BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling

BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
Ph: (941) 755-6258

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Kara Sajdak

Phone 239-418-0169

Kara Sajdak
The Dorcey Law Firm, PLC
10181 Six Mile Cypress Parkway
Suite C
Fort Myers, FL 33966

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Kara Sajdak

The Dorcey Law Firm, PLC
Chapter: BNI Referral Links

Legal, Attorney - Estate Planning

My BusinessI am an attorney by profession, but what I really do is help clients and their families in their desire to protect, preserve, and transfer their wealth to their loved ones. I accomplish this by using the most current and cutting edge estate planning techniques available. What sets us apart from other firms are the processes currently in place that allow for us to build a continuous lifelong relationship with our clients and their families, that is not merely transactional, but rather ensures that when a client passes away, their wishes will be fully carried out without delay, without a loss of assets, and hopefully without cutting a check to Uncle Sam.

Ideal ReferralAny person over the age of 18, whether they already have a plan put in place or not. It is a common misconception that people think they need to be of a certain age and have a particular level of wealth before they need any estate planning. In reality, anyone who is their own legal guardian needs to implement a proper plan, and have their plan reviewed every few years.

Top ProductFully customized Estate Plans (Wills/Trusts); APP (Auto Pilot Program) - our follow up client maintenance plan; Complete & accurate Trust Funding.

My Ideal Referral PartnerFinancial Advisors, Insurance Agents, CPAs, Other Attorneys, Title Companies, Assisted Living Facilities