Panhandle Estate Planning: Escambia, Santa Rosa, Okaloosa & Walton Counties
Trusted Elder Law & Asset Protection prepares Florida estate plans from its office at 1202 W. Garden Street in downtown Pensacola. We serve families throughout the Florida Panhandle, from Perdido Key and Pensacola east through Gulf Breeze, Navarre, Fort Walton Beach and Destin to the 30A communities.
Escambia County
Pensacola, Cantonment, Perdido Key and Pensacola Beach. Our office is in downtown Pensacola, a short drive from the Escambia County Courthouse. Deeds for Escambia property, including Lady Bird deeds and trust funding deeds, are recorded with the Escambia County Clerk of Court. Military families at NAS Pensacola and Corry Station are welcome.
Santa Rosa County
Gulf Breeze, Navarre, Pace and Milton. Many Santa Rosa families are young and growing, which makes naming guardians and planning for children a priority. Families at NAS Whiting Field in Milton often need Florida documents that work during deployments. Property records are kept by the Santa Rosa County Clerk of Court in Milton.
Okaloosa County
Fort Walton Beach, Destin, Niceville, Crestview and Mary Esther. With Eglin AFB and Hurlburt Field nearby, we help service members and military retirees who are making Florida their permanent home. Okaloosa property records are kept by the Okaloosa County Clerk of Court in Crestview.
Walton County
The 30A communities, Santa Rosa Beach, Miramar Beach and DeFuniak Springs. Many 30A homeowners live in another state for part of the year, and a Florida revocable trust can keep a beach property out of Florida probate. Deeds are recorded with the Walton County Clerk of Court in DeFuniak Springs.
Second homes and out-of-state owners
If you live elsewhere but own a Gulf Coast home, your family may face an ancillary probate in Florida in addition to probate at home. Holding the property in a revocable trust, or using a Lady Bird deed where appropriate, can avoid it.
New to Florida?
Retirees and families relocating to the Panhandle should have their existing wills, trusts and powers of attorney reviewed under Florida law. See what to check when you move to Florida.