Estate Planning & Probate Lawyer, Fort Lauderdale, FL
Fort Lauderdale's Trusted Estate Planning Attorneys
Attorney Geoff Levy
Attorney Geoff Levy
Preserving Your Legacy. Safeguarding Their Future.

Estate planning with an attorney can establish the legal documents you need to protect your health, family, and inheritable assets upon death or incapacitation. But not just any lawyer can do the job in a way that thoroughly protects what matters to you most.

When drafting end-of-life documents, you need a lawyer with a sharp legal mind and an effective, creative approach to asset protection who listens and is also easy to talk to. In Fort Lauderdale, The Levy Firm provides experienced, compassionate estate planning guidance tailored to your specific circumstances and goals.

An estate plan can take years to unfold – if you plan it that way, and most people do. The more time you give your lawyer to plan, the better they can protect your assets. Don’t put off estate planning until tragedy strikes. Be prepared.

“Geoffrey took the time to explain everything in detail, and I greatly appreciate what he and the whole team did for me. Thank you very much for the amazing work. So happy with your service.”
Estate Planning Essentials
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Five Key Documents For An Effective Estate Plan

While legal requirements and documents may vary based on jurisdiction and circumstances, the five major documents in a person’s estate plan typically include:

  1. Last Will and Testament
    Wills outline how a person's assets and properties should be distributed after their death. It may also appoint guardians for minor children and specify other wishes.
  2. Revocable Trusts
    Strategically created trusts allow individuals to manage and distribute their assets while avoiding probate – a potentially lengthy, public, and expensive court process. 
  3. Power of Attorney
    There are different types of power of attorney, such as general, durable, and limited. Basically, this document appoints someone to make financial and legal decisions on behalf of the individual if they become incapacitated.
  4. Healthcare Proxy or Medical Power of Attorney
    This document designates a person to make medical decisions on behalf of the individual if they are unable to do so. It includes decisions about medical treatments, surgeries, and other healthcare matters.
  5. Advance Healthcare Directives
    Provides guidance to healthcare proxies, medical professionals, and loved ones on decisions about life-sustaining treatment, organ donation, and other medical interventions.
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Meet Attorney Geoff Levy 
The Attorney Who Helps You Protect What Matters Most 

Geoff is known for his exceptional estate planning skills, responsiveness, and dedication to protecting clients’ assets from debts and taxes. Born and raised in Broward County, Geoff spent years working in renowned Florida law firms before opening The Levy Firm in Fort Lauderdale, over a decade ago. Read More.

Meet The Team
Attorney Geoff Levy
- Attorney Geoff Levy
“We help people in a real way. We’re not looking to just ‘close a deal.’ I’m your lawyer for life .”
Consult with Geoffcreate a plan tailored to meet your specific needs
  • What happens in an estate plan consultation?

    When you meet with attorney Geoff Levy for a free confidential estate planning consultation, he will listen to your goals, explain the process, and review options. He can answer questions related to planning and Florida probate as well as offer creative solutions to manage wealth transfers. Our goal is to provide you with a clear roadmap for asset management and distribution.

  • Do I need to be retired and rich to have an estate plan?

    Florida estate plans are highly recommended for adults of all ages and financial situations. In addition to settling financial affairs and transfers, a comprehensive estate plan can provide directions for medical care, guardianship, funeral arrangements, spreading of ashes, bestowing gifts and heirlooms to specific loved ones, establishing pet care, and making charitable donations, among many other wishes. By being proactive, you can ensure plans for your loved ones, legacy, and interests are carried out the way you want them to be. Contact The Levy Firm PLLC today for a free consultation.

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Success Stories From Those We’ve Helped
  • “Would highly recommend. Handled my case quickly and efficiently. Attorney and staff always accessible and very responsive to answer any questions. Extremely pleased with the result.”
    Lenor C.
  • “Their customer service is top tier! They looked out for me from beginning to end of my court case.”
  • “Mr. Levy was overwhelmingly friendly and personable, but at the same time frank and straightforward. Loved his approach.”
    Jean P.
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Our Tailored Areas of Expertise

The Levy Firm is focused on estate planning in the Tri-County Area – Miami-Dade, Broward, and Palm Beach. However, we offer a range of legal services to these and other South Florida communities:

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Partnering With You As Your Lawyer For Life

We understand that legal issues can be complex and stressful and that there are a lot of firms competing for your attention. The Levy Firm stands out for our exceptional and personal service. You will work with an attorney, not an assistant. All clients get Geoff’s personal cell phone number. We promise that your inquiries will be responded to within 24 hours or less. Count on The Levy Firm for service that is:

  • Personable. Death is a sensitive subject. You don’t want to spend hours discussing this with someone who sees you as “just another case.” Geoff has a passion for helping people through complex and difficult legal processes. He prioritizes client experience and responsiveness.
  • Dedicated. We are always by your side. We can reply to any call, contact, or question within 24 hours – It's just another demonstration of the personal attention clients deserve and receive at The Levy Firm.
  • Strategic. Our intelligent, comprehensive approach and vigilant legal support allow you to go through the estate planning process with confidence and assurance.
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Take The First Step To Safeguard Your Legacy.
Contact Geoff Today. 

Estate planning is a journey of trust and foresight, and our team is dedicated to guiding you through every twist and turn. The first step in any estate plan is to consult with a lawyer you like and can trust. At The Levy Firm, we promise to use our more than 10 years of experience with Florida probate and estate planning law to establish concrete estate plans that carry out your wishes your way. Regardless of the complexity of the issue, we are committed to providing creative and effective solutions.

If you need estate planning services or another legal matter, let’s get started. Contact Us Today.

“Geoff was always reachable to answer any popup questions, and I never felt like a number, like with some larger firms. In the end, The Levy Firm exceeded all my expectations, and I would definitely use them again.”
Stefania S.
Free Consultation. Contact Us Today.

If protecting your legacy and the financial security of your loved ones is a concern of yours, it’s a concern of ours. Let’s talk. Our law firm provides legal services in English and Spanish. Free consultations for new clients.

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