Sarasota Estate Planning Lawyer

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Dedicated Estate Planning Attorney in Sarasota, FL

If something happens to you tomorrow, Florida law decides what happens to everything you own: your home, savings, and any property you have worked years to build. Without a will or trust in place, your family goes through probate in the Sarasota County court system. That process takes months, costs money, and puts your wishes in front of a judge rather than in your own words.

best sarasota estate planning attorney

That situation is avoidable. A Sarasota estate planning lawyer at Ruhl Law, P.A. helps you put a legal plan in place so your family knows exactly what to do and exactly what you intended.

Ruhl Law, P.A. brings more than 24 years of combined legal experience. We handle estate planning for individuals and couples across Sarasota County, including clients on Siesta Key, Longboat Key, and throughout the greater Sarasota area. Contact us to schedule a consultation.

What a Sarasota Estate Planning Lawyer Can Do for You

We prepare complete estate plans for Sarasota County residents at every stage of life. Our services include:

  • Last Will and Testament: A legally binding document that names your beneficiaries, appoints an executor, and protects your wishes from Florida’s default inheritance rules.
  • Revocable Living Trust: A trust that holds your assets during your lifetime and transfers them to your beneficiaries at death without going through probate court.
  • Durable Power of Attorney: Authorizes a person you choose to handle financial and legal matters on your behalf if you become incapacitated.
  • Healthcare Surrogate and Living Will: Names someone to make medical decisions for you and puts your end-of-life wishes in writing so your family is not left to guess.
  • Beneficiary and Titling Review: We review how your accounts, real estate deeds, and retirement assets are titled to make sure everything aligns with your plan.
  • Trust Funding Guidance: A trust only works if your assets are properly transferred into it. We walk you through that process step by step.

Building a comprehensive estate plan starts with a solid understanding of your financial and family situation. Our estate planning attorneys in Sarasota review your circumstances and listen to your goals and priorities to build a plan for your legacy.

What Happens in Sarasota Without an Estate Plan

When a Sarasota County resident dies without a valid will, Florida’s intestate succession rules under Chapter 732 of the Florida Statutes determine who inherits everything. The court decides. Your family does not.

The result depends entirely on your family structure at the time of death:

Your Situation at Death Who Inherits Under Florida Law
Married, no children Surviving spouse receives 100%
Married, children who are descendants of both spouses — and surviving spouse has no children from another relationship Surviving spouse receives 100%
Married, children who are descendants of both spouses — but surviving spouse also has children from a different relationship Surviving spouse receives 50%; decedent’s children split the remaining 50%
Married, and at least one child is not a descendant of the surviving spouse (e.g., decedent’s child from a prior relationship) Surviving spouse receives 50%; decedent’s children split the remaining 50%
Unmarried, with children Children split 100% equally
Unmarried, no children Parents first; if none, siblings; if none, more distant relatives

If your situation involves a blended family, a partner you were not married to, a sibling with a disability, or anyone outside the chart above, they receive nothing under Florida’s default rules regardless of your relationship or your intentions.

The Time and Costs of Probate in Sarasota County

Beyond the distribution of assets, you must consider the duration and transparency of the legal process. In Sarasota County, formal administration typically takes 9 to 12 months, and because these proceedings are generally part of the public record, basic filings may be viewed by others.

Attorney fees and other administrative costs can add significantly to that burden.

A properly drafted and funded estate plan keeps your family out of that process. A revocable living trust transfers your assets privately, outside of court, on a timeline your family controls.

How Our Sarasota Estate Planning Process Works

Estate planning is not a one-size-fits-all appointment. We take time to understand your situation before we draft anything.

  • Step 1: We start with a confidential consultation. You walk us through your family, your assets, and your goals. We listen before we advise.
  • Step 2: We identify the right documents for your situation. Not everyone needs a trust, and not every trust is structured the same way. We match the plan to your life.
  • Step 3: We draft your documents and review them with you line by line so you understand exactly what you are signing.
  • Step 4: We help you fund your plan. If a trust is part of your plan, we guide you through transferring assets so the plan actually works when your family needs it.

Our firm has earned a 5.0/5.0 client rating and is committed to the people of Sarasota County. We are proud to be recognized as a 2026 Martindale-Hubbell Client Champion, a distinction that reflects our dedication to providing exceptional service.

To better serve the Sarasota community, our estate planning team also provides comprehensive bilingual legal services in both Spanish and English.

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FAQs About Sarasota, FL Estate Planning Law

Where do I start if I have never done any estate planning?

Start with a consultation. Bring a general sense of what you own: your home, accounts, retirement assets, and any life insurance policies. You do not need to have all the answers before meeting with us. We will ask the right questions and identify which documents make sense for your situation.

Do I need a trust, or is a will enough?

It depends on what you own and how you want your estate handled. A will alone still goes through probate. If you own real property in Sarasota County and want to transfer it quickly and privately to your family, a revocable living trust is usually the better tool. We help you compare both options based on your actual assets.

Does Sarasota County have specific probate requirements I should know about?

Sarasota County follows statewide Florida requirements. Florida law requires that whoever holds an original will must deposit it with the Clerk of Court within 10 days after learning of the testator’s death. Formal probate in Sarasota County typically takes 9 to 12 months and requires publication of a Notice to Creditors in a newspaper of general circulation in Sarasota County.

How much does estate planning cost?

The cost depends on the complexity of your plan. A basic package covering a will, durable power of attorney, and healthcare documents is priced differently from a full trust-based plan. We are transparent about fees before you commit to anything. Contact us to discuss your situation and get a clear picture of what your plan will involve.

Talk to a Sarasota Estate Planning Lawyer at Ruhl Law, P.A.

Your family should not have to figure out your wishes under pressure. A clear estate plan removes that burden from the people you care about most. We serve clients across Sarasota County, including Sarasota, Siesta Key, Longboat Key, Venice, and North Port.

Contact us to schedule a confidential consultation with a Sarasota estate planning attorney. Ruhl Law, P.A. also serves Spanish-speaking clients throughout Southwest Florida.

Serving Sarasota and Sarasota County, Florida

Planning for the future or administering a loved one’s estate can involve important decisions about property, beneficiaries, trusts, taxes, and family responsibilities. Likewise, probate can become difficult when an estate contains substantial assets, unclear documents, creditor claims, or disagreements among beneficiaries. Ruhl Law, P.A. assists individuals and families throughout Sarasota with estate planning, trusts, probate, and related matters, providing personalized guidance designed to protect their interests and carry out their intentions.

The firm helps clients create and update estate plans, establish and administer trusts, navigate probate, address estate administration responsibilities, and resolve related legal concerns. Probate matters involving Sarasota estates are generally handled through the Probate and Guardianship Division of Florida’s Twelfth Judicial Circuit in Sarasota County. Ruhl Law, P.A. helps clients understand applicable procedures, organize estate documents and assets, and address the legal responsibilities involved in planning or administering an estate.

The firm serves clients throughout Downtown Sarasota, Southside Village, Gulf Gate, Palmer Ranch, Siesta Key, and surrounding communities such as Osprey, Nokomis, and Venice. From families living near Sarasota Bay and U.S. 41 to residents throughout the Interstate 75 corridor, clients may have estates involving homes, investment property, retirement accounts, businesses, and other significant assets. Experienced legal guidance can make the difference between leaving important decisions unresolved and establishing a clear plan for protecting property, beneficiaries, and family interests.

Helping Individuals and Families Throughout Sarasota

Sarasota’s mix of families, retirees, professionals, entrepreneurs, and property owners creates a wide range of estate planning and probate needs. Ruhl Law, P.A. helps Sarasota-area clients prepare for the future, manage trusts, and navigate probate with a clear understanding of their responsibilities and available options.

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