Estate Planning

Estate Planning Lawyer in Palm Beach & Martin Counties, FL

Estate planning protects your legacy and ensures your loved ones are cared for as per your wishes. Without it, state laws may dictate the distribution of your assets, potentially conflicting with your desires.

At Stuart B. Klein, P.A., we simplify estate planning, providing expert guidance through every step with clarity and confidence.

Contact us today to secure your family’s future.

Stuart B. Klein, P.A.: A Leading Estate Planning Attorney on Your Side

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With over 30 years of experience, Stuart B. Klein, P.A. offers expert legal services in estate planning, real estate, corporate law, and probate litigation. We specialize in creating personalized strategies that protect your interests and provide peace of mind, whether you're handling complex transactions or navigating life-changing legal matters.

Areas of Expertise

  • Real Estate: Residential & commercial transactions, title insurance, foreclosure defense.
  • Estate Planning & Probate: Wills, trusts, probate litigation.
  • Corporate Law & Litigation: Business entities, investment fraud, and more.
  • Reverse Mortgages: Guidance on transactions, reverse mortgages for home purchases.

Stuart’s unique background in telecommunications and healthcare law allows him to handle specialized legal challenges with confidence.

Recognized in The Best Lawyers in America (2024) and Super Lawyers, Stuart delivers approachable, expert legal guidance tailored to your needs.

Why Choose Us?

At Stuart B. Klein, P.A., we prioritize your peace of mind by offering compassionate, results-driven legal services. With over 30 years of success, we help individuals, families, and businesses navigate legal challenges with confidence.

What Sets Us Apart

  • Tailored Solutions: We provide personalized strategies aligned with your goals.
  • Client-Centered Approach: You stay informed and empowered, with detailed explanations every step of the way.
  • Local Expertise: We understand the legal landscape of Palm Beach and Martin Counties, ensuring strategies that work for our community.
  • Proven Recognition: Named in The Best Lawyers in America (2024) and Super Lawyers, Stuart’s commitment to excellence sets us apart.
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Testimonials

Our Estate Planning Services

  • Wills & Trusts

    We create clear, legally sound wills and establish various types of trusts to protect your assets and ensure their proper distribution.

  • Probate & Estate Administration

    We guide you through the probate process, ensuring a smooth transition of assets to your beneficiaries.

  • Asset Protection

    We implement strategies to protect your assets from creditors and taxes.

  • Powers of Attorney & Healthcare Directives

    We help you designate trusted individuals to make decisions on your behalf when needed.

  • Tax Planning

    We offer strategies to minimize estate taxes, ensuring your beneficiaries receive the maximum benefit.

Estate Planning for Every Life Stage

  • Young Families: Securing your children's future with guardianship and educational trusts.
  • Retirees: Protecting retirement assets and minimizing tax implications.
  • Business Owners: Safeguarding business interests and ensuring smooth succession.
  • Blended Families & Complex Assets: Addressing the challenges of blended families and complex assets.

Our Process

Working with Stuart B. Klein, P.A., involves a clear and effective process:

  • Consultation

    We begin by reviewing your documents and discussing your goals to tailor a plan that fits your needs.

  • Document Drafting & Execution

    We draft and execute your will, trusts, and powers of attorney to ensure they’re legally valid and comprehensive

  • Review & Updates

    Estate planning is ongoing. We recommend regular reviews to keep your plan updated with life changes.

Why Estate Planning Matters

Estate planning is essential for protecting your family’s future and avoiding unnecessary legal complications. Key benefits include:

  • Protecting Your Family & Assets: Ensures assets are distributed as you wish and secures your loved ones' financial future.
  • Avoiding Probate & Family Disputes: Prevents conflicts and reduces costly, time-consuming probate proceedings.
  • Avoiding State-Controlled Outcomes: Without a plan, state laws control inheritance, often leading to unwanted results.

An estate plan is more than just asset distribution—it’s a proactive way to provide peace of mind for you and your family.

Get Started Today

Protect your legacy and loved ones with expert estate planning. With our in-depth knowledge of Palm Beach and Martin Counties’ legal landscape, we offer solutions tailored to your community's unique needs. 

Contact us to schedule a consultation or review your estate plan.

4400 PGA Blvd, Suite 603
Palm Beach Gardens, FL 33410

(561) 478-1577

[email protected]

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Frequently Asked Questions