Estate Planning

My goal is to make estate planning as simple and direct as possible for you, while attending to your specific requirements, to make it tailored to your needs. When you work with me, I will take the necessary time to listen to your needs and goals, to craft the ideal estate plan for you.
I have been serving as an estate planning attorney in Florida since 2011. During my 10 years helping clients like you, I have helped them to design their estate plans, wills and trusts to obtain the results they expected. I can do the same for you – learn more about my estate planning services and solutions.

An estate plan is the solution to ensure that your loved ones and the next generation can easily get access to your assets once you pass away, honoring your will and how you intended to distribute it. Furthermore, it will reduce the taxes and expenses associated with it, but only if it is correctly designed.
The following process will ensure that your estate plan will be valid once you pass away, to enable your loved ones and the next generation to own your assets the way you intended to.

1. Consultation to Design Your Estate Planning Documents
During our consultation you will let me know your exact goals and needs, to be able to design your estate planning document correctly. At this stage, I will determine what estate planning tools might be the best for you, along with exploring what type of document might be the ideal for you.
For example, it may be as simple as a will or a revocable living trust. However, under special circumstances, you might require a far more complex and advanced estate planning document.
We will explore the costs of each option together, to find the solution that meets your goals and needs the best.

2. Craft and Design Your Estate Plan for Asset Protection
With the information obtained during our consultation, I will craft and design the estate plan exactly as discussed. Your document will be free from legal mistakes that might give origin to issues afterwards, and principally, to protect your assets against a possible probate process once you pass away.

3. Sign Your Estate Planning Documents to Make Them Valid
We will set up a specific date and time to sign the documents. During this stage, you should review the documents one final time to ensure that everything is correct. Furthermore, you can also take the documents home and come back when you are ready to sign, in case you want to go over things more patiently.