Estate Planning Attorney for Delray Beach

Simani Law, PA helps Delray Beach families put wills, trusts and powers of attorney in place, and guides them through probate when a loved one dies. Our office is at 7777 Glades Road, Suite 100, in Boca Raton, a short drive south on I-95 or Florida's Turnpike, and most of the work can also be done by video. You work directly with attorney Sarah Simani, Esq., who is licensed in Florida and New York.

Planning around your Delray Beach home

For many Delray Beach families, the house or condo is the most important thing they own, and Florida's homestead rules shape what can be done with it. If you are married or have a minor child, Florida restricts who can inherit your homestead, and a will that leaves it elsewhere may not work as written. Putting the home in a revocable living trust can keep it out of probate, but the deed and the trust have to be drafted with homestead in mind. See who can inherit a Florida homestead.

Documents signed up north

If you moved to Delray Beach from New York, New Jersey or another state, your old will is generally still valid in Florida, but it may name a personal representative who cannot serve here, miss Florida homestead rules, or lack the self-proving affidavit that makes probate simpler. Powers of attorney and health care documents from other states can also run into trouble with Florida banks and hospitals. A review usually shows quickly what needs to be updated. See moving from New York to Florida.

How we help Delray Beach families

• Will-based plans: a last will and testament, durable power of attorney, health care surrogate designation and living will

• Trust-based plans: a revocable living trust, pour-over will and deeds that move your home into the trust

• Probate and trust administration: guidance for personal representatives and successor trustees after a death in Palm Beach County

• Guardianship and guardian advocacy: help when a loved one can no longer manage on their own

Meet in person or by video

Your first conversation, document review and plan design can all happen by video or phone. Most clients come to the Boca Raton office once, for the signing. See what to expect at your first consultation.

To get started, call (561) 226-3933 or book a consultation online.