Estate Planning · Sarasota & Nationwide

Keep Your Family in Control — and Your Assets Out of Court.

Protect your home, savings, and retirement from probate, delays, and unnecessary financial risk — with a clear plan.

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Not ready? Get the free Legacy Planning Checklist ↓
(941) 909-2740 · Sarasota, Florida
PUDI LEGACY

Working hard isn't the problem — not having a plan is.

You're building. Earning. Investing.
But if something happened tomorrow — would your family actually be okay?

You worked too hard to let a broken system decide what happens to everything you've built.

The gap between what you've built and what your family actually receives is called the planning gap — and it's entirely preventable.


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67%
of Americans have no estate plan — leaving their families vulnerable to probate and delays.
$50K+
Average probate cost for an unprotected estate. A trust costs a fraction of that — upfront.
18 mo.
Average time probate takes — leaving your family in legal limbo when they need certainty most.
1 call
That's all it takes to find out where you stand and start building a plan that actually holds.
The Cost of Waiting

What Happens Without a Plan

The people you love are left dealing with problems you could have prevented.

⚖️

Probate Court

A public, costly process that takes 12–18 months and drains tens of thousands from what you've built.

💔

Family Conflict

Without clear direction, families fight — not just over money, but over heirlooms, memories, and decisions that can't be undone.

📉

Tax Liability

Without the right structure, a significant portion of your estate disappears to avoidable taxes and fees — money that should go to your family, not the government.

🔓

Lost Control

Without directives, courts — not your family — decide who makes medical and financial decisions for you.

None of this is inevitable. One conversation changes everything.

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Nick Puetz – PUDI Legacy
Nick Puetz
Founder, PUDI Legacy
Your Guide

I lost everything — and found my mission.

I lost everything in 2020. Crypto. Cash. Business. Gone. One bad investment — and 12 months of no income later — I was bankrupt, rebuilding from scratch.

That's where I found my mission.

"Families don't lose what they've built because they didn't work hard — they lose because the structure wasn't in place when life hit."

I'm Nick Puetz — licensed estate planning advisor and founder of PUDI Legacy. I help families, entrepreneurs, and retirees build real-life protection strategies that hold up when life punches back.

Legacy isn't luck. It's structure, strategy, and heart.


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The Framework

Here's How You Stay in Control

No suits. No pressure. Just clarity and care.

P

Protect

Shield what you've built from probate, structural gaps, and unnecessary legal risk.

U

Uncover

See exactly what's secure, what's at risk, and what needs to be aligned — no guesswork.

D

Design

Build a plan that aligns your trust, powers of attorney, and accounts — so your family stays in control.

I

Inspire

Pass down more than money — give the next generation principles, values, and clear direction.

How We Help

Protection for Every Part of Your Legacy

Everyone's path is different — the principles never change.

Estate Planning

Living trust, pour-over will, medical directives, and financial power of attorney — designed to keep control in your hands and assets properly structured.

Tax-Advantaged Strategies

Private asset vehicles that preserve capital, maintain liquidity, and build long-term tax efficiency for your family's future.

Retirement Protection

Your floor is zero — you never lose principal to market downturns. Participate in market gains, skip the losses, and build a lifetime income stream that holds no matter what.

Family & Income Protection

Aligned coverage that keeps your family's income, lifestyle, and home secure when the unexpected happens.

Your Legacy Journey

A Clear Path Forward in 3 Steps

The best time to protect your legacy was yesterday. The next best time is now.

1

Schedule Your Call

We uncover your goals, assets, and potential vulnerabilities — so you know exactly where you stand.

2

Design Your Plan

A customized strategy built around your life, your family, and your goals — not a template.

3

Preserve Your Legacy

We implement and keep your plan aligned as life evolves — so your legacy stays protected.

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What's Possible

Imagine This Instead

This is what life looks like when the right plan is in place.

Your family never sees a courtroom.

Assets transfer privately, cleanly, and on your terms.

You know exactly where you stand.

No more uncertainty. Clear picture. Fully documented.

Your retirement is protected.

Market swings don't threaten your income or your future.

Your legacy outlasts you.

Wealth, values, and direction carry forward — by design, not luck.

Your family stays united.

Clear direction eliminates ambiguity — loved ones grieve together, not against each other.

Resilience isn't inherited — it's built.

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Google Reviews

What Families Are Saying

Real people. Real results.

"Nick is such a professional in every aspect of the word. I felt great about letting him handle my insurance affairs and would totally recommend him to any and everyone."

KW
Kilpatrick Wilson
Google Review

"I really appreciate Nick's approach. He offered a solution for my situation that I didn't think was an option. He is very easy to talk to, and asks great questions that lead to good solutions."

SC
Stephen Currie
Local Guide · Google Review

"Nick is very professional and incredibly well-versed in the various products he offers. The entire process was seamless."

MM
Mike Marquis
Google Review

"Nick is great to work with. I would recommend him to assist with your insurance needs."

TJ
Tawana Joyner
Google Review

"Nick is a very nice and respectful person in life that helps people."

RM
Richard McFarlane
Local Guide · Google Review
5.0
Google Rating
300+ families protected across Florida and beyond.

Not Sure Where to Start?

Use the free Legacy Planning Checklist to see where your family is protected — and where the gaps are. Takes less than 5 minutes.

  • Do you have a living trust in place?
  • Are your beneficiaries correctly assigned?
  • Do you have medical directives and a power of attorney?
  • Is your retirement protected from market downturns?
  • Does your family know your wishes and where to find everything?
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Free Resource

Legacy Planning Checklist

A quick snapshot of where your family stands — and what needs attention before life forces the conversation.

No spam. Just clarity.

Take the First Step

You Can Change Your Family's Story.

Serving families in Sarasota, Florida and nationwide. One call uncovers everything — no obligation, no pressure, just clarity.

Book Your Legacy Call Call (941) 909-2740