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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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  • “Fast honest information for both probate action and sale of relative’s property.”

    Clinton S. Zediak
  • “I had the Law Office of Conrad Willkomm, P.A. represent or assist me in different occasions. They have great customer service and very well dedicated to whom they represent.”

    Berne L. Cange Naples, FL
  • “You have a great team member in Tammy and we wanted you to know how much we appreciate all that she did for us.”

    Barb & Jim
  • “His fees are very reasonable compared to other high price Naples lawyers”

    Susan J.
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    John Ramos Naples, FL
  • “We accomplished our goals and we both would not only use the firm’s services again – but have recommended the Law Office of Conrad Willkomm to our friends.”

    Mary & Frank Alberts
  • “We are extremely pleased with the documents and with the entire process!”

    Craig & Diana B.
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  • “Megan was an absolute angel to work with as she relentlessly pursued the lender's closing team until they issued the closing documents only one day late.”

    Robert Gladwish Naples, FL
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