The firm assists clients in establishing customized trusts that protect assets, minimize probate exposure, and ensure smooth wealth transfer across generations. Whether revocable living trusts, irrevocable trusts, or special needs trusts, each plan is tailored to meet the client’s financial and family goals.

Clients receive professionally drafted wills that reflect their wishes with clarity and legal precision. The firm ensures that testamentary documents comply with Florida law and address key issues such as guardianship, asset distribution, and personal representatives.

The Elliot Legal Group guides families through the probate process, helping them navigate court procedures, asset inventory, creditor claims, and final distributions. The firm’s approach reduces stress and ensures compliance with Florida’s probate code.

Recognizing the importance of online accounts, cryptocurrencies, and digital records, the firm offers digital estate planning services that document, protect, and transfer digital assets securely. This includes encrypted access documentation and continuity planning.

Clients benefit from strategies designed to shield assets from creditors, lawsuits, and unnecessary taxation. The firm uses legal tools such as LLCs, homestead protections, and irrevocable trusts to preserve wealth and reduce exposure.

The firm provides estate tax analysis and legacy planning services that help clients minimize tax burdens while maximizing charitable giving, inheritance efficiency, and long-term financial impact. Plans are crafted with both federal and Florida-specific tax considerations in mind.