Estate Planning in Palm Beach County
Plan Ahead serves clients across Palm Beach County, including West Palm Beach, Boca Raton, Wellington, Boynton Beach, Delray Beach, Jupiter and Lake Worth Beach.
Served from the Lake Worth Beach office
Address
631 Lucerne Ave., Ste. 22
Lake Worth Beach, FL 33460
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Office hours
Monday to Friday, 8 a.m. to 5 p.m.
How we meet
In person at this office or at home for signings, or by video (Zoom) for planning meetings
Palm Beach County: what to know
Probate
Probate cases in Palm Beach County are heard by the Probate and Guardianship Division of the Circuit Court of the Fifteenth Judicial Circuit.
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The Clerk’s probate office is in the Main Courthouse at 205 North Dixie Highway in West Palm Beach, and the Clerk also handles probate at the North County Courthouse in Palm Beach Gardens and the South County Courthouse in Delray Beach. Attorneys file probate papers through the statewide Florida Courts E-Filing Portal; an original will goes to the Clerk on paper.
Sources: Fifteenth Judicial Circuit, Probate Division and Palm Beach County Clerk, e-filing for attorneys, checked October 21, 2026.
Homestead exemption
The Palm Beach County Property Appraiser takes homestead exemption applications online, in person at its five service centers, or by mail.
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The owner must hold title to the home and make it a permanent residence as of January 1, and the application is due by March 1 of the year the exemption is to apply. The homestead exemption is also the first step to the Save Our Homes cap on yearly increases in assessed value, and to portability when moving to a new Florida home.
Source: Palm Beach County Property Appraiser, homestead exemption, checked October 21, 2026.
Recording deeds
Deeds in Palm Beach County are recorded by the Clerk of the Circuit Court and Comptroller in the county’s Official Records.
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The Clerk accepts electronic recording through the vendors listed on its website, and records documents in person at the Main Courthouse in West Palm Beach and at its North County, South County, West County and Royal Palm Beach locations.
Source: Palm Beach County Clerk, Recording, checked October 21, 2026.
Florida guides
Your office
Florida
Lake Worth Beach
- 631 Lucerne Ave., Ste. 22
Lake Worth Beach, FL 33460 - (561) 464-4529
- Monday to Friday, 8 a.m. to 5 p.m.
- In person at this office or at home for signings, or by video (Zoom) for planning meetings
- Erik Newton, Attorney
How it works
- Request a sessionAsk by form, by phone or by video.
- Planning meetingsBy video (Zoom).
- SigningsAt the office or at your home, with witnesses and a notary.
- AfterwardsAn annual 30-minute plan review at no charge.
Other counties we serve
Plan by video from anywhere in Florida; sign at the office or at home.
Start with a Peace of Mind Planning Session
The session is complimentary. Tell us how to reach you and we will set a time.
Your session is with
Erik Newton
Attorney
Admitted in Florida and Illinois
Or call (561) 464-4529
Monday to Friday, 8 a.m. to 5 p.m.
