Estate Planning 101

Family of four having a discussion in a kitchen, engaging with a woman who is holding a pen.

Estate Planning 101

Protect What Matters — With Confidence and Clarity

Estate planning is one of the most important steps you can take to protect your family, your assets, and your future. In Florida, having a well-structured estate plan helps you avoid probate, reduce stress on your loved ones, and ensure that your wishes are honored exactly as intended.

Without proper legal documents in place, decisions about your property, healthcare, and finances may be left up to the courts—and that can lead to delays, confusion, and outcomes you never wanted.

Why Choose Encompass Pro Se?

At Encompass Pro Se, based in Port Orange, we make estate planning simple, affordable, and tailored to your specific situation. While we are not a law firm, every document we prepare is backed by a licensed Florida attorney, ensuring that your plan is legally sound, state-compliant, and done right the first time.

We proudly serve clients throughout Volusia, Flagler, Seminole, and beyond—offering flat-rate pricing, a transparent process, and a personalized, respectful approach to planning your future.

A Complete Estate Plan Typically Includes:

  • Last Will and Testament
    Direct how your assets will be distributed and designate guardians for minor children.

  • Durable Power of Attorney
    Appoint someone you trust to manage your legal and financial affairs if you're unable to do so.

  • Living Will / Advance Directive
    Clearly express your preferences for medical treatment, including life-sustaining care.

  • HIPAA Authorization
    Allow designated individuals to access your private medical records and speak with your healthcare providers.

Don’t Overlook This Powerful Tool:

Lady Bird Deed (Enhanced Life Estate Deed)

A Lady Bird Deed allows you to transfer real estate directly to your beneficiaries upon your death—without going through probate—while still keeping full ownership and control during your lifetime. It's a powerful and cost-effective estate planning tool that's especially valuable for Florida homeowners.

Looking for a More Advanced Option?

Revocable Trusts provide added flexibility, privacy, and control over your assets—both during your lifetime and after your death. Trusts help avoid probate, protect your privacy, and are ideal for:

  • Blended families

  • Real estate investors

  • Business owners

  • Clients with unique planning needs or long-term care goals

Estate Planning Isn’t Just for the Wealthy — It’s for Everyone

At Encompass Pro Se, we believe that everyone deserves access to professional, attorney-reviewed estate planning without the inflated cost of a traditional law firm. With our attorney partner, George Trovato of Principle Legal, all documents are reviewed and drafted with legal accuracy and care.

Start planning today—for your family, your peace of mind, and your legacy.

Call us at 321-389-9897 to schedule a free consultation or get started.