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Elder Law Attorneys – Creating Peace of Mind for All Generations

Revocable Trust

Experienced Revocable Trust Attorney in Florida

Many people assume that having a will is enough to protect their assets and ensure their family is taken care of. However, a will must go through probate, which can be a long and expensive court process. A Revocable Trust is one of the best estate planning tools for avoiding probate and ensuring a smooth transfer of assets.

At Elderly Care Law Firm, we help Florida families create Revocable Trusts that provide flexibility, privacy, and financial security.

What is a Revocable Trust?

Revocable Trust (also known as a Living Trust) is a legal document that allows you to:

  • Transfer assets into a trust while you are alive
  • Continue to use and control those assets
  • Ensure your assets pass directly to your heirs without probate after your death

Unlike a will, a Revocable Trust allows assets to be distributed immediately to beneficiaries without waiting for court approval.

Benefits of a Revocable Trust

A Revocable Trust offers several advantages over a will:

  • Avoids Probate – Assets in a trust do not have to go through probate court, saving time and money.
  • Maintains Privacy – Unlike a will, which becomes public record, a trust keeps your financial affairs private.
  • Protects You If You Become Incapacitated – If you become unable to manage your finances, your chosen trustee can step in immediately to handle your affairs without court intervention.
  • Allows for Special Instructions – You can control when and how assets are distributed, such as setting up financial protections for young or irresponsible heirs.

What Assets Can Be Placed in a Revocable Trust?

Almost any valuable asset can be placed in a Revocable Trust, including:

  • Real estate (homes, rental properties, vacation properties)
  • Bank accounts and investments
  • Business interests
  • Life insurance policies
  • Personal property and valuables

Can a Revocable Trust Be Changed?

Yes! Unlike an Irrevocable Trust, a Revocable Trust can be changed or revoked at any time while you are alive. This flexibility makes it a popular choice for estate planning.

How Can an Attorney Help with a Revocable Trust?

At Elderly Care Law Firm, we:

  • Draft customized Revocable Trusts that meet your specific needs
  • Ensure your trust is legally funded to avoid probate
  • Guide you on the best strategies for asset protection and tax planning

If you want to avoid probate and simplify your estate plancall Elderly Care Law Firm at (305) 564-6606 today for a consultation. A Revocable Trust can give you peace of mind knowing your loved ones are protected.

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Sherrie Lim

Client Services Coordinator

Sherrie Ann Lim brings over twelve years of customer service experience and a strong background in team leadership and client support. Although she holds a Bachelor of Science degree in Physical Therapy, her career path led her to the dynamic world of the contact center industry, where she discovered a deep passion for service, communication, and operational excellence. 

Sherrie is known for her perseverance, enthusiasm, and confident sense of responsibility. She consistently delivers high-quality results, efficiently managing tasks while remaining flexible to the evolving needs of her clients. Her commitment to continuous improvement and excellence positions her as a trusted ally for businesses seeking proactive and reliable virtual support. 

Drawing from her college background, Sherrie has a deeper understanding of the physical and emotional needs associated with aging, making her especially attuned to the importance of compassionate and informed care for the elderly. She recognizes that elder care isn’t just about physical support, it also involves emotional presence, patience, and clear communication. Her strong appreciation for family ties fuels her commitment to helping clients manage the intricacies of elder care with empathy and attentiveness, ensuring that elderly loved ones feel respected, safe, and truly cared for. 

 

She loves taking care of her family during her rest days and free time, finding joy in the simple yet meaningful routines of home life. Whether it’s preparing home-cooked meals, baking sweet treats for her kids, or tackling household projects, Sherrie finds fulfillment in creating a nurturing and organized environment for her family. Whenever time and opportunity allow, she also enjoys traveling with her family, exploring new places, creating lasting memories, and embracing experiences that strengthen their bond and bring joy into their lives. 

Fun Fact: Sherrie’s two kids were born on the exact same date—two years apart! 

May Cruz

Client Services Coordinator

May began her community service career with the Philippine Department of Health as a Computer Operator, providing vital technical support to healthcare workers across island provinces and helping to bridge technology gaps in remote medical settings. Her commitment to service extended beyond her official duties—she also volunteered in medical missions, assisting indigenous communities and contributing to the delivery of essential healthcare with empathy and cultural sensitivity. 

Continuing her dedication to public service, May later worked at a law firm as a Disability Service Coordinator, assisting military veterans in navigating disability services. She brought empathy, compassion, and heart to the role, ensuring that each veteran felt heard, respected, and supported throughout the process. 

With a unique blend of technical expertise and human-centered care, May remains deeply committed to using her skills to uplift underserved and vulnerable communities. 

Fun Fact: Despite not knowing how to swim, May is a certified open water diver. Her adventurous spirit and determination push her beyond her comfort zone—both in life and under the sea.