Trusted Florida Legal Guidance for the Moments That Matter Most
Estate Planning, Probate, Real Estate, and Business Law Made Simple.
Estate Planning and Probate Services
Wellbaum Law, P.A., in Englewood, FL, has guided families for over 40 years. We assist clients in many areas. Sometimes clients will have estate planning documents from other states, we will help make these documents conformed to Florida law. Our goal is simple: make your plan work here. Call 941-474-3241 today to schedule an appointment. We offer virtual, phone, and in-person appointments for your convenience.
Florida Estate Planning: Wills, Trusts, Power of Attorneys and Living Wills
Florida has its own unique rules for estate planning documents. Witness requirements, planning estate document formats, and trust language differ from other states. If your plan does not conform to Florida law, your wishes may not be up held. This can create confusion and extra costs for your family.
We review every document and update it to comply with Florida law. We prepare trusts, wills, durable power of attorneys, and living wills. Each plan is tailored to meet your specific estate planning needs.
Our Estate Planning Services Include
- Review of out-of-state estate planning documents
- Beneficiary designations and asset titling support
- Estate Plans that accomplish your intent
Probate Services: Summary, Formal, and Ancillary Probate
After a loved one passes, assets often need Probate proceedings. Florida Probate Courts have very specific timelines. Handling this alone can feel overwhelming. We make the process clear and manageable.
Our Probate Services
- Summary Administration for smaller estates
- Formal administration for larger more complex cases
- Ancillary probate to transfer assets in Florida which primary probate court does not have jurisdiction over due to residency
Our approach is supportive and efficient. We handle all the filings, notices, and deadlines.
Trust Administration: Guidance for Trustees
Serving as a trustee carries very specific legal duties. Notices, accounting, and distributions must follow the trust terms and Florida law. Mistakes can lead to disputes or liability.
Trustee Support Services
Beneficiary notices and compliance steps
Accounting and record retention
Clear distribution plans and timelines
Real Estate Closings and Title Insurance
Buying or selling property should be exciting, not stressful. Title defects or old liens can derail a closing. Bank rules often require strong title coverage.
Real Estate Services
- Attorney-led closings for homes and vacant land
- Title searches, lien searches and clearing up clouds on title
- Title insurance through our in-house title agent
We are an agent for Old Republic National Title Insurance, Inc., adding strength and security to your transaction.
We do not perform closings without supplying an owner’s title insurance policy to our buyers.
Business Law: Corporations and LLC Formation
Starting a business begins with the right structure. Each choice affects taxes, liability, and succession planning. Errors during setup can affect the format.
Business Law Services
- LLC and corporation formation
- Articles of Incorporation, Bylaws, Articles of Organization and Operating Agreements
- Registered agent guidance and filings
Why Choose Wellbaum Law, P.A.
Experience matters. Our firm has served this community for over four decades. Attorney Lori A. Wellbaum brings 30 years of practice and a calm, clear approach to every case. We combine legal knowledge with personal attention.
What You Can Expect
Transparent fees and timelines
Direct communication with your attorney
Flexible scheduling for busy families
Secure document exchange for virtual clients
Client Reviews
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Brittany Scales handled our closing very professionally, and with a smile. All details were covered and everything went smoothly. Brittany is a great asset to your firm!
- Albert & Donna P.
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The staff here are AMAZING! Very helpful, SUPER friendly and professional with assisting me every time I come in or even over the phone when I have a quick question and need assistance. Highly recommend them in you are in the area, or even worth the drive if you aren’t!
- Maddie C.
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Very professional environment! Brittney is very knowledgeable and responsive. She made sure everything was done correctly and answered any questions I had. She is also very nice! Would recommend
- Tim L.
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The best in town! The attorney was professional and easy to work with. They are all very super kind and knowledgeable—always polite and on top of things. Highly recommend!
- Cole A.
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Brittany Scales at Wellbaum Law handled our closing and made a potentially stressful situation go very smoothly. We appreciated her professionalism and responsiveness, and wouldn’t hesitate to use her services again in the future.
- Karen B.
Frequently Asked Questions
Do out-of-state wills work in Florida?
Often they do not meet Florida witness and form rules. We review and update them.
How long does probate take?
Simple estates may finish in months. Complex cases take longer.
Do I need title insurance?
Most lender closings require it. It protects against hidden title issues.
Should I choose an LLC or a corporation?
It depends on your goals. We explain the pros and cons for each option.
Start Your Plan Today
Your plan should work here and now. Your closing should be smooth. Your business should start clean. Call 941-474-3241 or request your consultation online. We will make the path clear.
