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There’s a misconception that only the super-wealthy need an estate plan. In fact, most individuals no matter their income should get an estate plan.
What exactly is an Estate Plan? Estate planning includes deciding who to leave your assets to after your death and how to do it in the most tax-efficient manner. Getting expert advice on estate planning, tax relief, and tax exemptions could not only save you and your family a considerable sum of money now but also avoid inheritance tax in the future. Most individuals (especially younger people) think that they don’t need an estate plan, but guess what? Most people should have an estate plan regardless of age or income.
2022 Estate Planning Fees
How We Help With Estate Planning
Step 1: Complete the "Fact-Finder"
Step 2: The First Meeting
Step 3: The "Drafts"
Step 4: Signing Day
After we have your estate plan perfected, we will schedule a date to “execute” your estate plan. As Florida wills and trust require multiple formalities to be valid, our document execution will ensure your documents are recognized as valid under Florida law. On the final execution date, you will leave with your estate plan in hand all contained in your new Estate Planning Portfolio.
How long does the overall process take?
From soup to nuts, the process is designed to take around 14 days. However, if you need an estate plan done sooner for any reason, please let us know, and we will work to accommodate your expedited timeline. In the past, we have accommodated our clients on an expedited timeline.
My family member doesn’t have long, can you expedite an estate plan?
Can I complete the estate planning process virtually?
Yes. We are fully equipped to complete the entire estate planning process virtually.
How much does it cost?
As each plan is individually tailored to meet your needs, we do not have standard pricing plans. However, our plans range from as low as $300 and generally max out around $5000.00 for complex estate plans. After you fill out the fact finder, we will sit down with you and give you a variety of options that will meet your needs and fit your budget. Additionally, our firm offers payment plans for those who need to split up the
Do you keep an original executed copy of the documents?
No, we will give you the executed copy of the estate plan. We will maintain a scanned (electronic) copy of the documents.
What happens if I need to make a change to my estate plan?
We design every plan to evolve with you as you age. However, major life changes such as a marriage, divorce, and the birth of a child will likely require changes to be made to your estate plan. If you need to make changes to your plan, call us and we will work with you.
I only have a home, bank account, and car. Do I need an estate plan?
Yes. A well-drafted estate plan covers a variety of financial, legal, and health topics. Even if you have a smaller estate, having even a simple estate plan in place will help make sure your health wishes are honored and your estate property passes seamlessly to the intended recipients.
Our Port St. Lucie estate planning attorneys will work hard to make sure your present and post-mortem goals are met. Although most people believe an estate plan is only necessary for older adults, the reality is that an estate plan can assist you in decision making and wealth building over the course of your lifetime. Whether you are interested in helping your loved ones avoid probate or are worried about how to plan for long-term care, our Port St. Lucie estate planning attorneys can counsel you on a variety of topics
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How We Help
You deserve an Estate Plan that's right for you.
The estate planning process can be as simple or complex depending upon the nature and extent of your estate and your overall wishes. In preparing your estate plan, our Port St. Lucie attorneys will meet you to discuss your present estate and future financial goals. Doing what’s best for each and every client is our firm’s goal, and in order to achieve that goal, our Port St. Lucie estate planning attorneys follow a series of very important steps in creating your estate plan.