Bonita Springs Estate Planning Attorneys

Providing a Hands-On Approach to Estate Planning in The Bonita Springs Area

Planning for the future is one of the most personal and powerful decisions you can make. Whether you’re welcoming your first grandchild, transitioning into retirement, or managing property in Bonita Bay or near Coconut Point Mall, your estate plan is your voice, speaking clearly when it matters most. At Safe Harbor Law Firm, our Bonita Springs estate planning attorneys are here to help you protect your family, your assets, and your peace of mind.

We don’t just prepare documents. We guide families through life’s transitions with empathy, clear legal direction, and personalized planning. From first-time wills to complex trusts and tax planning strategies, our team offers the structure you need to face the future with confidence.

Protect your legacy with confidence. Contact our Bonita Springs estate planning lawyers today to create a plan that safeguards your family and assets for the future.

Why Estate Planning Matters in Florida

Florida law allows residents to protect their assets and outline personal, financial, and medical wishes through legally enforceable documents. Without a plan in place, the courts must rely on state intestacy laws to distribute your property after death, and those outcomes may not reflect your intentions.

A comprehensive estate plan can:

Clarify who receives your property and when
Minimize estate taxes and probate expenses
Appoint trusted individuals to manage your affairs if you become incapacitated
Ensure your health care and long-term care preferences are honored
Provide peace of mind to your loved ones

Estate planning is for everyone—young or old, wealthy or middle-class. Whether you’re managing real estate, business interests, retirement accounts, or family dynamics, our goal is to make the process easy to understand and tailored to your unique life.

What’s Included in a Florida Estate Plan?

Every family is different, which means no two estate plans should be the same. At our Bonita Springs office, we help clients design estate plans that fit their needs today while remaining flexible for tomorrow.

Your plan may include:

Last Will and Testament: Directs how assets are distributed and names guardians for minor children
Revocable Living Trust: Avoids probate while maintaining control of estate assets during your lifetime
Irrevocable Trusts: Offers asset protection and estate tax planning benefits
Durable Power of Attorney: Appoints someone to manage finances if you’re incapacitated
Health Care Surrogate and Living Will: Names someone to make medical decisions and outlines end-of-life care preferences

We ensure all legal documents comply with Florida’s execution requirements under Fla. Stat. § 732.502 and Fla. Stat. § 709.2105. Our legal team will also walk you through how to fund your trust, update titles, and coordinate beneficiary designations across your accounts.

Navigating Probate and Avoiding Common Pitfalls

In Florida, probate is a public, court-supervised process used to validate a will, settle debts, and transfer property. While it can be straightforward in some cases, it’s often time-consuming and stressful for grieving families.

Our Bonita Springs estate planning lawyers build plans designed to reduce the need for probate or make it easier to navigate if unavoidable. We address issues like:

Coordinating non-probate assets (e.g., jointly held property, TOD accounts)
Structuring revocable trusts and trust administration plans
Naming backup beneficiaries and successors
Planning for business ownership or blended family concerns

We assist surviving family members with probate law and estate administration, offering step-by-step guidance through the court process when necessary.

Serving Bonita Springs Families with Compassion and Care

Estate planning isn’t about filling out forms. It’s about understanding what matters to you and helping you protect it. At Safe Harbor Law Firm, we offer that support with warmth and integrity.

Pam Buff Baker, Esq., leads our team with deep knowledge of estate law and elder care planning. Recognized in Naples Illustrated for her work in trusts and estates, Pam brings years of experience and heartfelt dedication to every case. She is joined by attorneys Tom LaTorre and Brittany Cocchieri, whose backgrounds in litigation, insurance, and criminal law offer a well-rounded legal perspective.

Our team has built a practice that families in Bonita Springs, FL trust. We believe that estate planning should be a conversation, not a transaction. You’ll never feel rushed. You’ll always be heard. And we’ll ensure every aspect of your plan aligns with your goals, whether preparing for long-term care, passing on a business, or creating a plan for your children’s future.

Business Owners and Tax Planning Considerations

Bonita Springs is home to a growing number of entrepreneurs and small business owners. We help clients integrate business law and tax planning strategies into their estate plan, including:

Succession planning for family-owned companies
Minimizing tax exposure on real estate, investments, and business assets
Structuring buy-sell agreements and asset protection trusts
Aligning estate documents with your business interests

Our team also works closely with CPAs and financial advisors to create coordinated solutions that reflect your full financial picture.

Flexible Meetings and Ongoing Support

We understand that life is busy, and estate planning can feel like a big step. That’s why we offer flexible scheduling, including virtual meetings, and continued support long after your plan is signed.

From our Bonita Springs office, conveniently located near Bonita Beach Road and minutes from Coconut Point Mall, we serve clients from Naples to Fort Myers and across Lee and Collier Counties. Whether you walk in or turn left at the light, you’ll be greeted by a team that genuinely wants to help.

Contact Our Bonita Springs Office Today

During your consultation, we’ll get to know you, answer your questions, and build a clear plan to help you move forward—confident, supported, and prepared. Whether you’re planning for tomorrow or responding to life changes today, we’re here to provide the assistance you need.

Protecting your legacy starts with a conversation. Call 239-788-2033 or complete our contact form to schedule a Complimentary Vision Meeting with our Bonita Springs estate planning attorneys.