Estate planning questionnaire, brought to you by Florida Estate Lawyer Online, is the ideal solution for those interested in a “do-it-yourself” option. Ensure your legal documents are properly drafted, up-to-date and reviewed by an estate planning attorney in order to prevent costly mistakes.
Your plan will give you control over:
- Who can make financial and medical decisions on your behalf if you become incapacitated
- Who can get information about your medical condition in an emergency
- “Who gets what” after you pass away
- Who will care for your minor children if you pass away unexpectantly
While this approach is not a substitute for fully customized, comprehensive planning, it allows you to get the essential legal documents everyone needs in a fast, affordable manner. And, you’ll get the peace of mind that comes from having a plan in place for the future.
Effortless Online Estate Planning with Florida Estate Docs
- Start by Creating Your Profile: Begin your journey to a secure future by setting up your profile on our user-friendly platform.
- Answer Key Questions for Personalized Planning: Our simple questionnaire is designed to understand your unique needs. Your responses are crucial in crafting a tailored estate plan that aligns with your goals.
- Review and Confirm Your Details: Before finalizing, you have the opportunity to review and modify your answers. It’s important to ensure accuracy, as post-submission changes aren’t possible. If needed, save your progress and revisit later.
- Seamless Submission and Payment Process: Upon clicking “Submit”, proceed to the secure payment for your customized estate plan. This step grants you access to our firm’s calendar to schedule your exclusive 30-minute virtual consultation.
- Schedule Your Consultation for Expert Guidance: After payment, book a virtual meeting with our experienced attorneys. We prepare your estate documents beforehand, ensuring an efficient and informative session.
- Detailed Review in Your Virtual Meeting: During the online meeting, our attorneys will comprehensively review your estate documents, addressing all your queries and ensuring you fully understand every aspect.
- Post-Meeting Document Review: After the meeting, take your time to go through the documents at your pace, ensuring everything aligns with your expectations.
Finalize with Legal Formalities: The last step involves legally signing your documents in the presence of the required witnesses and a notary public. Choose to visit our office for this, or follow our detailed written instructions for completing this process remotely. Remember, your estate plan becomes effective only once properly signed and execute.
Following your virtual review meeting with us, you will need to sign your estate planning documents with the necessary witnesses and notary public present. You can either schedule a time to sign your estate planning documents at our office or, if you do not want to come to our office, we will give you written instructions on what you need to do to have your estate plan signed so that it is effective. Please note that your estate plan is not effective until it is properly signed and executed.
The Documents Included in Your Florida Online Estate Plan
Your plan will include the following essential legal documents:
- Last Will and Testament
- Durable Power of Attorney
- Health Care Surrogate
- HIPAA
- Living Will
