What To Expect from Your Estate Planning Lawyer
Whether you have met with an estate planning lawyer before or it is your first time, it is important to…
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Florida Estate Planning.
Protect your kids. legacy. home. health. money. things. business.
Put simply, estate planning is making sure WHAT you own is passed on to WHO you want, WHEN you want, and HOW you want, all while AVOIDING unnecessary legal procedures, MINIMIZING estate taxes, and PREVENTING family disputes.
With the use of virtual communication and mobile services, you do not need to leave your home or office to complete your estate plan. Get started working with us today!
How it works.
A simple, understandable process to give you confidence in your plan.
1.
Initial Consultation
We get to know each other and you can ask general questions about estate planning.
2.
Inventory & Assessment
You provide us with information about your family, assets and estate planning goals.
3.
Design Session
Together, we design your unique estate plan to meet your specific needs and goals.
4.
Drafting & Review
We draft your estate planning documents and you review and request any changes.
5.
Signing Session
You sign your estate planning documents with our help, so nothing is missed or left behind.
6.
Ongoing Service
We do not charge you for follow up questions or to make minor changes to your plan.
Estate planning, made easy .
You are the captain and we are the navigator. Tell us where you want to go and we will show you the way.
If you are looking to protect your assets and legacy, plan for incapacity, appoint trusted guardians for your minor children, or ensure a smooth transition of your business, we will work together to design a plan that helps avoid probate, minimize estate taxes, and privately transfer wealth to your heirs.
Let's talk.
No fuss. No fees. Your estate planning with our law office starts with a no-cost initial consultation.
Plans & Pricing.
You have a unique set of needs and goals, requiring a unique set of planning documents.
There is no one-size-fits-all estate plan. No matter your family size or financial situation, your estate plan should meet your current needs and remain flexible if anything changes in the future. We work together with our clients to design fully customized plans with understandable terms and affordable pricing.
Trust-Based Planning.
The most comprehensive and complete plan to avoid probate and protect your assets and loved ones.
Will-Based Planning.
A basic plan that covers management of assets, health care directives, and your final wishes.
Kids Protection Plan®
A plan to ensure your minor children are cared for and protected by people you know and trust.
Your peace of mind starts here.
Life is much sweeter when there are fewer things to stress over.
Although the thought of planning for incapacity, disability, or death can be uncomfortable and worrisome, it is a necessary procedure to protect yourself and your family. After completing your plan, you should feel a sense of relief knowing your loved ones are taken care of if something should happen to you.
Learn more.
Explore how each legal document can help you build a complete and effective estate plan.
Last Will
Last Will
A Last Will lays out what you want to happen to your assets and who will care for your minor children after you pass away.
Learn more ⟶
Living Trust
Living Trust
A Living Trust provides for the protection, management, control, and transfer of your assets without the need for probate.
Learn more ⟶
Guardianship
Guardianship
The Kids Protection Plan® makes sure your kids are looked after by someone you know and trust in case something happens to you.
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Power of Attorney
Power of Attorney
A Power of Attorney lets you appoint someone to manage your assets if you are away or incapacitated.
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Health Care
Health Care
Advance Health Care Directives tell your doctors what kind of medical services you want to receive if you are unable to make your own decisions.
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Cryptocurrency
Cryptocurrency
Protect your cryptocurrency and digital assets with protected wallets, letters of ownership and creative trust planning.
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Business Succession
Business Succession
Every business owner should have legal documents in place to make sure business assets and interests are protected and preserved.
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Pets
Pets
Pet owners can leave behind money, assets, and specific directions for the care and maintenance of a furry family member.
Learn more ⟶
Still not sure how to protect the things you own and the people you love?
Learn about the basics of estate planning and find out which legal documents are right for your unique life situation.
The time is now to start planning.
Take control now to protect your loved ones in the future.
It's your life and you should decide how your affairs will be handled. If you don't have an estate plan, the probate court will control how to distribute your money and things and who cares for your minor children. Creating a complete estate plan with my law office means your assets, children, pets, business and legacy will be handled how YOU want, not how the court decides.
About us.
Once you get to know us, I think you will like working together.
You have a lot of choices when it comes to hiring an estate planning lawyer in Florida.
Here is what makes our law office stand out.
Super Cool Florida Estate Planning Blog.
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Did you know we also handle Florida real estate transactions?
Learn how we can help you close on your Florida real estate property and further protect your real estate assets.
