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Your Estate Planning Advocates

Fort Myers Estate Planning Lawyer

Call (239) 970-6844 for trusted advice & a free consultation.

At Powell, Jackman, Stevens & Ricciardi, P.A., each of our attorneys operates in their own area of legal specialty. This way, you get a specialized and trusted professional working on your case from start to finish. Attorney Richard M. Ricciardi, Jr. of Your Advocates is our go-to estate planning representative. He can help you choose an estate plan which works for you and your family. Whether this is a will package, trust document, or other alternative, Mr. Ricciardi will work with you to assess your goals and put the necessary legal tools in place to achieve them.

What Is the Main Purpose of Estate Planning?

The purpose of estate planning is to arrange for the transfer of one's property after death via a will, a trust, or intestacy laws. Both real property (real estate, including houses and investment properties) and personal property (all other property, including bank accounts, jewelry and vehicles) are considered part of the estate.

When Should You Start Estate Planning?

It is always a good time to start planning your estate, even if you don’t necessarily have a significant amount of assets. If something happens to you, decisions will need to be made about your bank account, your home/apartment, your personal belongings, and your life insurance policies. Estate planning now could prevent legal issues for your family later.

What Is the Difference Between a Will and Estate Planning?

While both a will and an estate plan provide your loved ones with instructions about handling your property after your death, estate planning goes beyond that to outline your decisions about your health, finances, and more, even while you’re living.


We encourage you to contact our Fort Myers firm to learn more. Discover how you can protect your legacy: Request your free initial consultation.


Why choose our Fort Myers estate planning attorney?

  • Couple planning their estateMore than seven decades of collective legal experience
  • Dedicated, personalized, caring service
  • One-on-one attention from your lawyer at every step
  • Low Flat Fees Available for all Estate Planning
  • Customized legal strategies for your unique situation
  • Special discounts for AARP Members

Mr. Ricciardi is well-versed in this legal field, not only from real world experience, but also from focused training in both estate planning and elder law after graduating from law school. He understands estate planning in detail, which is why he can help clients to create simple or more sophisticated plans to provide for one’s family and achieve control of one’s estate. He can also effectively explain these legal tools to clients, helping them understand this undertaking.

Estate Planning Services We Offer

We can help with the following areas of estate planning including but not limited to:

  • Wills
  • Trusts (drafting and maintaining)
  • Powers of Attorney
  • Health Care Directives
  • Living Wills
  • Amendments to Wills and Trust
  • Document Review for New Florida Residents
  • Estate Planning for Same Sex Couples
  • Asset Protection
  • Business Succession Planning
  • Buy/Sell Business Agreements
  • Personal Representative / Trustee Representation
  • Real Estate Transfers
  • Deed Preparation
  • Powers of Attorney
  • Hire an estate planning professional to achieve peace of mind.

There are an abundance of decisions involved in estate planning. You may need to decide which type of trust is best for your family, which family members you want to inherit your possessions, who to appoint as personal representative of your estate, or how to best distribute your assets without leaving your heirs with a heavy tax burden.

Mr. Ricciardi can walk you through this intricate process and help you make decisions that will benefit your family and help you leave the legacy you desire. After all of your hard work required to build up an estate that you can leave to your family, you don't want things to go awry because of poor planning. Hire a professional you can trust! Please do not hesitate to reach our Fort Myers estate planning attorney.


Contact Your Advocates today to set up a free estate planning consultation.


How We're Different:

  • Dedicated & caring service
  • Over 70 years' combined experience
  • One-on-one attention
  • Customized strategies
  • Accessible - 24 hour response time
  • El abogado habla español

Read What Our Past Clients
have to Say About Us:

  • I am thankful that I had her on my side!

    “I was very pleased with the way that my attorney handled my case, and all that she did on my behalf. I am thankful that I had her on my side!”

    Donald R Damron

  • The experience I had with Attorney Jorge Santana was Outstanding!

    “The experience I had with Attorney Jorge Santana was Outstanding! With his expertise and knowledge he helped to guide me in the decisions I needed to make to get me through a divorce. The divorce was painless and went in a timely manner. I would highly recommend Attorney Santana, he and his team are very professional, caring and had my best interests at heart. Thank you for all that you did for me! -Marie”

    Marie

  • He was friendly and very efficient.

    “We used Richard Ricciiardi about two years ago, and he charged us 500 for a revocable trust, and included durable POA and living wills for free. He was friendly and very efficient. Before writing this referral, I called his office to make sure he's still a”

    Debbie S.

  • They are experts in leading you in the right direction.

    “Highly recommend this firm. They are experts in leading you in the right direction. They are compassionate and know how to navigate complex legal issues while communicating effectively along the way to help you understand what is going on and to keep you updated throughout the process. This is really important and something you don't realize until you have worked with someone who isn't good at communicating! Our Attorney, Rita Jackman is assertive in her knowledge and that made it easy for us to trust her from the start. She worked hard for us and genuinely wanted to assist us in finding the best possible outcome for our situation. She also has a great deal of patience to continually answer questions for us to help us make the best decisions. Their staff is extremely responsive and they all work very hard for you, which is rare these days. You're not just another number to them. Everything that you need in a law firm and more, just call them and let them help you - you will be happy you didn't waste your time with other firms - especially when so many things involving law are time-sensitive. You want someone who knows what they are doing from the start. Thank you for all of your help Attorney Rita M. Jackman!”

    Florida Realty Team

  • Came to the rescue and there are not enough words.

    “A huuuuuuuge gigantic from the heart thank you to Rita Jackman, world's best Real Estate attorney for helping my client out above and beyond. Came to the rescue and there are not enough words.”

    Char Seuffer

Meet Our Attorneys

  • William M. Powell, Esq.
    William M. Powell, Esq. Partner
  • Rita M. Jackman
    Rita M. Jackman Partner
  • Adam J. Stevens
    Adam J. Stevens Partner
  • Richard M. Ricciardi, Jr.
    Richard M. Ricciardi, Jr. Partner
  • Jorge Santana
    Jorge Santana Partner
  • William M. Powell, Esq. Partner
    William M. Powell, Esq.

    Although William M. Powell, Esq. is well-versed in a variety of legal matters and case types, he has built a strong reputation through his focus on personal injury and medical malpractice cases. Your Advocates are proud to have him as a member of our law firm. He shares our passion for helping people in need and prioritizes our clients’ needs. Read More

  • Rita M. Jackman Partner
    Rita M. Jackman

    Ms. Jackman’s unwavering ambition and leadership has provided clients and will provide her future clients a star in this profession. Ms. Jackman is a relentless researcher and preparer who handles her client tasks with a tremendous amount of preparation and thought. Ms. Jackman was born and raised in Cape Coral, Florida which has worked to benefits her practice and the clients that she serves. Read More

  • Adam J. Stevens Partner
    Adam J. Stevens

    Mr. Stevens has found his niche by becoming a litigation attorney and understands that communication between an attorney and client are paramount to obtaining favorable results. Mr. Stevens is known for taking on any and all types of cases no matter how difficult or routine they may be. Mr. Stevens is known as an aggressive attorney, though at the same time understands that some cases require a more patience to ensure a favorable result. Mr. Stevens does not shy away from challenging legal issues and has litigated complex matters against municipalities, international unions, large banking institutions, and several insurance companies. Read More

  • Richard M. Ricciardi, Jr. Partner
    Richard M. Ricciardi, Jr.

    His experience in litigation provides him the ability to identify and isolate potential areas of conflict and effectively counsel clients around potential pitfalls. Mr. Ricciardi believes that proper estate planning, real estate counsel, and business planning are areas of importance to everyone. Protecting and dispensing clients' various interests, assets, and lifetime earnings can make the difference between a comfortable retirement and wasting thousands of dollars in assets and earnings. Specialized knowledge, experience and attention to detail in these areas is therefore critically important. Read More

  • Jorge Santana Partner
    Jorge Santana

    Attorney Jorge J. Santana, Jr. is an American born Cuban-American, fluent in both English and Spanish. Jorge left Miami to join us here in beautiful and peaceful Fort Myers, Florida in March 2015. He has an extreme love for the law, which is only overshadowed by his desire to help all those in need. His reputation for fairness, hard work and honesty is respected by all his clients and attorneys. Read More