How We Protect Your Legacy
Estate planning shouldn't be confusing or intimidating. From your first free consultation to the day you sign, here's exactly what to expect when you partner with Smith & Williams.
From First Call To Final Signature
Four clear steps designed to take the guesswork out of estate planning, so you always know where you stand and what comes next.
Free Initial Consultation
Speak directly with an experienced estate planning attorney, no cost, no obligation.
Your first conversation is free. We listen to your goals, review your assets and family situation, and explain your options in plain English. You'll leave understanding exactly what you need and why, whether that's a simple will, a living trust, or a full estate plan.
- Meet in our Orlando office or by phone, your choice
- Discuss your family, assets, and priorities
- Get clear, honest recommendations for your situation
- Zero cost and zero obligation to move forward
Custom Estate Strategy
We draft documents tailored precisely to Florida law and your family.
No two families are the same, and no two estate plans should be either. Based on your consultation, we draft your will, trust, or guardianship documents specifically structured under Florida probate statutes, built around your assets, your beneficiaries, and your exact wishes.
- Tailored drafting under Florida probate and trust law
- Asset protection, beneficiary designations, and tax considerations
- Special provisions for minor children, blended families, or special needs
- A plan designed to avoid unnecessary court delays and expense
Review & Refine
We walk through every clause together until you're completely confident.
An estate plan only works if you understand it. We review every provision together, answer your questions, and make any adjustments you want, until the plan reflects your wishes. There are no surprises, no confusing legal jargon, and no pressure to sign anything you don't fully understand.
- Plain-English walkthrough of every document
- Unlimited questions and revisions before signing
- Spouse or family welcome to join the review
- You stay in control at every decision point
Formal Signing & Execution
We coordinate notarization, witnesses, and safe storage, done right.
When you're ready, we coordinate the official signing in our office with a notary and witnesses present, ensuring every Florida legal requirement is met. We then organize secure storage and provide you with copies, so your plan is valid, accessible, and ready when your family needs it.
- On-site notarization and witness signing
- Every Florida statutory requirement handled for you
- Organized copies for you and secure original storage
- Guidance on funding trusts and updating beneficiary designations
Ready to start Step 1?
Your free consultation is a simple conversation, no pressure, no obligation, just clear answers from an experienced Orlando estate planning attorney.
What To Bring To Your Consultation
You don't need everything perfectly organized, that's our job. But a few basics help us give you the most useful, specific advice from the very first conversation.
Existing Documents
Any current will, trust, power of attorney, or prior estate plan you already have.
Asset Overview
A rough list of major assets, real estate, accounts, investments, business interests, and life insurance.
Family Details
Names and birthdates of children, dependents, or beneficiaries you want to include.
Your Questions
Any concerns about probate, taxes, guardianship, or protecting a loved one. We'll answer them all.
Designed Around Real Families
We've refined our process across years of helping Central Florida families, so every step removes confusion and builds confidence.
You Speak To An Attorney First
Your first call isn't routed to a salesperson or intake desk, you talk directly with an experienced estate planning attorney.
Tailored To Florida Law
Every document is drafted under Florida probate and trust statutes, specific to your county and your family's needs.
No Surprises, No Jargon
We explain every clause in plain English before you sign. If something isn't clear, we keep going until it is.
Executed Correctly The First Time
We handle notarization, witnesses, and storage so your plan is legally valid and ready when your family needs it.
Responsive At Every Stage
We respect your schedule. We follow up promptly and offer flexible consultation options so planning never drags.
Built To Last
Your plan isn't filed and forgotten. We help you keep it current as life, the law, and your family evolve.
Questions About The Process
Everything you might want to know before your first consultation.
Your Legacy Starts With One Free Conversation
Don't leave your family's future to chance. Speak directly with Smith & Williams today , the consultation is free, confidential, and carries no obligation.
Direct Line: 321-872-7573 • Office: 1820 West Colonial Drive, Orlando, FL 32804