Estate Planning Services
We offer a wide variety of estate planning services from simple wills to complex estate plans. Most importantly, we talk to you about what you desire to accomplish. We then advise you of the many possibilities out there so you can choose the best plan for your needs! Below are some common options our clients like:
Every estate plan is unique. Please contact us to set up an appointment to talk about your exact needs!
Simple Will
Everyone needs one!
The Will is very common and what we think is the minimum document every person needs in their estate plan!
If you do not have a Will, please contact us to get started!
Estate Plan
We specialize in Florida estate plans!
In Florida, a complete estate plan documents should include at least a Will, Living Will, Durable Power of Attorney, and a Health Care Surrogate.
Our customers also receive free annual reviews of their entire estate plan!
Will/Estate Plan Review
Review it every year!
It is important to review your estate plan every year! Life changes and your documents need to change with it.
Even if we did not provide these services for you at the beginning, we will be happy to review your estate plan at any time!
Trust
Not everyone needs one, but if you do…you do!
There are several types of Trusts, including revokable, irrevocable, and testamentary trusts. We can help you decide if you are a candidate for a trust, and advise you on the different options available.
Pet Trusts
A specific trust for the furry or feathery member of the family!
Pet Trusts are unique trusts designed to care for your animal(s) for the duration of their lives.
Firearm / Gun Trusts
If you are a firearms collector or enthusiast, this trust is for you!
A Firearm Trust or “Gun Trust” is a specific way to ensure your weapons can pass to the person you want, if they qualify to own a firearm. Also known as a NFA Trust, Class 3 Trust, or Title II Trust, these trusts are needed for specific weapon types.
Full-Time RV Estate Plans
If you are a full-timer, there are specific estate plans for you!
Our family loves to travel, and we see a need to assist full time travelers with their estate planning needs. This unique group may benefit from Florida’s “preferred state status” when it comes to the portability of estate plans.
If you are a full-timer, let’s talk about your estate plan needs in our virtual office, and maybe we will see each other “down the trail!”
Florida Law Enforcement Officer, Detention Officer, Fire / EMT, and Teacher Estate Plans
Serving all first responders and teachers!
As a prior certified first responder, I know the needs and worries of these public servants. Our firm specializes in employees who are in the FRS system and can provide a unique estate plan at a discounted rate just for you!