Estate Planning Attorney for West Boca

Simani Law, PA is based in West Boca, at 7777 Glades Road, Suite 100, near the Glades Road exit of Florida's Turnpike. We help families in the communities west of I-95 put wills, trusts and powers of attorney in place, and guide them through probate when a loved one dies. You work directly with attorney Sarah Simani, Esq., who is licensed in Florida and New York. Meetings can be held at the office or by video.

Planning for parents of young children

Many West Boca households are raising children, and for parents the two most important questions are who would raise your children and who would manage the money they inherit. A will can name a guardian, but money left directly to a minor in Florida can end up in a court-supervised guardianship and pass to your child outright at 18. A trust lets you decide who manages it and when your children receive it. See planning for minor children in Florida.

Families with ties to New York

Because Sarah Simani is admitted in both Florida and New York, she can help families who have moved south but still own property, keep accounts or have family in New York. That can include updating a New York will for Florida, planning for New York property so it does not require a second probate there, and making the move to Florida residency stick. See moving from New York to Florida and the New York estate tax cliff.

How we help West Boca 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

• Special needs planning: special needs trusts and guardian advocacy for a child with a disability

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

Close to home, or by video

If you live in West Boca, our office is likely only a few minutes away. If it is easier, your first conversation, document review and plan design can all happen by video or phone, and most clients come to the 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.