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Wills & Trusts

Take Care of Your Family for the Long Term

Estate planning is often misunderstood. Many people think of it as a daunting task, something uncomfortable to discuss, and so they put it off. However, estate planning is not just about making difficult decisions—it’s about caring for your loved ones, ensuring their well-being when they need it most, and giving them peace of mind for the future. By planning ahead, you can leave a lasting legacy of love and protection for those closest to you.

At Welter Law Office, our founder, Denise Welter, has dedicated over 20 years to helping individuals and families in Wesley Chapel and across Florida secure their legacies. Denise brings a compassionate and thorough approach to every case, taking the time to understand your unique situation and crafting a customized estate plan that reflects your wishes. Wills and trusts are essential components of any plan, but at the heart of estate planning is the desire to ensure that your family is cared for long after you’re gone.

Plan with Confidence

Set up a trust to provide for your loved ones and minimize future complications
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The Difference Between a Will & a Trust

Understanding the tools available in estate planning is the first step in building a secure future for your loved ones.
A will and a trust are two of the most common and important documents in any estate plan, but they serve different purposes:

A Will

Is a legal document that outlines how you wish for your assets to be distributed after your passing. It allows you to name beneficiaries, appoint guardians for minor children, and express your final wishes. For many, it’s the starting point for an estate plan.

A Trust

Is a more complex legal entity that holds and manages your assets for the benefit of your designated beneficiaries. Trusts can provide more control and flexibility than a will, helping to avoid probate and protect assets from creditors.

There are several types of trusts available

Each serving a unique purpose:

Revocable Living Trust

These trusts allow you, as the grantor, to retain control over the trust during your lifetime and make changes or revoke it as needed.

Irrevocable Trusts

Once established, these trusts cannot be altered or dissolved. They are often used to protect assets and minimize tax liabilities.

Wills and trusts can work together to create a comprehensive estate plan, ensuring that your assets are protected, your wishes are respected, and your loved ones are cared for. Using these tools in combination can also make the probate process simpler and less burdensome for your family.

Welter Law Estate Plan

The Best Time to Start Is Now

Life is unpredictable, and waiting for a significant life event such as marriage, the birth of a child, or a medical diagnosis to begin planning can leave your family vulnerable. The right time to create an estate plan is now. By taking proactive steps today, you can protect your loved ones and give yourself peace of mind knowing that you’ve done everything possible to secure their future.

At Welter Law Office, we’re here to guide you through the estate planning process with care and attention. Denise Welter’s extensive experience in this field ensures you’ll receive personalized advice that takes into account your specific circumstances, goals, and the unique laws in Florida.

Contact Us to Begin Planning Today

Don’t wait to plan for the future

Welter Law Office is here to help you every step of the way. Whether you’re just beginning your estate planning journey or need to update an existing plan, we are ready to provide you with the compassionate, professional support you deserve. Call us today at (850) 388-3845, email us, or use our online scheduling tool to set up a consultation. Let us help you build a secure future for you and your loved ones.

Explore Our Full Range of Estate Planning and Probate Services

As your legal ally, we are here to secure your peace of mind while designing a strategy that safeguards the people and things you value.

Advance Healthcare Directive

It Is Important to Set Advance Care Directives. Facing the prospect of a serious illness or injury is never easy.

Probate

When someone passes away, the legal process of settling their estate is called probate.

Client Success Stories

See What Our Clients have to Share

Discover the power of our client testimonials, showcasing the transformative impact of our legal services. At Welter Law Office, we have earned the trust of our clients through dedicated support and successful outcomes. Explore the stories that highlight why so many choose us for their legal needs.

Heard many good things and I’m very impressed with a presentation.

gq electric

Denise is a great person who really cares about her clients! She always goes above and beyond to protect their interests! I wouldn’t use anyone else!!

Lindsey S.

Everyone should have this done!
This attorney is friendly and helpful.
Living trust is far better than a will.

Earn and Learn Fundraising

Great service. They actually listened and didn’t rush us through the process. Answered all our questions. Thank you!

Raffi M.

Denise and her her team are 5 star! As an attorney myself in another area of the law, I trust Denise and her firm to handle the needs of my clients and those in our community. Finding someone you trust to handle your personal affairs is so important and Denise is who you want in your corner!

Hali M.

Extremely pleased with the service of the entire firm. They kept us informed and made the whole process easy. Highly recommend!!

Ross A.

My wife and I had an exceptional experience with Welter law Office. Denise and Tara’s customer service was outstanding, showing a genuine compassion that is truly reassuring with such a sensitive topic. They paid meticulous attention to every detail with preparing our estate planning documents and provided fast, efficient service. I highly recommend them for anyone seeking professional and compassionate legal assistance.

Emilio H.

Denise Welter and staff were fantastic. Handled our will and trust (amongst other things) expeditiously and without issue. They took our stress away and we are confident that our child will be taken care of (edit: now children!)

Adam S.

Easy to schedule an appointment. Personalized care where you feel you are well-informed of the options that fit your needs. Quick turnaround of final product for review and then signing. Prices totally reasonable.

Roberta

I contracted with the firm to handle my brothers estate. I can’t say enough good about Denise Welter and the entire staff. I received 1st class treatment and representation and on a personal and personable level. Its big-league representation with small town hospitality. Two thumbs up and if I had a third thumb, they would get that one too!

Alex

Denise Welter was thorough, efficient and answered all our questions. She made getting our family trust completed an easy process and we have a great piece of mind now knowing everything is taken care of for our family.

J.P.

This firm, especially my attorney, Denise Welter, were so incredible with helping my sister and I with my fathers affairs after he passed. They were all very empathetic and helpful. I moved out of Florida a few years ago and Denise and her team made handling everything from across the country as easy as possible and always answered my questions promptly. Would definitely recommend this firm to anyone needing counsel or representation.

Alicia
Denise is very good at taking her time and explaining the process of protecting your future and family. Tara is also amazing and I would recommended my family and friends to absolutely give Welter Law Office a call!
Frank W.

Denise has been so helpful to me with planning for my loved ones in the future. She made me feel so comfortable and answers every question. I feel so much better getting all of my ducks in a row with this law office!

Kathy G.

Denise and Tara are fantastic. They helped me feel like a weight has been lifted off my shoulder. Definitely recommend Denise to handle your Estate Planning!!

Tara E.

Denise is amazing estate and probate attorney !

Christina M.

Fantastic legal service. Denise Welter responded rapidly to our estate planning needs delivering a solid set of documents in a well organized binder. She was able to readily manage some unique conditions in the estate trust for us. We are confident our legal matters are well handled which gives us peace of mind. Denise is a class act and we highly recommend her office for your legal needs. Her assistant Tara is equally friendly and supportive; always willing to go the extra mile for the client. A wonderful experience from end to end!

My Private#

We have utilized Denise Welter’s law office for years. She is incredible and compassionate in the way she provides her many services! We highly recommend her!

Dawn DeMarco-Book

Charity Shopping Network

I highly recommend Denise A. Welter! It was a pleasure to have her help me settle my father’s estate. At a very difficult time, she made things easier. She truly cares about her clients, is professional & always has a smile on her face. Tara, her assistant was very friendly & helpful as well. They make an awesome team!

Gail N.

Denise Welter is a Godsend – she was extremely patient and helpful in our time of need. We are very satisfied and would absolutely recommend her and her firm!

Lar

Very professional and informative. Helped make our estate planning smooth and easy! Highly recommend to handle all estate planning needs!

Thomas A.

Words can’t explain how grateful we are to have experienced such a wonderful team. Denise is a very professional, knowledgeable and compassionate attorney who actually cares about her clients and Tara is also very professional, compassionate and knowledgeable as well. I highly recommend!!

Lori P.

My mother read Ms Welter’s article in Neighborhood News (03/2024) and made a decision she needed to update all of her legal documents at age 85!

Ms Welter advised that my daughter (who just graduated HS) needed to have legal documents for Living Will & Durable PoA. Which was so easy to accomplish. (Every parent should do this for their recently graduated children.)

Denise and Tara (and Tiffany as witness) were all wonderful and it has been a great experience. So much so, I am having them create a dynasty trust for myself.

Excellent experience with the care they provided for 3 generations of my family.

Peter H.

Denise Welter and her staff were so easy to work with. Her expertise in Trusts and Wills was exactly what I needed. She is very knowledgeable and professional. I would highly recommend her law firm!

Sheri S.

Truly a professional law office. They were able to address all my needs and concerns. Thank you for all that you do. I am truly a satisfied customer.

George L.

Front desk pleasant and professional. Denise Welter, Esq. was great. Clear explanations, professional and courteous.

Jim

Painless and seamless. We thought a will would be like pulling teeth.

Robert L.

Denise and her team made the process of protecting our family simple and efficient. She is a true professional, would highly recommend!

Edward V.

I could not be more grateful that my mother hired Denise Welter, P.A. to manage the intricacies of her estate planning, including the creation of her will, trust, and health care surrogate documentation.

Denise Welter’s attention to detail and commitment to ensuring my mother’s wishes were accurately reflected in the legal documentation gave our family immense peace of mind, particularly as we navigated this sensitive phase in my mother’s life.

As my mother approached the end of her life, the importance of these legal documents provided became even more pronounced. Knowing my mother’s wishes were documented and legally sound allowed our family to focus on spending quality time together during this challenging period.

In a field where trust and competence are paramount, Denise Welter, P.A. proved to be an exceptional advocate for our family. I wholeheartedly recommend her to anyone seeking a dedicated, knowledgeable, and compassionate attorney for estate planning needs. Her commitment to excellence has undoubtedly left a lasting positive impression on our family.

Shari D.

I am a client of Denise A. Welter, Esq. and shall remain as long as I require Quality Legal representation. Ms. Welter is extremely knowledgeable, professional, reliable, responsible and personable. She was/is responsive to my specific requests and needs as well as expedient with delivery of same. Her outstanding Character and Integrity are exceptional and admirable. “Salt of the Earth.” I highly recommend!

Claudia G.

Denise and her team are very pofessional and helpful helping take care of one of the most important things you can do to have an estate plan to protect your family!!

Thomas P.

We had the privilege of working with Attorney Denise Welter, a truly exceptional family estate attorney who went above and beyond in every aspect of our experience. Faced with the urgent need to prepare my living will on very short notice, Attorney Welter stepped in with unparalleled professionalism and genuine care for our family’s well-being and prepared the documents on the same day as I contacted her law office.
Most recently, the preparation of our family trust and my husband’s living will were executed with the highest level of expertise, and the final documents were completed both professionally and in a remarkably timely manner.
From the moment we reached out, Attorney Welter demonstrated a remarkable commitment to not only addressing our immediate legal needs but also ensuring that every detail was handled with the utmost precision. Attorney Welter made a potentially stressful situation much more manageable, providing clarity and support every step of the way.
If you need a family estate attorney who combines professionalism with genuine compassion, I can guarantee you will not find a more exceptional law firm that will provide a more heartfelt commitment to helping families!

Mark B.

Detailed stuff that everyone needs to get done made relatively easy. Every legal document that needs to get done to close out your estate without confusion leaving survivors still friends and family together without division… bless your family with this final gift.

Terri Readdy L.

Fantastic from start to finish. I love all the small things that make our lives easier, such as providing an organized binder for our estate planning documents and prompts for adding key information we wouldn’t have otherwise thought of. Highly recommend.

Lindsay S.

I have worked with Denise Welter. She is very professional and responsive. She is very knowledgeable, patient, and took the time to explain the process of transferring the deed to LLC. She completed the transfer for me on time and thoroughly. I appreciated all her work and effort and definitely would recommend her to family and friends.

T.G.

Denise is an amazing attorney. She responds very quickly to your calls and works with you to understand exactly what you need. I will be recommending Denise to all of my family and friends.

Rocky H.

Great attorney. They are experienced, honest, organized, and make the process very organized and clear for you. Highly recommend.

Carlton E.

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Take Control of Your Future

Whether you’re starting a family, dealing with loss, or just want to make sure your affairs are in order, Denise Welter at Welter Law Office is here to help. Contact us today to schedule a consultation and take the first step toward securing your future.