Boutique Estate Planning, Designed Around You
Your life isn’t one-size-fits-all, your estate plan shouldn’t be either. Our firm takes a boutique, client-focused approach that goes far beyond filling out standard forms. We take time to understand your family dynamics, long-term goals, values, and concerns so every recommendation is intentional and every document is crafted with purpose.
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Don't Leave a Mess
Understand whether you need a will or a trust and how to organize your estate to keep your family out of court and conflict.
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Protect Who (and What) Matters
Ensure your plan works by avoiding non-compliant or outdated documents that fail to work when needed.
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Get Financial Peace of Mind
Empower yourself to make informed legal decisions through a guided, heart-centered approach that preserves your wealth.
Estate Planning Services
How We Can Help You
Comprehensive planning that protects your family and your assets, offered on a flat fee and completed through a simple three-step process.
Wills and Trusts
Plan how your assets are managed and passed on, with clarity and protection for your loved ones.
Incapacity Documents
Ensure trusted decision-makers can act on your behalf if you cannot.
Guardianship Planning
Name the right guardians and provide guidance for your children’s care.
Kids Protection Plans
Add extra safeguards and instructions to keep your children protected
in any situation.
The Three Step Life & Legacy Planning Process
Signing Ceremony
We walk through your documents, answer final questions, and finalize signatures - all within one month.
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Life and Legacy Planning Session
We review your family, assets, and goals. You select a flat fee plan, and we design your estate plan based on your decisions. You're in control. We educate and empower you to tailor your plan to match your specific goals and objectives.
Binder Delivery Meeting
You receive your binder. We confirm assets are aligned and review instructions for your fiduciaries. We confirm proper titling of assets, beneficiary designations and provide instructions for your fiduciaries.
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Testimonials
Why Families Choose Legacy Planning of Tampa Bay
Working with Mindy Miller at Legacy Planning of Tampa Bay was truly a gift. She guided me through the entire process of creating my will and trust with such clarity and care. What I expected to be a complex and overwhelming experience turned out to be smooth, educational, and even empowering.
-Wendy
Legacy Planning has given me and my daughter peace of mind. Mindy Miller was so easy to work with and extremely knowledgeable, hard working, and dedicated to walking you thru the process. She made this a great experience.
-Kimberly
Mindy and her team are amazing. I sleep better at night knowing that my children and family are taken care of. She has been very helpful when I have questions and answers any time I call and has even helped with information for a friend that recently passed. I can't say enough good things about the experience and the trust.
-Amy
Get your Free Book to begin learning how to protect your kids in your absence.
Wear Clean Underwear
A practical overview of the essential protections every family should have.
Educational Events and Workshops
Learn the essentials of estate planning through short, informative sessions.
Jan 9, 2026
Coming Soon!
More details to come.
Jan 16, 2026
Stay Tuned!
More details coming soon.
Helpful Articles and Insights
Quick reads that simplify important legal topics and support your planning process.
Dec 9, 2025
The One Big Beautiful Bill: What It Means for Your Family's Financial Future
The massive, so-called "One Big Beautiful Bill" (“OBBB”) that became law on July 4th brings sweeping changes to
taxes, healthcare, and benefits that will affect nearly every American family. Read more…
Dec 2, 2025
When Paradise Turns to Pain: Jimmy Buffett's Estate Battle
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become
anything but relaxing for his family. Read More...
6 Mistakes to Avoid When Choosing An Estate Planning Attorney
A concise guide to the most common planning pitfalls and how to choose the right attorney.
Planning Made Simple
Receive brief, practical guidance to help you protect your family with confidence.