Your Trusted Guide to Navigating Life

Wealth is More Than Money

At Compass Estate Law we believe that "Family Wealth" is far more than money, financial accounts, and property. Because intangible wealth in the form of personal values, beliefs, wisdom, and personal philosophies gained throughout your life are indeed true wealth. Our unique planning method ensures this wealth is preserved and passed down to future generations.
Learn More About Our Family Planning Session

Planning Now Protects you Tomorrow

Start a Better Future Today

Inheritance is so much more than just the money you leave behind, when you die or become incapacitated. Estate planning, when done right and well. can be a gateway to open up a whole new level of family connection, harmony, health, and well-being.
Learn More About Our Family Planning Session

What Makes Our Planning Different

Family Wealth Inventory

Creation of a concise, categorized, and clearly identifiable list of all your assets to ensure nothing is lost to the state department of unclaimed property and to get you more organized than you may have ever been before.

Kids Protection Plan

Name temporary guardians, long-term guardians and give instructions to all caregivers on what to do if something unexpected happens to you. Includes personalized ID cards.

Family Legacy Interview

Recorded conversational interview to preserve your beliefs, values, philosophies, and wisdom that you can pass down to your loved ones. Because these intangible assets are indeed part of your true wealth.

Schedule Your Family Planning Session Today

Schedule Now

Protect Your Kids@@Family@@Home@@Legacy

We Work Differently.

What is a Family Planning Session?

First of all, we work differently than most firms. We do not being our client relationships with the typical “free initial consultation” approach. Rather, the planning process with you begins with a true working meeting that has real purpose, and value. In fact, you will complete “homework” in preparation for our planning session that will serve you for years to come because it will help you get more financially organized than you’ve ever been before. Further, it will ensure that none of your assets are lost to the Florida Department of Unclaimed Property. Lastly, we will educate you so that you can make confident, empowered, and informed decisions about your family, assets, and loved ones.

Reid Mann

Principle Attorney

Reid Mann

Free 15 Min Consultation

(904)800-9446

Schedule 15 minute consultation

Our Promise to You

Empowerment

We empower you to face the reality of death and incapacity with clear eyes and and open heart so you know you've done the right thing for the people you love. Planing is a truly a gift for those you love and who depend on you.

Choice

We support you to chose the plan that’s right for you and your family now, within your budget, and promise to grow with you over time as your family dynamic changes and matures.

Communication

We communicate with you regularly throughout your lifetime so your plan stays up to date as your life changes. With yearly plan reviews you can be confident that your family is protected.

Protection

We ensure that you have planning in place to protect your minor children and keep them out of state custody and in the care of those you have chosen in the event the unexpected should happen.

Schedule Your Family Planning Session Now

Without a Plan your assets maybe lost

$ 2 Billion in Unclaimed Assets Held by the State of Florida

Currently, the Florida Department of Unclaimed Property holds unclaimed property claimable accounts valued at $2 billion, mostly from dormant accounts in financial institutions, insurance and utility companies, securities and trust holdings.

Have you ever stopped to think...

Why do we fail to plan for something guaranteed to Happen: our lives and eventual Deaths?

“We plan for things that will likely never happen, like fires, hurricanes, and earthquakes. We Plan for things that are not particularly important, like our trips to the grocery store or hardware store. We spend and inordinate amount of time planning our children’s birthday parties and play dates. So why do we fail to plan for something guaranteed to happen: Our lives and eventual deaths?” - Alexis Martin Neely (attorney and author of “Wear Clean Underwear! an essential guide to legal planning for busy parents)
Schedule Planning Session

It's easy to think...But that won't Happen to Me!

Until It's Too Late

It's easy to fall into this mindset when your're in good health, the thick of life, raising children, working on your career, or even enjoying your empty nest years...Until it's too late. Yes, that does sound ominous, but experience has taught us that's how bad situations arise. Sooner or later you will die - or if the Covid pandemic has taught us anything, you experience a medical emergency and become incapacitated. And if you don't have a plan in place it's now simply too late, and your loved ones are left picking up the pieces. By putting a plan in place you can ensure that your family stays out of court and conflict with one another.
Schedule Planning Session

Contact US

phone number

Office phone : (904) 800-9446

our address

email address

[email protected]

Our monthly newsletter provides valuable education and insights

subscribe Today

You are now subscribed!

Processing...