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Estate Planning Advisor serving individuals and families in Florida. Providing estate plan strategy sessions, trust and will coordination, legacy planning guidance, asset alignment support, and professional document execution services. Focused on helping young professionals, homeowners, and growing families plan, protect, and preserve their legacy with clarity and confidence. Mobile and remote services available in the Tampa Bay area.

​ESTATE PLANNING SERVICES

At The Family Trust Co., we are committed to providing comprehensive estate planning services to ensure that our clients' wishes are carried out and their assets are protected.

Understanding Estate Planning

Estate planning involves creating a strategy for the management and distribution of your assets in the event of death or incapacity, with the goal of minimizing taxes and ensuring that your loved ones are provided for.

Our Approach to Estate Planning

We adhere to the highest standards of estate planning by crafting personalized plans that align with the specific needs and goals of each client. Our services encompass will and trust creation, asset protection, legacy planning, and the seamless execution of all necessary documents.

    In line with industry best practices, we ensure that our estate planning services are accessible to all individuals, including those with disabilities. We have implemented measures to accommodate assistive technologies, maintain clear communication, and provide support for any accessibility concerns.

Compliance Declaration

We are committed to ensuring accessibility across all aspects of our estate planning services. In cases where third-party content may impact accessibility, we declare our commitment to addressing and resolving any challenges to ensure comprehensive compliance.

Accessible Office Arrangements

Our physical offices are designed to be fully accessible, with features such as designated parking, wheelchair ramps, and accommodations for individuals with special needs. We prioritize inclusivity and strive to create an environment that caters to diverse accessibility requirements.

Connect with Us

For any accessibility-related inquiries or to report an issue, please reach out to our dedicated accessibility coordinator:
- [Name of the accessibility coordinator]
- [Telephone number of the accessibility coordinator]
- [Email address of the accessibility coordinator]
- [Additional contact details, if applicable]

Private Estate Planning Advisory

Serving Florida Clients

An estate planning advisory division of 

McNeal Consulting Group, LLC

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© 2025 The Family Trust Co.

A division of McNeal Consulting Group, LLC. All rights reserved.

Contact

352-838-1628

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