A Beacon Of Knowledge Through The Estate Planning Process

Helping you make important decisions to protect your family.

Our Practice Areas

Estate Planning

Probate
Guardianships

Medicaid Planning/Elder Law

Estate Planning And Elder Law Services In Orlando And Beyond

Making Estate Planning Work For You

There is no one-size-fits-all approach to estate planning. When you work with our team at The Kaplan Firm, our lawyer and staff will get to know you. Once attorney Mary Kaplan understands your future goals, she will work on creating a customized estate plan for you. Whether it includes a will, trust, power of attorney, guardianship designation or all of the above, she wants to make sure that the process works for you.

Attorney Kaplan has substantial experience in both private law practice and tax planning/wealth management at a major financial institution. She will work closely with you to tailor a plan that meets your and your family’s needs.

Going Through Probate?

Meet Mary Kaplan

Attorney Mary Kaplan has more than 20 years of experience in estate planning law. Before opening our Orlando office, she practiced law in Atlanta and was a certified financial planner for Wachovia Wealth Management. She brings knowledge of cutting-edge estate planning, income tax and charitable planning strategies.

She is a member of the Florida and Georgia bars, the Orange County Bar Association, and the Mid Florida Guardianship Association.

Originally from North Canton, Ohio, she currently lives in Orlando with her husband, Steve, and their two children, Seth and Paige. In her free time, Mary enjoys reading, music, cooking and working out.

Expertise.com Best Probate Lawyers In Orlando 2022
Lead Counsel Verified

Meet Our Legal Staff

Melody Pullen
Melody Pullen
Photo of Alejandra Esquivel
Alejandra Esquivel
Photo of Valerie Arena
Valerie Arena

Testimonials

“She is an expert in her field, friendly, available for meetings, and was a great listener. Her questions demonstrated she understood what I wanted to do and why. WIll definitely use her again.”

– Eugene M.

“Very knowledgeable, extremely accessible. Great attorney. Explained the situation and executed as directed. Great experience.”

– Marcus M.

“I just want to say that we used Mary Kaplan as our attorney for our will and estate planning. She is wonderful. I have already recommended her to another employee here at my work.”

– Theresa P.