Estate Planning for the Future

Oughterson, Sundheim, & Associates P.A. understands how important it is to make sure that your family is taken care of in the future. Our team helps with all of your estate planning needs and will make sure that your assets and personal belongings are dispersed properly to your loved ones. We will work closely together by reviewing your assets and  finances. Our legal team makes sure all of your documents are  prepared correctly and in a timely manner. We are here to help you through this process and will answer any questions you may have. To schedule your appointment to get started, call us today at (772) 287-0660!
Wills And Estate Planning — Wealth Preservation Document in Stuart, FL

Our Estate Planning Services

  • Wills

    A will is a legal document that allocates a person's belongings to people of their choosing. Items can include properties, money, and personal possessions. Our team will help draft your will and make sure your possessions are dealt with in the proper manner.

  • Trusts

    A trust is a fiduciary arrangement that allows a third party, or trustee,  to hold certain assets on behalf of a beneficiary or beneficiaries. Trust establishment can assist with various matters, including avoidance of probate, ease of distribution of assets and certain tax ramifications.


  • Powers of Attorney

    A legal document that allows a personal to appoint another to be their legal Agent/Representative. The appointed agent can represent  the Principal with regard to financial, business and medical matters among other things.  There are Durable Powers of Attorney  and Limited Powers of Attorney. 

  • Living Wills

    A Living Will is a written document that is medical in nature and allows a person to  make certain decisions regarding their  health needs when facing a terminal condition.  This document also can appoint a surrogate decision maker on their behalf. 

  • Health Care Surrogates

    When you are not able to make sound decisions for yourself, a health care surrogate document can be created to allow you to appoint another person to make health care decisions on your behalf.

  • Probate

    Probate Administration is a legal process through the Court system that allows for the proper transfer of a deceased person's assets.  There are several types of probate administration.

  • Trust Administration

    Trust Administration is the legal process of  transfering trust assets to a deceased persons beneficiaries.