CLIENT RESOURCES
Revocable Living Trust Information
Estate Planning Information
Client Questionnaires:
Estate Planning (Individual)
Estate Planning (Legal Couple)
Trust Administration
Probate Administration
Important Links:
Administration on Aging
Aging Resources
Alzheimer’s Association
Executor Exchange:
EIN Individual Requests
Florida Veterans
Florida Courts
Medicare
Florida State Official Records:
Official Records
Florida State Public Notices
Social Security
Veteran’s Administration
County Links:
Hardee County:
Clerk of Courts
Property Appraiser
Tax Collector
Highlands County:
Clerk of Courts
Property Appraiser
Tax Collector
Lake County:
Clerk of Courts
Property Appraiser
Tax Collector
Marion County:
Clerk of Courts
Property Appraiser
Tax Collector
Polk County:
Clerk of Courts
Property Appraiser
Tax Collector
Sumter County:
Clerk of Courts
Property Appraiser
Tax Collector
Blog Posts
Florida Trustee Duties in a Nutshell
Top Legal Rights of Qualified Trust Beneficiaries in Florida
Florida Trustee’s Duty to Inform
Florida Trustee’s Duty to Account
Can Trust Beneficiaries Waive Their Right to an Accounting?
Can Trust Beneficiaries Contest a Trust?
Asset Protection Provisions of your Estate Plan
Was your Estate Plan Prepared in Another State?
Estate Planning With Dementia on the Rise
Understanding and Navigating Ancillary Administration in Florida
How We Operate:
To best serve our clients, we set aside blocks of time to speak with clients via telephone or video conference. If you would like to confer with one of our experienced attorneys, please select one of the options below:
Existing Client Conference – During this call, you will receive an update on your legal matter and can ask any questions you may have. Check-In Calls are scheduled for 15 minutes and are only available for existing clients who have signed an Employment and Fee Agreement with our firm.
CHECK IN
Estate Planning Consultation – During this conference, we will discuss your personal and family dynamics, assets, liabilities and overall goals to develop your individualized estate plan. To make the best use of our time during this conference, potential clients submit a completed Estate Planning Questionnaire prior to the scheduled consultation.
Estate Planning Questionnaire
Book Complimentary Estate Planning Consultation Now
Estate Administration Consultation – During this conference, we will assess your case to determine whether we will be able to assist and to begin developing a legal strategy for your matter. In order to make the best use of our time during this call, potential clients submit a completed “Estate Administration Questionnaire” and any Last Will & Testament, Trust Agreement, Separate Writing Regarding Tangible Personal Property, or any other estate planning documentation the decedent had in place through our secure client portal .
Estate Administration Questionnaire
Book Complimentary Estate Administration Consultation Now