Elderly couple sitting outdoors in a garden, with greenery and mountains in the background.

What is Estate Planning?

Estate planning is more than just paperwork—it’s about ensuring your family’s financial security, protecting your wishes, and avoiding unnecessary legal hurdles. At Horacio Sosa, P.A., we help you create a plan that gives you peace of mind while safeguarding what matters most.

A solid estate plan helps:

Ensure your assets go to the right people without court delays.

White check mark inside a rounded square on a black background

Minimize estate taxes and unnecessary expenses.

White checkmark icon inside a square outline on a black background.

Protect your loved ones from legal complications.

White check mark inside a rounded square on a black background.
White checkmark inside a square outline on a black background.

Plan for long-term healthcare and financial decisions.

We Are Estate Planning Attorneys

Schedule a free consult to learn more

Our Estate Planning Services

Wills, Trusts & Inheritance Planning

Ensure your assets go to the right people without state interference.

Dark blue diamond shape on a black background.

Prevent family disputes by clearly outlining your wishes.

Blue diamond shape on a black background

Avoid probate delays and expenses through trusts.

A blue rhombus in the center of a black background.

Protect minor children by naming a legal guardian.

Dark blue diamond shape on a black background.

Minimize estate taxes and protect family wealth.

Blue diamond shape on a black background.

Powers of Attorney & Healthcare Directives

Ensures your finances, property, and medical care are managed responsibly

A solid blue rhombus on a black background.

Prevents legal battles and court-appointed guardianships.

Solid dark blue diamond shape on a black background

Gives control to someone you trust rather than leaving decisions to the courts.

Blue diamond shape on a black background

Can be customized to fit your exact wishes and limitations.

Blue rhombus on black background

Estate Tax & Asset Protection Planning

Reduce estate taxes using trusts, gifting, and other legal tools.

Solid blue diamond shape on black background

 Protect family wealth and ensure assets go to loved ones—not the IRS.

Blue rhombus on black background

Avoid unnecessary penalties by staying compliant with changing tax laws.

Blue diamond shape on a black background

Leverage tax exemptions to keep more of your money in your family.

Dark blue rhombus on black background

Download Our Free Estate Planning Report 

Estate planning basics promotional flyer with a family under a roof, detailing estate planning services by Horacio Sosa, P.A.

Why Families Trust Horacio Sosa, P.A.

White checkmark inside a square on a black background.

20+ Years of Experience – Helping families plan, protect assets, and navigate legal challenges.

White check mark inside outlined square on black background

Advanced Degrees in Tax & Estate Planning – Specialized training to handle even the most complex legal matters.

White check mark inside a square on a black background.

Board-Certified Elder Law Attorney – Certified expertise in elder law.

Bilingual & Culturally Aware – Serving English- and Spanish-speaking families in South Florida.

White checkmark icon inside a square on a black background
White checkmark inside a rounded square on a black background.

Local, Personalized Service – Unlike large firms, we offer a hands-on, personal approach to every case.

A Law Firm with a Heart – We take the time to listen, understand, and provide solutions tailored to your needs.

White checkmark inside a square outline on a black background.

Common Estate Planning Questions

  • Without a will, the state determines who inherits your assets, which may not align with your wishes.

  • Wills dictate asset distribution but go through probate. Trusts avoid probate and offer more control over assets.

  • Major life events—marriage, divorce, having children, or acquiring assets—are signs to update your plan.

Kind words from our previous clients

  • A woman with blonde hair smiling, with an orange star icon overlay.

    We had the pleasure of working with this firm on my mother-in-law’s estate. Horacio and Alexandria were our primary contacts, and they handled everything efficiently, answering all of our questions with clarity and professionalism. As the lead attorney, Alexandria was compassionate, kind, and always willing to help. The entire team made the process smooth, and I would highly recommend this firm without hesitation.

    ⭐⭐⭐⭐⭐ Joslyn Varona

  • Woman with long dark hair smiling in an office setting.

    "...we couldn't be more satisfied with the service received. -- What impressed us the most was their commitment to their motto: "We Feel, We Love, We Care." These are not just words to them; they truly put them into practice in every interaction. -- I highly recommend the services of Horacio Sosa to anyone in need of advice and management. With them, you can be sure that you are in good hands, with professionals who truly feel, love, and care about you and your situation.

    ⭐⭐⭐⭐⭐ Margie Nino

  • Profile picture of a woman with brown hair and a red lipstick. There is an orange "Local Guide" badge icon next to her image.

    My name is Gloria Jensen I want to thank Mr Sosa for his great job , very trustable , his advices were excelente I always recommend him to my friends , I will always come to him if I need any job done

    ⭐⭐⭐⭐⭐ Gloria Jensen

  • A person wearing a gray knit hat and scarf outdoors in a snowy setting.

    "The office motto is “CARE”. They exceeded our expectations in providing legal services with care to our family. Atty. Sosa, Alexandra, and Gloria handled my father’s legal matters promptly, explained the process in great detail, and answered all our questions. We highly recommend this legal team."

    ⭐⭐⭐⭐⭐ Lisa Bates