I'm Patrick Moberg—former litigator, now an estate planning attorney in Winter Park. I build plain-English plans that keep loved ones out of court and eligible for care without losing everything to nursing home costs.
After reviewing your intake, I'll email you a questionnaire. Once completed, you'll receive a calendar link to schedule your initial consultation.
Trust-centered estate planning and elder law strategies tailored for Florida families
Revocable living trusts, pour-over wills, POAs, healthcare directives, and funding checklists—Florida-specific and written in plain English you can actually understand.
Lawful strategies to protect your retirement savings and qualify for nursing home Medicaid—even with significant assets. I help families preserve what they've worked for while ensuring quality care.
Lady Bird deeds, homestead optimization, and probate-avoidance strategies that actually work when your family needs them most.
No surprises. No hidden fees. Just honest pricing for quality estate planning.
+ $150 for spouse
Complex estates & business planning
of assets successfully protected
Individual documents
A straightforward process designed for busy families
Fill out our brief intake form with your contact information and current planning documents. This helps me understand your situation at a high level.
After reviewing your intake, I'll email you a comprehensive questionnaire tailored to your needs (estate planning or elder law). This gathers all the details I need to prepare.
Once I receive your completed questionnaire, I'll send you a calendar link to book a 30-minute initial consultation (Mon/Wed) to discuss your goals and which plan fits best.
After our call, you'll receive an engagement letter outlining the scope of work and fees. Review, sign electronically, and we'll get started.
I prepare your customized documents. You'll receive drafts for review, and we'll schedule a signing appointment once everything is finalized.
Execute your documents with proper witnesses and notarization. Payment is due at signing. For estate plans, I'll guide you through funding. For elder law, we implement asset protection strategies.
Complete our brief intake form and we'll be in touch within 24 hours
Start Intake FormAfter reviewing your intake, I'll send you a detailed questionnaire. Once completed, you'll receive a calendar link to schedule your consultation.