If, as has been said, life is a journey, think of estate planning as mapping out the route ahead. Knowing where you are heading, figuring out how to get there, and having a plan for what happens along the way and at the end of your journey can bring you and your family a powerful sense of security and peace of mind.
No matter where you are in life, we work with you to develop an estate plan that will get you where you want to go. That means spending time with you to listen to your concerns, answer your questions, and understand your goals.
Taking a holistic approach to your unique situation, we collaborate where appropriate with other professionals such as accountants, wealth advisors, and insurance advisors to make sure that every consideration is addressed and that the plan as a whole integrates all aspects of your life seamlessly.
What does that mean in practice? It means drafting estate planning documents that are thorough, clear, and effective. As every family has unique needs and objectives, there is no “one size fits all” estate planning done at Southwest Florida Estate Planning. Rather, our tailored plans are developed just for you. That can include:
We also provide estate administration counselling services for trustees and guardians to assist them with their obligations and responsibilities. We arrange for guardianships and conservatorships and represent clients in probate proceedings.
The relationships we build with our clients continue long after the ink has dried on the documents we’ve prepared. Life’s journey can include unexpected turns, rough stretches, or a desire to go in a different direction. We’ll be here for you when it does. We can arrange for periodic reviews of your estate plan, provide counseling and guidance, and work with your family, loved ones, and heirs to make sure that their needs and concerns are addressed.