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Practice Areas:

Estate Planning

Our estate planning process is personalized to you and your family's needs. We'll ensure that your wishes are legally documented and that your loved ones are well taken care of in the future. The goal is to make this process as simple and seamless as possible to get estate planning off your to do list! After all, it’s the greatest last gift you can leave your loved ones.

Tampa Estate Planning Lawyer

We are ready to guide you to a completed estate plan, here is our process:

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Pre-drafting appointment

After your initial consultation, if you decide to move forward, you will pay your deposit and sign a contract. Once that is completed, you will meet with our Associate Attorney Erik De L'Etoile for your pre-drafting appointment. He will go over the specifics with you and obtain the necessary information needed to draft the documents for your estate plan.

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Drafting

Following your meeting with Associate Attorney Erik, he will draft all the documents for your estate plan. This part takes approximately 1-2 weeks depending upon the complexity of your estate plan.

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Document Review

You will review your documents with Associate Attorney Erik. He will make any necessary edits and get the documents back. Upon your final approval we will schedule signing.

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Signing

We will work with you to schedule a time for the signing of the documents in your estate plan. You will come into our office where you will sign the documents, witnesses will sign, and the documents will be notarized. We will make you additional copies of each document for you and collect final payment.

Estate Planning Services Include

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Last Will and Testament

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Living Will

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Revocable Living Trust

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Power of Attorney

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Healthcare Surrogate

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Cremation Form

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Deeds

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Probate

Are You Prepared?

Download my free estate planning to set yourself up for the best plan for your wills or trust.

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Let's schedule a conversation to learn more about your situation and how I'm able to help.