Meet Shannon R. Smith, Esq.
Shannon R. Smith, Esq. is licensed to practice law in Florida and California. Through her independent Florida practice, Smith Law Orlando, PLLC, d/b/a Law Office of Shannon R. Smith, she helps clients plan for the people and priorities that matter to them.
Estate Planning Philosophy
One of the most fulfilling parts of Shannon’s practice is helping Florida individuals and families create a plan for life’s changes. Her goal is to help you plan for your care, provide for the people who matter to you, manage the transfer of your assets, and document your wishes under Florida law.
Shannon believes every family and every estate is different. She takes the time to understand your individual circumstances, priorities, and concerns before recommending a plan. Her focus is on estate planning tailored to your needs, with clear guidance to help you and your family move forward with greater peace of mind.
Estate Planning
We provide personalized estate planning for Florida individuals and families, including revocable living trusts, wills, financial powers of attorney, and health care directives tailored to your specific goals and family priorities.
Trust Administration
We provide professional guidance for trustees organizing assets, carrying out trust terms, and communicating effectively with beneficiaries to ensure seamless transitions and legal compliance.
Trustee Services
We offer availability and guidance regarding the scope of professional trustee appointments, ensuring your legacy is managed with the utmost care and integrity. These services are discussed individually before accepting an appointment to ensure the best fit for your family's unique needs.
Our Process
A thoughtful plan, at your pace.
Become a client from the comfort of home. Our planning conversations take place virtually by Zoom, phone, or email.
1 — Start with a free Fit Meeting
Your initial consultation is a free fit meeting. We’ll talk about your goals and objectives, explain how Shannon can help, and decide together whether the firm is a good fit for your estate-planning needs. Use the Request a Fit Meeting button below to send an inquiry.
2 — Engagement, payment & your virtual account
When we agree to move forward, we’ll send an Estate Planning Engagement Letter for your review and electronic signature. It explains the scope and terms of your Florida engagement with Smith Law Orlando, PLLC, d/b/a Law Office of Shannon R. Smith. You’ll also receive an initial-payment link and a link to create your virtual account and complete your online intake.
We use Legacy Architects™ as a collaborative platform for your estate plan. The intake gathers information about you, your family, and your estate; planning decisions come later. Once we receive your completed intake, signed engagement letter, and initial payment, we’ll begin scheduling your design meetings.
3 — Design your plan with Shannon
We’ll meet by Zoom or phone, or work together by email, to explore your circumstances and design a plan tailored to you. These conversations may take longer as Shannon gets to know your priorities. Think of her as your legal guide: she explains the law and how it applies, while you make the personal decisions that shape your plan—such as choosing a will or trust and naming successor trustees. Together, you’ll review and manage your information in Legacy Architects and record your choices in your personal account.
4 — Review your choices & finalize
After the design discussions, review all information and planning decisions in your virtual account. Once you confirm that your details and choices are final, let the office know. We’ll request final payment and, once it is received, proceed with drafting your estate-planning documents, subject to any payment arrangement in your engagement agreement.
5 — Review, sign & receive your documents
You’ll receive the drafted documents for review. If you spot an error or would like to go through them together, we’ll arrange a Zoom or phone meeting. When they are ready, we’ll discuss your preferred delivery and signing arrangements. Electronic documents, electronic signing, and remote notarization may be available where appropriate for the documents and applicable Florida requirements. Alternatively, we can prepare hard copies in an estate-planning binder. Arrange signing with the office or receive the binder by mail with signing instructions. Once the agreed services are complete, the engagement concludes as described in your engagement letter.
Ready to begin?
If you already know you’d like to move forward, you may skip the fit meeting and create your Legacy Architects account now. After we receive your completed intake, we’ll send the engagement letter and payment link. Creating an account or submitting intake alone does not establish an attorney-client relationship.
This shared Legacy Architects portal is provided through Armentrout & Associates. Florida legal engagements are with Smith Law Orlando, PLLC.
Financial Transparency
We believe estate planning should be personal, practical, and cost-effective. We use flat fees for estate-planning packages so you know the cost of the agreed services before work begins. Your written engagement agreement identifies what is included, any selected add-ons, and any additional work or expenses. Initial consultations are free. Review our Florida Price Schedule below for package prices, add-ons, and other services. Some services are billed hourly or under a separate fee arrangement, as shown in the schedule. State filing and recording fees are additional where applicable. Credit card processing fees, if applicable, are disclosed at payment and reflect the processor’s charge. You may avoid these fees by using an available fee-free payment method such as ACH/eCheck. Processing fees do not reduce amounts required to be deposited into the firm’s trust account.
Affiliation Note
Shannon also serves as Of Counsel to Armentrout & Associates in connection with its California practice. Florida engagements are with Smith Law Orlando, PLLC. Armentrout & Associates provides administrative and technology resources to the Florida practice.