Practice Areas — BlueStone Legal
BlueStone Legal
Practice Areas
Estate planning is not a single document — it is a coordinated set of decisions that reflect your values, protect your family, and give you control over what happens when you no longer can. BlueStone Legal handles every dimension of that work.
"We take the time to understand your family's specific situation before recommending anything."
01
Wills & Trusts
The foundation of any sound estate plan. A properly drafted will or trust ensures your assets pass to the right people, in the right way, at the right time.
What This Covers
- Last Will & Testament drafting and review
- Revocable Living Trusts
- Irrevocable Trusts for asset protection
- Testamentary Trusts for minor beneficiaries
- Pour-over wills coordinated with trust structures
- Trust amendments and restatements
Worth Knowing
A trust can help your family avoid the time and expense of probate — and keep your affairs private.
02
Estate Planning
A comprehensive estate plan goes beyond a will. We help you think through every dimension of your legacy — from tax strategy to healthcare directives.
What This Covers
- Durable Power of Attorney
- Healthcare Surrogate Designation
- Living Will / Advance Directive
- Federal and Florida estate tax planning
- Beneficiary designation review and coordination
- Asset titling and ownership structure review
Worth Knowing
Florida has no state estate tax, but federal thresholds still apply. Proper planning can preserve more for your family.
03
Probate Administration
When a loved one passes, navigating the Florida probate process can feel overwhelming. We guide families through each step with clarity and care.
What This Covers
- Formal and summary probate administration
- Disposition of personal property without administration
- Creditor claims and estate debt resolution
- Asset inventory and appraisal coordination
- Distribution to heirs and beneficiaries
- Ancillary probate for out-of-state property
Worth Knowing
Florida probate timelines vary. We work to move the process forward efficiently while protecting the interests of all beneficiaries.
04
Business Succession
If you own a business, your estate plan must account for it. We help business owners structure a transition that protects the enterprise and the people who depend on it.
What This Covers
- Buy-sell agreement drafting and review
- Family Limited Partnerships and LLCs
- Succession planning for family-owned businesses
- Key-person planning and business continuity
- Coordination with business attorneys and CPAs
- Gifting strategies for business interests
Worth Knowing
Without a succession plan, a business you spent decades building can be disrupted or dissolved at the worst possible time.
Ready to Begin
Not sure where to start?
Most families come to us without a clear picture of what they need. That is exactly what a consultation is for. We will listen, ask the right questions, and help you understand your options — with no obligation.