Unbundled Documents.
Estate planning services and related documents are available for a flat fee, as needed.
Not sure where to start?
Learn more about the basics of an estate plan and the documents used before you start.
Leave behind a lasting legacy.
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 complete plan to avoid probate, minimize taxes, 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.
For The Kids Plan™
A plan to make sure your minor children are cared for and protected by someone you know and trust.
Trust-Based Planning.
A Trust-Based Estate Plan helps your family avoid probate court so that your assets can pass seamlessly and privately to your beneficiaries.
All Trust-Based Estate Planning Packages include customized documents to specify your health care wishes, appoint trusted agents to manage your personal and financial responsibilities if you are incapacitated, and select guardians for your minor children, so you can rest easy with all of your affairs in order.
Special interest trusts can also be created to preserve your business interests, protect your cryptocurrency and other digital assets, and allow you to set up special needs planning and other charitable gifting.
Starting at $3,500.00 for single individuals
Starting at $4,500.00 for married couples
What's Included
Revocable Living Trust
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
Pour-Over Will
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
Certificate of Trust
Provide this document to third parties in place of a copy of your Trust. This contains a summary of key provisions from your Trust, but does not reveal other personal details.
Funding Instructions
Written directions for you to follow to title or transfer assets in the name of your Trust.
Power of Attorney
Assign someone to manage your personal and business responsibilities if you are incapacitated or away.
Healthcare Directives
This set of documents includes your Designation of Healthcare Surrogate, Living Will, HIPAA forms, Organ Donation form, and Directions for Disposition of Remains.
Property Memorandum
Provide for specific distribution of Trust assets before your beneficiaries receive the remaining Trust property.
Asset Inventory
A listing of assets that you hold in the Trust that are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
Estate Planning Binder
All estate planning package are delivered in an organized binder for your family’s convenience.
Digital Backup
Along with a physical paper copy, all of your executed estate planning documents are provided to you in a digital format in the event you need to print a backup.
Benefits
- Avoid probate court
- Designate financial agents
- Designate healthcare agents
- Decide what should happen in a medical emergency
- Grant trusted individuals access to your medical records
- Decide who will handle your affairs in the event of incapacity
- Specify your final arrangements
- Leave specific gifts
- Determine how your assets will be distributed
- Add conditions to asset distributions
- Exclude individuals from receiving your property
- Note any special requests
Add-Ons
For The Kids Plan™
The For The Kids Plan™ is a proprietary set of documents in which you name multiple temporary and permanent guardians for your kids, provide directions to first responders and medical professionals about your kids, and express detailed directives to the guardians and caretakers of your kids.
Lifetime Asset Protection Provisions
Protect your minor children as they grow older with specific distribution directives and protective provisions that keep their inheritance shielded from outsiders.
Drug Abuse/Education Provisions
Restrict a beneficiary from having managerial or administrative control of trust, or from receiving trust property if certain conditions exist or benchmarks are not reached.
Elective Share Options
To qualify as an elective share trust, the trust must require payment of all income to the surviving spouse at least annually for his or her life, must allow the spouse to require the trustee to make the trust property productive of income within a reasonable time, and must not allow distributions to any other person during the surviving spouse’s lifetime.
Tax Shelter Options
Provide an opportunity for a surviving spouse or future generations to shelter assets from creditors and future spouses.
Gun Trust
A Florida Gun Trust (or Firearms Trust) is a type of revocable trust in Florida that is created by a gun owner for the special purpose of: (i) holding their regulated guns, ammunition, and accessories during their lifetime; and (ii) providing for an orderly transfer of such possession to a family member or heir upon the death of the gun owner.
Pet Trust
Florida law allows loving pet owners, through the use of a Pet Trust, to leave behind money, assets, and specific directions for the care and maintenance of a pet during the owner’s incapacity and after the owner’s death.
Trust Funding Services
Receive assistance moving assets into your trust, or providing for assets to transfer to your trust upon death.
Property Deed to Trust
Receive assistance titling your homestead or other Florida real estate into the name of your trust.
Business Succession Planning
Every business owner should have a plan in place to ensure a smooth and orderly transfer of business interests and provide for their family to inherit shares of the company upon the owner’s death.
Will-Based Planning.
A Will-Based Estate Plan is a basic plan where probate avoidance is not desired. A Will-Based Estate Plan lays out your final wishes for the distribution of your assets and payment of taxes and expenses after you pass away.
All Will-Based Estate Planning Packages include customized documents to specify your health care wishes, appoint trusted agents to manage your personal and financial responsibilities if you are incapacitated, and select guardians for your minor children, so you can rest easy with all of your affairs in order.
Starting at $2,500.00 for single individuals
Starting at $3,500.00 for married couples
What's Included
Last Will & Testament
A Last Will & Testament lays out what you want to happen to your assets after you pass away.
Power of Attorney
Assign someone to manage your personal and business responsibilities if you are incapacitated or away.
Healthcare Directives
This set of documents includes your Designation of Healthcare Surrogate, Living Will, HIPAA forms, Organ Donation form, and Directions for Disposition of Remains.
Estate Planning Binder
All estate planning package are delivered in an organized binder for your family’s convenience.
Digital Backup
Along with a physical paper copy, all of your executed estate planning documents are provided to you in a digital format in the event you need to print a backup.
Benefits
- Designate financial agents
- Designate healthcare agents
- Decide what should happen in a medical emergency
- Grant trusted individuals access to your medical records
- Decide who will handle your affairs in the event of incapacity
- Specify your final arrangements
- Leave specific gifts
- Determine how your assets will be distributed
- Exclude individuals from receiving your property
Add-Ons
For The Kids Plan™
The For The Kids Plan™ is a proprietary set of documents in which you name multiple temporary and permanent guardians for your kids, provide directions to first responders and medical professionals about your kids, and express detailed directives to the guardians and caretakers of your kids.
Testamentary Trust Provisions
Provide for the transfer of estate assets into trust for your family and loved ones.
Property Deed Transfer
Receive assistance titling your homestead or other Florida real estate to your beneficiaries.
For The Kids Plan™
With our For The Kids Plan™, you can specify who you want to look after your minor children, without having to complete your Last Will.
This is a great solution for parents who are not quite ready to start their entire Estate Plan, but still want to make sure their kids are looked after by someone they know and trust.
Using a proprietary set of documents, our For The Kids Plan™ allows you to name multiple temporary and permanent guardians for your kids, provide directions to first responders and medical professionals about your kids, and express detailed directives to the guardians and caretakers of your kids.
What's Included
Nomination of Long-Term Guardian
Choose the people you trust to permanently care for your minor children in your absence.
Nomination of Short-Term Guardian
Choose the people you trust to temporarily care for your minor children if something should happen to you and your long-term guardian is not reachable. This would include a trusted neighbor, friend or family member.
Nomination of Preneed Guardian
Provide the Clerk of Court with a copy of your desired permanent guardians in the event a guardianship proceeding is required.
Nomination of Healthcare Surrogate
Choose the people you trust to make medical decisions for your minor child if you are unable to do so.
Healthcare Directives
Provide the healthcare surrogate of your minor child with directions on the medical needs of your minor child.
Care Instructions for Guardian
Provide the permanent guardian with directions on how you want your minor child cared for in your absence.
Legacy Preservation Documents
Leave behind videos, notes and other mementos for your minor children to cherish and remember you by, and give them insight on your human wealth.
Babysitter Instructions
Let your minor child’s babysitter know what to do in the event of an emergency.
Confidential Exclusion of Guardian
Prevent unwanted people from ever serving as the guardian or your minor child.
Emergency ID Cards
Carry this card in your wallet to let first responders know you have minor children and who is authorized to care for them in your absence.
Organized Folder
Keep all of your guardianship documents together in a secured place.
Digital Backup
Along with a physical paper copy, all of your executed guardianship of minor documents are provided to you in a digital format in the event you need to print a backup.
Benefits
- Avoid contested guardianship proceedings
- Designate financial agents for minor children
- Designate healthcare agents for minor children
- Decide what should happen to your minor children in a medical emergency
- Exclude unwanted individuals from being appointed guardian of your minor children
- Note any special requests
- Leave a lasting legacy
As a parent, you never want to think about not being there for your kids. But without proper planning, you are not in control of what happens to your kids if something happens to you. Having the proper guardianship paperwork in place is a critical step in any parent’s estate planning.
Some questions for you, Mom & Dad…
Do your kids have a legal guardian in the event something happens to you and your child’s other parent? And we are not talking about only in the event of your death. How about if you and your child’s other parent are both incapacitated in the hospital and cannot communicate? Have you decided who will take care of your kids until you are able to speak and/or return home? What if your spouse cannot be reached while you are in the hospital? Who will take care of the kids until your spouse arrives?
Do you have a short-term guardian? What happens if your kids’ long-term guardian lives out-of-state? Who will take care of kids for the short-term until that person arrives? Is the name and contact information of your kids’ legal guardian written in a document and in a place that is accessible and/or known by others?
What if your named guardian becomes incapacitated, disabled, or deceased? Do you have a backup, or two?
Does your named guardian know what to do? Let’s say your named guardian is able to immediately take your kids into custody…have you provided the guardian with any directions on how to actually take care of your kids? Or, are you leaving the decision making up to the guardian? Does your named guardian know if your kids have a food allergy? Does your named guardian know the date of your kids’ next doctor’s appointment, extracurricular activity, school schedule? Does your named guardian know your kids’ daily routine?
Does your guardian know that you chose them to be your kids’ guardian? Does your named guardian even want to take care of your kids?
Don't worry!
Lots of questions, right? Do you have the answers to all of them? Probably not. But, that’s okay!
In fact, most young parents do not know what would happen to their kids if something happened to one or both of the parents themselves.
A Florida Last Will and Testament provides only for nomination of a long-term guardian for your minor children, but this provision applies only after you pass away.
In the event of your incapacity or absence, a Last Will is not enough to prevent your minor child from potentially ending up in the custody of Child Protective Services (CPS) and short-term foster care. A Last Will also does not provide specific directives on how you want your kids to be taken care of when in the custody of your named guardian.
Not to mention, having only a Last Will means that your estate will have to go through Florida’s lengthy and expensive probate process, and your “plan” may be challenged by your family and/or not accepted by the Court. If you did not prepare a Last Will, your family will be left to decide who will take care of your kids. If two or more people want custody, they will have to battle it out in court. That is probably not a situation with which you want to leave them.
Parents need to have specialized written documents that provide for guardianship of a minor in Florida, including those that name multiple short- and long-term guardians, provide directions and contact information to first responders and hospitals, and detail protection and care directives to the minor’s guardian. Our For The Kids Plan™ takes care of all this for you.
We can help!
Guardianship of a minor in Florida, as provided in our For The Kids Plan™, is tailored to each family and ensures that you will never again have to wonder what will happen to your kids in the event something should happen to you.
Contact us today to learn even more about how to provide for guardianship of a minor in Florida through our For The Kids Plan™, which other estate planning law firms have never heard of and will not be able to provide you.
Unbundled Estate Planning Documents.
Estate planning services and related documents are available for a flat fee, as needed.
Available documents and services
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.
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.
Let's talk.
No fuss. No fees. Your estate planning with our law office starts with a no-cost initial consultation.
