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The Estate Planning Process

How do you start the estate planning process?

Everyone who owns any form of property and assets should have an estate plan. Estate plans ensure your properties are protected, your medical and financial wishes are followed, and your loved ones are safeguarded after you pass away. It is imperative you hire an experienced Naples estate planning lawyer to help you create a comprehensive estate plan that is considered legal in the State of Florida.

Essential Estate Planning Documents

While many Internet advertisements say certain programs can create legal estate planning documents, it isn't worth jeopardizing your and your loved ones' futures. Everyone requires different estate planning documents, but there are essential estate planning documents everyone should include.

These documents should include:

Other documents you wish to include in your estate plan depend on your financial and family situation. No matter what type of document you want to create, our estate planning attorneys can help. We have years of estate planning experience and have created thousands of comprehensive estate plans. Our lawyers can also help you establish certain types of trusts that cannot only benefit you, but your family, as well.

Let our Naples estate planning lawyers help you!

Once you have created an estate plan that meets your wishes and all state requirements, you must ensure you update it every time an important life event happens, such as a birth, death, marriage, or divorce. We always follow up with our clients to ensure their estate plans are up-to-date, as well as add any additional documents to their current estate plans.

To schedule an appointment, contact our firm as soon as possible.

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  • “I love Tammy!!! She is wonderful!!!”

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    Alan Novak
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    Craig & Diana B.
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    Ann Doll Naples, CA
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    G.R. Russel
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    Dedra Kriegbaum Naples, FL
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    Tom Conroy Naples, CA
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    Dorothy Palermo
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    Stan Serafin Naples, FL
  • “It has been a pleasure to work with all of the staff of the Law Office of Conrad Willkomm.”

    Cindy Eckert
  • “Tammy Maschinot handled a short sale for my client. To be honest I never thought I would get it closed in time, but she was magnificent and got it closed before foreclosure. I can’t thank her enough.”

    Melanie Giles
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    Lynda Petralia
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