Miami–Fort Lauderdale Estate Planning Consultation Request

Your Miami–Fort Lauderdale (South Florida) Partner Attorney

Elena Ortega Tauler
Estate Planning Attorney — Florida
Legacy Trust Counsel, P.A.

Serving Miami–Fort Lauderdale, Doral, and Coral Gables
Spanish available

Florida-specific AEPS resources are reviewed with Florida counsel for accuracy.

(Optional Video Embed Section Header)
What Happens After You Submit This Request
(Embedded 2–3 minute process video from Elena)

[Opening – warm, professional]

Hello, I’m Elena Ortega Tauler.
 I’m an estate planning attorney licensed in Florida, and I serve families throughout the Miami–Fort Lauderdale area, including Doral and Coral Gables. If you’re watching this video, you’ve likely found your way here through the American Estate Planning Series, or AEPS.

[AEPS relationship – clarity without overreach]

AEPS provides clear estate planning education at the national level and connects families with licensed attorneys for state-specific guidance. My role as the Miami–Fort Lauderdale partner attorney is to help families apply what they’ve learned correctly under Florida law.

[What happens after the form – exact alignment]

If you decide to submit the consultation request on this page, here’s what happens next. First, you’ll complete a short request that takes just a few minutes. That request is forwarded by AEPS to my office for review. After we receive it, my team will contact you to discuss scheduling, consultation details, and any fees, if applicable, before any meeting takes place. Submitting the form does not create an attorney-client relationship, and no legal advice is given unless and until a written engagement agreement is signed.

[Tone setting – reassurance + boundaries]

Every family’s situation is different. Some people are creating an estate plan for the first time, while others are updating documents or planning around specific family or financial considerations. Our goal at this stage is simply to understand what you’re looking for and determine whether it makes sense to move forward with a consultation.

[Spanish availability – natural mention]

If you prefer to communicate in Spanish, please note that option when you submit your request. Spanish-language assistance is available.

[Close – calm CTA]

When you’re ready, you can submit the consultation request on this page. Once your request is received, my office will follow up with you directly to discuss next steps. Thank you for taking the time to watch, and I look forward to speaking with you.

Recording notes for Elena (important but behind the scenes)

• Camera: eye-level, neutral background

• Tone: calm, not salesy

• No fee numbers mentioned

• No guarantees or promises

• Do not say “schedule now” — say “submit the request”

Why this script is strong

• Matches the landing page language exactly

• Protects against ethics issues

• Sets expectations cleanly