Estate Planning | Florida | Wills & Trusts | Law Office of Jordan W. Jacob

The Law Office of Jordan W. Jacob

Your Lawyer for Life...and After™

Florida Estate Planning.

Protect your assets and your legacy.

Put simply, estate planning is:

Making sure WHAT you own is passed on to WHO you want, WHEN you want, and HOW you want — all while AVOIDING unnecessary taxes, legal fees, and family disputes.

WHO NEEDS AN ESTATE PLAN?

EVERYONE, but especially the following:

  • Parents with minor children
  • Parents with adult children
  • Newlyweds or Divorcees
  • Blended families
  • Retirees
  • Homeowners and Business owners
  • Life Insurance or Retirement Beneficiaries
  • Individuals with Special Needs
  • Young adults going off to college
  • Pets (yes, Pets!)
Stick People Everyone Needs an Estate Plan

“A Goal Without A Plan Is Just A Wish.”

– Antonie de Saint Exupéry

Although the thought of planning for incapacity, disability and/or death can be uncomfortable and worrisome, it is a necessary procedure for yourself and your loved ones. That is why working with an effective, innovative and dedicated Florida Estate Planning Lawyer to prepare your estate planning documents is necessary to ensure protection of your assets and legacy.

There is no one-size-fits-all estate plan. Each person is unique and their estate planning goals and needs are different. Therefore, each estate plan is  based on each person’s assets, family size, marital status, intended beneficiaries, and any special circumstances.

 

Stick Family of Six Sits on Couch Sofa

Due to an ever-changing economy, updates in the law, and unforeseen events that life throws at you, it is critical to have the proper estate planning protections in place to ensure that you and your family will be taken care of now and in the future.

If you fail to plan for the interests of your family and loved ones, the Florida probate courts have a plan for you. The way in which the court will dispose of your hard-earned assets may be the opposite of your ultimate goals.

Whether you are looking to protect your assets, plan for incapacity, appoint guardians for your minor children, ensure business succession, or designate charitable gifting, I can assist you to design an estate plan that helps to avoid lengthy and costly probate, minimize estate taxes, and privately pass on your assets and legacy to your heirs.

Stick Stands by a Safe Estate Planning Documents

WHAT TYPE OF ESTATE PLAN DO YOU NEED?

Probably a Florida Will, if:

  • your estate planning wishes are simple
  • you want to leave everything to only your spouse (and then your children)
  • you want to leave everything to a only a significant other, friend, relative or charity
  • you have minimal assets and do not own real estate
  • you want to ensure your property is not lost to the state of Florida
  • you cannot afford a more complex estate plan
  • you just want to have some plan in place and are not sure what else to do

Probably a Florida Trust, if:

  • your estate is more complex
  • you have assets over $75,000 or own real estate
  • you want to ensure your heirs’ inheritance is protected for life from outsiders
  • you want to make specific distributions of assets and possessions to different people
  • you want to avoid probate court
  • you want to keep your estate and beneficiaries’ identity private
  • you want to set up charitable gift giving program
  • you own a business or have investments
  • you own life insurance and have retirement accounts
Stick does not know how to get from A to B

Not sure where to start to protect the things you own and the people you love?

See what estate plan is right for you.

WHAT MAKES MY ESTATE PLANNING SERVICES DIFFERENT?

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Flat Fees
As your Florida Estate Planning Lawyer, you will never have to worry about my law office charging you with unknown or unexplained fees or costs. You choose the level of planning and the flat fee that best meets your needs and desired goals. There are no hourly charges and no surprises.

Learn more about different plans and pricing

Availability
As your Florida Estate Planning Lawyer, I am available to answer quick questions, or address any emergencies that may come up after your plan has been created. If you need more time, you can pre-schedule a phone call or in-person meeting to address your needs. And, you never need to worry about getting a bill for your phone call. Remember, flat fees!
Understandable Terms
I educate and advise my clients who want to learn how their material assets will be protected, managed, and transferred in the event of incapacity, disability, and/or death. Yes, there is some “legalese” in every plan, but each plan is designed with you and includes language that you will understand.

In addition, every successor trustee or agent named in your plan will be provided with written instructions so they understand their duties if something should happen to you.

Kids Protection Plan®
Estate planning tools can provide for more than just material asset protection. As a Florida Estate Planning Lawyer, I also offer comprehensive guardian, safety and protection plans for minor children.

The Kids Protection Plan® includes the naming of multiple short-and long-term guardians, confidential exclusion of guardian, written life-care instructions to each guardian, children’s health-care instructions, medical power of attorney, identification cards that will be seen and used by first responders and healthcare personnel in the event you cannot communicate (our client favorite), and much more!

Legacy Planning
Unlike other estate planning lawyers, I provide an opportunity for my clients to pass on not only their money and things, but also their intellectual, spiritual and human legacy – something I call your “Family Wealth.”

This is accomplished through handwritten notes, audio recordings, and video legacy interviews conducted during different stages of your life. This way, you can continue to provide your loved ones with insight into who you are and what is important to you long after you are gone.

Each client’s first legacy interview session is included with their plan and at no additional cost. I also provide each of my estate planning clients with an 8GB flash drive that has enough storage space to upload a large number of photos, videos, songs, passages, and letters.

Plan Review
As your Florida Estate Planning Lawyer, I will ensure that your estate planning documents are kept up to date. Because things in your life will change over time, we will review your plan together, at minimum, every three (3) years, to ensure that your assets are updated and your guardians, trustees and beneficiaries are who you want.
Trust Funding Toolkit
One the most important steps in completing a trust-based estate plan is to fund the trust with monetary and physical assets. If you create one or more trust documents with me, and you want to fund them yourself, you will be provided with a toolkit to help you along the way. If you have any questions after the initial toolkit setup meeting, just call or email.
Virtual Estate Planning Services
Recognizing the need for non-traditional estate planning in today’s digital age, my law office utilizes innovative technology and communication services to make the estate planning process more efficient, convenient and client-focused.

If you are unable to meet in person, for whatever reason, I am available to virtually assist you to review an old plan, discuss your current estate planning goals and needs, or create and design a new estate plan that is customized to fit you and your family. There are no robo-assistants, no automated responses, and no worries!

FLORIDA ESTATE PLANNING PROCESS

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Complete your Inventory & Assessment.

Schedule an estate planning design session.

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You and I design your customized documents.

Sign your plan with my help and get on enjoying life.

VIRTUAL ESTATE PLANNING SERVICES

An affordable option for those who need more than basic estate planning, but prefer virtual, rather than in-person assistance from an estate planning lawyer.

Fill Out Online Intake Form

Schedule Virtual Consult

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I Draft and Send Your Plan

You Review, Sign and Fund

Estate Planning Related Services

Stick Holds a Trust Administration Checklist

TRUST ADMINISTRATION

Individuals whom have been designated as a trustee of another’s trust may need a lawyer’s assistance with the administration of the trust estate. Part of my services as a Florida Estate Planning Lawyer include a comprehensive review of the operative estate plan documents, review of trustee obligations, organization of asset inventory and accounting, assistance with escrow and distributions to beneficiaries, informal and formal probate proceedings (if applicable), and post-death administration of the decedent’s trust (if applicable). Learn more about Trust Administration

PROBATE ADMINISTRATION

Utilizing effective estate planning tools can help avoid Florida’s stressful, costly, time consuming and pubic probate process. However, depending on the nature and amount of the assets involved, some estates may be better suited to involve the use of probate. As a Florida Estate Planning Lawyer, I represent those whom have been named as personal representative or executor in another individual’s Last Will and Testament and help guide both the personal representative and the decedent’s family Florida’s probate administration process. Learn more about Probate Administration

Stick Goes Through Probate Court Process
Stick Goes Through Probate Court Process

PROBATE ADMINISTRATION

Utilizing effective estate planning tools can help avoid Florida’s stressful, costly, time consuming and pubic probate process. However, depending on the nature and amount of the assets involved, some estates may be better suited to involve the use of probate. As a Florida Estate Planning Lawyer, I represent those whom have been named as personal representative or executor in another individual’s Last Will and Testament and help guide both the personal representative and the decedent’s family Florida’s probate administration process. Learn more about Probate Administration

Stick Has a Guardian Angel Florida Guardianship

GUARDIANSHIP

Oftentimes, a family member or loved one who did not plan ahead may need assistance during their incapacity. I provide assistance to individuals seeking guardianship and/or conservatorship of a loved one who is unable to make their own decisions and did not execute a power of attorney, health care directives, or other estate planning documents prior to their incapacity or incompetence. These processes are required to go through the Florida courts, and generally require a lawyer’s assistance. Learn more about Guardianship

Let's Plan.

Ready to go? Schedule your estate planning design session with me today.

Let's Chat.

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Contact Me.

If you have a question or just want to connect, get in touch today.