Estate Planning Procedure
We make it easy and affordable to obtain professional legal advice by offering complimentary consultations for your Florida estate planning needs with a Jacksonville Estate Planning Attorney. Once you've decided to implement your Florida estate plan, your documents will often be ready in less than two weeks.
STEP 1: FILL OUT THE CONFIDENTIAL PERSONAL INFORMATION FORM
Call our office at 904-685-1200, email us to obtain your Confidential Estate Planning Questionnaire or download it here: [PDF] [DOC]. Fill out our Confidential Form and send it to us. All information listed on your estate planning worksheet is completely confidential and bound by the attorney-client privilege.
STEP 2: INITIAL CONSULTATION
Once we receive your information a Florida estate planning lawyer will contact you. We will review your assets with you and learn about you and your loved ones and answer questions regarding the planning options and tell you exactly how much each option costs. If you have existing documents we will review those with you to make sure they will provide the protection you need given your current circumstances and goals.
STEP 3: DESIGN
Next, we will concentrate on creating an estate plan custom-designed to meet your specific needs and goals. We will decide together all of the specifics for your plan. We will agree on a fair, fixed fee for the work we do. You will know exactly what you will receive and for what price. Once these are decided and documented, we will begin drafting your plan.
STEP 4: SIGNING CEREMONY
We will schedule a time to come to our office and sign all of the documents, at this time we will review the documents and let you take them home and think about them. If changes are needed, we will make them and re-execute the documents. We feel it is important that documents are in place when you leave our office to so that if something happens you will be covered.
STEP 1: FILL OUT THE CONFIDENTIAL PERSONAL INFORMATION FORM
Call our office at 904-685-1200, email us to obtain your Confidential Estate Planning Questionnaire or download it here: [PDF] [DOC]. Fill out our Confidential Form and send it to us. All information listed on your estate planning worksheet is completely confidential and bound by the attorney-client privilege.
STEP 2: INITIAL CONSULTATION
Once we receive your information a Florida estate planning lawyer will contact you. We will review your assets with you and learn about you and your loved ones and answer questions regarding the planning options and tell you exactly how much each option costs. If you have existing documents we will review those with you to make sure they will provide the protection you need given your current circumstances and goals.
STEP 3: DESIGN
Next, we will concentrate on creating an estate plan custom-designed to meet your specific needs and goals. We will decide together all of the specifics for your plan. We will agree on a fair, fixed fee for the work we do. You will know exactly what you will receive and for what price. Once these are decided and documented, we will begin drafting your plan.
STEP 4: SIGNING CEREMONY
We will schedule a time to come to our office and sign all of the documents, at this time we will review the documents and let you take them home and think about them. If changes are needed, we will make them and re-execute the documents. We feel it is important that documents are in place when you leave our office to so that if something happens you will be covered.
