Beggs & Lane is a law firm in Pensacola, FL, with a 140-year history of helping individuals, families, and businesses with legal matters. Our estate planning lawyers help clients prepare their assets to be passed on after their deaths, ensuring a smooth legal process for their loved ones. Here’s what you can expect when working with one of our attorneys.
The Initial Consultation
During your initial consultation with the estate planning attorney in Pensacola, FL, you’ll be advised what you need to prepare for the next meeting. To complete an assessment of your financial situation, we typically require an inventory of your estate, which should be as detailed as possible. Your attorney must know your current assets and economic state to cover all bases moving forward.
Preparing Key Documents
Next, you and your wills and trusts lawyer will draft key documents and strategize your estate planning. You’ll need to decide who gets what. If you’re a parent, it should also include custody arrangements for your minor children. When drafting wills and trusts, your attorney will also urge you to consider your future finances, such as nursing home care. Their legal advice and guidance will help create binding legal documents that ensure communication and transparency for your estate. It will also be decided how the estate will handle any disputes or challenges to the will.
Finalizing
Lastly, your estate planning attorney will finalize the documents. You should store documents together in one place to make it easier for your loved ones.
Beggs & Lane also helps with revocable trusts, irrevocable trusts, charitable planning, and business succession. Contact us for all of your estate planning needs!