Estate Planning Attorneys For Orlando & 

Central Florida

Why Estate Planning Matters

A thoughtful plan puts your wishes in writing, reduces court involvement, and helps family members avoid confusion. As an estate planning lawyer Orlando, Richard A. Heller, P.A. prepares clear documents and coordinates beneficiary designations so your home, accounts, and investments pass as intended. From Park Avenue to Lake Nona, Baldwin Park and beyond, clients rely on our guidance for guardianship decisions, incapacity planning, and the timing of gifts to loved ones.

What Goes Into A Complete Plan

A strong plan typically includes a will, a revocable living trust when appropriate, durable financial power of attorney, health care surrogate designation, and a living will. Families across Central Florida, including Orlando and Winter Park, often add provisions for second marriages, closely held business interests, or charitable gifts in their legacy planning.

How We WORK WITH YOU

A typical engagement starts with a focused consultation to understand your family, assets, and goals. We outline options, propose a timeline, and prepare drafts for review. Final documents are signed in our Winter Park office with proper formalities. If probate or court filings are required, we prepare and file, then keep you updated through each milestone.

Woman advising a couple at a desk with a laptop, looking at them.

Wills And Guardianship For Minors

Your will directs who receives property that does not pass by title or beneficiary, and names a personal representative. Parents also use a will to nominate guardians for minor children. We help you choose capable fiduciaries and avoid common drafting mistakes.

Person in suit writing on a document at a desk, sunlight in background.

Trusts To Manage And Transfer Assets

A revocable living trust can provide lifetime management and a private transfer process at death. Clients use trusts to coordinate real estate in multiple counties, set timelines for distributions, or provide ongoing management for a family member. Proper funding ensures titled assets align with the trust.

Powers Of Attorney And Health Care Directives

A durable power of attorney authorizes someone you trust to handle financial tasks if you cannot. Health care surrogate and living will documents guide medical decisions. These documents help families avoid guardianship proceedings and keep daily matters moving smoothly.

Planning For Aging And Care

As families plan beyond documents, questions arise about long term care costs, staying at home, and how to help a spouse or parent manage daily finances. Our attorneys explain options for powers of attorney, health directives, and property planning as part of comprehensive elder law planning in Central Florida.

Planning For Higher Value And Complex Estates

We frequently assist households with estates between five hundred thousand and five million and regularly address larger, multi property and investment portfolios. Coordinating titling, tax sensitive accounts, and beneficiary updates is part of our service so the plan functions across banks and custodians.

Frequently Asked Questions

  • Do I Need Both A Will And A Trust In Florida?

    Some families are best served with a will and powers of attorney, while others benefit from adding a revocable living trust for privacy and administrative efficiency.

  • When Should I Start Estate Planning?

    Every adult should at least have a will and powers of attorney. Many clients begin planning when purchasing a home, having a child, or changing jobs in the Orlando area.

  • How Often Should I Update My Plan?

    Review documents after major life events and whenever assets or laws change. Many clients choose an annual check in to keep everything current.

  • What Happens If I Die Without A Will In Florida?

    Florida’s intestacy rules decide who inherits, which may not reflect your intentions. Learn more in our probate materials and plan ahead to stay in control.

Connect With Our Team

If you are ready to update documents or create a plan for the first time, our Winter Park office serves clients across Orlando, Maitland, Altamonte Springs, Daytona and beyond. We provide clear timelines and drafts you can review at your pace. Let us know if you wish to meet in person or virtually, whichever works best for you!