[WSBAPT] Estate Planning Referral--Homestead, FL

[Dave Culbertson]

Hi, Kate.

Thanks, that is a very good lead.

Dave Culbertson

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kate Tanner
Sent: Wednesday, October 14, 2026 10:19 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate Planning Referral--Homestead, FL

Hi Dave,

Sharitza speaks Spanish and she's barred in Florida. She is over in Fort Meyers, but I'm sure could do remote work for your friend.

Kate


Ms. Sharitza Lopez-Rodriguez
13335 Broadhurst Loop
Fort Myers, FL 33919-8106
Cell: 646-462-5383
slopezrodriguezesq at gmail.com<mailto:slopezrodriguezesq at gmail.com>

________________________________
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Subject: [WSBAPT] Estate Planning Referral--Homestead, FL


Hi, Listmates.

An elderly long-time Hispanic family friend who lives in Florida needs to do some Estate Planning. A modest estate, mostly a home titled in her name but not her husband's even though they purchased it together (the broker said it would make the financing happen quicker since the husbane was already retired). She needs to put things in order. She's an exceptionally decent person.

If anybody knows some good estate planning attorneys in her area (just south of Miami) who can help her, would love to get a few names she can talk to. Spanish speaking would be a big plus, but any good candidates are welcomed.

Thanks in advance.







Best Regards,



Dave Culbertson



The Law Office of Davisson Culbertson

PO 20403

Seattle, WA 98102



Phone: (206) 478-8134

FAX: (866) 867-7796

dculbertson at culbertsonlawoffice.com<mailto:dculbertson at culbertsonlawoffice.com>




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