Wills, Trusts & Estate Planning
Thoughtful planning to protect your legacy and provide peace of mind.
McCrory Law Firm provides comprehensive estate planning and family wealth preservation services, ranging from basic wills to sophisticated trust planning. We work closely with individuals and families to understand their goals, values, and wishes related to asset protection, inheritance, and end-of-life planning. Each client receives personalized, one-on-one guidance to ensure their estate plan reflects both their intentions and their long-term priorities.
We design customized estate plans that may incorporate a variety of trust structures, including family trusts, marital trusts, generation-skipping transfer trusts, qualified personal residence trusts, irrevocable life insurance trusts, charitable trusts, and trusts for minors. A complete estate plan also includes essential documents such as a last will and testament, durable power of attorney, living will, designation of health care surrogate, agent to dispose of remains, and preneed guardian designation for minor children. Throughout the process, we carefully consider gift and estate tax planning to help clients preserve and protect family wealth.
We understand that clients have worked hard to build financial security for retirement and to care for the people they love. Our firm helps protect that effort by providing guidance on asset protection strategies and creditors’ rights under Florida law. With a thoughtfully prepared estate plan, clients gain peace of mind knowing their affairs are in order and their legacy is protected with care and precision.
Services We Provide
Last Will and Testament
Revocable trusts
Family and marital trusts
Generation-skipping transfer trusts
Qualified personal residence trusts
Irrevocable life insurance trusts
Charitable trusts
Trusts for minor children
Durable powers of attorney
Living wills and health care surrogate designations
Agent to dispose of remains
Preneed guardian designations for minors
Gift and estate tax planning considerations
We regularly assist:
Individuals planning for retirement and asset preservation
Families seeking to protect children and future generations
Clients with complex assets or blended family considerations
Those seeking clarity around healthcare and end-of-life decisions
Why estate planning matters:
Estate planning is about more than documents—it’s about ensuring your wishes are honored, your loved ones are protected, and difficult decisions are made easier for your family during challenging times.
Complete Your Estate Planning Worksheet
Instructions for completing and submitting your Estate Planning Worksheet:
Choose the correct form below for one person or two people.
Download the file, and complete it to the best of your ability.
Once complete, save the file, then upload it in the adjacent form with your name and email address.
Based in Punta Gorda, McCrory Law Firm proudly serves individuals and families throughout Southwest Florida with personalized estate planning guidance rooted in trust, experience, and care.
Ready to protect your legacy and plan for the future?
Contact McCrory Law Firm today to schedule a consultation.