Protect Your Legacy with Confidence

Create and manage wills, trusts, and estates with clear guidance and personalized support.

What’s Included in Wills, Trusts & Estates

Plan, protect, and manage your assets with personalized guidance for wills, trusts, and estates.

Assets Transfers by Will

Ensure your loved ones receive your assets as you wish. Angel R Lopez PA assists with wills, trusts, estate planning, and fiduciary filings.

Trusts to Manage and Transfer Assets

Trusts help manage assets during life and transfer them smoothly after passing. Angel R Lopez PA assists with trusts, wills, and estate planning.

Tax Effect of Real Estate Asset Transfer

Passing real estate through a will or trust can reduce taxes. Angel R Lopez PA helps with estate planning, trusts, and fiduciary filings.

What Wills, Trusts & Estates Means

Guidance to protect your assets, plan your legacy, and make estate matters simple and clear.

With the right Trusts & Estates plan, you can:
Wills, Trusts & Estates
Secure Your Legacy with Confidence

Get expert guidance to protect your assets, plan your estate, and ensure your wishes are followed.

Other Services
some tax analysis documents
Some tax documents on a table
Frequently Asked Questions
Do I need both a will and a trust?

Many families benefit from having both. A will covers guardianship and instructions, while a trust helps avoid
probate and protects assets more efficiently.

Florida law will decide how your assets are distributed, which may not reflect your wishes and can cause delays for your family.

Every 3–5 years, or after major life changes such as marriage, divorce, having a child, or purchasing property.

A properly structured trust can help avoid probate, but some assets may still require court involvement depending on how they’re titled.

Yes. Unresolved tax matters can complicate estate administration, which is why combining estate planning and tax strategy is essential.