Estate Planning Attorney in Florida and Illinois
Estate Planning Made Easy & Efficient.
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Who we are
We are dedicated to securing a brighter future for yourself and your loved ones.
We believe estate planning is more than a legal procedure. It is a personal process of planning for your family’s legacy and peace of mind. With every client, we focus on quality, compassion and attention to detail throughout the process.
We simplify estate planning, aligning your plan with your priorities.
We provide confidence and security with plans that protect your loved ones and prepare for the future.
Empowering you and your loved ones to face the future with confidence and positivity.
How It Works
Estate planning should be simple, stress-free, and tailored to your needs. Here’s how we make it happen:
Complimentary Peace of Mind Planning Session
Start with a brief consultation to understand your unique needs and goals. Together, we’ll map out a clear path to secure your future.
Estate Plan Design Meeting
Attend your Estate Plan Design Meeting with a licensed attorney over Zoom to craft your custom estate plan.
Legacy Celebration & Signing Ceremony
Sign your estate planning documents from the comfort of your own home or at our Lake Worth Beach office.
Ongoing Support
We will provide education as to next steps. Plans include an annual 30-minute plan review at no charge; changes are billed at then-current rates.
Need Guidance for You Or Your Loved Ones?
Source: Gallup, May 2021
Source: Cerulli Associates, December 2024
Source: Gallup, May 2021
Erik Newton was admitted to practice law in Illinois in 2005 and in Florida in 2023.
Our Priority
Comprehensive Estate Planning Tailored to Your Life
Your Legacy, Secured. Your Future, Protected.
Prepare for the unexpected and safeguard your wealth for generations to come. Our estate planning services are designed to bring peace of mind at every stage of life, because your legacy deserves careful planning.
- Wills & Trusts
- Guardianship Planning
- Advanced Estate Planning
- Asset Protection
- Healthcare Directives
- Business Succession Planning
Secure Their Future—
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(561) 464-4529
info@planaheadlaw.com
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Plan Ahead
Your Personalized Planning Session Awaits
Peace of Mind Starts Here
Here Is What to Expect
This is about more than documents—it's about your life, your family, and your future. In about 60 minutes, we’ll talk through what truly matters to you, so your priorities are at the heart of your plan.
Estate planning doesn’t have to feel overwhelming. Together, we’ll explore your options, break down the differences, and discuss the key considerations—all while addressing your questions with clarity and care.
No surprises, just solutions. You’ll get a clear overview of our process and flat-fee pricing, so you’ll know what to expect in cost and timeline.
The next chapter begins here. If we’re a match to work together, you’ll select the perfect plan for your needs, and we’ll map out the journey ahead. Not ready to decide? That’s okay too. You’ll leave empowered with the knowledge to move forward when the time is right.
The future doesn’t wait—neither should you. Join our inner circle and be the first to receive exclusive updates, valuable insights, and practical tips from Plan Ahead. Your journey to peace of mind starts here.
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Frequently Asked Questions
Most Popular Questions
Why do I need an estate plan?
Estate planning is about protecting your family and securing your legacy. Whether you’re safeguarding assets for your children, preparing for medical emergencies, or ensuring your wishes are honored, a comprehensive estate plan provides peace of mind and prevents unnecessary stress during challenging times. At Plan Ahead, we help you take control of your future with personalized solutions that reflect your unique needs and values.
What is included in a basic estate plan?
A basic estate plan typically includes:
- A Last Will and Testament to outline asset distribution and guardianship for minor children.
- A Durable Power of Attorney to appoint someone to manage your financial affairs if you become incapacitated.
- An Advance Healthcare Directive or Living Will to document your medical preferences.
- Beneficiary designations to ensure assets transfer efficiently.
Plan Ahead also offers advanced tools like revocable living trusts and asset protection strategies for those seeking additional safeguards.
How does an estate plan protect my children?
An estate plan allows you to:
- Designate guardians for minor children to ensure they are cared for by someone who shares your values.
- Create trusts to manage inheritance responsibly and provide for your children’s future needs, such as education and healthcare.
- Prevent disputes by clearly outlining your wishes.
What happens if I die without a will or trust?
Without an estate plan, the state decides how your assets are distributed through intestacy laws. This process may not align with your wishes and often involves lengthy probate proceedings. For families with minor children, the court appoints a guardian without knowing your preferences, which can add unnecessary stress and uncertainty during an already difficult time.
How can I avoid probate?
Probate can be costly and time-consuming. A revocable living trust is one of the most effective tools to bypass probate. By transferring assets into the trust, you retain control during your lifetime while ensuring a smooth transition to your beneficiaries without court involvement.
What is the complimentary Peace of Mind Planning Session?
The Peace of Mind Planning Session is your first step toward securing your family’s future. This complimentary consultation allows us to understand your unique needs and goals. During this session, we’ll identify your priorities, address your concerns, and map out a clear path forward for your estate plan. Whether you’re just starting or refining an existing plan, this session is a clear first step with a licensed attorney.
What happens during the Estate Plan Design Meeting?
The Estate Plan Design Meeting is where your custom estate plan comes to life. Conducted over Zoom with attorney Erik Newton, this meeting focuses on tailoring a plan that aligns with your goals and values. We’ll guide you through key decisions, such as guardianship for minor children, asset distribution, and healthcare directives, ensuring every detail reflects your wishes. By the end of this session, you’ll have a comprehensive blueprint for your estate plan.
How can I get started with Plan Ahead?
Getting started is easy. Schedule a complimentary consultation with attorney Erik Newton, and we’ll walk you through the process step-by-step. Together, we’ll create a plan that protects your family, preserves your assets, and reflects your values.
What is a revocable living trust?
A revocable living trust is a legal entity you establish to hold your assets. You remain in control as the trustee and can adjust the trust during your lifetime. Upon your death, the trust distributes assets according to your instructions without the delays or costs of probate. It’s an excellent option for ensuring privacy and flexibility.
What are the benefits of estate planning for young families?
For young families, estate planning provides:
- Peace of mind knowing your children’s care and financial future are secure.
- Clear directives for medical and financial decisions in emergencies.
- Planning that helps pass what you build to the next generation.
Do I need an estate plan if I don’t have significant assets?
Absolutely. Estate planning is not just for the wealthy. It ensures that your healthcare and financial decisions are managed according to your wishes and that loved ones are cared for in case of emergencies. Additionally, it minimizes the risk of disputes and unnecessary costs for your family.
How does Plan Ahead make estate planning easy?
At Plan Ahead, we follow a streamlined, client-focused approach:
- Education: We guide you through the basics of estate planning in plain, simple terms.
- Customization: Every plan is tailored to your unique family dynamics, financial situation, and future goals.
- Convenience: From virtual consultations to simplified document preparation, we minimize time demands so you can focus on what matters most.
What is the Legacy Celebration & Signing Ceremony?
The Legacy Celebration & Signing Ceremony is a pivotal moment in your estate planning journey. Whether held at your home or at our Lake Worth Beach office, this event is more than just signing documents. It’s a celebration of your foresight and care for your loved ones. We’ll review your plan, address any last-minute questions, and ensure everything is signed and legally binding. This ceremony marks the completion of your plan and the beginning of a secure future for your family.
What ongoing support does Plan Ahead provide?
Estate planning is not a one-time event. At Plan Ahead, we’re committed to staying by your side as your needs evolve. After your plan is finalized, we’ll provide guidance on next steps, such as funding your trust or updating beneficiary designations. Plans include an annual 30-minute plan review at no charge; changes are billed at then-current rates.
