The Estate Plan

Effective estate planning in Florida entails taking care of all situations arising after your passing. Moving assets into a trust, acquiring life insurance, or changing beneficiary designations on your IRAs and insurance policies might be necessary. In such cases, you can get additional guidance from your estate planning attorney on what actions to take.

A native New Yorker, Peter Dyson moved to Florida in 2004 after receiving a full-tuition scholarship to attend law school at Nova Southeastern University. To help his clients, Peter combines the newest technology with the old-fashioned work ethic. He leaves no stone unturned when working for the best outcome for his clients. Employing the latest technology frees his time to focus and dive into the details of your case.

Samantha Graffeo was born in Caracas, Venezuela and raised in Miami, Florida. She comes to us with a background in customer service, sales and communication. Having previously worked in the retail and self-storage industry, her customer service and people-skills, while being bilingual are areas in which she shines the most. Apart from this, she is a Highest Honors graduate from Miami Dade College in Mass Communications and Journalism, that together with her family background in Law, has joined both worlds into the areas of Administrative Specialist here at The Estate Plan.

Nicole Rodriguez is a Florida native with over a decade of experience in Estate Planning, Probate and Trust Administration. Nicole has a Bachelors of Science degree in Paralegal Studies and is a Florida Registered Paralegal.

In simplified terms, probate is the court­ supervised process that resolves any debts that the decedent might have and distributes the assets to the named beneficiaries or rightful heirs. The Florida probate court is guided by the Florida Probate Rules and Florida Probate code, found in chapters 731 through 735 of the Florida Statutes. Probate is necessary when a decedent has failed to create a will or has left assets in their individual name for disposition solely through their will.