Wills & Trusts

Probate & Trust Administration
Estate & Trust Litigation
Wills & Trusts
Complex Planning
FAQ Wills & Trusts
Legacy Planning
Simple Planning
Supportive Documents
Wills – Change of Beneficiary
Asset Protection
Business Law
 

Contact Us

Our team is here to help.
Fill out the following to start your
free consultation.

Basic Estate Planning Documents

Ft. Myers Probate Attorney

Each estate plan is personalized to fit every individual's needs, but there are a few documents that almost every type of estate plan needs. A last will and testament is a necessity. This document states your instructions regarding the division and distribution of your assets and property after you pass away. It also names an executor, beneficiaries, and guardians for children or incapacitated loved ones. Powers of attorney are also basic estate planning documents. A power of attorney allows you to choose a person, or agent, to make financial and legal decisions on your behalf if you become unable to do so.

If you have a power of attorney and become incapacitated, the court will not have to appoint a guardian, which may take months and cost several thousand dollars. Other items that are almost always included in an estate plan are healthcare proxies or a living will. These documents allow you to choose a person to make medical decisions on your behalf if you should become severely ill or injured. They also state your medical wishes in regards to certain types of life sustaining treatments. If you do not have one of these documents in your current estate plan, or wish to create a new estate plan, please contact our Fort Myers probate lawyer from The Dorcey Law Firm, PLC.

Other Documents Needed for Lee County Estate Planning

Wills and trusts are common documents in estate plans, but there are many different types of wills and trusts. Depending on your estate plan, you may have simple or complex wills and/or trusts. Types of trust that can be included in an estate plan include generation skipping trusts, dynasty trusts, charitable trusts, irrevocable trusts, qualified income trusts, special need trusts, and Medicaid trusts. Florida HIPAA waivers and pre-need guardian declarations may also be necessary, depending on the estate plan creator. Estate plans may also include pre-nuptial and post-nuptial agreements, Medicaid personal service contracts, and family limited partnerships.

Estate Planning Lawyer in Fort Myers, FL

Have you created an estate plan, but are unsure if it includes everything needed for you and your estate needs? Our firm has the ability to look over previous estate plans, and assist clients in either adding to or redoing estate plans. If you have yet to create an estate plan, it is imperative to hire an experienced attorney to help create a personalized estate plan. A firm should never use cookie-cutter estate plans. You want a team that is dedicated to you and your family's wellbeing, and prepare a plan that fits your needs. You may fill out a free case evaluation, or call our office to schedule a meeting with one of our estate planning attorneys.

dorcey law firm
The Dorcey Law Firm, PLC - Fort Myers Attorney
Located at 10181 Six Mile Cypress Pkwy, Suite C, Fort Myers, FL 33966
Phone: (239) 330-6674
Local Phone: (239) 418-0169
Website:
Probate.com