Wills & Trusts

At Samuels Wood PLLC we believe everyone deserves the finest representation to prepare for the future. Get in touch with our attorneys today to explore your options.

Boca Raton Wills & Trusts Attorneys

Your Family Is Our Family

People often believe that only the wealthy need to include wills and trusts in their estate plans. The truth is, every adult should take the time to seriously consider these estate planning tools. Wills and trusts can serve as a vital cornerstone to every estate plan, no matter the size of the estate.

At Samuels Wood PLLC, we take great pride in creating lasting relationships with our clients. We can deliver the top-notch representation you deserve in all estate matters, including will drafting and trust administration.

Let our team help you create a comprehensive will or trust. Reach out to our Boca Raton office today at (561) 623-3314!

Why Should I Create a Will or Trust?

Wills and trusts are legal documents that specify what will happen to your estate once you pass away or if you become unable to care for yourself. This can include who will inherit your assets and properties, who will care for you once you are declared incapacitated, and more.

A well-drafted will or trust can help you:

Without a legal document such as a will or trust specifying your wishes, the court will usually designate a family member to execute your estate for you. The assets of your estate will also be distributed according to your state's intestacy laws, typically among your immediate family members.

To avoid this happening, consider creating a will and/or trust with the help of an attorney from our firm. Our team can walk you through the process and help you create a thorough, legally binding will and/or trust.

What Should I Include in My Will?

If you die without a valid will, then you won’t be able to transfer your wealth to your family and the court might end up awarding your property to other parties. It’s important that the will you include in your estate plan covers all of your interests after you pass away.

A comprehensive will should include the following:

  • A personal representative or executor to administer your estate
  • The names of any beneficiaries you wish to inherit your property
  • The names of any alternate beneficiaries
  • An appointed guardian for minor children
  • Detailed directions for how your personal assets should be divided among beneficiaries
  • Detailed directions for how debts, expenses, and taxes should be paid
  • Any special instructions for maintaining real estate properties

Using Trusts To Protect Your Assets

When individuals utilize trusts to protect their assets, they are creating a separate legal entity to hold and invest funds into that another party will eventually benefit from. The person who inherits the contents of the trust is called the beneficiary, while the person in charge of administering the trust is called the trustee.

Trusts usually explicitly state that the trustee must wisely invest the funds in bonds, certificates of deposit (CDs), or other low-risk investments. If the trustee makes smart financial decisions, then the beneficiary of the trust will receive the maximum return when the trust is administered.

We can help individuals create a variety of trusts, including:

  • Revocable living trusts
  • Charitable trusts
  • Irrevocable trusts

We can also assist you with your trust administration and litigation matters. Whether you need to ensure compliance in administering a trust or are a beneficiary contesting a trust, we can provide the representation and guidance you need.

Let Us Help You Plan For Your Future

Whether or not you have a large estate, having a will and/or trust can benefit everyone. Even if you already have a legal document like this, think about the last time you updated it. Wills and trust should be updated regularly after major life events such as a marriage, birth, or any changes in finances. Our firm can review your plan to see if it reflects your current needs and goals. We collaborate closely with you and your family to create customized and comprehensive plans that account for all the important details now and in the future.

We invite you to contact our office at (561) 623-3314 to learn more about creating a will and/or trust. Schedule a case consultation with Samuels Wood PLLC today.

What Sets Us Apart

  • We create relationships with our clients that last
  • We customize legal solutions to your individual needs
  • We provide sound legal counsel with compassion
  • We care about quality service, not quantity of cases
Let Us Help You Protect Your Future & Your Legacy

We Have the Answers, Insights, and Dedication You Need

Reach Out Today

Why Our Clients Love Working With Us

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