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Living Trust and Estate Planning Attorney for Sun City Center, Florida

A complete Sun City Center estate plan keeps your family out of probate court, for a flat fee.

Wills, living trusts, powers of attorney, and health-care directives, built for Sun City Center and Hillsborough County families, wherever you are.

  • Every core document in one flat-fee plan
  • Keep your home out of probate, and avoid a guardianship
  • Done by phone and video, serving Sun City Center wherever you are
Book a free consultation Trust plans from $3,200 / $4,500 · will plans from $1,200

The firm is in Miami and your consultation is by phone or Zoom. You sign from home by online notarization, and your deed records in Hillsborough County.

Quick Overview

For Sun City Center families, an estate plan coordinates the will or trust, the powers of attorney, the health-care directives, and the home so nothing lands in probate. Trust-based plans are a flat $3,200 to $4,500; will-based plans from $1,200. We handle it by phone and video, wherever you are. Which plan fits, and how the home passes, are below.

Topics to Know HideShow

Below, we walk through the 4 issues that decide whether this is the right move for you. Jump to any one.

  1. Estate Planning in Sun City Center: the Local Picture Sun City Center has the homeowners estate planning is built for. A home above Florida's $150,000 summary threshold (raised from $75,000 on July 1, 2026) can pull the family into a months-long probate without a plan.
  2. What a Complete Plan Covers A plan is a coordinated set of documents, not one piece of paper, and it takes a will or trust, a durable power of attorney, and health-care directives, often plus a deed on the home.
  3. Keeping a Sun City Center Home Out of Probate Your homestead has special rules and cannot be left freely in a will if you have a spouse or minor child. A funded trust or a lady bird deed keeps it out of probate.
  4. Flat Fees A trust-based plan is a flat $3,200 individual or $4,500 couple; a will-based plan $1,200 with a lady bird deed on the home included; single documents from $299. Government recording costs are added at cost.

That’s the quick version. The details below are what decide your situation, and where the costly mistakes hide.

Estate Planning in Sun City Center: the Local Picture

Sun City Center is a retirement community, with a median age of 69 and 58 percent over 65. Planning demand among the 33,548 residents focuses almost entirely on retirement and legacy. Hillsborough County homes here carry a median value of $317,000, making a lady bird deed essential for passing the home to family.

Sun City Center’s median age is around 69, and the median home value is about $317,000. A home at that value sits well above Florida’s $150,000 summary-administration threshold, raised from $75,000 on July 1, 2026, so without planning it can pull your family into a full, months-long probate. The fix is to coordinate the home, the will or trust, and any deed together, so the house passes the way you intend.

What a Complete Plan Covers

Most families in Sun City Center come to us for the same three documents, a will, a trust, and a power of attorney. A last will and testament says who inherits, a living trust can keep the estate out of probate, and a durable power of attorney covers you while you are still alive.

An estate plan is a coordinated set of documents, not one piece of paper. It takes a will or a revocable living trust to direct your property, a durable power of attorney so someone can act if you can’t, and a health-care surrogate, living will, and HIPAA authorization for medical decisions. Homeowners often add a lady bird deed on the homestead. See the full estate-planning guide →

Keeping a Sun City Center Home Out of Probate

Your Florida homestead carries special rules. It generally can’t be left freely in a will if you have a spouse or minor child, and it passes outside the will by its own path. A funded revocable trust or a lady bird deed keeps the home out of probate while you keep full control during life. See Hillsborough County probate → or find the right deed →

Serving Sun City Center and Hillsborough County, wherever you are.

A free consultation maps your plan and quotes a flat fee. No office visit required.

Book a free consultation

Keeping Your Homestead Exemption With the Home in a Trust, Hillsborough County

A home that moves into your revocable trust keeps its Florida homestead exemption and its Save Our Homes cap when the trust gives you the right to live there for life. The firm writes the deed and the trust that way. The exemption does not move by itself, and the county Property Appraiser decides what documents to require. Some counties want the whole trust, some want a one-page certificate on their own form, and one takes nothing online. The firm handles the appraiser filing as part of your plan, and the facts below are the Hillsborough County rules read from the appraiser’s own page on the date shown.

What the appraiser asks for

  • "If the property is held by a Trust, the beneficiary of the trust with the right to occupy the home may also be entitled to homestead exemption."
  • Sample trust language given on the page: "Grantor(s) reserves the right to use, occupy and reside upon any real property placed in this Trust as their permanent residence during their lives."
  • No list of trust documents (full trust, pages, certificate, county form) appears on the page.

How to file

Online filing is available.how to file online

Offices

  • Downtown Tampa, County Center 15th Floor, 601 E. Kennedy Boulevard, Tampa, Florida 33602-4932. Open 8:00 a.m. - 5:00 p.m., Monday - Friday
  • Brandon, 311 Pauls Drive, Brandon, Florida 33511 (Across from the Post Office). Open 8:00 a.m. - 5:00 p.m., Monday - Friday
  • South County, Southshore Regional Service Center, 410 30th St SE, Ruskin, Florida 33570. Open 8:00 a.m. - 5:00 p.m., Monday - Friday
  • Plant City, 307 N. Michigan Avenue, 2nd Floor - Suite 230, Plant City, Florida 33563-3400. Open 8:00 a.m. - 5:00 p.m., Monday - Friday

Phone(813)

Read from the Hillsborough County Property Appraiser on October 30, 2026. Rules change; confirm with the office before you file.

Notary Services in Sun City Center

The firm still arranges online notarization with remote witnesses by video. A bank branch where you hold an account usually has a notary available. Call ahead and bring two witnesses.

Communities We Serve

We work with families across Hillsborough County, and the rest of Hillsborough County. Any deed in your plan records with the Hillsborough County Clerk of the Circuit Court and Comptroller. We are a Miami firm serving Sun City Center wherever you are; this is not a Sun City Center office.

Recently moved to Florida, or planning to? Make it official and cut your old state’s income tax with a Hillsborough County Declaration of Domicile, then re-do your plan under Florida law.

Flat Fees

Trust-based plan $3,200 individual / $4,500 couple (trust + pour-over will + durable POA + health-care directives + one funding deed). Will-based plan $1,200 individual / $1,950 couple (will, durable POA, health-care directives and a lady bird deed on the home). Single documents from $299. Government recording costs are additional, at cost. See full pricing →

Secure Will Estate Plan
$1,200 individual · $1,950 couple
Five documents, designed together and signed together, plus a lady bird deed on your home so the house passes outside probate. The will, the durable power of attorney, the designation of health-care surrogate, the living will and the HIPAA authorization. The will carries survivorship and contingent takers, recitals that survive a later marriage or a new child, death-tax apportionment, and a trust for a minor’s share. We review your beneficiary designations, check the homestead, and guide the signing with a self-proving affidavit.
Complete Trust Plan
$3,200 individual · $4,500 couple
Everything in the Secure Will Estate Plan, with the revocable living trust drafted for your family, a pour-over will with a self-proving affidavit as the backup, one deed moving your Florida homestead into the trust, funding instructions and help retitling accounts, beneficiary designations coordinated with the trust, and instructions for your successor trustee. The trust pays out on a graduated schedule, holding each share and releasing it at the ages you set rather than handing it over at once. For blended families, out-of-state property, more than one property, and anyone who wants the family to skip probate entirely.
Lady bird deed
$399 · $449 joint
Passes the home to your family at death with no probate, and you keep full control and your homestead protection while you live. One owner $399, joint owners $449. Drafted with the homestead language Florida requires. A quitclaim, warranty or life-estate deed is $399.
Recording costs vary by county and start at $19.20 for a deed. Documentary stamp tax, court filing fees, publication and certified copies are additional and passed through at cost.
See every fee on one page →

Frequently Asked Questions

Do you have an office in Sun City Center?

No. StepUpLaw is a Miami firm that serves Sun City Center and Hillsborough County residents wherever they are, by phone and video. Most of the work happens online, and your signing is coordinated to meet Florida formalities (two witnesses and a notary).

Where are deeds recorded in Hillsborough County?

Deeds and other documents for a Hillsborough County property are recorded with the Hillsborough County Clerk of the Circuit Court and Comptroller. We handle the recording for any deed in your plan and pass the county’s cost through at cost.

Do I need a living trust, or is a will enough?

It depends on what you own and your goals. A will alone still goes through probate; a funded revocable living trust avoids it and manages things if you lose capacity. For a single home passing to your kids, a lady bird deed may be all you need. We talk through both at the free consultation.

Updated September 30, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. Attorney Kevin Klagge represents families, businesses, and international clients in estate and tax planning, business structuring, and international law, with a focus on Florida legal tools. He litigates estate and business issues in court. General information about Florida law, not legal advice, and no attorney-client relationship is created. We serve Sun City Center and Hillsborough County residents from our Miami office. Local figures are Census estimates (ACS 2024) and approximate.

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