Jupiter · Port St. Lucie · Stuart — Protecting Florida families since 1982
You don't have to be wealthy to leave your family a mess. You just have to own a home and love them.
You don't need to be wealthy for this to matter. If you own a home, have retirement accounts, and have people you love, you already have an estate — and right now Florida law decides what happens to it.
Sit down with a Siegel attorney for 60 free minutes — at the Jupiter, Port St. Lucie or Stuart office, or by video. You leave with your Family Roadmap: what happens to your house and accounts today, and a flat-fee quote in writing before you decide anything.
5.0139 five-star combined Google Reviews
Jason Siegel, Esq.
President and Attorney · The Siegel Law Firm, P.A.
Jupiter · Port St. Lucie · Stuart
Serving Florida's Estate Law Needs Since 1982
Jason Siegel, Esq.
President and Attorney
The Siegel Law Firm, P.A.Jason Siegel · Jupiter, Port St. Lucie & StuartServing Florida's Estate Law Needs Since 1982Where are you today?
What actually goes wrong
Do the people you love actually know what happens to the house and the accounts?
Most families don't get into trouble because someone did something wrong. They get into trouble because nobody was ever told where anything is. The house, the retirement accounts, the life insurance, the passwords — all of it lives in one person's head.
In Florida, when there are no clear instructions, the decisions still get made — they just get made in a courtroom instead of in your family. A judge follows the statute, your children follow a schedule, and it all happens in the hardest month of their lives.
So the real question is a simple one: if something happened tomorrow, would your family know exactly what to do, in what order, and who to call? That's the question this session answers — in writing, before anything is decided.
Nothing here is meant to scare you. It's meant to make sure your family isn't guessing.
The one question nobody answers plainly
Will or trust? Here's the difference.
Almost everyone asks it, and almost nobody gets a plain answer: do I need a will, or a trust? They are not the same document, they don't do the same job, and your family will feel the difference. Here it is, without the legal vocabulary.
A will
Instructions a court carries out
- Says who gets what, and who's in charge.
- Names a guardian for minor children.
- Still goes through probate — the Florida court process that transfers what you owned.
- Becomes part of the public court file.
- Makes sense when your situation is simple and everything is here in Florida.
A revocable living trust
A holder your family can use right away
- Holds the house and the accounts in the trust's name while you're alive.
- You stay in control and can change it any time.
- Generally lets your family skip probate for what's inside it.
- Stays private — it isn't filed with the court.
- Makes sense when you own a home, own property in another state, or have a blended family.
A trust only works if it's funded — the house and accounts actually moved into it. That step is where most out-of-the-box trusts fail, and it's included in the plan below.
Flat fees, in plain English
Four Legacy Protection plans. One flat fee. Your number before you decide anything.
We don't publish figures, because the right plan depends on your home, your accounts and your family — not on a price list. What we do promise: at your free session you get your exact flat fee in writing, and you're free to take it home and think about it.
01
Essential Estate Starter
“The basics, done properly.”
Will, durable power of attorney, health care power of attorney and living will
For: Simple situations and first-timers
Flat fee, quoted in writing
02
Foundation Trust Plan
“Keep my home out of probate court.”
Revocable living trust, will, powers of attorney and directives, plus deed work for your Florida home
For: Homeowners who want to spare their family the court process
Flat fee, quoted in writing
03
Legacy Protection Plus
“Protect what's inside the trust, too.”
Everything in the Foundation Trust Plan, plus protective trust shares for your children, beneficiary and account alignment, and a one-hour follow-up meeting
For: Blended families, out-of-state property, adult children with their own risks
Flat fee, quoted in writing
04
Legacy Protection Premier
“The plan, plus the people who'll carry it out.”
Everything in Legacy Protection Plus, plus a $500 credit toward future changes, hands-on help funding the trust, a working session with your successor trustee, and a one-hour meeting for your Personal Representative or Trustee after a death
For: Families who want the plan carried out without guesswork
Flat fee, quoted in writing
No hourly meter and no surprise invoice. Your flat fee is confirmed in writing at your consultation, before you decide anything.
5.0139 five-star combined Google Reviews
What families say
Neighbors on the Treasure Coast, in their own words
139 five-star reviews · combined Google Reviews
The rating shown is read from the firm's live Google Business profile; the review count is the combined total across the Jupiter, Port St. Lucie and Stuart profiles. Every review shown is copied verbatim — never edited, never composed.
In their own voice
Families who finally got this off their list
Client videos are being recorded now. Until they're ready, these cards hold the space for them — each one becomes a short video from a client who signed a written release.
Testimonials reflect individual experiences. Past results do not guarantee a similar outcome. Client video is used only with a signed written release.
The Legacy Protection Planning Session — free, 60 minutes
In 60 minutes you'll know exactly what happens to your home, your accounts and your family — in writing, for free.
Six things come home with you. You pay nothing for them, and nothing is contingent on hiring us.
A straight answer on will vs. trust
For your actual situation, in plain English. Not a brochure.
Your Family Roadmap
A written picture of what happens to the house, the accounts and the condo today, exactly as things stand.
What your family would face in Florida if nothing changes
Laid out calmly, in writing.
A flat-fee quote, in writing
You know the number before you decide anything.
The Estate Planning Roadmap workbook
The firm's organizing workbook for assets, contacts and wishes.
A named attorney and a direct line
You know who's yours, and how to reach them.
Yours to keep
The roadmap and the workbook go home with you, whether you hire us or not.
Your number, in writing
One flat fee for the plan that fits. No hourly meter, no surprise invoice.
We'll tell you if you're fine
If you don't need anything from us, we say so. No pitch, no pressure, no bill.
The only thing you risk is 60 minutes. The one thing you can't get back is the version of this conversation your children would otherwise have without you.
5.0139 five-star combined Google Reviews
A family firm, helping other families
The same family, in the same three towns, since 1982
Stephen S. Siegel began practicing in 1975 and founded the firm in 1982. Today his son Jason leads it — more than 50 years of combined experience in Florida estate law. Our family helping your family: a small firm where you know the people who know your plan, and where updating it as life changes (marriage, children, retirement) is normal.
Jason Siegel, Esq.
President and Attorney
Stephen S. Siegel, Esq. (Retired)
Founder of The Siegel Law Firm, P.A.
Jennifer C. Rogers
Attorney
Deborah Howell
Client Services Administrator
Vini Klipp
Estate Planning Onboarding Specialist
Chantel Manamela
Office & Financial Administrator
Werner Pietersen
Office Manager
Melinda Garner
Front Desk Client Comfort Specialist (Jupiter Office)
Nancy Molinelli
Legal Assistant
Jason practices with a law degree with honors plus a B.B.A. and an M.B.A. from the University of Florida, hosts a podcast on estate planning, and lives on the Treasure Coast with his family.
What we handle
Everything that makes up your plan
Wills
Says who gets what, and who's in charge of carrying it out.
Trusts
Holds your home and accounts so your family can skip probate court.
Durable power of attorney
Lets someone you pick handle money matters if you can't.
Health care power of attorney
Names the person who speaks to doctors for you.
Living wills
Puts your own wishes about care in writing, in advance.
Beneficiary designations
Lines up your accounts so they don't contradict your plan.
Business entity formation
Sets up the company so it can pass on cleanly.
Asset protection
Organizes what you own so it's harder to unravel later.
Straight answers
The questions people ask before they call
Not ready to book? Start here
Two free things you can use tonight
Neither one is a substitute for a plan. They're what keeps your family from guessing.
The Estate Planning Checkup
Five questions. Where does your family actually stand today?
Do you have a will or trust signed in the last five years?
Does someone you trust have authority to handle money if you can't?
Would your children know today where the deed and account numbers are?
Are the beneficiaries on your accounts still the people you'd choose?
Do you own property outside Florida?
The Estate Planning Roadmap Workbook
The firm's own organizing workbook: assets, contacts and wishes, in one place. Fill it in at the kitchen table and your family stops guessing.
Two fields, nothing else. We don't share your email.
The Legacy Protection Planning Session
One meeting. One flat fee. Everything your family needs, finally handled.
Free, 60 minutes, no obligation — at the Jupiter, Port St. Lucie or Stuart office, or by video. You leave with your Family Roadmap and a flat-fee quote in writing.
If we sit down and it turns out you don't need anything from us, we'll tell you straight — and you'll still leave with your roadmap. No pitch. No pressure. No bill.
We take a limited number of new families each week, so every one gets real attention.
Prefer to talk first? Call the office — a person answers.