Estate Planning in St. Petersburg
Secure Your Future with
St. Petersburg Estate Planning
Protect Your Loved Ones
Book a no-obligation consultation with our St. Petersburg and Pasadena estate planning attorneys to learn more. Clarie Law Offices, P.A. is a Martindale-Hubbell AV rated firm, reflecting the highest level of professional excellence. Our attorneys are trained to provide professional and compassionate guidance to you. Our fees are reasonable and well within the guidelines provided by the Code of Professional Responsibility adopted by the Florida Supreme Court. Fees are openly discussed and clearly explained and agreed to with our clients prior to engaging our services.
Estate Planning in St. Petersburg, Florida
Thoughtful estate planning lets you choose how your hard-earned assets will be distributed after you pass away. It also enables you to appoint the right people to manage your finances and make healthcare choices if you can’t.
- Last will and testament
- Living wills and healthcare surrogate
- Florida Bar Board Certified Wills, Trust & Estates
- Revocable trust
- Pre-need guardian
- Durable power of attorney
Draw Up a Last Will and Testament
A last will is the foundation of any estate plan. It provides clear instructions on how you want your money, property, and possessions distributed.
They will also assign an executor to handle matters after you’re gone. This involves essential tasks like:
- Filing legal paperwork
- Creating an inventory of assets
- Settling taxes and outstanding bills
- Distributing any bequests
Carefully choosing your executor is essential to ensuring your estate is administered correctly.
A Durable Power of Attorney Allows an Agent to Act for You
A durable power of attorney allows someone to act in your best interest if you cannot. It remains valid even if you become mentally or physically incapacitated.
Choosing the right person for the role is critical. It should be someone who is both trustworthy and financially responsible and can perform tasks like:
- Paying bills and taxes
- Property management
- Overseeing medical care
- Making investment decisions
Maintain Control Over Your Assets with a Revocable Living Trust
- Stops arguments over inheritance
- Ensures your wishes are carried out
- Avoids probate, so it saves time and money
- Your chosen trustee will manage your assets
Upon your death, all assets in your revocable trust will pass immediately to the beneficiaries according to your wishes.
Name a Pre-Need Guardian to Protect Your Children
Naming guardians in advance allows you to thoughtfully choose people who share your values to care for your children if you and your partner were to die.
- Gives you control over who will look after your kids if you die before they are adults
- Prevents the court deciding guardianship based on next of kin
Choosing guardians you trust to raise your children according to your principles is a gift of love and guidance.
Lift the Burden with a Living Will
A living will details the specific treatments and life-extending measures you do or do not want at life’s end. Specifying your preferences provides comfort that your choices will be respected and relieves your family of having to make these difficult decisions.
- States your end-of-life medical choices
- Gives your preferences for palliative vs. life-extending care
- Provides clear instructions to doctors and loved ones
A Healthcare Surrogate Will Ensure Your Wishes Are Respected
A healthcare surrogate will serve as your voice if you cannot speak for yourself. This prevents possible disagreements between family members over treatment options.
- Prevents loved ones from having to guess what you want
- Guides doctors on your preferences
- Let's your family know they are respecting your choices
The Estate Planning Process
STEP 1
Complimentary Consultation
The process begins with a complimentary consultation with our St. Petersburg estate planning attorneys. During the consultation, we’ll learn more about your concerns and personal circumstances.
STEP 2
Tailored Estate Plan
Once we have the details, we create a tailored estate plan just for you. Should your situation change, we will review and update your plan accordingly.