[WSBAPT] Estate Planning Referral--Homestead, FL
Kate Tanner
kate at tannerestateplanning.com
Wed Oct 14 11:34:28 PDT 2026
Alternatively, Sultana DeJesus is over in Orlando and has a Spanish
speaking attorney in her office. Her number is (407)815-6903
https://sultanalawtitle.com/
Happy to help!
Kate
------------------------------
*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
on behalf of Dave Culbertson <dculbertson at culbertsonlawoffice.com>
*Sent:* Wednesday, October 14, 2026 11:22 AM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* Re: [WSBAPT] Estate Planning Referral--Homestead, FL
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 <(646)%20462-5383>*
*slopezrodriguezesq at gmail.com <slopezrodriguezesq at gmail.com>*
------------------------------
*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
on behalf of Dave Culbertson <dculbertson at culbertsonlawoffice.com>
*Sent:* Tuesday, October 13, 2026 2:33 PM
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solo-and-small-practice-section at list.wsba.org>;
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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* <dculbertson at culbertsonlawoffice.com>
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