New to Florida? It’s Time to Update Your Estate Plan

Wednesday, January 4th, 2023
New to Florida? It’s Time to Update Your Estate Plan Image

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:

  1. 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.
     
  2. 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!

*Disclaimer - This blog published by Ledbetter Law Group is available for informational purposes only and is not considered legal advice on any subject matter. By viewing blog posts, the reader understands there is no attorney-client relationship between the reader and the blog publisher. The blog should not be used as a substitute for legal advice from a licensed professional attorney, and readers are urged to consult their own legal counsel on any specific legal questions concerning a specific situation.

For your free consultation call us today at (941) 256-3965 or Contact Us online

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    “Estate planning is not something we wanted to think about or actually go through, but when we met with Mr. Ledbetter he actually made a this situation very pleasant. He's very knowledgeable and explains all details in terms you can understand. My husband who is an attorney and practiced in SC for over 30 years, was also impressed by Mr. Ledbetter's expertise and thorough planning.” - Raynell
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    “We were very pleased with the service this office provided in closing a recent real estate transaction. They were friendly and efficient. We would use their office again!” - Lauren
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    “Using this firm for my estate planning. Steve is excellent -- thorough and organized. All the staff are friendly, helpful, and know their business.” - Fred
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    “I was very satisfied with your firm's representation and service. Kim, as I mentioned previously, I appreciate your constant responsiveness when we needed to move quickly. It was a pleasure working with you throughout the process! Steven and Kim, I am happy I selected Ledbetter Law Group. It has been such a difficult time, and knowing you'd walk me through the process was a comfort.” - Susan G.
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    "Steven Ledbetter has been our family's attorney for estate planning for five years. Steven is honest, knowledgeable, patient, and reasonably priced.  He has helped us make decisions that insure our family will be prepared.  We wholeheartedly recommend him." - C N
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Experience the ultimate satisfaction and peace of mind; let the team at Ledbetter Law Group provide consistent, quality representation for you and your loved ones.

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Ledbetter Law Group

229 Pensacola Road
Venice, FL 34285

Hours:
Monday-Friday: 9am-5pm
Saturday-Sunday: Closed

 

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Call: (941) 256-3965

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Licensed in FL, OR and TX

www.LedbetterLawFL.com

Serving Florida: Surrounding Areas - Venice, Sarasota, Nokomis, Osprey, North Port, Englewood, Lakewood Ranch, Port Charlotte, Punta Gorda, Siesta Key, Longboat Key, Casey Key, Manasota Key, Boca Grande - As well as Real Estate Transactions and Probate in all Florida counties.

Services We Provide

  • Estate Planning: An estate consists of your home, car, other real estate, personal possessions and financial assets; create your estate plan adhering to your desire and where you want your possessions to go (spouse, family, charity, etc.) 
  • Real Estate / Real Property Law: Selling, buying, leasing land, housing, buildings as well as help with development and use of property.
  • Asset Protection: Legal process of protecting assets from future creditors - Assets such as cash, businesses, and investments.
  • Related Litigation: Business disputes, Probate and trust disputes, Nonprofit & charity disputes.
  • Business & Corporate Law: Business entity formation, description of rights and responsibilities of new corporation, contracts, intellectual property, terms and conditions, and more. 

Our Concentrations

  • Wills, Trusts and Advanced Directives: Last Will and Testament, Revocable Living Trust, Codicil, Amendment, Beneficiary Designations, Durable Power of Attorney, Living Will & Health Care Surrogate
  • Probate & Trust Administration: Formal, summary & ancillary administration of decedent estates, administration of trusts after death of Settlor, handling claims and rights of beneficiaries
  • Business Succession Planning: Incorporation, articles of incorporation, bylaws, minutes, resolutions, amended articles, amended bylaws, and reinstatement
  • Guardianship & Incapacity: Contested, voluntary
  • Real Estate: Contract for sale, contract for purchase, contract for exchange, deed, affidavit, and closing/settlement services for land, buildings, and homes