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Orlando Estate Planning Attorney

Wills, revocable living trusts, powers of attorney, and probate guidance for Orlando and Central Florida families โ€” prepared under current Florida law and handled conveniently by phone, video, or appointment.

Orlando is one of the fastest-growing metros in the country, and much of that growth comes from families relocating to Central Florida from other states. New residents, growing households, business owners, and retirees in Orange County all share the same need: documents that make sure what they have built passes the way they intend, under Florida's rules rather than the laws of the state they left behind. Cornerstone Wealth & Legacy Law helps Orlando-area clients put that plan in place without the time and cost of a downtown law office.

Estate Planning for Orlando Residents

A complete Florida estate plan usually rests on a few core documents: a will, often a revocable living trust, a durable power of attorney, a health care surrogate designation, and a living will. Together they decide who manages your affairs if you cannot, who inherits, and whether your family must go through probate. For Orlando homeowners โ€” especially those with newer, higher-value homes in a rising market โ€” a funded revocable trust is often the most direct way to keep the home and accounts out of the Orange County probate court.

New to Florida? Your Out-of-State Plan Needs a Florida Review

Because so many Orlando residents move here from elsewhere, one of the most common issues we see is an out-of-state will or trust that no longer fits. A will signed in another state is generally still valid in Florida, but it may not be self-proving under Florida law, may name an out-of-state personal representative who is not eligible to serve, and almost never accounts for Florida's unique homestead protections. If you have relocated to Central Florida, a Florida-law review is one of the most valuable steps you can take.

Probate in Orange County

When an Orlando resident passes away with assets that do not transfer automatically, the estate is administered in Orange County, part of Florida's Ninth Judicial Circuit, at the Orange County Courthouse in downtown Orlando. Because Florida probate is handled largely through electronic court filing, a personal representative usually does not need to travel to the courthouse โ€” but the process still follows strict statutory deadlines, including the creditor notice period. We guide families through formal and summary administration and, where possible, help them avoid probate entirely with proper planning.

How We Work With Orlando Clients

You do not need to sit in Orlando traffic to get your plan done. Cornerstone serves Orlando clients primarily by phone and video: we talk through your situation, prepare your documents, and walk you through signing them correctly under Florida's witness and notary rules. In-person meetings are available by appointment when you would rather sit down face to face. Every plan is offered as a self-guided option or an Attorney-Guided plan personally reviewed by Arthur Simpson, Esq.

Start Your Orlando Estate Plan Online โ€” the Easy Way

You don't have to take weeks off or sit through multiple office visits to protect your family. Cornerstone's guided online process lets Orlando residents put a Florida-valid will, revocable living trust, durable power of attorney, and health care directives in place from home, in three simple steps:

  1. Answer a few questions. Tell us about your family and assets in our secure online intake โ€” most people finish in about 20 minutes.
  2. We prepare your documents. Your plan is drafted under current Florida law, with an Attorney-Guided option personally reviewed by Arthur Simpson, Esq.
  3. Sign correctly. We walk you through Florida's witness and notary requirements โ€” by video or in person โ€” so your documents are valid.

Not sure where to start? Take the free 2-minute Estate Plan Score quiz to see what your Orlando family needs, or book a free 20-minute call.

Orlando Estate Planning FAQs

Where is probate handled for Orlando residents?

Probate is filed in Orange County, part of Florida's Ninth Judicial Circuit, at the Orange County Courthouse in downtown Orlando. Most probate is handled through electronic filing, so personal representatives rarely need to appear in person.

Can I set up my Orlando estate plan without going to an office?

Yes. We serve Orlando clients by phone and video, prepare documents remotely, and guide you through signing under Florida's witnessing and notarization requirements. In-person appointments are available when preferred.

I moved to Orlando from another state. Is my old will still valid?

A will validly executed in another state is generally recognized in Florida, but out-of-state documents often miss Florida rules on homestead, the self-proving affidavit, and personal representative eligibility. Most people who relocate should have their plan reviewed and updated to current Florida law.

Does a revocable living trust help my family avoid probate?

A properly funded revocable living trust lets your Florida assets pass to your beneficiaries without probate. The key is funding โ€” retitling assets into the trust โ€” otherwise those assets may still require an Orange County probate.

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Cornerstone Wealth & Legacy Law, PLLC is licensed in the State of Florida and serves clients throughout the state. This page is attorney advertising and general information, not legal advice, and does not create an attorney-client relationship. Estate planning outcomes depend on your individual facts and the proper execution of documents under Florida law.