By Ashley Robinson Estate planning in Jacksonville has become far more important as Northeast Florida continues growing through real estate expansion, business development, retirement migration, and multi-generational wealth transfer. From family-owned businesses in Duval County to high-value coastal properties near Jacksonville Beach and Ponte Vedra, many families now require structured legal planning to protect assets and avoid future probate complications.
A strong estate plan does more than distribute property after death. It can also help reduce family disputes, avoid unnecessary court involvement, protect minor children, preserve business continuity, and prepare for unexpected medical or financial emergencies.
Whether you need a simple will, a revocable living trust, Medicaid planning, or advanced tax and succession strategies, choosing experienced local counsel is essential.
Below is a breakdown of some of the top-rated estate planning attorneys and firms serving Jacksonville in 2026.
1. Fisher, Tousey, Leas & Ball, P.A.
- Primary Focus: High-Net-Worth Estate Planning, Tax Law & Business Succession
- Distinction: Long-established Jacksonville firm with strong estate and tax planning reputation
Fisher, Tousey, Leas & Ball is one of Jacksonville’s most respected full-service law firms. Their estate planning division regularly handles sophisticated trusts, tax-efficient wealth transfer strategies, business succession planning, and charitable estate structures for high-net-worth individuals and families.
The firm also assists business owners with protecting family companies and minimizing future probate and tax complications.
- Office Address: 501 Riverside Ave, Suite 600, Jacksonville, FL 32202
2. Law Office of David M. Goldman PLLC
- Primary Focus: Asset Protection, Revocable Trusts & Elder Law
- Distinction: Highly regarded Jacksonville boutique focused on probate avoidance
David Goldman’s firm is widely recognized for helping families build estate plans that avoid probate and protect long-term assets. The practice focuses heavily on revocable living trusts, Medicaid planning, powers of attorney, and elder care planning.
The firm is especially popular among retirees and families looking to protect homes and savings from future healthcare costs.
- Office Address: 3700 Kori Rd, Suite 4, Jacksonville, FL 32257
3. Schnauss Naugle Law, P.L.
- Primary Focus: Wills, Trust Administration & Family Estate Planning
- Distinction: Strong local reputation for personalized estate planning services
Led by Katherine Schnauss Naugle, this Jacksonville boutique focuses on practical family estate planning. The firm helps clients create wills, trusts, healthcare directives, guardianship plans, and powers of attorney.
They also guide families through probate and trust administration after the death of a loved one.
- Office Address: 81 Water St, Jacksonville, FL 32202
4. Legacy Planning Law Group
- Primary Focus: Living Trusts, Family Wealth Preservation & Legacy Planning
- Distinction: Client-focused firm emphasizing long-term multi-generational planning
Legacy Planning Law Group focuses on helping Jacksonville families create customized estate plans that evolve over time. Their attorneys regularly structure revocable and irrevocable trusts designed to protect inheritances, preserve family wealth, and simplify future asset transfers.
The firm also assists with incapacity planning and business succession matters.
- Office Address: 12627 San Jose Blvd, Suite 103, Jacksonville, FL 32223
5. Three Oaks Law
- Primary Focus: Special Needs Planning, Flat-Fee Estate Planning & Child Protection
- Distinction: Transparent flat-fee structure with strong family-centered planning approach
Three Oaks Law is highly regarded for helping families create affordable, organized estate plans without confusing billing structures. The firm focuses heavily on revocable trusts, minor child protection planning, and special needs trusts designed to preserve government benefit eligibility for disabled beneficiaries.
Their planning approach is especially popular with young families and parents of children with disabilities.
- Office Address: 13500 Sutton Park Dr S, Suite 601, Jacksonville, FL 32224
Olivia Wilson