Florida law for what you build —
and what you leave.
Cornerstone Wealth & Legacy Law is a Florida boutique practice focused on real estate, wills, estates and trusts, and elder law — the legal matters most central to long-term financial security.
Three practices. One long view.
Your home is also an asset that will one day transfer. Your trust is also a vehicle that holds property. Your care decisions will shape what your heirs receive. The work belongs together — and so should your counsel.
Real Estate
Strategic counsel for Florida property owners. Titling and ownership structure, deed preparation, contract review, 1031 exchanges, boundary and easement matters, and real property disputes.
Learn more →Wills, Estates & Trusts
Estate planning that takes the long view. Wills, revocable and irrevocable trusts, homestead planning, probate, and the documents and structures that protect what you've built.
Learn more → Start Online →Elder Law
Planning for the second half of life. Long-term care and Medicaid planning, advance directives, guardianship, and the legal protections that come with age and capacity.
Learn more →Built to last. Planned to pass on.
The long view.
Most legal work is transactional — a closing, a deed, a will. We treat every matter as a piece of a larger picture: the property, the trust, the family, the years ahead.
Three practices under one roof.
Real estate, estate planning, and elder law connect more often than they don't. Working with one firm means your plan stays consistent across all of it.
Boutique attention.
We're a small firm by design. Clients work directly with their attorney, not a queue. Every matter gets the time it deserves.
A few of the questions we hear most.
Click any question to learn more — or start your plan online and our guided questionnaire will walk you through everything.
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How should I title my Florida home? Trust, joint ownership, lady bird deed — the right answer depends on the goal.→
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Do I need to update my plan if I moved to Florida? Almost always yes. Florida's homestead and estate rules are unlike anywhere else.→
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What is Medicaid planning, and when should I start? Earlier than most families think.→
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How do I plan for a property my children will inherit? Several paths, each with different tax and probate consequences.→
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Should my trust own my real estate? Sometimes the cleanest answer, sometimes not. We help you decide.→
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What is a Florida land trust, and do I need one? Your name never appears on a deed. Maximum privacy for real estate owners and investors.→
A Florida attorney for Florida families.
Arthur Simpson founded Cornerstone Wealth & Legacy Law to do the work he believes Florida families most need: counsel that connects property, planning, and care into a single, coherent plan.
Read More About Arthur →A partner for your clients' most important decisions.
We work alongside CPAs, financial advisors, wealth managers, and elder care professionals throughout Florida. If you have a client navigating a property question, an estate plan, or an aging-related matter, we'd welcome the introduction — and we'll treat the referral with the care it deserves.
Learn How We Work With Referral Partners →Two ways to protect your family. One trusted attorney.
Answer a guided questionnaire and get Florida-compliant estate planning documents — tonight. Choose the path that fits your needs: self-guided DIY or a full attorney-led session.
Essentials Plan
Will + Durable POA + Healthcare Surrogate + Living Will. Every foundational document drafted to Florida standards — your complete protection package without the trust.
Complete Estate Plan
Trust + Will + POA + Healthcare Directive + Living Will. The gold standard — avoids probate entirely. Recommended for most Florida families and homeowners.
Legacy Plan
Complete Plan + ILIT or Family Limited Partnership — advanced tax reduction, multi-generational wealth transfer, and top-tier asset protection.
Florida Land Trust
Hold real estate privately — your name never appears in public records. Avoids probate on real estate. Preserves homestead. Ideal for investment properties and LLC structures. F.S. § 689.071.
- You complete the questionnaire
- Instant document generation
- Live attorney chat available
- Same Florida-compliant forms
- Best for straightforward estates
- Attorney leads every question
- Strategy & tax planning advice
- Full execution walkthrough
- Ideal for complex estates
- Couples, blended families, HNW
Attorney-Guided plans are personally reviewed by Arthur Simpson, Esq. before execution. DIY plans are self-guided; attorney review is optional and available on request for an added fee. Prices shown are for document preparation. Married-couple pricing and execution assistance quoted at checkout.
Know where you stand — before you call anyone.
Three free tools designed to help Florida families and new residents understand their estate planning situation in under five minutes.
Estate Plan Score Quiz
12 questions. 3 minutes. Get a letter grade (A–F) with a personalized gap analysis showing exactly what's missing from your plan.
Take the Quiz → FreeFlorida Probate Cost Calculator
See exactly what Florida probate would cost on your estate — attorney fees, PR fees, filing costs, and how much a trust would save. Based on F.S. § 733.6171.
Calculate My Savings → FreeNew to Florida? Start Here.
Moved from NY, NJ, CA, or another high-tax state? See your estimated tax savings, your Florida domicile checklist, and why your old plan may need updating right now.
See My Florida Savings → FreeAnswers to the questions we hear most.
Plain-language guides written by Arthur Simpson, Esq. — with Florida statute citations, real numbers, and no filler.
Let's talk about your plan.
A first conversation is short, focused, and at no cost. We'll listen, ask a few questions, and help you understand what — if anything — needs your attention.
Prefer to start now? Begin your estate plan online →