"We make it our mission to accomplish your goals, easing the transfer of ownership, protecting wealth, and securing family legacies for generations."
Established in 1976 by Richard W. Copeland, our firm has proudly advised individuals, families, and business owners throughout Seminole, Orange, and Central Florida communities.
In 2007, attorney Terry W. Covert brought extensive corporate and financial experience to expand the practice. Together with partner Meredith Pitts Smith, our attorneys provide dependable, thoughtful counsel across estate planning, probate administration, and fiduciary governance.
Florida estate and probate law has unique statutory and administrative requirements. Having seasoned legal counsel located directly in Altamonte Springs ensures your instruments are valid, enforceable, and smoothly administered in local courts.
Tailored legal solutions tailored to simplify complex assets and protect loved ones.
Customized Last Wills, Revocable Living Trusts, and Irrevocable Trusts drafted to safeguard assets, prevent unnecessary probate, and express your precise final wishes.
Guiding personal representatives and families through formal administration, summary probate, ancillary proceedings, and creditor resolution in Central Florida probate courts.
Durable Financial Powers of Attorney, Healthcare Surrogates, Living Wills, and HIPAA releases to ensure trusted representatives can act during incapacitation.
Structuring family LLCs, closely held corporations, buy-sell covenants, and ownership transitions designed to preserve business continuity.
Advising trustees on post-death fiduciary compliance, trust inventorying, accounting notices, creditor periods, and tax-efficient distributions.
Legal counsel for executors, heirs, and beneficiaries involving estate accountings, breach of fiduciary obligations, and disputed proceedings.
Knowledgeable, dedicated legal professionals committed to personal service.
Meredith Pitts Smith focuses her legal practice on comprehensive estate planning, probate administration, trust administration, and wealth preservation. She works directly with clients to prepare personalized wills, trusts, and advance directives, and routinely guides personal representatives through the probate process across Central Florida.
Joining the firm in 2007, Terry W. Covert brings over 35 years of financial, business planning, and fiduciary law experience. Concurrently serving as General Counsel to mutual funds, he holds a J.D. cum laude from Barry University School of Law and is a proud veteran of the United States Army.
Richard W. Copeland founded the law practice in the 1970s, anchoring its longstanding reputation in Altamonte Springs. Having transitioned to an Of Counsel capacity in 2015, Mr. Copeland provides valued historical perspective and institutional knowledge to the firm and its clients.
Contact our office to arrange a consultation regarding your estate plan, trust governance, or probate administration matter.
631 Palm Springs Drive, Suite 114
Altamonte Springs, FL 32701-7854
Phone: (407) 830-7220
Fax: (407) 830-4391
meredith@copelandcovertandsmith.com
terry@copelandcovertandsmith.com
Monday – Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 2:00 PM
Saturday – Sunday: Closed