About
Southwest Florida Advocates was created with the needs and concerns of retirees and their families in mind. Because financial matters at this stage of life can often be confusing, we regularly come alongside retirees and their families by providing personalized financial guidance, estate planning services, and a variety of fiduciary services. Our services include, but are not limited to: Trustee or Successor Trustee; Personal Representative; Attorney-in-Fact; Health Care Surrogate; Professional Guardianship; Consultation regarding advance directives, senior living alternatives, and estate plan design; and Comprehensive Financial Planning.
