Perez‑Roura Law provides Miami individuals and families with customized estate planning—combining wills, trusts, powers of attorney, health directives, and tax strategies—to protect assets, avoid probate, and ensure your legacy.

Estate planning lays the foundation for the future you envision. At Perez‑Roura Law, we believe legal documents should reflect your life—family dynamics, financial needs, and personal values—not just checkboxes. Our firm creates cohesive plans that include wills, revocable trusts, health care directives, powers of attorney, and asset protection tools. We ensure every piece aligns legally and works together simply and effectively, offering clients clarity, control, and peace of mind.

Combining Wills and Trusts for Seamless Legacy

We customize wills and revocable living trusts to address your needs—from naming guardians and distributing assets, to avoiding probate and managing digital legacies. Trusts allow assets to pass privately and quickly after death, while wills capture personal wishes and act as backups. We help you fund trust assets and coordinate documents so your estate plan is both comprehensive and efficient.

Powers of Attorney and Advance Health Directives

No plan is complete without preparing for unexpected incapacity. We draft durable powers of attorney granting trusted agents the authority to manage finances, and healthcare directives to guide medical treatment decisions. These documents work together so that, in moments of crisis, your financial and health-related interests remain protected and aligned with your values—avoiding court guardianship.

Avoiding Probate and Streamlining Administration

Probate can be time-consuming, expensive, and public. Our probate-avoidance strategies include revocable trusts, beneficiary designations, and joint ownership planning. By retitling property and accounts, we minimize the need for court involvement—saving time, money, and stress for your family after you’re gone.

Asset Protection and Tax Efficiency

We integrate asset protection strategies—like homestead planning and limited liability entities—with estate tax planning tools such as gifting, credit shelter trusts, and portability. Whether you’re protecting savings from long-term care or planning for a high-net-worth legacy, our approach preserves wealth and reduces risk while supporting your long-term goals.

Customized Plans for Every Life Stage

Estate planning isn’t just for retirees. We help young parents, business owners, blended families, and retirees with stage-appropriate planning—from guardianship arrangements for minors to wealth transfer strategies. We tailor each plan to reflect your family situation, assets, and goals, updating documents as your life evolves—helping you transition smoothly from one stage to the next.

Your estate plan should grow as you do. At Perez‑Roura Law, we build plans grounded in legal expertise and personal understanding—growing with your life and protecting what matters most. Contact our Miami office to begin crafting an estate plan tailored to your unique story and goals.