AV Preeminent Peer Rated Attorneys
Charlotte Harbor Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
AV Preeminent Peer Rated Attorneys
Charlotte Harbor Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Charlotte Harbor Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).

Schoenfeld Kyle & Associates LLP

4.7
80 Reviews

  • Serving Charlotte Harbor, FL and Charlotte County, Florida

  • Law Firm with 11 lawyers2 awards

  • Estate Planning, Probate & Trust Administration, Business, Corporate & Partnership Law, Taxation

  • Estate Planning LawyersCorporate Law, Taxation, and 9 more

Kevin A. Kyle
Estate Planning Lawyer
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Farr, Farr, Emerich, Hackett, Carr & Holmes, P.A.

4.6
183 Reviews

  • Serving Charlotte Harbor, FL and Charlotte County, Florida

  • Law Firm with 12 lawyers2 awards

  • Celebrating 90 years of service to our community. Farr Law Firm is one of the oldest firms in the state and the largest in Charlotte County. We are proud to have contributed to the... Read More

  • Estate Planning LawyersPersonal Injury, Wrongful Death, and 20 more

Brett H. Sifrit
Estate Planning Lawyer
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Life Care Planning Law Firm, P.A.

5.0
89 Reviews

  • Serving Charlotte Harbor, FL and Charlotte County, Florida

  • Law Firm with 1 lawyer2 awards

  • 'Peace of Mind Begins with a Plan'

  • Estate Planning LawyersElder Law, Long Term Care, and 16 more

  • Free Consultation

Kevin Pillion Esq.
Estate Planning Lawyer
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Olmsted & Wilson, P.A.

4.7
47 Reviews

  • Serving Charlotte Harbor, FL and Charlotte County, Florida

  • Law Firm with 1 lawyer2 awards

  • Olmsted & Wilson, P.A. focuses its practice in the areas of real estate law, estate planning, probate and business law, and serves the communities of Port Charlotte, Punta Gorda,... Read More

  • Estate Planning LawyersResidential Real Estate, Commercial Real Estate, and 7 more

Michael M. Wilson
Estate Planning Lawyer
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Mahshie & DeCosta

4.2
34 Reviews

  • Serving Charlotte Harbor, FL and Charlotte County, Florida

  • Law Firm with 3 lawyers2 awards

  • Serving all of South West Florida

  • Estate Planning LawyersReal Estate, Foreclosures Defense, and 175 more

David K. Oaks
Estate Planning Lawyer
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Additional Resources

Looking for Estate Planning Lawyers in Charlotte Harbor?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
73 %

28 Client Reviews

PEER REVIEWS
4.7

323 Peer Reviews

User Resources

Lawyer Resources

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

I have a trust but would like to make some changes, can this be done?

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Answered by attorney Victor L. Waid (Unclaimed Profile)
Estate Planning lawyer at Law Office of Victor Waid
Yes you can amend your trust as to any provision or revoke the whole thing; however amendment is pretty simple and straight forward. Yes you can change attorney at anytime you desire; you do not have to go back to the last attorney that prepared the trust or trust amendments. Choose an individual that prepares estate plans which includes trusts; and interview attorneys until you find one you are comfortable with. You will need to take your original document binder to the new attorney; if the last lawyer has your original documents, you need to request and obtain those documents before you interview your new counsel.
Yes you can amend your trust as to any provision or revoke the whole thing; however amendment is pretty simple and straight forward. Yes you can change attorney at anytime you desire; you do not have to go back to the last attorney that prepared the trust or trust amendments. Choose an individual that prepares estate plans which includes trusts; and interview attorneys until you find one you are comfortable with. You will need to take your original document binder to the new attorney; if the last lawyer has your original documents, you need to request and obtain those documents before you interview your new counsel.
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I have a trust but would like to make some changes, can this be done?

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Answered by attorney Brian Haggerty (Unclaimed Profile)
Estate Planning lawyer at Minor, Bandonis & Haggerty P.C.
It's actually up to the trust agreement that you signed to begin with. But you can always take the trust to a new attorney to ask about changes to be made.
It's actually up to the trust agreement that you signed to begin with. But you can always take the trust to a new attorney to ask about changes to be made.
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Deed

Dina Arvanitakis
Answered by attorney Dina Arvanitakis
Estate Planning lawyer at Arvanitakis Law Group, LLC
Your brother can add you on the deed either as tenants in common or tenants in common with rights of survivorship. However, if he adds you on the deed now, the property appraiser will increase the property taxes because there will be a new change of ownership because you were added to the deed. Property taxes will be re-assessed. What is your brother's objective to putting you on the deed? If it is to avoid probate, then he can do a lady bird deed and name you as a remainder interest. Ownership of the house will pass to you only if your brother predeceases you. 
Your brother can add you on the deed either as tenants in common or tenants in common with rights of survivorship. However, if he adds you on the deed now, the property appraiser will increase the property taxes because there will be a new change of ownership because you were added to the deed. Property taxes will be re-assessed. What is your brother's objective to putting you on the deed? If it is to avoid probate, then he can do a lady bird deed and name you as a remainder interest. Ownership of the house will pass to you only if your brother predeceases you. 
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