Estate Organization, Documentation & Administration Services

Estate Savvy

Putting your life and legacy in order
Estate Documentation

It's not just paperwork anymore

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Estate Administration

We can help you during life's most difficult transitions

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Bringing You Peace of Mind

Our intention with Estate Savvy is to help you become totally at ease with your end of life plans. We provide you with direct, personal, one-on-one assistance to ensure all of your affairs are in order, ready to hand over to your heirs or caregivers when the time comes. Our 25+ years of professional career experience in Florida estate planning and probate make us singularly qualified to guide you in these difficult undertakings.

Estate Documentation

Our estate documentation service is designed as a completely hands-on professional service firm. We won’t leave you with a generic task list to complete on your own. You’ll have your own Savvy Life Book when we’ve finished our work together, but we’ll also be there, in person, to assist and guide you every step of the way. This means if you’re uncomfortable meeting on your […]

Estate Administration

Contact Us

We have offices in Jacksonville, Florida and in the Tampa – Clearwater – St Pete area. But with a little notice (and a reasonable charge for travel expenses) we can come to you anywhere in Florida & help you get your affairs in order. Contact us now to schedule your complimentary consultation.

Testimonials

Your organization system really helped me manage my mom's medical appointments better - above & beyond the help I expected with her legal & financial documents - Thanks so much!

I. A.

Thank God we had you to help handle the estate when Dad died. It was such a relief to be able to just fly in for 3 days and know all the legal prep work had been competently taken care of.

T. S.

You were so friendly and thoughtful, it made the job of getting our affairs in order so much easier!

Mr & Mrs P. A.

Your expertise and directions have given me the ability to continue to move forward.

D. C.

…Empathy in the business world is a rare thing nowadays and, I appreciate the compassion you’ve shown me and my family while getting us through all this.

C. L.

You are 4 stars in my book. Thank you again for all the guidance and help. I was a little overwhelmed at first, but you got things on track and I am grateful.

S. S.