Law Office of Jason D. Berger - Attorney | Stuart, FL

Serving the Treasure Coast - Martin, Indian River, Okeechobee, and St. Lucie.

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estate last will and testament

No one likes to think about the end of life or what will happen. However, it is best to address these issues head-on by developing an estate plan and keeping it up-to-date. A comprehensive estate plan functions as a roadmap that lightens the burden for loved ones during a stressful time. Estate planning allows you to solidify your final wishes and to avoid future family conflicts. We will effectively and efficiently guide you through every step of the estate planning process.

Individualized Attention For Florida Families

We are a customer friendly firm offering a personalized approach. We can help you obtain peace of mind that your loved ones will have the tools to provide your final care and settle your estate. We can assist you and your family with the following legal issues: Advance directives, including a Power of Attorney, Health Care Surrogate, and Living Will

Call us to schedule consultation.

772-403-5880

Plan a Secure Future

Putting Your Estate Planning Wishes In Writing

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  • Wills and trusts that account for future long-term care needs.

  • Review of beneficiary designations on insurance policies, retirement and investment accounts.

  • Special needs planning when a loved one suffers from a disability.

  • Probate and Trust Administration after the loss of a loved one.

Elder Law | Wills

Elder Law | Typically, an elder law attorney will help with estate planning, disability planning, elder abuse, estate settlement, guardianship, Medicaid planning and conservatorship. They can help if an incapacitating illness occurs and with the distribution of an estate.

 

Choosing an Executor and the Property Included in the Will

The initial step in developing a will is to determine the assets involved. A married couple will need to have separate wills. Once a property list has been developed, the next step is to decide who will inherit the property and who will be the executor of the will. In addition to choosing the beneficiaries, it is important to have alternate choices in case one of the beneficiaries dies prematurely.

 

Advanced Directives

Developing a living will, advance directives and an estate plan will ensure that the individual’s wishes are respected and followed if an incapacitating illness occurs. Lawyers who specialize in elder law are talented at handling wills and trusts. Typically, an elder law attorney will help with estate planning, disability planning, elder abuse, estate settlement, guardianship, Medicaid planning and conservatorship.

 

Keep the Will Safe

Every important document should be stored in a location that is easy to access. From the will to real estate deeds, these documents should be accessible for family members just in case something happens. In addition to storing these documents safely, individuals should make sure that they review their will, at the very least, every three to five years.

 

Find Someone to Manage the Property

If there are children, special needs adults or other dependents involved, someone may be required to manage the property. An individual can be given control of the child’s inheritance as a property custodian. Creating a trust may also help in lowering taxes and ensuring an easier transfer of the estate.

Speak With An Experienced Probate and Trust Lawyer

Dealing with the grief that comes with the loss of a parent, spouse or other family member takes time. But at some point, you probably start to have questions. What property and accounts existed? Is there an estate plan and will estate administration require court supervision? Where do you start? Speaking to a probate attorney is the first step to get the answers that you need to move forward. Our compassionate attorneys understand that the period following a loss is emotionally taxing. We will assist with probate, and either the formal or summary administration of the estate.

What Happens In The Probate Process?

Probate is the process used to transfer property to loved ones and charitable organizations. We can assist you with filing a Last Will and Testament with the court and determining what property, assets and outstanding debts are a part of the estate. We will walk your family through the court process and prepare any documents needed to transfer title or possession of property according to the will. This might include a change of title to a home, investment or bank account. Once the court signs the required documents, you are then able to transfer ownership of these assets.

 

In cases where your parent or spouse did not have an estate plan, Florida intestacy laws will control what happens to property. We can explain how this will affect you and your family.

 

We provide services in Martin, St. Lucie, Indian River and Okeechobee County. We also help families throughout the Treasure Coast from Hobe Sound, Jensen Beach, Port Salerno, Rio, Stuart, Fort Pierce, Port St. Lucie, Vero Beach, and Okeechobee. Our attorneys can walk you through the probate and administration process. Schedule an initial free consultation by calling 772-403-5880 or sending an online message.