Start Here | Florida Estate Planning | Law Office of Jordan W. Jacob

Florida Estate Planning.

What do you want to protect?

Stick Kids Jumping Rope

Minor Child

Stick Puts Money into Piggy Bank

Money & Things

Stick Works at His Home Office

House or Business

Stick Holds Up His Heart

Health Care

Stick Kids Jumping Rope

Minor Child

Stick Puts Money into Piggy Bank

Money & Things

Stick Works at His Home Office

House or Business

Stick Holds Up His Heart

Health Care

You want to protect your Minor Child.
Stick Kids Jumping Rope

OPTION 1:
Kids Protection Plan®
A comprehensive legal protection package to ensure your minor children are always looked after and cared for.

✓ Nomination of Short-Term Guardian
✓ Nomination of Long-Term Guardian
✓ Nomination of Healthcare Surrogate
✓ Caretaker Instructions
✓ Healthcare Instructions
✓ Legacy Documentation
✓ Babysitter Instructions
✓ Emergency Wallet ID Card
✓ Works while you are living
✓ Works after you pass away
✓ Avoids guardianship court
✓ Avoids probate (with Trust plan)

Learn About Protecting Minors

OPTION 2:
Last Will & Testament
Appoint a trusted person (a “Guardian”) to look after and care for your minor children for the long-term after you pass away.

✓ Nomination of Long-Term Guardian
✓ Works after you pass away
✗ Does not work while you are living
✗ Does not avoid probate court
? May avoid guardianship court

Learn About Preparing a Will

You want to protect your Money & Things.
Stick Puts Money into Piggy Bank

OPTION 1:
Living Trust
Appoint a trusted person or entity (a “Trustee”) to manage, protect, control, and distribute your money and things during your life and after you pass away.

✓ Works while you are living
✓ Works after you pass away
✓ Avoids probate court

Learn About Florida Trusts

OPTION 2:
Power of Attorney
Assign a trusted person (an “Agent”) to manage and protect your money and things if you are away or incapacitated.

✓ Works while you are living
✗ Does not work after you pass away
✗ Does not avoid probate court

Learn About Power of Attorney

OPTION 3:
Last Will & Testament
Appoint a trusted person (an “Executor”) to distribute your money and things to your named beneficiaries after you pass away.

✓ Works after you pass away
✗ Does not work while you are living
✗ Does not avoid probate court

Learn About Florida Wills

You want to protect your House or Business.
Stick Works at His Home Office

OPTION 1:
Living Trust
Appoint a trusted person or entity (a “Trustee”) to manage, control and protect your real estate and business assets during your life and after you pass away.

✓ Works while you are living
✓ Works after you pass away
✓ Avoids probate court

Learn About Florida Trusts

OPTION 2:
Power of Attorney
Assign a trusted person (an “Agent”) to manage your personal and business responsibilities if you are away or incapacitated.

✓ Works while you are living
✗ Does not work after you pass away
✗ Does not avoid probate court

Learn About Power of Attorney

OPTION 3:
Last Will & Testament
Appoint a trusted person (an “Executor”) to administrate your estate and facilitate the transfer of your real estate and business ownership to your beneficiaries.

✓ Works after you pass away
✗ Does not work while you are living
✗ Does not avoid probate court
? May conflict with Business Plans

Learn About Florida Wills

You want to protect your Health Care.
Stick Holds Up His Heart

OPTION 1:
Health Care Directives
Appoint a trusted person (a “Healthcare Agent”) to follow your wishes for your healthcare and medical treatment if you are ever unable to make decisions for yourself.

✓ Nomination of Healthcare Surrogate
✓ Living Will
✓ HIPAA Authorization
✓ Authorization and Direction for Disposition of Remains

✓ Works while you are living
✗ Does not work after you pass away

Learn About Protecting My Health Care

OPTION 2:
Last Will & Testament
Appoint a trusted person (an “Executor”) to ensure you are buried or cremated based on your wishes.

✓ Works after you pass away
✗ Does not work while you are living
✗ Does not avoid probate court

Learn About Florida Wills

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!)
Different Types of Stick Figures Everyone Needs an Estate Plan

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

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

Fill Out Online Intake Form

Schedule Virtual Consult

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I Draft and Send Your Plan

You Review, Sign and Fund

Start Here for Your Florida Estate Planning

Start here for your Florida Estate Planning.

Contact Me.

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