New to Florida? It’s Time to Update Your Estate Plan
By Callie Cowan, Esq.
You’ve made it. You’re finally a Florida resident, enjoying the warmth & sunshine. It has undoubtedly taken a great deal of planning to get to this point, but there is one more piece of planning you may not have considered – your Estate Plan.
You may have a Will or Trust from your previous home state, but it’s important to know that laws regarding Estate Planning vary from state to state. Now that you’re a Floridian, it’s time to “Floridize” your Estate Plan, making sure it conforms to Florida law. This helps reduce confusion or complications when it comes time to use the documents upon your incapacity or passing.
Our Estate Planning Attorneys will meet with you to review your previous documents & advise as to how to make them conform to Florida law. Our office does this in a three-step process:
Initial Consultation: This is a time for you to meet with one of our Attorneys, learn about how Estate Planning works in Florida, & address your concerns regarding your Estate Plan.
Plan Review: Once your Florida Estate Plan has been designed, you will meet with the Attorney again to review the documents and asset alignment instructions to ensure they meet your expectations, accomplish your goals & provide you peace of mind.
Signing Ceremony: Your Estate Planning components will be prepared & ready for you to execute. Congratulations on completing this important part of making Florida home!