Understanding the Estate Planning Process

One question we are often asked by new and prospective clients is how our Estate Planning process works. The process begins with an initial consultation with the attorney and the client, where essential personal and financial information and lifetime and legacy goals are discussed. The attorney details various techniques to meet these goals, such as beneficiary designations, Wills, Trusts, lifetime living documents, and other long-term care planning tools, and then assists the client in deciding which strategies to use. Legal documents are then drafted, based on the client’s custom Estate Plan, and another meeting is coordinated for the client to review and sign the documents. It is recommended that the client continue this process with meetings with the attorney at least every three years. This ensures that the documents and estate plan remain current for the client’s needs and is up to date with changes in Florida laws.

If you need help with Estate Planning, including Designation of Health Care Surrogate, Durable Power of Attorney, HIPAA Release, Designation of Preneed Guardian, and Living Will, do not delay and set an appointment with one of our caring, compassionate, and knowledgeable Florida First Coast Elder Law and Estate Planning Attorneys at any of our offices located in Orange Park, Jacksonville, Julington Creek, and St. Augustine.