Estate Planning for Business Owners

Your business is part of your legacy. Coordinate your personal estate plan with your ownership interests so your family — and your business — aren’t left guessing.

We work with business owners in Winter Garden and Horizon West to coordinate their estate and business planning.

What to coordinate

Your plan and your business should work together

Business interests often pass by different rules than your other assets. Your operating or shareholder agreement may restrict who can own an interest, and without planning, your business could end up tied up in probate when it needs a decision-maker most.

Review how your business interests are titled
Coordinate your will or trust with your operating or shareholder agreement
Give your agent authority to act for your business interests if you’re incapacitated
Consider holding business interests in a revocable trust
Identify who should step in — and who shouldn’t

Scope

Coordinating your personal estate plan with your business is part of our planning process. Sophisticated business succession planning, estate-tax planning, and advanced asset-protection structures are outside the standard flat-fee packages and quoted separately.

Flat-fee options

Included in every Accord estate plan

Flat-fee packages from $895.

Accord Essentials™

$895 / $1,395

Individual / couple. Will, powers of attorney, and health care documents.

You may also need

Revocable Living Trusts

Keep business interests out of probate.

Divorce Involving a Business

Agreed divorce for business owners.

Prenuptial Agreements

Protect the business before marriage.

Questions

Estate Planning for Business Owners FAQs

What happens to my business if I die without a plan?

Your ownership interest may pass through probate under Florida intestacy law, which can delay decisions and put the interest in the hands of people who aren’t prepared to manage it.

Can my business interest go into a revocable trust?

Often, yes, subject to your operating or shareholder agreement. Transferring it can help avoid probate and allow your successor trustee to act quickly.

Is a buy-sell agreement part of estate planning?

A buy-sell agreement is a business document, but it works hand in hand with your estate plan. Drafting complex buy-sell agreements is outside the standard flat-fee packages.

Do I need estate-tax planning?

Most families don’t, given current federal exemption levels, and Florida has no state estate tax. If your estate may be taxable, we’ll discuss advanced planning, which is quoted separately.

Protect your family and your business

Trust-based estate plans from $2,795.

Start Online Schedule a Free 15-Minute Assessment

Prefer to talk? Call (352) 434-0222 or text us — after-hours messages are answered the next business day.

Published flat fees apply to standard Florida estate-planning matters. Advanced planning, complex asset structures, and other matters outside the stated package scope are quoted separately after attorney review. Government recording charges are separate. This page is general information, not legal advice. Contacting Tevuna Law Florida does not create an attorney-client relationship.