• Estate Planning

    Estate Planning is the process of reviewing and analyzing a person’s and/or family’s property, family situation, estate tax exposure, and wishes and devising a plan of action to protect the person and/or family with a comprehensive set of documents and...

  • Wills

    A Will is one of the most important documents you should have.  Without it, the State of Florida, through the local court, will decide who will administer your assets, who will receive your property, and who will take care of...

  • Trusts

    What is a Trust? A Trust is a document whereby you (Settlor/Grantor/Trustor) transfer certain property (the trust corpus) to another person or yourself (Trustee) to hold and manage for you. There are many different kinds of trusts that can be...

  • Probate

    Probate administration is a court supervised process by which assets are transferred and retitled to someone else after someone dies, and creditor claims are evaluated and paid.  Property that is titled solely in the decedent’s name, as well as some property titled...

Welcome to Jupiter Wills and Trust

Thank you for visiting our website. Our office concentrates on Wills, Trusts, advanced Estate Tax Planning, and Probate administration. Through a collaborative effort with our clients, our goal is to create documents that are customized to the client’s needs and wishes.

We focus on establishing a personal relationship with our clients and fully evaluate their financial situations as well as their family structure and relationships. We do not believe in a one-size-fits-all approach and strive to meet your needs, whether you have a modest estate or a taxable one, a traditional family or a blended one, or you are a single person or parent, or have a long-term partner.

For a comprehensive and customized set of documents, please Contact Us! We look forward to getting to know you.

4600 Military Trail, Suite 212
Jupiter, FL 33458
Phone: 561-784-6945