Serving Florida's Estate Law Needs Since 1982 · Jupiter · Port St. Lucie · Stuart
In 60 minutes, know exactly what your family would face — and what it costs to fix it.
The Legacy Protection Planning Session: a free sit-down with our attorneys to help you achieve:
- Providing peace of mind for your loved ones.
- Maximizing tax advantages.
- Avoiding probate.
You leave with your written roadmap, a straight will-or-trust answer, and a flat fee in writing. Whether or not you ever hire us.
- Free — you are not billed for the session, ever
- No obligation, nothing to sign, no hourly surprises
- You keep the roadmap and the workbook either way
Free · 60 minutes · In office or by video · Three offices across Palm Beach and the Treasure Coast
Would rather talk to a person? Call the office
Jason Siegel, Esq.
President and Attorney
- Serving Florida families since 1982
- Thousands of Florida families guided
What usually happens
Do your beneficiaries and loved ones know what happens to the house and your other assets?
Most people we sit with have been meaning to do this for years. Nothing is wrong. There has just never been a good week for it.
Here's the part worth knowing. In Florida, if you leave no plan, the decision about your home, your accounts and your belongings goes to a courtroom instead of your family. A judge follows the statute. Not your intentions.
Then there is the smaller, more common problem. Your beneficiaries and loved ones do not know which bank, or who to call, when it comes to your house and your other assets. That alone can add months.
Everything you get
The Legacy Protection Planning Session — six things, one sitting
60 minutes with our attorneys, at any of our three offices or by video. Here is exactly what you walk out with — whether or not you ever become a client.
- 1Your Family RoadmapIncludedA written picture of what happens to your home, accounts and belongings today, exactly as things stand right now.
- 2Your Probate ExposureIncludedWhat your family would actually go through in Florida probate — the court process for passing things on — if something happened this week. How long, and roughly what it costs them.
- 3Will or trust — a straight answerIncludedA recommendation for your situation, in plain English. Not a brochure.
- 4A flat-fee quote in writingIncludedNo hourly surprises. You'll know the number before you decide anything.
- 5The Estate Planning Roadmap workbookIncludedOur organizing workbook for assets, contacts and wishes, so your beneficiaries and loved ones aren't guessing.
- 6A direct line afterwardIncludedYou'll know which attorney is yours and how to reach them.
- Your cost for the session$0
Our promise to you
If we sit down and it turns out you don't need anything from us, we'll tell you straight — and you still keep your roadmap and workbook. No pitch. No pressure. No bill.
Why we cap it
We take a limited number of new families each week, because every one of them gets real attention. When the week is full, it's full — the next opening is the following week.
Takes under a minute · We call you to confirm the time
How it works
Three steps. That's the whole thing.
- 1
Book your time
Pick a slot online, or call and talk to a person.
- 2
Sit down with us
60 minutes, at the office nearest you or on video. Bring questions, not documents.
- 3
Get your roadmap
Written summary, written flat-fee quote. Decide on your own time.
Our family helping your family
A family firm, helping other families.
Stephen S. Siegel began practicing in 1975 and opened this firm in 1982. His son Jason leads it today — more than 50 combined years in Florida estate law. Some of the families we work with are on their third generation with us.
Jason Siegel, Esq.
President and Attorney
Jason earned his law degree with honors from the University of Florida, along with a B.B.A. and an M.B.A. He now leads the firm his father started, and he is the voice behind the firm's podcast and its plain-English teaching on estate law.
Stephen S. Siegel, Esq. (Retired)
Founder of The Siegel Law Firm, P.A.
Stephen began practicing in 1975 and founded the firm in 1982. He is the reason this office explains things with stories instead of statutes.
Jennifer C. Rogers
Attorney
Jennifer handles the details that keep a plan from falling apart later. Clients tend to describe her as the person who finally made it all make sense.
The people who take care of you
Deborah Howell
Client Services Administrator
Vini Klipp
Estate Planning Onboarding Specialist
Chantel Manamela
Office & Financial Administrator
Werner Pietersen
Office Manager
Melinda Garner
Front Desk Client Comfort Specialist — Jupiter Office
Nancy Molinelli
Legal Assistant
In their words
What Florida families say
★★★★★92+ Google reviewsReviews are shown as published on Google. Testimonials reflect individual experiences. Past results do not guarantee a similar outcome.
Estate planning
What we put in place, and what each piece does
- Wills
- Says who gets what, and who is in charge of carrying it out.
- Trusts
- A private way to pass things on — often without a court case.
- Durable power of attorney
- Lets someone you pick handle money matters if you can't.
- Health care power of attorney
- Names the person who can speak to doctors for you.
- Living wills
- Puts your own wishes about end-of-life care in writing.
- Beneficiary designations
- The forms on accounts that quietly override everything else.
- Business entity formation
- Sets up the company so the business is not tangled with your home.
- Asset protection
- Arranges what you own so it is harder for others to reach.
Probate administration
The four paths, and when each one applies
- Summary administration
- For smaller estates, or when the death was more than two years ago.
- Formal administration
- The usual court path when there are debts, property or disputes.
- Ancillary administration
- When someone who lived out of state owned Florida property.
- Trust administration
- When there is a trust, and someone has to actually carry it out.
You do not need to know which one you're in. That's our first job when we talk.
Straight answers
Questions people actually ask
Book your session
Four questions and your session is held
Under a minute to fill out. A real person from our office calls you back to confirm the time — usually the same business day. Free, and nothing to sign.
Not ready to sit down yet
Start with the workbook. It's free.
The Estate Planning Roadmap is the workbook we give our own clients: where your assets are, who to call, what you want. It is not a substitute for a plan. It is the thing that keeps your family from guessing.
60 free minutes now, or months of guesswork for the people you love.
You leave with the roadmap, the straight answer and the flat fee in writing. If it turns out you don't need anything from us, we'll say so. No pitch. No pressure. No bill. We take a limited number of new families each week, because each one gets real attention.
Free · No obligation · Nothing to sign · In office or by video
Three offices on the Treasure Coast — Jupiter, Port St. Lucie and Stuart. Addresses and hours are in the footer below.