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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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  • “Conrad handled the matter very efficiently and professionally.”

    Richard Price
  • “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
  • “Her personality was always calm and poised as she answered my questions or inquiries.”

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

    Clinton S. Zediak
  • “Excellent service- detailed explanations and answers provided to all questions.”

    John Ramos Naples, FL
  • “Don’t lose Robson… I’ll follow him to his next law firm if you do!!!”

    Jen & James Eagleton
  • “The personal service we received, as well as legal advice helped us to know we made the right choice in selecting Mr. Willkomm as our attorney, and as our trusted attorney in every way.”

    Anonymous
  • “Very professional and prompt with responses to my questions. Specifically choose this firm because of Amber Mondock and the firm’s great reputation.”

    G.R. Russel
  • “Very professional and organized and documents were prepared in a very short time.”

    Lourdes Pamela N.
  • “Conrad explained everything so clearly, offered advice and I am very relieved that I received such professional service.”

    Anonymous
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    Tom Justice Naples, FL
  • “I was very pleased with your law firm. My questions and inquiries were always answered in a timely manner.”

    Betsy Sokol
  • “I did not have to worry about anything”

    H.C. Kappel
  • “Kevin maintained a very professional position thru-out the entire process and never failed to get back to us immediately with an answer to any of our concerns or questions (no matter what time or day of the week) Very highly recommended firm.”

    Rob F. Naples, FL