CGM Local · Attorneys

Estate Planning Lawyers in Inverness

Compare estate planning lawyers in Inverness — ratings, reviews and contact details.

5 Estate Law attorneysRatings and reviewsContact them directly

What do you need help with?

Show all attorneys

Criminal Law2

Arrests, DWI, drug and assault charges

Family Law4

Divorce, custody, child and spousal support

Personal Injury4

Car, truck and work accidents, malpractice

Get help from an estate planning lawyer in Inverness

An estate lawyer helps you plan what happens to your property and your family — wills, trusts, powers of attorney and guardianship — and guides families through probate after someone passes away.

Questions to ask before you hire

Do I need a will, a trust, or both?
What will a complete plan cost?
How do you handle probate in Inverness?
How often should I update my plan?
Who keeps the original documents?

Free — no cost to youConfidentialUp to 4 attorneys contact you

Tell us about your case

Step 1 of 2

Free and confidential. Get contacted by estate planning lawyers in Inverness.

What do you need?

5 attorneys in Inverness

Financial Advisors Accountants Funeral Homes Senior Living Assisted Living Home Health Care Notary Services Real Estate Agents

CGM Local in Inverness

Florida Estate Law guides

All law guides →

Plain-English guides to the law. General information, not legal advice.

Asset Protection Planning in Florida

Florida asset protection involves layering — exemption planning, business entities, retirement accounts, and (for some) Domestic Asset Protection Trusts (DAPTs) in DAPT-friendly states.

Blended Family Estate Planning in Florida

Florida blended families need careful estate planning to avoid disinheriting biological children when surviving spouse remarries — QTIP trusts, life insurance, and specific structures address the conflict.

Business Succession Planning in Florida

Florida business succession requires coordinated estate + business planning — buy-sell agreements, life insurance funding, key-person insurance, and gradual transition plans. Without it, families lose businesses to taxes, disputes, or chaos.

Charitable Trusts in Florida

Florida charitable trusts combine philanthropy with tax planning. Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) provide income / estate / gift tax benefits.

Digital-Asset Estate Planning in Florida

Florida digital-asset planning is governed by RUFADAA (adopted in 48 states) — fiduciaries can access digital accounts only if user explicitly consented. Without planning, families lose access to email, photos, crypto, and online accounts.

Spouse's Elective Share in Florida

Florida elective share: 30% of elective estate (a uniform-act-style augmented estate).

Estate-Tax Planning in Florida

Florida estates may face federal estate tax (40% above ~$13.99M / individual in 2025) plus state estate or inheritance tax — most estates use lifetime gifting + trusts to minimize tax.

Guardianship and Conservatorship in Florida

Florida guardianship cases — for minors, incapacitated adults, or both — are heard in Circuit Court (Probate Division). Process requires petition, evaluation, hearing, ongoing reporting.

Healthcare Directives in Florida

Florida healthcare directives: Living Will + Healthcare Surrogate Designation.

Heirs' Property in Florida

Florida heirs' property — land passed without a will or proper estate planning, owned by multiple heirs as tenants-in-common — has caused significant land loss in Black + low-income families. UPHPA partition reform helps.

Intestate Succession in Florida: What Happens If You Die Without a Will

If you die in Florida without a will, the state's intestate succession law decides who gets what — not you. Spouse takes everything if all kids are joint children.

Living Trusts in Florida

A revocable living trust avoids probate, maintains privacy, and lets you control how your assets pass at death. Estates with non-homestead real estate; out-of-state property; complex family situations typically benefit most.

Attorneys near Inverness

Attorneys in Crystal River Attorneys in Dunnellon Attorneys in Coleman Attorneys in Bushnell Attorneys in Wildwood Attorneys in Inglis Attorneys in Brooksville Attorneys in Belleview Attorneys in Webster Attorneys in Lady Lake Attorneys in Center Hill Attorneys in Ocala

Frequently Asked Questions

Do I need an estate lawyer to write a will?

Not legally, but mistakes in do-it-yourself wills are common and can leave a family in probate disputes. A lawyer makes sure it's valid under your state's law.

What is probate?

The court process that settles a person's estate — confirming the will, paying debts and distributing property. A lawyer can often make it faster and cheaper.

How much does estate planning cost in Inverness?

Simple wills are often a flat fee; trusts and full plans cost more. Ask for a written quote for the documents you need.

How many estate planning lawyers are listed in Inverness?

There are currently 5 estate planning lawyers listed in Inverness on CGMIMM.

Estate Planning Lawyers in Inverness

What do you need help with?

Get help from an estate planning lawyer in Inverness

CGM Local in Inverness

LJS Legal Document Preparation & Notary LLC

Green and Green PA

My Florida Probate

Hogan Law Firm

Nelson, John A

More results from the web