The Estate Plan

The Estate Plan The Estate Plan crafts personalized solutions for your estate planning, probate, and guardianship needs.

We offer 24/7 emergency support for our clients because your peace of mind is our top priority. Legal Practice Areas:
* Estate Planning & Asset Protection
* Business Succession Planning
* Special Needs Planning
* Probate, Trust & Estate Administration
* Probate, Trust & Estate Litigation
* Real Estate Transactions

VERDICT ALERT! Peter Dyson, owner of The Estate Plan, just finished a 6-day jury trial involving a trust that was create...
03/27/2026

VERDICT ALERT!
Peter Dyson, owner of The Estate Plan, just finished a 6-day jury trial involving a trust that was created from a medical malpractice settlement for a disabled daughter (our client). The trust was supposed to provide for her for the rest of her life.

After an argument between mother and daughter, the mother (who was the trustee) stopped giving her money from the trust. The daughter ended up living in her car while the trustee continued withdrawing cash from the trust accounts.

On behalf of the daughter, we filed a lawsuit to force an accounting, remove the trustee, and recover the money that had been taken.

The trustee countersued and asked the jury for $1.25 million in damages against the daughter.

After the trial, the jury:

Found the trustee breached her fiduciary duty
Awarded damages for money taken from the trust
Rejected the trustee’s claims against the daughter.

Trust cases are often the hardest cases because they involve family, money, and broken trust all at the same time.

Most trust litigation cases start with one sentence:
"I do not know where the money is going."

If you are a beneficiary and:

You are not receiving information
You are not receiving distributions
You think a trustee is mishandling money

You may need a trust litigation attorney.

If you've been in Florida all winter and you're about to head back north, here's something to think about:Where are you ...
03/25/2026

If you've been in Florida all winter and you're about to head back north, here's something to think about:

Where are you actually domiciled?

Domicile isn't just where you spend time, it's where you vote, where your driver's license is, where you intend to remain permanently. And it matters because your estate will be governed by the laws of your domicile state, not just where you happen to own property.

If you split time between Florida and somewhere else, have you made your domicile clear? Or are you leaving it up to two states to fight over?

Estate planning has all sorts of considerations DIY, AI and general practitioners miss or ignore; domicile is just one basic one.

We have flat fee packages that help people cover all the nuances and considerations. Reach out if we can help.

Spring is here. It's the season of cleaning out closets, organizing garages, and finally tackling that junk drawer.What ...
03/23/2026

Spring is here. It's the season of cleaning out closets, organizing garages, and finally tackling that junk drawer.

What if you added one more item to the spring cleaning list this year?

A family "in case of emergency" folder. One place with account information, insurance policies, contact numbers, legal documents, and instructions.

Not for you, for the people who'd have to figure things out if something happened.

Have you built that folder yet?

If you're the personal representative of a loved one's estate right now, you probably didn't realize what you were signi...
03/19/2026

If you're the personal representative of a loved one's estate right now, you probably didn't realize what you were signing up for.

The paperwork. The deadlines. The calls from creditors. The family members asking when they'll receive their share. The feeling that you're responsible for everything and have no idea if you're doing it right.

Here's something most people don't know you're allowed to hire help.

The estate, not you personally, can pay for an attorney to guide you through the process, handle the filings, and make sure you don't make a mistake that costs you personally.

You don't have to figure this out alone.

Are you getting the support you're entitled to?

We can help.

In a couple days it’s St. Patrick's Day. People will talk about luck.But here's the thing about estate planning: it's de...
03/15/2026

In a couple days it’s St. Patrick's Day. People will talk about luck.

But here's the thing about estate planning: it's designed for when luck runs out.

An unexpected diagnosis. A car accident. A sudden decline. These aren't things anyone wants to think about but they're exactly the situations where having a plan means your family isn't left scrambling.

Luck is wonderful. But your family deserves more than luck.

What's your backup plan?

If you don’t have one, you should. Your family deserves one.

We can ensure you’re not depending on luck alone.

Be honest: when do you actually do your taxes?If you're like most people, it's not January. It's late March, well, early...
03/11/2026

Be honest: when do you actually do your taxes?

If you're like most people, it's not January. It's late March, well, early April. Or maybe you’re one of those April 14th people!

You know it needs to happen, you have all year to gather and organize, but somehow it waits until the deadline forces your hand.

Now think about your estate plan.

Same paperwork avoidance. Same "I'll get to it." Same discomfort sitting down to deal with something tedious and a little unpleasant.

But here's the difference: taxes have a deadline. Estate planning doesn't, until it's too late.

The thing you're putting off with your taxes… April 15 will fix that.
The thing you're putting off with your estate plan… Life will manage that unless you do.

If you're someone who needs a deadline to act, what's yours?

While you’re getting taxes done and fighting to keep any new year resolutions, why don’t you complete the circle and plan for the unexpected. We can help.

March is Women's History Month: a time to celebrate the women who shaped our families, our communities, and our lives.Bu...
03/01/2026

March is Women's History Month: a time to celebrate the women who shaped our families, our communities, and our lives.

But here's a reality that doesn't get talked about enough:

Women live longer than men, on average. Which means many wives and mothers will eventually face managing finances, navigating legal documents, and making major decisions alone.

If you're the spouse who handles "all that stuff," have you made sure your partner could step in if something happened to you?

And if you're the one who's always deferred those decisions, do you know enough to protect yourself?

Life is unpredictable, your planning shouldn’t be.

Make time to review your plans together.

If you haven’t planned for life’s unexpected events, you really should. We have flat fee packages to make the process easy.

Second marriages are beautiful. Blended families can be too.But here's the tension no one wants to name: your spouse and...
02/22/2026

Second marriages are beautiful. Blended families can be too.

But here's the tension no one wants to name: your spouse and your children from a previous marriage may have competing interests when you're gone.

Without a clear plan, your surviving spouse might inherit everything, leaving your kids with nothing. Or vice versa. Either way, someone feels betrayed.

If you've blended a family, have you planned for what happens when you're no longer there to keep the peace?

Having the proper planning prevents the unexpected.

DIY solutions miss much of the legal details only an attorney can help with.

We are here to ensure your family is protected.

Your kids are adults now. They have careers, maybe families of their own.But do they know where you keep your important ...
02/21/2026

Your kids are adults now. They have careers, maybe families of their own.

But do they know where you keep your important documents? Do they know who your financial advisor is? Do they even know if you have an estate plan or a will?

Most parents assume "they'll figure it out." But "figuring it out" during grief, while navigating probate, while managing their own lives... that's a heavy burden to hand someone you love.

Have you had that conversation yet? You should.

Regardless of what level of planning you’ve done, having an open conversation with those you love is important. If you’re unsure where or how to start, we’re here to help.

DIY and AI planning poses legal risks you’re likely not aware of. If you’re going the less expensive route, at least have an attorney review those documents. 9 out of 10 times they need work.

The best option is still to have a firm like ours prepare and plan for you.

Here's something no one talks about:When you pass away, your will becomes public record in Florida. Anyone, neighbors, d...
02/18/2026

Here's something no one talks about:

When you pass away, your will becomes public record in Florida. Anyone, neighbors, distant relatives, scammers... can see exactly what you owned and who got what.

Probate is not private.

For a lot of families, that exposure creates tension, jealousy, and even legal challenges from people who feel they deserved more.

Is your family prepared for that kind of visibility?

Protecting your family’s future takes more than some DIY solution and simple will. Show them they matter by doing proper planning. This isn’t one of those areas of life you cheap out on.

We’re happy to help, you just need to take the first step by reaching out.

Remember being 21? 🎂Everyone is so very mature.Not.Now picture this:Your 21-year-old inherits $200,000.No restrictions. ...
01/27/2026

Remember being 21? 🎂
Everyone is so very mature.

Not.

Now picture this:
Your 21-year-old inherits $200,000.
No restrictions. No rules. Just a check.

💨 Gone in a year. Maybe six months if there's a cool car involved.

A trust lets you protect your kids FROM themselves.
Set age requirements.
Milestone distributions.

Love them enough to set boundaries.
Even from the grave. 👻

(305) 665-8888

Address

2625 Ponce De Leon Boulevard Suite 280
Coral Gables, FL
33135

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13056658888

Website

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