Estate Planning Attorney in Jacksonville
Protecting your legacy, one plan at a time
We guide Jacksonville families through clear, customized estate planning solutions for peace of mind.
Estate planning isn’t just for the wealthy or elderly—it’s essential for anyone who wants to ensure their wishes are respected and their family is protected. At Berg Bryant Elder Law Group, we help Northeast Florida families create comprehensive estate plans that protect what matters most.
Your estate plan should be as unique as your family.
A complete estate plan addresses both what happens after your death and what happens if you become unable to make decisions while still alive. For Jacksonville families, an effective estate plan typically includes:
Wills and Trusts
Your will provides instructions for distributing your assets and naming guardians for minor children. A trust offers additional benefits, including probate avoidance, privacy, and potential tax advantages.
Powers of Attorney
A durable power of attorney allows someone you trust to manage your finances if you become unable to do so. Without this document, your family might need to pursue costly guardianship proceedings through the court system.
Healthcare Directives
These documents (including living wills and healthcare surrogate designations) ensure your medical wishes are respected if you can’t communicate them yourself. They also appoint someone you trust to make healthcare decisions on your behalf.
Asset Protection Strategies
We help protect your hard-earned assets from potential creditors, lawsuits, and long-term care costs through advanced planning techniques.
Without proper planning, Florida law—not you—decides what happens to your assets, who cares for your minor children, and who makes decisions if you become incapacitated.
Florida’s laws create unique challenges and opportunities for estate planning. Without proper planning:
An estate plan tailored to your specific situation helps avoid these outcomes while achieving your personal goals.
Duval County
Clay County
St. Johns County
Many people put off estate planning, believing they’re too young, don’t own enough assets, or have plenty of time. The truth is, every adult should have at least basic estate planning documents in place.
Key life events that should trigger estate planning include:
Even if none of these apply to you yet, having a basic plan in place provides protection against unexpected events. The earlier you start planning, the more options you have available.
We’ve helped Jacksonville families create effective estate plans. Our process is designed to make planning straightforward while ensuring your plan addresses your unique needs:
Our clients tell us they leave our office with not just documents, but with clarity, confidence, and peace of mind about their family’s future.
At Berg Bryant Elder Law Group, we create customized estate plans for families throughout Northeast Florida, including Jacksonville, Orange Park, St. Augustine, and surrounding communities. Our Florida Board Certified Elder Law Attorneys have the knowledge and experience to help you create an effective plan that addresses your unique needs and goals.
Contact us today to schedule a consultation and take the first step toward protecting what matters most.
Estate planning costs can vary depending on the plan’s complexity and the individual’s specific needs. While we cannot provide the exact costs, you can expect a broad range of fees depending on your situation. It is essential to consult with a qualified estate planning attorney in Jacksonville, FL, to help you understand the costs associated with creating a customized estate plan. Basic plans should be between $1500-3000, and advance planning is anywhere between $3500-20,000 depending on the size of your estate and number of estate planning issues you need solved.
Finding a qualified estate planning attorney in Jacksonville, FL, can be made easier by researching online, reading reviews, and asking for recommendations from friends, family, or other professionals. You may also consider contacting the local Bar Association to obtain a list of certified attorneys in the area. It’s crucial to schedule a consultation with potential attorneys to discuss your needs and goals and ensure they have experience with your specific circumstances.
A probate attorney in Jacksonville, FL, is responsible for guiding you through the entire probate process from beginning to end. This may involve assisting with the validation of the will, distribution of assets, and settling any outstanding debts or taxes. A probate attorney can also help you navigate the complexities of the probate court system and ensure that all documents are filed according to Florida laws and regulations. Sometimes a probate attorney will not perform estate planning; sometimes an estate planning attorney will not settle the estates. We believe that an attorney who does living trusts, will, and probate is best informed to help you plan in advance.
An elder law attorney has specialized knowledge in various legal matters that affect older adults, including estate planning, asset protection, and long-term care planning. Choosing an elder law attorney for your estate planning needs ensures that your plan considers the unique challenges seniors face. As they also consider special needs trusts for disabled children or planning for your own long-term care, you can count on their expertise for comprehensive guidance in creating a robust and effective estate plan.
Serving clients throughout Duval, St. Johns, Clay, and Nassau Counties including Jacksonville, Jacksonville Beach, Neptune Beach, Atlantic Beach, Ponte Vedra Beach, Orange Park, Fleming Island, St. Augustine, and surrounding areas.
