Practice areas
Estate Planning in Vero Beach, Florida
Estate planning doesn't have to be complicated or expensive. At its core, it's about deciding who you want handling your affairs, putting those wishes in writing correctly, and having the peace of mind that comes with knowing it's done.
I've been practicing law since 1980. Some families need a trust; many just need a sound will, powers of attorney, and healthcare directives prepared properly under Florida law. Whatever your situation calls for, I'll make sure you understand every document you sign.
Charles H. Sanford, Esq.
What we handle
Wills
A last will and testament that says exactly what you mean, executed the way Florida law requires.
Trusts
Revocable living trusts, irrevocable trusts, and special needs trusts, recommended only when they genuinely serve you.
Powers of attorney
Financial powers of attorney so someone you trust can act for you if you can't act for yourself.
Healthcare directives
Living wills and healthcare surrogate designations so your medical wishes are known and respected.
Lady Bird deeds
Enhanced life estate deeds that pass Florida real estate to your heirs outside probate while you keep full control of the property during your lifetime.
Asset protection guidance
Practical advice on Florida homestead, beneficiary designations, and how your property actually passes.
Common questions
Do I need a trust, or is a will enough?
It depends on your family, your property, and how much court involvement you want to spare your heirs. A will is enough for many families; a trust makes sense for others. I'll review your situation and recommend whichever genuinely fits. If a will serves you better than a trust, that's what I'll tell you.
What happens if I die without a will in Florida?
Florida's intestacy statutes decide who inherits, using a fixed formula based on your closest relatives. It may match what you'd have wanted, or it may not. The only way to be sure your wishes control is to put them in a valid will or trust.
I moved to Florida with an out-of-state will. Is it still good?
Often a will validly made in another state holds up here, but Florida has its own rules, especially around homestead property, personal representatives, and witnessing. A short review will tell us whether yours still works or needs updating.
How often should I update my estate plan?
Look at it after any big life change: a marriage, divorce, death in the family, a move to Florida, a new grandchild, or a significant change in what you own. If nothing's changed, reviewing it every few years keeps it honest.
What does estate planning cost?
It depends on what your situation actually requires, and you'll know the cost before we start. The first consultation is free, and you'll leave it knowing what I recommend and what it would cost.
Related practice areas
Questions about estate planning? Your first consultation is free.
Tell us what's going on, and we'll give you an honest assessment of your situation and what it would cost. There's no obligation, and nothing to prepare.