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…
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!
We get to know each other and you can ask general questions about estate planning.
You provide us with information about your family, assets and estate planning goals.
Together, we design your unique estate plan to meet your specific needs and goals.
We draft your estate planning documents and you review and request any changes.
You sign your estate planning documents with our help, so nothing is missed or left behind.
We do not charge you for follow up questions or to make minor changes to your plan.
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.
The most comprehensive and complete plan to avoid probate and protect your assets and loved ones.
A basic plan that covers management of assets, health care directives, and your final wishes.
A plan to ensure your minor children are cared for and protected by people you know and trust.
Learn about the basics of estate planning and find out which legal documents are right for your unique life situation.
Using customized strategies and documents to meet each client's unique objectives.
Efficient, reliable and modern applications give clients the confidence that their plan will work now and in the future.
Straight-forward, fair and honest pricing means clients never have to worry about unknown and unexplained fees.
Thoughtful and personalized service makes me feel like part of the family and not just your lawyer.
Easy scheduling, responsiveness, and extended working hours so you won't have to wait for answers or service.
A trust is just pieces of paper if not funded. Specific instructions help guide clients to fund their trust.
What can be done in person can be done over Zoom (except signing your documents)!
Leave behind your intellectual, spiritual and human legacy to your loved ones. (Most) want more than just money and things.
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Learn how we can help you close on your Florida real estate property and further protect your real estate assets.
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