Jupiter, FL:

Jupiter Wills and Trusts, PLLC

Jupiter Wills and Trusts, PLLC
  • Jupiter, FL
  • 4600 Military Trail, Suite 212, Jupiter, FL 33458
  • We focus on establishing a personal relationship with our clients and fully evaluate their financial situations as well as their family structure and relationships.
  • Peer Reviews
    4.8/5.0 (11)
    Client Reviews
    100% Recommended (3)
  • Profile Visibility [ i ]

About our Jupiter, FL: office

Our office concentrates on Wills, Trusts, advanced Estate Tax Planning, and Probate administration. Through a collaborative effort with our clients, our goal is to create documents that are customized to the client’s needs and wishes.

We focus on establishing a personal relationship with our clients and fully evaluate their financial situations as well as their family structure and relationships. We do not believe in a one-size-fits-all approach and strive to meet your needs, whether you have a modest estate or a taxable one, a traditional family or a blended one, or you are a single person or parent, or have a long-term partner.For a comprehensive and customized set of documents, please Contact Us! We look forward to getting to know you.

Office Details

Contact Information:
561-784-6945  Phone
561-348-9404  Fax
www.jupiterwillsandtrusts.com
Mailing Address:
4600 Military Trail, Suite 212, Jupiter, FL 33458
Office Size:
1
Year Established:
2009

Areas of Practice (14)

Specific Areas of Practice for our Jupiter office:

  • Wills and Trusts
  • Estate & Gift Tax
  • Advance Directives
  • Estate Planning
  • Probate & Trust Administration
  • Income Tax Planning
  • Estate Tax Planning
  • Estate and Gift Taxation
  • Family Wealth Transfer
  • Probate
  • Estate Administration
  • Trusts and Estates
  • Trust Administration
  • Wills

People (1)

Peer Reviews

Client Reviews

  • 5.0/5.0 (3 reviews)
  • 100% (3 recommendations)
  • Communication

    5.0/5.0
  • Responsiveness

    5.0/5.0
  • Quality of Service

    5.0/5.0
  • Value for Money

    5.0/5.0
  • Recommended 5.0/5.0 Review for Kelly Wright on 06/27/18 in Wills and Probate.

    cordially receiving our information and wishes, then explaining clearly to us what she would change, add and subtract from our previous years-old documents. she made everything easy. we accepted the recommendations.

    cordially receiving our information and wishes, then explaining clearly to us what she would change, add and subtract from our previous years-old documents. she made everything easy. we accepted the recommendations. Read less

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  • Recommended 5.0/5.0 Review for Kelly Wright on 06/07/18 in Estate Planning.

    Kelly is unique in that she gets to know you first, takes the time to listen and understand your wishes, then drafts documents that clearly reflect your desires. In drafting the documents (which she does versus delegating to a paralegal or using a... Read more

    Read more

    Kelly is unique in that she gets to know you first, takes the time to listen and understand your wishes, then drafts documents that clearly reflect your desires. In drafting the documents (which she does versus delegating to a paralegal or using a standard template), she is very thorough with attention to detail. Our first drafts were "spot on." I really appreciate her approach -- much more personal than previous experiences. Read less

    Read less
Disclaimer

Jupiter, Florida

  • Jupiter, FL
    4600 Military Trail, Suite 212
    Jupiter, FL 33458

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Contact Jupiter Wills and Trusts, PLLC

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