A complete plan usually has a will, often a trust, and a set of documents that work while you are alive. The firm writes each to fit the person, explains what each one does, and keeps the set consistent so the documents do not contradict each other.
Wills
A will names who inherits, who is in charge of carrying it out, and who would raise minor children. Florida has specific signing and witnessing requirements; a will that misses them may not be admitted. The firm prepares the will and supervises the signing.
Revocable living trusts
A revocable trust holds assets during your life and passes them at death without probate, as long as the assets were actually transferred into it. The firm drafts the trust and helps with the retitling, which is the step most often skipped. A trust also lets someone you choose manage the assets if you become unable to.
Other documents in a plan
- A durable power of attorney, so someone can handle finances if you cannot.
- A designation of health care surrogate, so someone can make medical decisions.
- A living will, stating your wishes about life-prolonging treatment.
- Beneficiary designations on retirement accounts and life insurance, reviewed so they match the plan.
Keeping the plan current
The firm reviews plans after major life events and on request.
Contact the office to start a plan or review one written elsewhere.