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Wills and Trusts


Perez-Roura Law drafts wills, living trusts, and related estate planning documents for Miami clients, ensuring proper distribution of assets, guardianship designations, and probate avoidance tailored to each family’s needs.

A well-crafted will or trust is the cornerstone of any estate plan. At Perez-Roura Law, we work with Miami families, couples, and individuals to design legal documents that reflect your values, protect your loved ones, and secure your legacy. Whether you’re starting simple with a will or want comprehensive asset control via a living trust, our planning approach ensures clarity, flexibility, and peace of mind—while avoiding common pitfalls that derail intentions or lead to probate costs and delays.

Last Will and Testament – Your Voice After Life

Your last will and testament gives clear direction on how your assets should be distributed, who will care for minor children, and who oversees your estate. We help clients draft wills that name beneficiaries, address personal property wishes, and appoint guardians—without ambiguity. We also include provisions like digital asset management, funeral preferences, and testamentary trusts. Miami’s unique family structures and blended estates require precise drafting, and our firm ensures your will stands up to Florida law while carrying your intentions forward—cheerfully and completely.

Revocable Living Trusts for Probate Avoidance

Probate can be time-consuming and public—but a properly funded revocable living trust avoids that entirely. We design trusts that hold your property during life, permit seamless management if you become incapacitated, and transfer assets smoothly after death, all without court involvement. Perez-Roura Law guides clients through trust creation, funding assets, appointing trustees and successor trustees, and keeping records updated. Our goal is to maintain privacy, reduce administration costs, and ensure your estate flows exactly how you intend.

Pour‑Over Wills and Trust Coordination

Even when you use a living trust, some assets may not transfer automatically. A pour-over will “catches” any leftover assets and redirects them into your trust upon your death. We integrate pour-over wills into your estate plan to provide complete coverage: bank accounts, real estate, retirement accounts, or personal collections all funnel into your trust—even if not explicitly retitled. This failsafe protects your estate from unintended gaps and simplifies asset distribution for your loved ones.

Trust Funding, Management, and Flexibility

Drafting a trust is just the first step—proper administration matters most. We assist clients with funding trusts by retitling accounts, managing real estate transfers, and documenting asset ownership changes. We advise trustees on fiduciary responsibilities, combining legal compliance with best practices. Whether the trustee is you, a spouse, or a professional, we ensure systems are in place—accounting, reporting, and decision protocols—to maintain orderly and compliant trust administration over time.

Why Wills or Trusts—Which Is Right?

Choosing between a will and trust depends on your objectives. Wills offer simplicity but must go through probate. Trusts avoid probate but require more setup. In income relationships, both often work together—trusts for property, wills for guardianship and leftover assets. We outline the pros and cons, cost differences, and required maintenance, tailoring solutions that match your estate size, family structure, and tolerance for administration. Our goal is a plan that’s both effective and realistic for your life.

Updating, Reviewing, and Maintaining Peace of Mind

Your documents should grow with your life. We regularly review and update wills and trusts to reflect changes—like marriage, birth, new properties, or shifting wishes. We also test signings, verify signatures, and review trustee and guardian appointments periodically. This proactive attention prevents confusion and ensures your legal legacy remains accurate and effective over time.

When you choose Perez-Roura Law for wills and trusts, you gain thoughtful, experienced partners focused on safeguarding your vision—for today and every tomorrow. Contact us to design legal documents that protect your family, preserve your values, and stand the test of time.