We represent clients in a full spectrum of estate planning, probate administration, and trust administration matters, including advising clients regarding the management and distribution of their assets.
We work with all types of clients and estate sizes from preparing simple wills to preparing the most sophisticated of estate plans. We also represent all types of clients in the probate process, and handle all levels of estates.
Our staff and attorneys strive to provide excellent service to our clients through close personal attention and dedication, including homebound and hospital consultations. We work closely with our clients and their financial advisors and other professionals to meet their personal objectives and to achieve the best possible results.
4927 Southfork Drive
Lakeland FL 33813
Will - A will is a written legal document governing how all property and assets held in your individual name (as opposed to property titled in the name of a trust) are to be distributed after your death.
If you die without a will, the State of Florida provides certain default rules for determining how your assets will be divided, and who your beneficiaries will be. The court will also determine who will handle the administration of your estate.
Wills must conform to Florida law and must clearly and unambiguously state your intentions. Increasingly, people are tempted to use do-it-yourself or automated forms found online, however it is important to remember that a mistake which invalidates the will would most likely not be discovered until after your death when it's too late to correct, and which then results in costly procedures for your family, loss of control of the disposition of your assets, tax issues, or many other unplanned consequences.
- Trust - Trusts typically serve as the main dispositive instrument of your estate plan. All property and assets titled into the name of the trust will avoid the probate process and will pass according to the trust document. There are many types of trusts which can be used to achieve many different goals in planning your estate. The most widely used type is the Revocable Trust, commonly referred to as a "Living Trust."Tax, Lakeland Probate, Estate Planning, and Trust Administration Attorneys
A Revocable Trust is an arrangement that allows you, as trustee, to manage your property as long as you are able to do so, and then provides for the continuity of management by the successor trustee in the event of your incapacity. The revocable trust is entirely revocable and amendable by you during your lifetime. Any property transferred to your trust during your lifetime will avoid probate. A revocable trust allows the client to retain complete control and ownership over trust assets and remains a confidential document, even after death.
- Power of Attorney - A "power of attorney" is a written document by which one person (as the "principal) appoints another to act on his or her behalf (the "attorney-in-fact") and confers upon that person the authority to perform certain specified acts or kinds of acts on behalf of the principal while the principal is living. The document creating this relationship defines the scope and duration of the powers conferred upon the attorney-in-fact and informs third parties of the authority of the attorney-in-fact to step into the shoes of the principal for designated transactions. There are three types: limited, general, and durable.
A Limited Power of Attorney allows the attorney-in-fact to perform acts only with respect to certain assets of the principal or for certain special transactions. For example, a power of attorney with respect to real estate owned by the principal.
A General Power of Attorney gives broad power to act for the principal for a wide variety of matters, specified in the document, but is only applicable while the principal is competent.
A Durable Power of Attorney is a general power of attorney with "durability" language. This allows the power of attorney to remain in effect if the principal becomes incapacitated - most clients have the goal of naming an individual to act in this very circumstance, therefore this is by far the most common type.
Without a "durable" power of attorney, a court would be required to name an individual to make these financial decisions for the principal upon the incapacity of that person. A power of attorney may be revoked at any time by the principal.
- Health Care Surrogate - A Health Care Surrogate provides for the appointment of an individual who can act on your behalf with regard to medical or healthcare decisions, including providing informed consent for health care; to have access to your medical records; to apply for medical benefits on your behalf; or to authorize the admission or transfer of you to or from a health care facility.
- Living Will - A Living Will is your declaration directing the providing, withholding, or withdrawal of life prolonging procedures in the event you suffer from a terminal condition. Having a living will give a clear indication of your intentions and can serve to relieve the burden of guilt from family members and others who must make difficult health care decisions later.
- Preneed Guardian - A Declaration of Preneed Guardian is a declaration naming a person to serve as the guardian of the person, property, or both of an individual in the event the individual is determined to be unable to handle his or her own affairs. This document is useful both for the client, and for the client's minor children.
Caleb Wilson was born in Lakeland, Florida, and raised in Frostproof, Florida. After graduating high school in 2001, Caleb spent the next four years in Gainesville, Florida, and obtained his Bachelor of Arts degree in Business, with honors, in 2005 from the University of Florida, and obtained his Juris Doctor degree from Barry University College of Law in May of 2009.
After taking the July 2009 Florida Bar Exam, Caleb was admitted to the Florida Bar in 2009, and is a member of the Real Property, Probate and Trust Law section as well as the Young Lawyers Division of the Florida Bar, and is a member of the Estate Planning Council of Polk County.
Caleb works closely with Craig, and his practice includes estate planning, probate and trust administration. He also enjoys golf, tennis, hunting, fishing, and travelling, as well as following the University of Florida football program.
Barry University College of Law
Attorney and certified public accountant
Craig Mundy was admitted to the Florida and U.S. District Court, Middle District of Florida, and began his legal career in 1991. He obtained his Bachelor of Science degree, cum laude, from Florida State University in 1986, was certified as a Certified Public Accountant in 1989, and obtained his Juris Doctor from Florida State University, with honors, in 1991.
As both a CPA and an experienced attorney, Craig has become highly experienced in Estate Planning and Probate law. Craig has been included in Florida Trend's Legal Elite as well as Florida Super Lawyers, and is a Martindale-Hubbell and Lawyers.com Peer Review "AV" Rated attorney.
Craig is a member of the Real Property, Probate and Trust Law section of the Florida Bar, as well as the Estate and Trust Law Planning Committee, and a Circuit Representative for this section. He is also a member of the Estate Planning Council of Polk County.
Florida State University