Business Details
Your Trusted Estate Planning Lawyer in Ocala, FL
As a boutique law firm, we provide one-on-one customized legal services tailored to your specific estate planning and probate needs. I have practiced law in Ocala, Florida since 2009, after earning my Juris Doctorate from the University of Florida, Levin College of Law. My experience includes serving as an Assistant Public Defender and working at a local law firm before establishing my own practice. I am deeply committed to the Ocala community, serving on the 5th Circuit Judicial Nominating Commission, the HCA Florida Ocala Hospital Board of Trustees, and mentoring high school students through Take Stock in Children. My focus on estate planning and probate law allows me to help clients protect their families and legacies through personalized legal strategies. I prioritize understanding each client's unique circumstances to create comprehensive plans that reflect their wishes and safeguard their loved ones.My practice combines legal expertise with a personal touch, ensuring clients receive both professional guidance and compassionate support. I actively engage in continuing education to stay current with evolving estate laws, enabling me to provide informed counsel on complex matters. My goal is to simplify the legal process for clients during what can be an emotionally challenging time, offering clarity and peace of mind. The firm's commitment to excellence is reflected in its community involvement and dedication to ethical legal practices. By maintaining a small, focused practice, I ensure every client receives dedicated attention and tailored solutions that meet their specific needs.
Services
Estate Planning
Probate Attorney
Last Will and Testament
Revocable Living Trust
Durable Power of Attorney
Healthcare Surrogate Designation
Living Will
Preneed Guardian Designation
Highlights and features
- We offer over 10 years of local legal experience in estate matters
- Our practice provides personalized one-on-one legal consultations
- We maintain active community leadership roles in Ocala institutions
- Our estate plans address both current needs and future contingencies
- We combine courtroom experience with compassionate client service
Services
Estate Planning
Our estate planning service creates customized legal frameworks to protect your assets and wishes. We develop comprehensive plans including wills, trusts, and healthcare directives that address both current needs and future contingencies. With personalized consultations, we ensure your estate plan reflects your unique family dynamics and financial situation while complying with Florida regulations.
Probate Attorney
We guide personal representatives through Florida's probate process for estates with or without wills. Our services include court document preparation, asset inventory management, debt settlement, and distribution guidance. We simplify complex legal requirements while maintaining compliance with state laws, helping clients navigate this challenging process with professional support and clear communication.
People
Shanta Matthews
Attorney at Law
Florida-licensed attorney with 10+ years of local legal experience. Specializes in estate planning and probate law. Active community leader serving on judicial and hospital boards while mentoring local students.
Questions
What estate planning documents do I really need?
Every comprehensive estate plan should include a Last Will, Revocable Trust, Power of Attorney, Healthcare Surrogate, Living Will, and Preneed Guardian designation to cover all contingencies.
How does probate work in Florida?
Florida probate involves court-supervised asset distribution according to wills or state law. Our firm guides personal representatives through document filing, debt settlement, and proper asset transfer to beneficiaries.
Can I create an estate plan without an attorney?
While possible, DIY estate plans risk legal errors. Our attorney ensures all documents comply with Florida law and properly coordinate to execute your wishes without ambiguity.
How often should I update my estate plan?
Review your estate plan every 3-5 years or after major life events like marriage, divorce, births, or significant asset changes to maintain its effectiveness and relevance.
What happens if I die without a will in Florida?
Florida law will determine asset distribution without your input, potentially causing family conflicts. A valid will ensures your wishes guide property transfer and guardianship decisions.
