LEGACY TRUST COUNSEL
http://www.legacytrustcounsel.com/
Areas of Focus: Holistic Elder Care Planning, Kids Protection Planning, Life and Legacy Planning, Special Needs Planning
Licensed States: Florida
Elena Ortega-Tauler graduated from the University of Miami School of Law in 1988, and she has been practicing law in Florida for more than 20 years. Throughout her many years of practice, Elena has made tremendous strides in her career. She is the founder of Tauler Law Firm, a law firm that grew to a 35 legal member staff, handling thousands of civil litigation cases. She is a member the Florida Bar Association, she has also been a Florida Supreme Court Certified Mediator, Wealth Counsel member, and the Family Wealth Planning Institute member. She is also an adjunct professor for Florida International University. Elena is also an active member of the community through volunteering and partnering with non-profit organizations and by making herself available to educate and inform others. Her experience and expertise are the reasons why she is a widely respected lawyer in her community. In 2018, she ran for Miami Dade County Court Judge, receiving over 116,000 votes.
As an attorney, Elena is known for her caring and responsive approach to the needs of her clients. As she states, “I went to law school because I’ve always had a passion for helping people.” Soon after running for Judge, Elena knew that entering politics was not the way for her to impact the change she wanted to see in her community. Concentrating her efforts on providing legal services in estate planning and family law, she and the rest of the Legacy Trust Counsel team are committed to ensuring the best possible outcome for every client and their legal concerns.
Her love for her community and the future of every client is the motivation behind Legacy Trust Counsel. Through the years, Elena, has been able to navigate and pinpoint major concerns of clients and their relationships with lawyers. As a result, Legacy Trust Counsel does not bill anything on an hourly basis, so there will never be a surprise bill. All fees are always agreed to in advance and chosen by clients. Elena’s mission is that your legacy plan works when you and your family need it most. As your Personal Family Lawyer, she is your family’s trusted advisor for life!
Nothing matters more to Elena than her family. She has 5 beautiful children, and a toddler for a granddaughter that is simply full of life. She understands the need there is to protect your family’s life and legacy, whether that is in the area of Asset Protection, Kids Protection, Special Needs Planning, Elder Law and Medicaid Planning, Blended Families Planning, Wills, Trusts, and Estate Planning. Elena has dedicated her life to service, with the legal experience, training and tools to protect you and your family no matter what the future holds.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.