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  • Family walking on beach
    Who Needs an Estate Plan?
    Everyone has an estate plan. You must decide whether it is
    the plan you want…or the plan the State provides for you…
  • Family walking on beach
    Inheritance Disputes in Florida
    Controversies regarding estates, trusts, wills, and guardianships
    require seasoned litigators. Our reputation and experience make
    us the law firm that families turn to when they need litigation help
    throughout Florida.
  • Family walking on beach
    Should I Avoid Probate?
    Because of the many burdens involved with the probate administration process—
    cost, delay, public records—most people prefer to avoid it. Learn how we can help
    you achieve that goal through several different available techniques…
  • Family walking on beach
    Wealth Preservation
    for Complex Estates.
    It is imperative to develop a strategy to protect the wealth that you have earned
    during your lifetime and carry out your wishes long after you are gone…
  • Family walking on beach
    Do Only the Rich Need a Trust?
    Trusts are vital instruments if you want to protect your child’s inheritance
    from a divorcing spouse, provide for your minor children in the event of your
    untimely death, or care for a family member who has special needs…
  • Family business succession planning
    Family Business Owner
    …Exit Strategy?
    Retirement, disability and death are the most common, and often unexpected,
    events that trigger the transfer of a business. Regrettably, most family businesses
    fail after the first generation because of no business succession plan…

Legacy Protection Lawyers is a boutique estate solution law firm. Our attorneys focus their practice only on estate-related matters. We can handle any and all issues concerning your estate — planning, administration, or litigation.

Hear What Our Clients are Saying

 
 
 
  • Best Estate Planning Lawyer Around

    "We hired Bill after interviewing 4 attorneys in town. We found Bill to be the most competent, compassionate, understanding and efficient. In addition to being an excellent estate counsel, he's also an excellent accountant and this combination is crucial for proper estate counsel. He's very accessible, anticipates issues before they arise. It was a complicated estate which he guided us through with ease. We were so pleased with his services that we hired him for our own estate preparation. Bill also employs a staff that match his high standards. Both his assistants and paralegals were excellent and very personable. I'd hire him again (and again) without hesitation. Thanks Bill!"

    Andrew, St. Pete Beach

  • Greater Peace of Mind

    "We moved from Maryland to Florida six years ago. We had previously had a comprehensive estate plan in place, but there are regulations specific to Florida that Bill and his staff, especially Nicole Bell, were able to identify and dramatically improve our plan. In addition, they brought insights on procedural matters that have brought us a greater peace of mind. We review our estate plans every five years and will definitely be using Legacy Protection Lawyers again."

    Stephen Andon

  • Depth of Knowledge and Expertise

    "I've had the pleasure of working with Bill McQueen and his team on behalf of my client as a Family Office Manager. The quality of every interaction is consistent in the promptness of response, the depth of knowledge and expertise, and an immense satisfaction knowing that Bill has a tremendous understanding of my client's issues and concerns. His ability to preempt issues and be strategic in addressing these has helped us stay ahead of the curve ball. Katie and Nicole on his team are most personable and so very helpful! My client and I are delighted to be working with Bill McQueen."

    Pavita, St. Petersburg

  • The Best in the Industry

    "This experience and attention to detail has made me feel as though for the first time in my life that my estate is going to be handled with perfection. I highly recommend getting your legacy protected by the BEST in the industry...Bill McQueen along with his support staff have exceeded our expectations! A wonderful group of true professionals! And we just love Katie H."

    Jillian, St. Petersburg

  • Truly My BFFs

    "When my husband died I had no clue what to do. The one thing he always told me when he passed was to call Bill McQueen immediately. My husband had been in business for over 40 years in St. Pete and I figured he knew what he was talking about. Legacy Protection Lawyers did everything they could, and more, to help me with every detail. They were so kind and attentive and were never to busy to talk me thru whatever I needed. I could never thank them enough for their kindness and patience. They are truly my BFF's.

    Mary-Louise, St. Petersburg

  • Smart, Thorough, Current, Extremely Responsive...and Compassionate

    "My family needed to re-do virtually all of my mother's legal documents, do substantial work on her finances, and apply for VA A&A, as my mother's health declined, and we had to move her into assisted living. Not only did Bill do an absolutely amazing job with all of this with incredible expertise and efficiency, he also was extremely responsive at every (and I mean EVERY) turn. Not a question, need, suddenly-pressing deadline, or otherwise came up that Bill did not jump on it - and with remarkable thoroughness. Bill has known what to do, how to do it, and where nuances have been necessary in each and every step of this 18-month journey. I feel so much more comfortable with my mother's legal documents and legal work overall, and - beyond that - following all the time and effort Bill and I put into applying for VA A&A for my mom, the benefits were awarded - saving my family more than $12,000 a year in paying for my mom's care. ...When one is the midst of doing all he can to help an aging parent in failing health, compassion and concern certainly help. I would recommend Bill to anyone who needs a lawyer - whether a specialist in elder law or otherwise. Thank you so very much, Bill - for what you have done as an attorney AND who you are as a human being."

    Wayne, New York City, NY

  • Professionalism and Caring Manner

    "After hitting a brick wall with my parents estate I turned to Bill McQueen and his incredible assistants Nicole Bell and Nicole Murphy. From day one they took the reins and I felt as if a tremendous weight was lifted off my shoulders. They kept me informed with all the issues and progress as we went along. I can't say enough good things about their professionalism and caring manner. They are my law firm from now on. Thank you so much for all you did!"

    Paul, Florida

  • An AWESOME Team

    "Bill McQueen, Nicole Murphy, and Nicole Bell are an AWESOME team...professional, courteous, efficient, compassionate. Reviewing, learning, and planning the next steps during an extremely emotional time is a very difficult task. I'm grateful my mom found and trusted them so I too can know and trust them. What better endorsement than "mother knows best". I am grateful to this team for all they do and continue to do...and they are highly recommended by me!"

    Johnnie, Wesley Chapel, Florida

  • Exceptional, Personal and Professional Attorney on All Levels

    "Bill McQueen was kind enough to handle my late brother's estate last year, and I can't say enough good things about his expertise and caring during this time of sorrow. I live in another state, and Bill kept me informed of what should be done every step of the way, through phone calls, emails and other documents. His attention to detail as well as knowledge in resolving issues gave me a great sense of comfort. Bill exemplifies the true professional in his trade, and I highly recommend his services. Bill is a true friend when you need someone the most."

    Sylvia, Suwanee, Georgia

  • Wonderful Experience with Legacy

    "Bill and his team did a great job with my wife and I's wills. They were very professional and had everything in order right away. We had a wonderful experience with Legacy!"

    Scott, St. Petersburg

  • Unique Multifaceted Experience

    "Bill handled my mother's estate closure including all fillings of the trust and obtaining a trust tax ID number. He advised on asset distribution with siblings. In general, he made a complicated procedure extremely smooth. His legal expertise, accounting knowledge, and funeral home experience make Bill unique in the field."

    Kern, St. Petersburg, Florida

  • The Most Professional and Outstanding Attorney

    "William McQueen was recommended to me by a friend who has worked in the legal field for several years. She advised he is outstanding and the best of the best. Mr. McQueen found and corrected many errors and omissions in my previously filed Will/Trust. He solved many problems and errors created by someone else who handled the will/trust. He is friendly, personable and stresses importance of contacting him for any questions or issues I may have. I have complete faith and trust in Mr. McQueen."

    Marjorie, St. Petersburg, Florida

  • Estate Planning Lawyer

    "Mr. Siddall was my Estate Planning lawyer. He is extremely knowledgeable on the law. He is prompt in returning calls and emails. He took the time to listen and understand our estate planning needs. At the end, he gave us a portfolio that took care of every contingency. Additionally, he kept in touch even when the assignment ended to see if we had any questions."

    Texas Client

  • Very Professional and Helpful

    "My husband and I needed a trust/will and Fidelity recommended David Siddall as one of many attorneys. David was very professional, had great follow-up and answered any questions we had. I would recommend him."

    Arizona Client

  • Demystifying a Trust

    "I expect an attorney to be knowledgeable and professional but David brings to a client insightful consultation. His questions are asked in an unobtrusive way to get us to really think about all the potential issues and concerns with setting up a trust and how to plan for changes. He was hands-on and took such care to explain complicated provisions and potential tax treatment. He was always responsive and met every deliverable. I have complete faith and trust in his legal acumen and his advice."

    Linda, a Texas Client

  • Knight in Shining Armor

    "During a stressful time, when life struggles seemed too burdensome to overcome, I was fortunate enough to be aligned with a Knight in Shining Armor, Bill McQueen, and his “Sancho Panza,” Katie Holtgrewe. Bill agreed to take on my task of finding a way to close down and sell my sister’s Florida condo and move her back north to be with family. Several obstacles (including my inexperience, the locating of a buyer willing to proceed on an “as is” basis, and a recalcitrant HOA) were ably and proficiently overcome by Team Katie. While down-sizing is never easy, I was able to concentrate on guiding my sister through the physical and emotional juggernauts of a life change only because Team Katie managed the external details with masterful aplomb. Our deepest gratitude extends to Bill and Katie for their compassion, professionalism, and aptitude in making Massachusetts home, once again, for my sister, our family, and I -- together again!"

    Eleanor, Massachusetts

  • True Experts in the Field

    "Legacy Protection Lawyers is THE best place to obtain all your estate planning documents. Attorney William B. McQueen and Attorney Nicole S. Bell are true experts in the field. They completed nine, high quality legal estate planning documents for my spouse and I each. Paralegal Nicole Murphy and the entire LPL staff were always available, friendly and resourceful. Their website provided very useful information regarding services, estate planning and contacts."

    James O'Neill

  • Our Daughter Will Be in Excellent Hands

    "We recently used Nicole Bell from Legacy Protection Lawyers to update our estate documents. We chose them because we knew Katie Holtgrewe. Katie always communicated with us promptly each time we reached out to her. Nicole was patient in answering any questions or concerns that we had about our documents. Nicole and Katie were professional from beginning to end. We have peace knowing that our documents are up to date if anything happens to us and that our daughter will be in excellent hands."

    Karla Waltman

  • No Extra Fees

    "Prior to working with Legacy Protection Lawyers, I've had to deal with my mother's estate lawyer. It was a difficult experience that left me with a sour taste when it comes to estate lawyers. However, hiring Legacy Protection Lawyers changed my view. They were friendly and professional from the moment I contacted them. Nicole Bell walked me through the process in detail. She was extremely knowledgeable and very patient with all of my questions. She indicated that there was a set fee and any further contacts regarding my trust would not result in any extra fees. I've contacted her numerous times since then with questions and she has responded immediately, and no extra fees! The entire experience has been extremely positive. I would highly recommend them."

    Burch

  • Detail Oriented and So Responsive

    "Legacy Protection Lawyers helped with our estate plans and our asset protection needs. They were very detailed oriented and so responsive. I felt very comfortable asking all of my questions and the attorneys were very knowledgeable on each of the topics that we discussed. I truly felt I was in good hands no matter who I was working with on the team."

    Susy Aviles

  • All Our Bases Covered

    "Bill and his team were professional and very well prepared. Bill's explanation of all issues were easy to understand. He was very thorough and up to date with any issues that may arise regarding your estate in today's world. We feel very comfortable that we have all our bases covered to make it easier for our daughters. The book we received at the end was very organized and makes it easy for us to reference any questions we may have. We would highly recommend Legacy Protection Lawyers."

    Steve Culbertson

  • Excellent Service

    "Bill and his team provided excellent service in constructing our family trust. He was incredibly patient while explaining the benefits and hurdles of our strategy; proposed thoughtful alternatives; and was timely in the delivery of the final product. His team was courteous, responsive and have provided excellent followup. I highly recommend Legacy Protection Lawyers for your estate planning needs. I can’t imagine a friendlier, responsive, or capable firm in Tampa Bay."

    Michael Attinella

  • Wonderful Experience Through a Difficult Time

    "I needed to handle a probate issue and I contacted Bill McQueen. He introduced me to Nicole Bell. I filled out a form, provided some documents and Nicole walked me through the process which could not have been easier for me. The matter was completed quickly without any problems. Nicole was professional and gracious. Thank you to Bill and Nicole for a wonderful experience through a difficult time of losing a family member."

    Barbara Bryan

  • Exceptional Experience

    "We needed a comprehensive estate plan for my family and business. Bill McQueen and his staff did a fantastic job. They were quick, easy to understand, extremely professional and easy to work with. I would highly recommend Legacy Protection Lawyers. In addition, we now have in place a very comprehensive buy/sell agreement that is easy to understand and complete. Our experience with Bill and his staff have been exceptional."

    Erik Norrie

  • Excellent Advice

    "Excellent advice, highly professional, courteous and efficient."

    Scott Gramling

  • Comprehensive Estate Plan

    "Our family, including our sons and daughter were all able to complete a high quality, comprehensive estate plan with Legacy Lawyers for all children and grandchildren....exceptional."

    JB Norrie

  • The Go-To Firm for Estate Planning

    "Bill McQueen is building the "go-to" firm for all matters regarding estates and planning. As most people know, estate planning can be very complicated, but Bill and his team take the time to break it down and make it understandable."

    Pat Walsh

  • Knowledge and Expertise

    "We were extremely satisfied with the level of knowledge, expertise, and service. Everything was explained and thoroughly reviewed. We are now very comfortable knowing that our estate documents are set and complete down to the last detail!"

    Jan Schamis

  • Business Partner and Personal Estate Planning

    "We have used Bill and his firm on numerous occasions. We are a Wealth Management company and are glad to introduce our clients to Bill. I know they are going to be treated very well and will receive the expertise they deserve. We have been very pleased with Bill and have also used him for our personal estate plan as well."

    Robert Doyle

  • Ethical and Moral Compass

    "Bill and his team were very professional and thorough. They facilitated with ease a relatively complex trust and estate program that was customized down to the minute details. The process that they took my wife and I through was thorough and, most importantly, they made it understandable. Their knowledge of trust and estate laws, including keeping current relative to the incremental tax changes experienced, demonstrated their expertise and proficiency. Their efforts, work ethic and moral compass through the whole process were impeccable. Simply put, my wife and I left extremely comforted to know that our sons' and their companies, endeavors and lives will be looked after by the McQueen "family" at Legacy Protection Lawyers."

    Darryl Leclair

  • Professionalism Second to None

    "I have had the pleasure of working with Legacy Protection Lawyers recently and not only are they incredibly knowledgeable but their professionalism is second to none!"

    Christine Christenson

  • Help Preparing Our Will

    "Bill McQueen and the superb team at Legacy Protection Lawyers are not only extremely knowledgeable and professional, but also pleasurable to work with. We first engaged Bill to help prepare our will. We are currently working with him on a business matter. His competency in both areas of the law and accounting make him unique in his field."

    Jillian D

  • Peace of Mind

    "I had talked to several professionals to help me figure out my trusts, will, etc.,and spent thousands. Bill McQueen was referred to me from a friend. Bill actually created a flowchart of "if this, than that" scenarios which made it crystal clear,...finally! I am forever grateful and I have true peace of mind now. He was affordable and frankly I got far more value for his services than the fees."

    Jason Caras

Knowledgeable, Responsive, Reliable, Diligent and Compassionate.

Our boutique law firm consists of six practicing estate and trust, litigation, tax and business attorneys. Our philosophy is to provide the highest levels of legal counsel, expertise and service to our clients. 

Knowledgeable, Responsive, Reliable, Diligent and Compassionate are the words most often heard from our clients when they describe our firm. Knowledgeable because our team is intelligent and well-informed and has an understanding of this area of the law that comes with experience or education. Responsive because we are always quick to react to our client’s questions and answer their questions. Reliable because we are consistently good in our quality of work or performance and thus able to be trusted. Diligent because we work hard and are attentive and persistent in doing our job. Compassionate because we have a desire to help our clients.

Approximately half of our attorneys practice in the areas of tax, estate and trust planning and administration, asset protection and business exit planning. The rest of our attorneys focus on trust, estate, and guardianship litigation. By limiting their law practice to these areas, our attorneys actually can provide our clients with more value. Our combination of expertise means we can plan and protect our client’s family and business wealth so that they can prosper.

We do things differently. We make the complex simple, initiate the uncomfortable but necessary conversations and our entrepreneurial spirit drives us to deliver superior results. Fascinated by innovation, we strive to redefine the way we practice law every day.

We invite you to explore our website, or contact us directly to learn more about our firm and how we can help you.

 

Legacy Protection Lawyers Team Photo

Florida Office
100 2nd Avenue South, #200n
St. Petersburg, FL 33701
T: (727) 471-5868
F: (727) 498-5696

E-mail Florida Office

Arizona Office
15849 North 71st Street, Suite 100
Scottsdale, Arizona 85254
T: (480) 999-0237
F: (866) 287-1442

E-mail Arizona Office

Martindale Peer Reviews

HP32 Portfolio

OUR LEGAL SERVICES

 
 
 
 
 
 
 
 
 
 
 
 
Estate Planning

Estate Planning

Estate & Trust Litigation

Estate & Trust Litigation

Wealth Preservation

Wealth Preservation

Trust Planning

Trust Planning

Probate and Trust Administration

Probate & Trust Administration

Family Business Succession

Business Succession

Outside General Counsel

Outside General Counsel

Frequently Asked Questions

Frequently Asked Questions

LATEST TIPS FROM OUR LEGACY BLOG

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Becoming a Client of Legacy Protection Lawyers

 
 
 
  • 01
     

    Introductory Call or Email

    When you contact our office we will gain a basic understanding of your particular situation.

  • 02
     

    Schedule Initial Consultation Meeting

    Once you have scheduled your initial Consultation, our law office will email you our Confidential Legacy Questionnaire and Welcome Package.

  • 03
     

    Gathering Needed Information

    It is important that we receive your completed Questionnaire prior to your initial Consultation, so that your attorney can focus on the best estate planning solution for you during your consultation rather than gathering personal information.

  • 04
     

    Legacy Plan Review

    Within 2 weeks following your initial Consultation, you will receive drafts of your personalized Legacy Plan for your review.

  • 05

    Legacy Plan Implementation

    Following your review, a Signing Ceremony at our office will be scheduled for execution and implementation of your Legacy Plan.

REQUEST A CONSULTATION

Florida Office:

100 2nd Ave S #200n
St. Petersburg, FL 33701
(727) 471-5868

Arizona Office:

15849 N 71st St #100
Scottsdale, AZ 85254
(480) 999-0237
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Legacy Protection Lawyers are licensed to practice in Arizona, Florida, Iowa, and Texas. | Legal Disclaimer