Natalie Annis



Natalie C. Annis is an estate planning attorney and partner in the firm’s Estates & Trusts and Private Client Services Practices. She educates clients on detailed and complex estate planning matters in a straightforward and practical manner to develop an estate plan to preserve the family wealth and thoughtfully transition the wealth to the desired beneficiaries. Through this process, Natalie and her clients work together to create and implement a comprehensive strategy to achieve the client’s specific and unique estate planning goals. After the death of an individual, Natalie advises personal representatives, trustees, and beneficiaries on postmortem planning and related tax strategies, as well as the ongoing estate and trust administration matters.


  • Peer review rated as AV Preeminent®, the highest performance rating in the Martindale-Hubbell® Peer Review Ratings system
  • Selected by her peers for inclusion in The Best Lawyers in America© in the fields of Trusts and Estates (2019–2024)
  • Recognized by Florida Super Lawyers Magazine in the fields of Trusts and Estates (2019) and Estate and Probate (2020)
  • Selected for inclusion to the Florida Super Lawyers Rising Stars list (2009–2011)
  • Recognized as an “Up-and-Coming Legal Elite” by Florida Trend Magazine (2005)
  • Recognized, “40 Under 40” by Tampa Bay Review (2002)


  • Author, a chapter in Ethics for Trust and Estate Practitioners, “Special Ethical Considerations and Concerns in Estate Planning and Trust Administration,” Thomson Reuters/Aspatore (2013)

Community Engagement

  • Tampa General Hospital Foundation, Treasurer


  • University of Florida (J.D., 1998)
    • Editor, Florida Journal of International Law
  • University of Virginia (B.A., 1994)

Professional Memberships

  • The Florida Bar
  • The Tampa Bay Estate Planning Council
  • Hillsborough County Bar Association
  • Real Property, Probate and Trust Law Section and Tax Section of the Florida Bar Association


  • Florida