Jupiter · Port St. Lucie · Stuart — Florida families since 1982
The Family Roadmap Session: a free sit-down with a Siegel attorney. 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 · 45 minutes · In office or by video · Three Treasure Coast locations
Would rather talk to a person? Call the office
Jason Siegel — attorney, Port St. Lucie
Real video or photo of Jason goes here. No stock imagery.
What usually happens
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 children do not know where the deed is. Or which bank. Or who to call. That alone can add months.
Everything you get
45 minutes with a Siegel attorney, 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.
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
Pick a slot online, or call and talk to a person.
45 minutes, at the office nearest you or on video. Bring questions, not documents.
Written summary, written flat-fee quote. Decide on your own time.
Meet the family
Stephen started this firm in 1982. His son Jason sits in the same chairs today. Some of the families we work with are on their third generation with us — the parents came in, then the kids, then the grandkids.
Founder — the firm since 1982
Stephen opened the doors in 1982 and has been sitting with Treasure Coast families ever since. He is the reason this firm explains things with stories instead of statutes.
Attorney — 19+ years
Jason earned his law degree with honors from the University of Florida, along with a B.B.A. and an M.B.A. — a triple Gator, and he will tell you about it. He lives in Port St. Lucie with his wife Ana and their two kids, Harper and Benjamin.
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.
Photo slots reserved for the firm's real photographs of Stephen, Jason and Jennifer.
In their words
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Estate planning
Probate administration
You do not need to know which one you're in. That's our first job when we talk.
Straight answers
Book your session
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
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.
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.