex family trust, we offer professional support protecting both trustees and beneficiaries throughout the administration process. Learn more about trust administration.

Elder Law Attorney Miami

Miami elder law attorneys protect seniors and families through Medicaid planning, long-term care strategies, guardianship, and healthcare directives. Our elder law lawyers provide compassionate guidance addressing the unique legal, medical, and financial challenges of aging. From qualifying for government benefits while preserving assets to establishing advance directives and appointing healthcare surrogates, we create comprehensive plans ensuring dignity, autonomy, and financial security for elderly clients. Learn more about elder law services.

Medicaid Planning Attorney Miami

Miami Medicaid planning attorneys help seniors and families structure finances to qualify for long-term care benefits while protecting assets. Our Medicaid planning lawyers use irrevocable trusts, spend-down strategies, and spousal protections ensuring care access without unnecessary wealth depletion. We handle application assistance, fair hearing appeals, and estate recovery planning coordinating Medicaid eligibility with comprehensive estate and elder law strategies throughout Florida. Learn more about Medicaid planning.

Asset Protection Attorney Miami

Miami asset protection attorneys safeguard wealth from lawsuits, creditors, and long-term care costs through legally sound strategies. Our asset protection lawyers design irrevocable trusts, domestic asset protection trusts, LLCs, and business structures separating risk from personal assets. We leverage Florida’s homestead exemption and protected asset classes while ensuring proper timing and documentation avoiding fraudulent transfer challenges. Learn more about asset protection.

Business Succession Attorney Miami

Miami business succession planning attorneys help business owners create smooth ownership transitions and continuity strategies. Our business succession lawyers develop ownership transfer frameworks, buy-sell agreements, estate integration, and emergency management protocols ensuring your company thrives when you step back. We coordinate legal succession with tax planning and family goals preserving business value for the next generation. Learn more about business succession.

Will Contest Attorney Miami

Miami will contest attorneys challenge or defend wills based on lack of capacity, undue influence, fraud, or improper execution. Our will contest lawyers conduct thorough investigations gathering medical records, witness testimony, and expert opinions building persuasive cases. Whether you’re contesting an invalid will or defending a valid document against challenge, we provide strategic litigation support protecting testamentary intentions and inheritance rights. Learn more about will contests.

Executor Attorney Miami

Miami executor attorneys support personal representatives through every stage of estate administration from appointment to final distribution. Our executor lawyers provide guidance on fiduciary duties, asset collection, creditor management, estate accounting, and court compliance reducing liability and stress. We help executors navigate Florida probate law with confidence ensuring estates are settled properly and beneficiaries receive their inheritances. Learn more about executor services.

Formal Administration Attorney Miami

Miami formal administration attorneys handle complex probate cases requiring full court supervision. Our formal administration lawyers manage executor appointments, comprehensive asset inventories, creditor resolution, estate accounting, and final distributions for larger estates. We provide meticulous legal support ensuring compliance with Florida probate statutes protecting executors from personal liability while honoring the decedent’s wishes. Learn more about formal administration.

Fiduciary Attorney Miami

Miami fiduciary attorneys represent trustees, executors, and personal representatives fulfilling legal duties and managing risk. Our fiduciary lawyers provide counsel on duty compliance, investment decisions, beneficiary communications, and dispute prevention. When fiduciaries face allegations of breach or misconduct, we provide strong defense protecting their actions and reputations throughout probate and trust litigation. Learn more about fiduciary representation.

Retirement Planning Attorney Miami

Miami retirement planning attorneys coordinate income strategies, asset protection, and estate planning for retirees. Our retirement lawyers provide legal solutions for IRA distributions, pension planning, tax-efficient withdrawals, and Medicaid asset protection ensuring your retirement savings last. We integrate retirement assets with beneficiary designations, trusts, and estate documents creating comprehensive plans supporting financial security throughout your golden years. Learn more about retirement planning.

Estate Disputes Attorney Miami

Miami estate disputes attorneys resolve conflicts over wills, trusts, inheritances, and fiduciary misconduct. Our estate disputes lawyers provide assertive advocacy for beneficiaries, heirs, and fiduciaries navigating contested accountings, breach of duty claims, and inheritance challenges. We pursue resolution through mediation and negotiation when possible while providing skilled courtroom representation when litigation becomes necessary protecting your legal and financial interests. Learn more about estate disputes.

Real Estate Planning Attorney Miami

Miami real estate planning attorneys integrate property into comprehensive estate plans through deed structuring, trust ownership, and succession strategies. Our real estate lawyers advise on Lady Bird deeds, life estates, joint tenancy, LLCs for liability protection, and trust-based ownership avoiding probate while preserving homestead protections. We create legal frameworks ensuring smooth property transfers aligned with your ownership preferences and legacy goals. Learn more about real estate planning.

Special Needs Trust Attorney Miami

Miami special needs trust attorneys protect government benefits while providing for loved ones with disabilities. Our special needs lawyers draft first-party and third-party trusts maintaining Medicaid and SSI eligibility while enhancing quality of life. We ensure complete compliance with federal and Florida regulations coordinating with caregivers and financial advisors creating tailored solutions supporting beneficiaries throughout their lifetime. Learn more about special needs trusts.