Decide now, so nobody has to guess.
The documents, and the titling behind them.
Wills
Revocable trusts
Health care directives
Powers of attorney
Titling and beneficiaries
Updates and reviews
Four meetings, one finished plan.
First meeting
Recommendation
Drafting and review
Signing and funding
Questions we hear at the first meeting.
If yours is not here, call the office. Someone who drafts these documents will answer.
Do I need a trust, or is a will enough?
It depends on what you own and where. A trust helps when there is real property, a business, or a beneficiary who needs structure. Plenty of families are fine with a will and correct beneficiary designations.
What does funding a trust mean?
Moving assets into the trust’s name, or naming it as beneficiary. An unfunded trust does almost nothing, which is the most common problem we fix.
How often should a plan be reviewed?
After a marriage, a divorce, a death, a birth, a move to another state, or a large purchase or sale. Otherwise every few years is reasonable.
Can I write my own will in Florida?
You can, and the formalities are strict enough that homemade wills frequently fail. Witnessing and notarization requirements are where they break down.
What happens to my house?
Florida homestead rules limit who you can leave it to if you have a spouse or minor child. We go through that before drafting anything.
The planning group.
Jason Risberg, Esq.
Aaron W. Saoud, Esq.
Sofia Herrera, Esq.
