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Advocate Financial
  • Home
  • Our Team
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  • 5-Star Reviews
  • FRS DROP
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  • Workshops
  • Estate Planning
  • Our Blog
  • Videos
  • Annuity 101

Importance of Estate & Legacy Planning

Planning for the future of loved ones is absolutely essential, and having a Will or Trust can make settling your affairs after you pass a more efficient process for your loved ones. Estate Planning provides peace of mind, by knowing that you're in control. 


  • Asset Distribution: An estate plan allows you to specify exactly how and to whom your assets will be distributed after your passing. By clearly outlining your wishes, you can help protect your assets and provide peace of mind for both yourself and your loved ones.


  • Minimize Probate and Taxes: A good estate plan can help your loved ones avoid lengthy and costly probate processes.


  • Healthcare Decisions: You can outline your medical wishes and appoint someone to make healthcare decisions for you if you can't.


  • Guardianship for Dependents: If you have kids, you can name a guardian to care for them in case something happens to you.


  • Reduce Family Conflicts: Clear instructions can help prevent disagreements among family members about your wishes after you're gone.

Email to learn more

Advocate Financial is pleased to have Attorney William Sanchez offer legal services for our clients in need of Estate Planning

William J. Sanchez - Attorney Esq. (WS Legal Services)

Mr. Sanchez has been practicing law in Florida for over 15 years assisting Floridans. William completed his bachelor's degree at the University of Iowa where he studied political science. After moving from Iowa to Florida he attended Barry University School of Law where he obtained his JD. During his years of practice, he has gained a wide range of experience in different areas of law.


Estate Planning Services 


Planning for the future of loved ones is absolutely essential, and having a Will or Trust can make settling your affairs after you pass a more efficient process for your loved ones. Estate Planning provides peace of mind, by knowing that you're in control. 


  • Asset Distribution


  • Minimize Probate and Taxes


  • Healthcare Decisions


  • Guardianship for Dependents


  • Reduce Family Conflicts

Contact William

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The information provided on this website is intended solely for educational purposes and should not be construed as specific tax or legal advice. We advise our users to consult with qualified tax or legal professionals regarding their individual circumstances before making any decisions based on the content presented. Certain products discussed may incur fees and may be subject to specific restrictions. Personal reviews will be conducted by state-licensed agents through the state Department of Financial Services, independent of the Florida Retirement System or any Government agency. Videos and content available on this site do not constitute investment advice or an offer to buy or sell any securities or insurance products. The information provided is not intended to serve as a comprehensive analysis of the topics discussed. Any discussions or responses to inquiries are limited to the sharing of general information and do not involve personalized investment advice.  We disclaim any liability for reliance on the information provided herein.


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