Okeechobee County Estate Planning Lawyers

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Mr.  Joseph Lafayette Gufford III
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Mr. Joseph Lafayette Gufford III
Martin County, FL Estate Planning Attorney with 33 years of experience
(866) 603-9936 101 SE OCEAN BLVD.
SUITE 201
Stuart, FL 34994
Free ConsultationEstate Planning, Divorce, Elder and Family
Stetson University College of Law
Joe Gufford has been a member of The Florida Bar since 1991. The Gufford Law Firm commitment is to provide exceptional client services that remain focused on results. We bring together attorneys and staff with decades experience. At The Gufford Law Firm, we believe that both our attorneys and our staff must be knowledgeable about the specific areas of law that we practice in. That is why we ensure that each of our attorneys and staff members are constantly taking Continuing Legal Education courses so that we are up to date on the latest developments in the law. Joseph Gufford...
Jamy Barreau
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Jamy Barreau
Saint Lucie County, FL Estate Planning Attorney with 6 years of experience
(772) 236-5204 1860 SW Fountainview Blvd Suite 100
Port St. Lucie, FL 34986
Free ConsultationEstate Planning and Probate
Boston University School of Law and Barry University Dwayne O. Andreas School of Law
Raised in his hometown of Port St. Lucie, attorney Jamy Barreau has experience handling all aspects of issues surrounding preserving generational wealth including matters associated with trusts and estates as well as business planning. A first-generation Haitian American, he has dedicated his life to the practice of law. He graduated with high honors from St. Lucie West Centennial High School in 2009 where he had the privilege of being part of the school’s Criminal Justice Academy, serving as an advocate for the 19th Judicial Circuit’s Teen Court program. After graduation from Centennial, Jamy earned his B.S. in Legal Studies from the University...
Jason  Siegel
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Jason Siegel
Saint Lucie County, FL Estate Planning Lawyer with 17 years of experience
(561) 760-9121 1860 SW Fountainview Blvd., #100
Port St. Lucie, FL 34986
Estate Planning, Probate and Real Estate
University of Florida Levin College of Law
Jason Siegel, of The Siegel Law Firm, PA. obtained his law degree with honors from University of Florida Levin College of Law. Jason also has a degree in finance and a masters in international business from the University of Florida. Jason Siegel has represented more than 1,000 clients in drafting wills, trusts, and advanced directives. He has also helped guide Personal Representatives/Executors through the probate process throughout Florida. Jason Siegel is admitted to practice law in Florida in both state and federal court.
Romaine  Brown
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Romaine Brown
Martin County, FL Estate Planning Attorney with 21 years of experience
(877) 247-7499 850 NW Federal Highway, unit 881734
Stuart, FL 34994
Free ConsultationEstate Planning, Divorce, Family and Probate
St. Thomas University School of Law
Client's love Attorney Romaine Brown, because she is warm, listens, cares, and is aggressive when needed to and she gives tremendous effort to each case. Attorney Brown will personally talk to you about the needs and wishes of your case and comes up with the best strategy to win your case. She handles a variety of cases which has given her unique experiences when resolving cases. Clients are often concerned about trusting their attorney with their cases, and because she has years of experience and a background of representing clients in a variety of cases, she understands how clearly defining...
Brad Gould
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Brad Gould
Martin County, FL Estate Planning Lawyer with 22 years of experience
(561) 626-2101 1000 SE Monterey Commons Blvd
Suite 102
Stuart, FL 34996
Estate Planning, Business, Probate and Tax
University of Florida
I am a Florida Bar board certified tax attorney who serves as a trusted counselor to businesses and individuals in the full range of corporate, tax and estate planning matters for nearly 20 years. My clients include closely held businesses, business owners and their families, individuals, trustees and personal representatives. My experience includes guiding business owners through all stages of the company’s life cycle, from formation and governance to mergers, sales and succession planning to addressing the various and complex legal issues that arise in a business's day-to-day operations. I also counsel business owners on their relationships with their entities...
Joseph Stuart Karp
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Joseph Stuart Karp
Saint Lucie County, FL Estate Planning Attorney with 50 years of experience
(800) 893-9911 1860 SW Fountainview Blvd.
Suite 100
Port St. Lucie, FL 34986
Estate Planning, Elder and Probate
Brooklyn Law School
I am a Florida Bar certified and nationally certified elder law attorney and the founder of The Karp Law Firm, with three Florida offices in Palm Beach Gardens, Boynton Beach and Port St. Lucie. My mission is to allay clients' fears and give them peace of mind with effective planning. No one can know the future, but we can prepare for whatever the future holds.

I can help with these issues:
Obtain Medicaid and/or V.A. benefits for clients facing the exorbitant cost of long-term nursing home care. Assets can often be preserved even if a loved one is already...
John Jay Mangan
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John Jay Mangan
Martin County, FL Estate Planning Attorney with 19 years of experience
(772) 222-6124 901 SW Martin Downs Blvd
Ste 205
Palm City, FL 34990
Estate Planning and Probate
Emory University School of Law
Law Offices of John Mangan, P.A. has one simple goal: to help our clients to preserve and protect their legacy. We strive to accomplish our goal by providing estate planning and administration services for clients. We focus primarily on wills, trusts, asset protection, guardianship, and probate administration. Our clients are special to us – much more than just a name in a file folder. We build relationships with our clients that last far beyond their initial engagement with our firm. We take a sincere interest in each client, in their family, and in their future. We look out for...
Jon Lowell Martin
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Jon Lowell Martin
Saint Lucie County, FL Estate Planning Attorney with 22 years of experience
(772) 419-0057 1860 SW Fountainview Blvd. Ste 100
Port St Lucie, FL 34986
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Cincinnati College of Law
"We help good people get through bad times".
Currently my main efforts include Personal Bankruptcy in Chapter 7 & 13 and Business Bankruptcy in Chapter 11. Clients include retirees with limited social security incomes to international small charter jet companies; small to mid sized construction companies; and various other small businesses. Mr. Martin is also a member of the Turnaround Management Association, an organization whose members focus on helping businesses resolve financial difficulties and avoiding bankruptcy or at least getting the most value as a result.
Mr. Martin is also nationally certified construction dispute arbitrator resolving disputes involving construction of new...
Adalbert Martinez
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Adalbert Martinez
Saint Lucie County, FL Estate Planning Lawyer with 2 years of experience
(772) 300-9075 5302 Northwest Torino Lakes Cir.
Port Saint Lucie, FL 34986
Estate Planning and Business
Western Michigan University Cooley Law School
Asset Protection, estate planning, and business lawyer proudly serving Port Saint Lucie, the Treasure Coast, and Palm Beach, Florida. Adalbert "Al" Martinez, is the owner and attorney of the CYA LAW FIRM in Port Lucie, Florida, focusing on Asset Protection, estate planning, and business law. Licensed to practice law in Florida, Al is committed to help you solve your estate planning, and business issues, coupled with tailored solutions to help protect your hard earned assets.
Travis R. Walker
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Travis R. Walker
Martin County, FL Estate Planning Attorney with 17 years of experience
(772) 708-0952 1100 SE Federal Hwy
Stuart, FL 34997
Estate Planning, Divorce, Family and Real Estate
Florida Coastal School of Law
Travis R. Walker, Esq. is the founder of The Law Offices of Travis R. Walker, P.A. Travis is a graduate of Port St. Lucie High School, Indian River Community College, Florida Atlantic University, and Florida Coastal School of Law. Travis practices real estate law and civil litigation. He also provides consulting regarding governmental affairs and public policy. Travis found his inspiration to practice law from his involvement in public service and charities. His participation had allowed him to gain exposure towards service-oriented lawyers, and due to this, he has now been practicing law for 10 years.

Travis is an active member...
Nicolas A. Apfelbaum
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Nicolas A. Apfelbaum
Saint Lucie County, FL Estate Planning Lawyer with 14 years of experience
(772) 236-4009 451 SW Bethany Dr.
Suite 202
Port St Lucie, FL 34986
Estate Planning, Business, Probate and Real Estate
University of Florida
Nico Apfelbaum is a native of Argentina, and he is fluent in Spanish and English. Nico founded Apfelbaum Law with the goal of providing dedicated and exceptional personalized services to individuals and businesses. Prior to founding Apfelbaum Law, Nico Apfelbaum began practicing law in Orlando, Florida representing national and international businesses, investors and individuals in complex commercial litigation, business transactions and bankruptcy matters. Nico and his wife settled in the Treasure Coast and have made their home and family here. For a number of years, Nico practiced law at a large firm concentrating his practice in the areas of...
Erin Kirkwood
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Erin Kirkwood
Martin County, FL Estate Planning Lawyer with 29 years of experience
(772) 210-2529 607 SW Saint Lucie Crescent
Suite 106
Stuart, FL 34994
Free ConsultationEstate Planning, Bankruptcy and Probate
University of Cincinnati College of Law
Erin Kirkwood has been an attorney in Stuart for 28 years. She believes compassionate and honest lawyering is the only way to practice. Erin handles Estate Planning, Wills, and Trusts. Erin also drafts Living Wills, Healthcare Surrogate Designations, Powers of Attorney and other Estate Planning documents. Erin will also take care of matters after death for you and your family, or probate. If you need help in the court process to distribute your loved one's possessions and assets, call me. Erin handles all aspects of Consumer Bankruptcy, including Chapter 7 and Chapter 13 filings. ...
Carolyn Norton
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Carolyn Norton
Indian River County, FL Estate Planning Lawyer with 43 years of experience
(772) 257-5751 2770 Indian River Boulevard
Suite 309
Vero Beach, FL 32960
Estate Planning, Elder and Probate
Seton Hall University School of Law
Carolyn Butler Norton, Board Certified Elder Law Attorney, works passionately as an advocate for the senior population and their families. Ms. Norton believes that the practice of Elder Law should be comprehensive, focusing on a Life Care Planning Approach. She works closely with her clients, educating and assisting them with long-term care planning options including asset protection, healthcare and financial choices, and end of life decisions.
Recognizing the particular needs of the Treasure Coast population, attorney Norton limits her practice to the areas of elder law, estate planning, wills and trusts, special needs trusts, guardianship, Veterans Aid & Attendance,...
John R. Ginn
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John R. Ginn
Indian River County, FL Estate Planning Lawyer
(904) 461-3000 2770 Indian River Boulevard
Suite 305
Vero Beach, FL 32960
Free ConsultationEstate Planning, Business, Probate and Real Estate
American University Washington College of Law
Following his graduation from the Washington College of Law at American University, John returned to his home-state of Florida. Prior to obtaining his law degree, John received a B.A. in Legal Studies from the University of Central Florida and studied Finance and Accounting at the London School of Economics, giving John unique insight into financial and business matters. As an attorney for Ginn & Patrou, John implements his business knowledge and estate planning experience to ensure the best possible results for his clients. John is an active member in his community and is involved in several community...
Jonathan Gigele
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Jonathan Gigele
Martin County, FL Estate Planning Attorney with 13 years of experience
(772) 763-1400 890 NE Jensen Beach Blvd
Jensen Beach, FL 34957
Free ConsultationEstate Planning, Appeals, Elder and Probate
University of Pittsburgh School of Law
"Serving the community as an estate planning & elder law attorney is extremely rewarding, both professionally and personally. It is a uniquely challenging practice. The laws, regulations and informal policies, both state and federal, are many, complex and ever changing. My clients come to me with a unique problem and deserve an innovative solution tailor-made to achieve their desired result. Hearing stories about old times, repairing family rifts, or even enabling a client to fulfill a goal and leave their legacy is immensely satisfying to me as both an attorney and as an individual. There is nothing more fulfilling than...
Steven D. Beres
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Steven D. Beres
Saint Lucie County, FL Estate Planning Attorney
(772) 335-2600 1935 Southeast Port Saint Lucie Boulevard
Port St. Lucie, FL 34952
Estate Planning
Florida State University College of Law, Florida State University College of Law and University of Miami School of Law
If you are looking for a Stuart, Florida attorney, you should look no further than the law firm of Crary Buchanan. This law office has earned its highly-respected reputation, and you can rest assured that your case can receive the care and attention it requires when you come here. Attorney Steven D. Beres received his undergraduate degree from Florida State University, before going on to receive his Juris Doctorate from the Florida State University College of Law. While he was in law school he was associated with the Florida State University Law Review. After earning his law degree, he furthered...
Tyler G. Puttick
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Tyler G. Puttick
Indian River County, FL Estate Planning Attorney with 9 years of experience
(772) 231-4440 2101 Indian River Blvd., Suite 200
Vero Beach, FL 32960
Estate Planning, Elder, Probate and Real Estate
Stetson University College of Law
Tyler Puttick joined the law firm of Rossway Swan in 2018 and practices in the areas of real estate law, probate and trust administration, estate planning and general corporate law. Prior to joining the Firm, Mr. Puttick served as a Law Clerk for the Firm in 2013 and later practiced at a boutique firm serving clients on the Treasure and Space Coasts.

Mr. Puttick earned his Juris Doctor degree from Stetson University College of Law, where he was a member of the selective Elder Law Concentration Program and the Elder Law Society. He received a Certificate of Concentration in Elder Law...
Cynthia VanDeVoorde Hall
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Cynthia VanDeVoorde Hall
Indian River County, FL Estate Planning Lawyer with 20 years of experience
(772) 589-4353 1327 N Central Avenue
Sebastian, FL 32958
Estate Planning, Business, Elder and Probate
Georgetown University Law Center
David Albrecht
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David Albrecht
Indian River County, FL Estate Planning Attorney with 51 years of experience
(772) 567-3424 2012 28th Avenue
Vero Beach, FL 32961
Estate Planning, Business, Probate and Real Estate
When you come to David F. Albrecht law office, you can have confidence that your case can receive the care it requires from a Vero Beach probate lawyer. Attorney Albrecht is experienced, competent, and ready to take on your case and fight for you. He has dealt with all kinds of issues and cases and is equipped and qualified to take on your case and support you today. He worked for 15 years as an accredited adjunct college professor at Indian River State College. He is a member of The American Association of Christian Counselors, the International Christian Coaches Association,...
Carrie Stradley Lavargna
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Carrie Stradley Lavargna
Martin County, FL Estate Planning Attorney with 41 years of experience
(772) 286-7521 401 SE Osceola St
Stuart, FL 34994
Estate Planning, Business, Elder and Real Estate
University of Florida, Fredric G. Levin College of Law
Michael Bonan
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Michael Bonan
Martin County, FL Estate Planning Attorney
(772) 763-1400 890 NE Jensen Beach Blvd
Jensen Beach, FL 34957
Free ConsultationEstate Planning, Elder and Probate
University of Miami School of Law
MICHAEL J. BONAN is an associate attorney with Kitroser & Associates, joining the firm in July 2021. Michael is a Treasure Coast native who returned to his hometown after attending the University of Miami for both his undergraduate and law degrees. Previously, Michael worked for a local law firm specializing in homeowners and condominium association law. There, he also gained experience in foreclosure prosecution and defense, restrictive covenant enforcement actions, and commercial transaction and litigation matters. Michael also worked for a not-for-profit organization, Safespace, as an injunction for protection attorney dedicated to protecting survivors of domestic violence. Most recently, he served...
Robert A Shaffer
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Robert A Shaffer
Martin County, FL Estate Planning Attorney with 11 years of experience
(772) 223-5454 532 Colorado Avenue
Stuart, FL 34994
Free ConsultationEstate Planning and Probate
St. Thomas University School of Law
Thomas Austin Slaughter
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Thomas Austin Slaughter
Martin County, FL Estate Planning Attorney
(772) 600-2675 900 SE Ocean Blvd. Suite D-130
Stuart, FL 34994
Estate Planning, Collections, Family and Probate
Thomas is a partner at the Stuart, Florida office of Thomas|Pinnacoli. Thomas’ practice areas include family law, estate planning, probate and trust litigation, real estate law, debt collection, landlord/tenant law, business law, contracts law, DUI defense, tort litigation and other areas of civil litigation. Prior to joining Thomas|Pinnacoli, Thomas was an associate at Foreman, McInnis & Associates, P.A. located in Lake City, Florida. While practicing in Lake City, Thomas volunteered as a member of the Kiwanis Club and the American Red Cross. Thomas was awarded special recognition in 2014 by Three Rivers Legal Society for...
Steven Alexander Long
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Steven Alexander Long
Indian River County, FL Estate Planning Lawyer with 43 years of experience
(772) 589-7778 1317 N Central Ave
Sebastian, FL 32958
Free ConsultationEstate Planning, Elder, Family and Probate
Wake Forest University School of Law
James Schorner
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James Schorner
Indian River County, FL Estate Planning Attorney with 44 years of experience
(772) 231-5300 570 Beachland Blvd
Vero Beach, FL 32963
Estate Planning, Elder and Tax
University of Pittsburgh School of Law
Mary Jane Matheny
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Mary Jane Matheny
Highlands County, FL Estate Planning Attorney with 46 years of experience
(863) 385-4951 1570 Lakeview Dr, Suite 3
Sebring, FL 33870
Estate Planning
Florida State University College of Law
I strictly specialize in estate planning - wills, trusts, power of attorney and probate.
Alex  Gillen
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Alex Gillen
Martin County, FL Estate Planning Lawyer with 7 years of experience
(772) 774-7781 705 SE 5th St.
Stuart, FL 34994
Estate Planning, Business, Probate and Real Estate
Alex Gillen is an attorney in Stuart, Florida practicing in wills, trusts, estates, real estate, business, and property insurance. Alex is a graduate of Martin County High School, the University of Florida, Johns Hopkins University, and the University of Oregon. Alex holds a Bachelor’s degree in Business Administration, a Master of Science degree in Environmental Sciences and Policy, and a Juris Doctor. Alex formerly worked for the U.S. House of Representatives Committee on Appropriations for the Subcommittee on Agriculture and Rural Development, the Subcommittee on Transportation and Housing and Urban Development, and the full committee staff. Alex...
Mr. Glenn Burdette Grevengoed
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Mr. Glenn Burdette Grevengoed
Indian River County, FL Estate Planning Lawyer with 37 years of experience
(772) 234-5600 3730 7th Terrace
Suite 202
Vero Beach, FL 32960
Free ConsultationEstate Planning, Business, Elder and Real Estate
Robert Kulas
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Robert Kulas
Saint Lucie County, FL Estate Planning Lawyer with 40 years of experience
(772) 398-0720 2100 SE Hillmoor Drive, Suite 105
Port St Lucie, FL 34952
Free ConsultationEstate Planning and Elder
Ian E. Osking
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Ian E. Osking
Saint Lucie County, FL Estate Planning Attorney with 7 years of experience
(772) 464-8200 311 S. 2nd Street, Suite 200
Fort Pierce, FL 34950
Estate Planning, Elder, Probate and Real Estate
Florida Coastal School of Law
Robert E Livingston
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Robert E Livingston
Highlands County, FL Estate Planning Lawyer with 30 years of experience
(863) 385-5156 445 S COMMERCE AVE
SEBRING, FL 33870
Estate Planning and Probate
Mari Parsons
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Mari Parsons
Indian River County, FL Estate Planning Lawyer with 38 years of experience
(772) 589-4354 1327 N Central Ave
Sebastian, FL 32958
Estate Planning, Business, Divorce and Probate
Southwestern University School of Law
Charlotte Combs Stone
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Charlotte Combs Stone
Highlands County, FL Estate Planning Lawyer with 18 years of experience
(863) 402-5424 3200 US Hwy 27 S, Suite 304
Sebring, FL 33870
Estate Planning
Lissette Crescimone
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Lissette Crescimone
Palm Beach County, FL Estate Planning Attorney with 11 years of experience
(561) 206-4245 Penthouse Suite 800
Boca Raton, FL 33432
Free ConsultationEstate Planning and Business
Nova Southeastern University
Lissette Crescimone, Esq. practices in the areas of corporate law and trust and estates. She is a graduate of Emory University in Atlanta, Georgia. Initially in pursuit of a career in diplomacy, she secured a Bachelor of Arts degree in International Studies and French, with a concentration on the European Union. She later obtained her Juris Doctorate degree from Nova Southeastern University's Shepard Broad Law Center. In the most recent years Ms. Crescimone splits her time and practice between Colorado and South Florida. Ms. Crescimone supports companies in the Education and EdTech space, providing practical solutions in general business law and...
Cassidy V. Petersen
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Cassidy V. Petersen
Brevard County, FL Estate Planning Attorney with 5 years of experience
(321) 729-0087 321 Sixth Avenue
Indialantic, FL 32903
Free ConsultationEstate Planning, Elder and Probate
Stetson University College of Law
Cassidy V. Petersen initially joined the firm in 2011 and has held various positions over the years – beginning as a receptionist, next as an estate planning paralegal, then as our firm administrator, and now as an attorney. Ms. Petersen focuses her practice in estate planning, business succession planning, probate, trust administration, Medicaid planning, VA planning, guardianship, and special needs planning.

Ms. Petersen, a Melbourne native, graduated from Melbourne High School in 2011. She earned her Bachelor of Science (B.S.) in Business Management, graduating cum laude, from Florida Gulf Coast University in 2014. Ms. Petersen received her Juris Doctor (J.D.), cum...
Shiobhan Olivero
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Shiobhan Olivero
Hillsborough County, FL Estate Planning Lawyer with 13 years of experience
(813) 534-0393 1463 Oakfield Drive
Suite 129
Brandon, FL 33511
Estate Planning, Criminal Defense, DUI & DWI and Family
Stetson University College of Law
Shiobhan Olivero was born in Plant City, Florida, and as a native Floridian, has lived in the Tampa Bay area her entire life. She enjoys spending time with her family. She is an active scuba diver, and enjoys traveling to local and distant sites to dive. Shiobhan earned as Associates Degree in Paralegal Studies from Hillsborough Community College. She worked for approximately ten years as a paralegal for criminal attorneys in the Tampa Bay area prior to, and during law school. She then earned her undergraduate degree from St. Leo University receiving a B.A. degree in Criminal...
Cynthia Rignanese
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Cynthia Rignanese
Polk County, FL Estate Planning Attorney with 33 years of experience
(863) 294-1114 PO Box 2012
Winter Haven, FL 33880
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of Florida Levin College of Law
The passion to practice law is #1 in my life! I enjoy the everyday opportunity to work with individuals, families and businesses; I help them to save time and trouble! Outside of work, I enjoy a number of activities and hobbies. For me, travel is paramount; I have been to all 50 US States, seven of seven continents and 117 countries! I enjoy photography (travel and landscape particularly), public speaking, non-fiction reading, creative writing and publishing articles, visiting art museums, jazz, gardening, hiking, kayaking, backgammon, attending performing arts and theatre productions, and dining on exotic cuisine. I have offices in Winter Haven and...
Jason E. Neufeld
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Jason E. Neufeld
Palm Beach County, FL Estate Planning Lawyer with 16 years of experience
(561) 725-5670 2000 Glades Road, #312-A
Boca Raton, FL 33431
Estate Planning, Elder, Personal Injury and Probate
University of Miami School of Law
Jason Neufeld is the founder of Elder Needs Law, PLLC, and is proud to represent senior citizens and younger disabled adults in various matters including Medicaid Planning, Estate Planning, Incapacity Planning and Probates throughout Florida. Since 2012, Jason has been honored as a "Super Lawyer" by Super Lawyer's magazine and a "Legal Elite" from Florida Trends magazine. Jason earned his Bachelors of Arts degree from Emory University and obtained his Juris Doctorate and Masters of Business Administration (JD / MBA) degrees from the University of Miami. Jason is on the Board of Directors of the Academy of Florida Elder...
Gregory Herman-Giddens
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Gregory Herman-Giddens
Collier County, FL Estate Planning Lawyer with 36 years of experience
(239) 933-2097 1415 Panther Lane
Ste 534
Naples, FL 34108
Estate Planning, Business, Probate and Tax
University of Miami School of Law and Tulane University School of Law
As an expert estate, trust and tax attorney, Greg Herman-Giddens provides comprehensive wealth planning, protection and management services to residents of Florida, North Carolina Tennessee and New York. He also provides consulting adn co-counseling services to attorneys throughout the country. Through careful selection of strategies tailored to clients' individualized goals and objectives, he helps individuals protect their family, preserve assets and save taxes.
James Richard Nici
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James Richard Nici
Collier County, FL Estate Planning Attorney with 30 years of experience
(239) 449-6150 1865 Veterans Park Drive, Suite 203
Naples, FL 34109
Estate Planning and Probate
Stetson University College of Law
James R. Nici, Manager of Nici Law Firm, specializes in the areas of estate planning, administration and taxation. Mr. Nici has more than 25 years of experience, specializing in designing sophisticated estate plans for high net worth families and individuals, capitalizing on the tax advantages of declaring domicile in the state of Florida.

Mr. Nici, a “Top 100 Attorney” by Worth Magazine, is the sole developer of the unique process called The Strategic Estate Planning System®. The Strategic Estate Planning System® is designed to assist clients in the complex process of organizing highly detailed estate plans by simplifying client’s overall goals...

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