Searching for a respected South Florida elder law and estate planning law firm? Call the compassionate professionals at Horacio Sosa, P.A. for a consultation.
A South Florida Estate Planning Law Firm with a Track Record of Success and a Devotion to Our Clients
An effective South Florida elder law and estate planning law firm can resolve the diverse financial, logistical and legal crises causing you stress and anxiety. At Horacio Sosa, P.A., our mission is to help you obtain peace of mind and clarity. Whether you’re an immigrant confused about estate planning; a veteran with a brain injury struggling to plan for the future; a concerned son or daughter worried about an elderly parent battling with dementia who needs Medicaid benefits; or a personal representative charged with untangling a complex probate mess, you want a clear, coherent, strategic path forward.
Our law firm is different from most firms that provide similar services. We think of ourselves as a relationship-based law firm. We are here to guide you step-by-step towards your goals.
We can provide the following:
- A customized plan drafted for your particular needs and goals, based on your priorities;
- A fully funded plan with an option to enroll in an annual maintenance plan;
- Systems, policies, and procedures that have been battle-tested to educate you, inform you, and keep you updated throughout the process so that you always feel in control.
Our Deep Belief in Customization
Our team does a lot more than help people draft and file documents, although we do of course provide services effectively and in a timely manner. Our goal is to get to know you and your family — your dreams, your fears, your goals. We believe that proper planning is purposeful planning. Rather than just using cookie-cutter processes to generate wills, trusts and other documents, we work with you to figure out the bigger picture and educate you regarding the pros and cons of various instruments and strategies. By taking this time, we leave our clients more satisfied and keep them and their families feeling in control.
A Focus on Funding
Once we prepare your documents, we will walk you through how they will help you, your family, and your caregivers carry out your instructions. When you come to sign, we will have another meeting to discuss the transfer of your assets. This process is known as “funding,” and you must do it effectively to make sure that the plan works.
After you have established an effective plan or answered your other legal needs, you and your family will undoubtedly experience the unexpected. Things change. For instance:
- You might have more children or grandchildren;
- You or a family member might get divorced;
- A family member might die or experience a medical crisis;
- Your business may expand or encounter setbacks and obstacles.
During our annual check-in with clients — which is analogous a physical you might have with your doctor – we can tweak your plans based on your new circumstances, values and needs.
An Amazing Experience
Above all else, we promise an amazing experience here at Horacio Sosa, P.A. We have developed and calibrated unique systems, policies, and procedures so clients get what they want and feel great about the results.
We communicate with our clients through advanced technologies, including email, videos, workshops, and more; and we’ve recruited some of the most skillful, compassionate and hardworking people in our industry to serve our clients.
United by our core values, driven by the need to serve, and inspired by a passion for bringing clarity and calm to tempestuous situations, our Florida elder law and estate planning attorneys are standing by to help you achieve your goals and win back peace of mind. Please call us at 954-532-9447, or browse our website for more information.