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ESTATE PLANNING

SOLUTIONS START HERE.

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"


The first step in the estate planning process requires every client to fill out our firm’s comprehensive “fact-finder.” Our comprehensive “fact-finder” can be found here. Not only does our “fact-finder” give us a glimpse into your estate’s financial picture, but it also helps our Port St. Lucie estate planning understand more about you and your future goals. The nice thing about our fact finder is that it can be completed either 1) ONLINE or 2) IN OFFICE. -Online Form Submission: The online form has bank-level high-grade security encryption to keep your information safe and can be completed from the comfort of your home. No printing is needed. You just fill out the form and click submit! A submitted fact finder will automatically create a client file which will alert our attorneys to start brainstorming your individualized estate plan. -In-Person Submission: If you feel more comfortable completing the form in the office, our staff can accommodate and assist you in filling out the fact finder. We will sit with you and go through the fact-finder line-by-line to make sure we are capturing all of your information correctly. If you choose to elect to come into the office for help with the fact finder, we will combine this meeting with the first meeting.




Step 2: The First Meeting


The second step in our estate planning process is to schedule an initial meeting with you so that our estate planning attorneys can hear more about your individual and unique story and any estate planning fears you may have so we provide the most comprehensive and specific plan possible to fit your needs. At the first meeting, we discuss your fact finder and will go over 1) The Fact Finder, 2) The Plan, and 4) The Time frame. We answer all your questions and address any concerns you may have so we can draft your plan accordingly. We make sure to provide you with as much information as possible so you can make the best decisions for yourself and your family. In this meeting, we get to know you as a person and explore your motivations and concerns in developing your estate plan. After this meeting, our skilled estate planning attorneys will have what they need to initiate the initial drafts for your plan. As the estate plan process is a dynamic and evolving process, our attorneys will be attentive to your needs and concerns throughout completing your plan.




Step 3: The "Drafts"


After your first meeting with the attorney, we will begin drafting your plan’s initial documents. Because this process can be overwhelming, our attentive estate planning attorneys will take their time in ensuring your documents are done right. During the drafts phase, we will be in contact with you and will ask for any additional missing documentation or information. The “Drafts” phase is designed to be a collaborative time. We will be communicating with you in the most efficient manner possible to ensure all amendments to any draft are correct and complete.




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?


The short answer, yes. If you have a specific deadline or timeframe, our estate planning attorneys will work hard to accommodate your needs. If this is your situation, please let us know as soon as possible. Remember that our firm also offers a complete virtual estate planning process.




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.





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ESTATE PLANNING

PRACTICE AREAS

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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Negligent Security

If a preventable accident or crime occurs on someone else’s property, the property owner may be held responsible. The property owner has a legal duty to provide safe premises. Unfortunately, some property owners do not care about providing safety or are simply unaware of the dangers of their property. Whether you are injured at a concert, your apartment complex, or a hotel, your injury could be avoided if the proper security and safety measures were in place.

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.

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