Understanding Useful And Necessary Estate Documents

Each person’s estate plan is different, which means there is no one-size-fits-all. Archer Law has worked with clients throughout Florida who going through this process. These legal documents are incredibly important and must be handled with the utmost care. Our lawyers have 20 years of combined experience and are ready to help you.

Why They Are Important

Since no two plans are the same, you may not be sure what is necessary. We can listen to your concerns and objectives and help you decide what assets must be protected. That being said, there are certain things that can benefit everyone, regardless of the size of your estate. In general, wills and trusts are a good place to start. These basic documents outline what you have and who should get it after you pass away.

Another important piece of a plan is deciding who your power of attorney and beneficiaries are. You will appoint someone who will be responsible for making medical and financial decisions on your behalf, should you become incapacitated. If someone is not chosen, the courts will have the final say on what happens to you. This means a person who has never even met you will make massive decisions as if they were you. Wills, trusts, powers of attorney and listed beneficiaries can always be updated, should you change your mind.

To Get Started, Call Today

No matter where you are in the estate planning process, our attorneys are here to help. We can answer your questions so you can feel comfortable about the choices you are making. These decisions mustn’t be taken lightly. Call our office in Clermont today to schedule a consultation at 352-717-2445. You can also email us by clicking here.