Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Florida
At Rodriguez | Marrero, P.A., we are passionate about estate planning and building lasting relationships with our clients. Our flat-fee structure promotes open conversations, while our membership programs ensure your estate plans are updated as life changes. We believe that estate planning is about more than just financial assets; it’s about preserving family harmony and leaving meaningful legacies.
As a father of two, I understand the importance of securing a bright future for loved ones. My mission is to provide peace of mind through customized estate plans that go beyond standard legal documents, ensuring your family’s legacy is protected for generations.
My journey into estate planning was shaped by two pivotal experiences: creating a successful pro bono estate plan for my pastor’s aunt and witnessing the turmoil my own family faced due to outdated plans after my aunt’s passing in 2022. These moments inspired me to adopt a more personalized approach to help families navigate the complexities of estate planning.
If you’re looking for a dedicated estate planning attorney who understands your unique needs, let’s connect and create a plan that secures your family’s future.
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.