Wealth security for Florida families and legacies
Sophisticated estate planning and wealth preservation strategies designed to protect your assets from creditors and avoid the public burden of probate.
The Private Vault Strategy.
STRATEGIC COMPARISON
/ EST. 2025
Standard Probate
Legacy Wealth Trust
ASSET CONTROL
Frozen by court order during months of public probate proceedings.
Immediate transfer of control to your successor without court delay.
PRIVACY LEVEL
Public record; anyone can view your assets and beneficiaries.
Private document; your family's wealth remains confidential.
TOTAL COST
3% to 7% of gross estate value in legal and court fees.
Fixed upfront cost; eliminates future probate expenses.
CREDITOR PROTECTION
Limited protection; assets are vulnerable during distribution.
Enhanced safeguards against lawsuits and external claims.
FAMILY HARMONY
Adversarial court process often leads to family disputes.
Clear, private instructions minimize conflict and confusion.
INCAPACITY PLAN
Requires a court-supervised guardianship (Living Probate).
Seamless management by your chosen trustee if you fall ill.
FLORIDA LAW
Subject to rigid statutory rules and judicial discretion.
Customized strategies leveraging Florida's specific trust laws.