Wills & Trusts

A plan that reflects your family, not a template.

A will or trust decides who raises your children, who manages your affairs if you can't, and who inherits what you've built. Kolleen designs each plan around your actual family — blended families, out-of-state property, minor children, special-needs beneficiaries, and second marriages all change what the right plan looks like.

Typical documents include:

  • Last will and testament
  • Revocable living trust
  • Irrevocable trusts (asset protection & Medicaid planning)
  • Durable power of attorney
  • Healthcare surrogate designation & living will
  • HIPAA authorization

Why work with a probate attorney

Florida probate has strict deadlines and filing requirements. A missed step can delay an estate for months. Kolleen handles the court filings, creditor notices, and asset distribution so your family isn't navigating it alone.

Probate

Steady guidance when a family needs it most.

When someone passes away owning property in Florida, their estate typically needs to go through probate before assets can be distributed. Kolleen represents personal representatives (executors) and family members through both formal administration and, where eligible, Florida's simpler summary administration process — explaining each step clearly along the way.

Medicaid & Elder Law

Planning for the cost of long-term care.

Nursing home and long-term care costs can erase a lifetime of savings in a matter of years. Kolleen helps clients plan proactively — well before care is needed — and helps families already facing a care crisis understand their options for qualifying for Medicaid without losing everything.

  • Medicaid eligibility planning
  • Asset protection trusts
  • Crisis planning for an immediate care need
  • Guardianship alternatives
  • Coordination with financial & care advisors

Title Insurance

Closing services for Palm Beach County real estate.

Kolleen also assists with title insurance and closing services — useful for clients who are purchasing property, transferring a home into a trust, or settling real estate as part of an estate.

Ask about title insurance as part of your estate plan, or for a standalone real estate closing.

Not sure which service you need?

That's exactly what the free consultation is for.