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Legal Document PreparationDeerfield Beach, FL· Blended-family couple, four combined children
Blended-Family Trust Package Saved $190K in Future Probate
$190K+
Projected probate savings
3
Properties moved into trust
11
Documents signed
The challenge
A remarried couple owning a $760K home, two rentals, and a small business needed an estate plan that protected each spouse's prior-marriage children without forcing probate.
Our approach
- Drafted joint revocable living trust with separate sub-trusts for each spouse's heirs.
- Funded the trust — deeds for primary residence and two rentals, plus assignment of business interest.
- Prepared pour-over wills, durable POAs, healthcare surrogates, and HIPAA releases.
- Coordinated beneficiary updates on retirement and life insurance to align with the plan.
The outcome
Estate moved out of probate. Expected probate-fee savings $180K–$200K at 3% Florida statutory schedule. Both spouses' children's inheritance protected from re-marriage or creditor scenarios.
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