Estate Services
Estate Planning Bundle - Single
$300.00Our complete suite of estate documents for a single individual, includes the following:Last Will and Testament
Durable Power of Attorney
Advance Directive (Medical Power of Attorney & Living Will)
Lady Bird Deed
HIPAA Waiver
Florida DNR
Florida Polst
Last Will and Testament
$150A Last Will and Testament is a legal document that outlines an individual’s wishes regarding the distribution of their assets, property, and personal belongings after their death. It also includes instructions for the care of any minor children. This document is crucial for ensuring that the individual’s final wishes are respected and followed.
Lady Bird Deed
$150A Ladybird Deed, also known as an Enhanced Life Estate Deed, is a legal document that allows property owners to transfer their real estate to beneficiaries while retaining full rights to the property during their lifetime. This means the owner can sell, lease, or mortgage the property without the consent of the beneficiaries. Upon the owner’s death, the property transfers directly to the beneficiaries, bypassing the probate process.
Estate Planning Bundle - Couples
$450.00Our complete suite of estate documents for a couple, includes the following:
Last Will and Testament
Durable Power of Attorney
Advanced Directive (Medical Power of Attorney & Living Will
Lady Bird Deed
HIPAA Waiver
Florida DNR
Florida Polst
Durable Power of Attorney
$150A Durable Power of Attorney is a legal document that grants a trusted individual, known as the agent or attorney-in-fact, the authority to manage the financial affairs and make decisions on behalf of the person creating the document, known as the principal. This power remains in effect even if the principal becomes incapacitated or unable to make decisions. It can cover a range of decisions, including managing real estate, handling bank accounts, and making healthcare decisions.
Advance Directive (Living Will)
$100An Advanced Directive, also known as a Living Will, is a legal document that outlines an individual’s preferences for medical treatment and care in the event they become unable to communicate or make decisions due to illness or incapacity. This can include instructions on life-sustaining treatments, end-of-life care, and do-not-resuscitate orders. It serves as a guide for healthcare providers and family members, ensuring that the individual’s healthcare wishes are respected even when they can’t express them themselves.
HIPAA Waiver, Florida DNR, Florida Polst Form
$100A HIPAA (Health Insurance Portability and Accountability Act) form is used to authorize the use or disclosure of protected health information (PHI) by healthcare providers. It ensures that your medical information is shared only with your consent and for specific purposes
A POLST (Physician Orders for Life-Sustaining Treatment) form is a medical order that specifies the types of medical treatment a patient wishes to receive towards the end of life. A DNR (Do Not Resuscitate) form is a legal document that instructs healthcare providers not to perform cardiopulmonary resuscitation (CPR) if the patient's heart stops beating or they stop breathingRevocable Living Trust
A revocable trust, or living trust, is a legal document that allows you to manage your assets during your lifetime and specify how they should be distributed after your death. In Florida, this type of trust can be changed or revoked by the person who created it (the grantor) at any time, as long as they are not incapacitated. One of the main benefits is that it helps avoid probate, saving time and costs for your beneficiaries. If the grantor becomes incapacitated, the trustee can manage the trust assets without needing a court-appointed guardian. Upon the grantor’s death, the trustee is responsible for paying any claims and taxes before distributing the remaining assets to the beneficiaries. To fully benefit from a revocable trust, assets must be transferred into it, a process known as “funding” the trust. However, it does not protect from creditors or save on estate taxes, so consulting with legal and financial advisors is recommended.
Fee $500.00 Singles, $750.00 Couples
Irrevocable Living Trust
$750
In Florida, an irrevocable trust is a legal arrangement where the grantor transfers ownership of assets to the trust, relinquishing all control and ownership rights. This type of trust cannot be modified, amended, or terminated without the permission of the beneficiaries or a court order. Once assets are placed in an irrevocable trust, they are no longer considered part of the grantor's taxable estate, providing significant tax benefits and protection from creditors. Florida law also includes provisions like spendthrift clauses, which protect the trust's assets from the beneficiaries' creditors.
Revocable Trust:
Control: The grantor retains control and can modify or revoke the trust at any time.
Flexibility: High; changes can be made as needed.
Probate: Assets in the trust avoid probate.
Creditor Protection: Limited; assets are not protected from creditors.
Taxation: Assets are included in the grantor’s taxable estate.
Irrevocable Trust:
Control: The grantor relinquishes control and cannot easily modify or revoke the trust.
Flexibility: Low; changes require beneficiaries’ consent or a court order.
Probate: Assets in the trust avoid probate.
Creditor Protection: High; assets are protected from creditors.
Taxation: Assets are not included in the grantor’s taxable estate, potentially reducing estate taxes.
Every document we provide comes complete with notarization, witness signatures, and two copies featuring live signatures. Should you require additional copies, they can be provided for a nominal extra charge.