Jodi E Murphy Esq - Murphy and Berglund

Jodi E. Murphy, Esq.

VA Accredited Attorney

About Jodi E. Murphy, Esq.

Murphy & Berglund, PLLC was established with the objective of providing estate planning for all Florida residents, from basic will planning to complex trust planning.

Mrs. Murphy’s practice includes, but is not limited to, trust and estate planning, probate, guardianship planning for families, disability planning, estate tax planning, business succession planning, legacy planning, lifetime giving and charitable planning.

Prior to establishing her own firm, Mrs. Murphy was a litigation and family law associate with Baker & Hostetler, LLP (Orlando, FL).

Mrs. Jodi Murphy is also:

  • A frequent guest expert on the radio show “On the Money”, WDBO AM 580.
  • A co-host of a bi-monthly public seminar “Countdown to Retirement” at Certified Financial Group.
  • A nationally Certified Legacy Advisor (certified with the Legacy Builder Institute, a national educational non-profit organization chartered to promote legacy building and heritage preservation, to education and promote community legacy builders, and to endow community legacy builder resources).

Education, Licenses & Accreditations:

  • University of California, UCLA, BA in Political Science with honors, 2000
  • University of Miami School of Law, J.D. Cum Laude, 2003
  • Admitted to practice law in the state of Florida in 2003
  • Florida Life, Health, Variable License and Series 6, 2006
  • VA Accredited Attorney, 2013

Publications, Awards and Activities:

  • Co-Author of How to Protect Your Family’s Assets From Devastating Nursing Home Costs: Medicaid Secrets Florida Editions 2014, 2015, 2016 & 2017
  • Legacy Letters, 2012
  • 5 Tips for Planned Giving Officers, 2011
  • A Labor of Love: Family Estate Planning, Playground Magazine, Spring 2011
  • Guest speaker at Orlando Women’s Network, 2010
  • Guest speaker at Orlando’s Mompreneur Networking Group, 2010
  • Guest speaker at National Association of Women Business Owners, Orlando chapter, 2008 & 2009
  • Guest speaker at Central Florida Mensa Annual Convention, 2013
  • Orlando Business Journal’s 40 Under 40, nominee 2013
  • Planned Giving Council of Central FL, 2012- current
  • Orlando Business Journal’s Women Who Mean Business, nominee 2013
  • Partnership for Philanthropic Planning (PPP), 2012-2013
  • Sunbridge /Legacy Builder Network, Certified Legacy Planner, 2011-current
  • Fidelity Attorney Referral Program, 2012-current
  • Central Florida Association for Women Lawyers, Active Member
  • Leading Moms in Business Nominee, 2010
  • Ezrin Family Foundation, Executive Director, 2008-Present
  • First Book Orlando, Board of Directors 2007-2008
  • Harbor House, Board of Directors, 2004-2005
  • Volunteer with Hands on Orlando, 2003-2008

Court Admissions

  • S. District Court, Middle District of Florida, 2003-2005
  • All Florida state courts, 2003