Florida Estate Planning Questionnaire

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.  It should only take 10-15 minutes to fill out the document. Ther is no need to enter personal information more than once, you can siply list the name if the information was previously provided.  We only need general information on the assets, exact balances or values are not required.  For example if you have around 100K in cash we do not need to know that the number is 107,682.42.  You should not have pull bank statements or stock statements to get exact figures to answer any of the question.

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 or review the documents over the phone.  Then you can sign all of the documents.  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.

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