Flex Legal, PLLC
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Kelly A. Mata, Esq.
Managing Attorney/Autism Mom
Member of the Florida Bar in Good Standing (Fl. Bar Member No. 1015921)
Circuit Civil Certified Mediator (Supreme Court of Florida - License No. 42136 R)
Admitted to Federal Court in Middle and Southern Districts of Florida
Get to Know Us
At our estate planning firm, we are dedicated to providing compassionate and comprehensive solutions tailored to your unique needs. Specializing in special needs trusts and planning, we empower families to secure a stable and fulfilling future for their loved ones with disabilities, be they minors, disabled adults, or elderly relatives, ensuring financial protection and access to essential resources without compromising government benefits. Our experienced team combines deep expertise with a personal touch, guiding you through every step with clarity and care.
Beyond special needs planning, we also handle probate matters with efficiency and sensitivity, helping clients navigate the complexities of estate administration during challenging times. With a commitment to integrity and personalized service, we strive to build lasting relationships, offering peace of mind through meticulous planning and unwavering support for your family’s legacy.
Why Choose Us?
Our founding Attorney is an experienced attorney and mother to five children, two of which have special needs. Her passion for advocacy and sound planning for those who are vulnerable sets the standard of care for the firm. Sound planning and competent follow through are absolutely essential in special needs planning.
The Thrivly Trust Package
At Flex Legal, we have developed the Thrivly Trust Package to provide a bespoke comprehensive estate plan, meticulously tailored to your unique family dynamics, asset structure, and personal values, ensuring that your exact wishes are honored rather than relying on generic templates or default state laws that may conflict with your intentions. It proactively addresses potential complexities—such as blended families, business succession, special-needs beneficiaries, or substantial philanthropic goals—while incorporating advanced tax-minimization strategies that can preserve significantly more wealth for your heirs and chosen causes. Ultimately, a complete custom plan provides not only legal precision and financial efficiency but also lasting peace of mind, knowing your legacy will be protected, your loved ones cared for, and unnecessary disputes or erosion by taxes and probate avoided.
Thrivly Trust Package: $5500 for individuals, $6500 for couples, $7500 for blended families requiring two separate trusts
Upfront Pricing for Individual Documents
Simple Last Will & Testament
Basic will designating an executor, beneficiaries; suitable for straightforward estates without complex assets.
$800 Individual/ $1200 Couple
Revocable or Irrevocable Living Trust
Creates a trust to hold assets, avoid probate, and manage distribution; includes pour-over will to cover assets not transferred to the trust. Does not include supporting documentation.
$4,500 Individual/$5500 for Couples
Special Needs Trust (SNT)
Protects assets for a disabled beneficiary (e.g., child or adult) while preserving eligibility for government benefits like Medicaid or SSI; includes first-party or third-party SNT options.
$2,500
Durable Power of Attorney (Financial)
Authorizes an agent to manage financial matters (e.g., banking, real estate, taxes) if the client becomes incapacitated.
$850
Healthcare Power of Attorney
Designates an agent for medical decisions. This does not include detailed wishes and instructions, only designates individual who will make decisions on your behalf. Often purchased in conjunction with a Living Will.
$850
Living Will
Outlines incapacity, end-of-life care preferences, anatomical gifts (advance directive). Often purchased in Conjunction with a Healthcare Power of Attorney.
$750
Business Succession Planning
Plans for transfer of business ownership or assets upon retirement, incapacity, or death; includes buy-sell agreements or trust integration.
$5,000
Guardianship Designation for Minors
Names legal guardians for minor children in case of parental incapacity or death; often purchased in addition to wills.
$750
Trust Administration Assistance
Attorney Acts as Trustee and assists in managing trust assets post-death; includes tax filings, distributions, and legal compliance.
3% of Estate Value
Uncontested Probate
Drafting of Petition for Probate Administration, and attorney appearance at hearing; does not include county filing fee.
3% of Estate Value
Pet Trust
Ensures care for pets after owner’s death or incapacity; includes funding for pet expenses.
$800
Lady Bird Deed (Enhanced Life Estate Deed)
Suitable for transfer of property upon death while avoiding probate. Includes notarization and county clerk filing fee.
$850
Comprehensive Review and Consultation Regarding Terms of Estate Plan or Trust Created by an Outside Firm
Another firm created your estate plan, but you don't know what it means for you or for your family? Our attorneys will review, advise, and answer questions.
$350/hr
561-231-0241
Serving all of Florida
Free Case Evaluation with a Licensed Attorney
Fixed Pricing Available
Main Office: Palm Beach County
Mailing Address:
700 S. Rosemary Ave, Suite 204
West Palm Beach, FL 33401