Estate Planning & Elder Law Resources
We understand that estate planning and elder law often involve questions and decisions that extend beyond a single document—or even beyond legal matters alone.
While we are always happy to provide trusted referrals when appropriate, we also believe informed clients are empowered clients. This page brings together educational materials, practical guidance, and reputable outside resources to help you better understand your options and plan confidently for yourself and your family.
We invite you to check back regularly, as we continue to add articles, downloads, and helpful updates.
Educational articles on estate planning, elder law, probate, Medicaid planning, and life transitions in Florida.
Downloadable guides and checklists designed to help you prepare, organize, and plan with confidence.
Secure access to your estate planning documents, available anytime through DocuBank’s digital vault.
Additional Trusted Resources
The following organizations provide information and services that may be helpful as you navigate aging, caregiving, benefits, and community support.
Florida & Statewide Agencies
The following Florida-based agencies and organizations provide information on benefits, programs, and services that may be relevant to estate planning, aging, disability, and long-term care considerations within the state.
Department of Elder Affairs Florida
SHINE (Serving Health Insurance Needs of Elders) Florida Program
Agency for Health Care Administration FL
Florida Statewide Medicaid Managed Care Long-term Care Program (SMMC-LTC)
Consumer Financial Protection Bureau's "Managing Someone Else’s Money" Series-
A set of tailored guides designed for "lay fiduciaries"—family members, friends, or other individuals who have been appointed to manage money or property for someone who is incapacitated or needs assistance.
Help For Agents Under A Durable Power Of Attorney In Florida
Help For Representative Payees and VA Fiduciaries In Florida
Help For Court-Appointed Guardians Of The Property In Florida
Benefits, Veterans & Disability Resources
These organizations provide information related to public benefits, disability services, and veterans’ resources that may be helpful when planning for long-term care or life transitions.
Veterans Benefits Administration Home
VA Compensation Home
VA Pension Home
VA Pension Rates for Veterans
VA Pension Rates for Surviving Spouses
Military Disabilities Made Easy Website
Links to third-party resources are provided for informational purposes only and do not constitute an endorsement.