By Ashley Robinson Estate planning has become increasingly important in Cape Coral as Southwest Florida continues to attract retirees, investors, waterfront property owners, and multi-generational families. With rising real estate values and growing family wealth tied to homes, businesses, and retirement accounts, many residents are now looking for stronger ways to protect their assets and avoid probate complications.
A properly designed estate plan can help families avoid lengthy court proceedings, reduce disputes, protect homestead property, and ensure assets transfer smoothly to future generations. Whether you need a simple will, a revocable living trust, Medicaid planning, or advanced asset protection strategies, working with an experienced local estate planning attorney is essential.
Below is a researched list of five highly regarded estate planning attorneys and firms serving Cape Coral in 2026.
1. Burandt, Adamski, Feichthaler & Sanchez, PLLC
Best For: Wills, trusts, probate administration, and business succession
One of the oldest and most established law firms in Cape Coral, this practice has served Southwest Florida families for decades. The firm is highly respected for helping clients connect estate planning with real estate ownership, business structures, and long-term wealth preservation.
Key Services:
- Revocable living trusts
- Probate administration
- Business succession planning
- Real estate and homestead planning
Office Address: 1714 Cape Coral Pkwy E, Cape Coral, FL 33904
2. Amy McGarry Law Office
Best For: Elder law, Medicaid planning, and asset protection
Amy McGarry is a Florida Bar Board-Certified Elder Law Specialist known throughout Southwest Florida for helping retirees and seniors protect assets from long-term healthcare expenses. Her firm focuses heavily on Medicaid qualification planning, trusts, and family asset preservation.
Key Services:
- Medicaid planning
- Living trusts
- Long-term care asset protection
- Probate and elder law
Office Address: 1708 Cape Coral Pkwy W, Suite 7, Cape Coral, FL 33914
3. The Dorcey Law Firm, PLC
Best For: High-net-worth estates and advanced trust planning
The Dorcey Law Firm is highly regarded for handling sophisticated estate planning matters involving large estates, investment properties, and business interests. The firm works extensively with irrevocable trusts, tax planning, and asset protection structures.
Key Services:
- Irrevocable trusts
- Tax-efficient estate planning
- Wealth preservation
- Business and investment protection
Office Address: 10181 Six Mile Cypress Pkwy, Fort Myers, FL 33912
(Serving Cape Coral and Lee County clients)
4. Martin Law Firm, P.L.
Best For: Family estate planning and probate avoidance
Led by Steven E. Martin, this firm focuses on making estate planning more understandable and family-centered. They help clients establish wills, trusts, healthcare directives, and guardianship protections while assisting families relocating to Florida update out-of-state estate documents.
Key Services:
- Wills and trusts
- Powers of attorney
- Guardianship planning
- Probate avoidance
Office Address: 3701 Del Prado Blvd S, Cape Coral, FL 33904
5. Goldstein, Buckley, Cechman, Rice & Purtz, P.A.
Best For: Probate guidance and complete family estate planning
This long-standing Southwest Florida law firm offers comprehensive estate planning and probate services for families throughout Lee County. Their attorneys help clients create customized plans designed to avoid probate and simplify future asset transfers.
Key Services:
- Probate administration
- Living trusts
- Healthcare directives
- Estate settlement guidance
Office Address: 461 Del Prado Blvd S, Cape Coral, FL 33990
Frequently Asked Questions
Q: What is the difference between a will and a trust?
A: A will explains who receives your assets after death. A trust can help your family avoid probate and transfer assets more privately and efficiently.
Q: Does Florida require probate?
A: If assets are owned solely in a person’s name without a trust or beneficiary designation, probate is usually required.
Q: Can a living trust avoid probate?
A: Yes. Assets properly placed inside a revocable living trust generally avoid probate court in Florida.
Q: What is Florida homestead protection?
A: Florida homestead laws provide strong legal protections for a primary residence, including protection from many creditors.
Q: Why is a power of attorney important?
A: A power of attorney allows someone you trust to manage financial and legal matters if you become incapacitated.
Q: How often should estate plans be reviewed?
A: Most attorneys recommend reviewing estate plans every few years or after major life events such as marriage, divorce, retirement, relocation, or purchasing property.