Fort Lauderdale Estate Planning Attorney
Serving the Fort Lauderdale community and surrounding areas throughout Florida, we are deeply committed to understanding the unique needs of local families and businesses. We recognize that each client’s situation is different, and we take the time to listen, assess, and provide personalized solutions that reflect their individual values, goals, and long-term aspirations. Whether you are planning for the future, protecting your assets, or navigating complex legal matters, our team combines expertise with a client-focused approach to ensure you receive guidance that is both practical and meaningful.
Fort Lauderdale Office Details
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
We’ve worked with the Evans & Davis team on many projects including our business setup, writing terms of service, setting up our family trust, and more. They are always great to work with. Timely, professional, and fairly priced. You won’t get a better team of attorneys than them!
I have been with working with Mitch and his team for 3 years now and they never disappoint. Mitch’s professionalism and expertise working with small to medium size businesses is such a game changer. My clients love how they simplify the process and have consistent follow up as they finalize their plans. I highly recommend Mitch and his team!!
Excellent experience with the team at Evans & Davis. They were very helpful and explained the process effectively. I thought it would be a never-ending task but they made it bearable and easy to do. The speed at which they completed the project was record breaking. Thank you!
We enjoyed working with the attorneys from Evans & Davis in preparing our trust, and with getting assets transferred into the trust. They were professional, friendly, and patient as we went through the process.
I love this place! The natural connections between all that they do and their focus on their clients as humans- along with their extensive knowledge and excellent communication- makes them the best!
Evans & Davis and their team delivered to us what we needed in a timely, cost-effective manner. They explained complicated issues in ways that were easy to understand, without compromising on attention to details and nuances.
Highly recommend to anyone seeking professional help on estate matters. Will go back when we have changes and other relevant topics.
Frequently Asked Questions
How Old Do You Need to Be to Have an Estate Plan?
Everyone needs estate planning, no matter their age, and everyone age 18 or older needs his or her own estate plan.
When Should You Start Estate Planning?
Some major life events can be starting points for estate planning, including getting married, having children, growing your career, buying a home, or retiring.
Is an Estate Plan Necessary for Every Married Couple?
A trust-based estate plan is necessary for all married people because we always want to avoid the court system to make things as easy as possible. We need a seamless transfer of power and a seamless transfer of assets when someone becomes incapacitated or dies.
Meet Our Fort Lauderdale Estate Planning Team
Serving clients in Fort Lauderdale, FL and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include: