Tampa Estate Planning Attorney - Wills & Trusts

Wills, Trusts and Estates

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What is the purpose of Estate Planning?

At Peart Law Office, P.A. we have been preparing customized and professionally created Estate Plans for our clients since 2007. When you hire an established and experienced Estate Planning Attorney you get what you pay for: a reliable and dependable product. We promise to deliver to you the best possible customized estate plan that your money can buy, at a reasonable price


We do not just enter your information onto a form as some estate planning services or document preparation businesses will have you believe. Each document we prepare is hand tailored to each and every client.

Should I plan my estate? Six Reasons to plan your estate.

If your estate is valued under $75,000.00 (excluding any protected homestead) then your estate could qualify for summary administration. However, if the value of your estate exceeds $75,000.00 then it will have to be probated, whether you have a Last Will and Testament or not. 


The six main reasons (one is optional) for planning your estate are:


1. To fulfill your wishes as to the distribution of your assets and real property through a Will and Final testament.


2. To legally grant powers to someone who would need to be able to carry out any task in your name, should you no longer be able to do so. This is normally carried out by drafting a a Durable Power of Attorney.


3. To grant powers to someone who would need to be able to make healthcare decisions on your behalf, for your benefit, should you no longer be able to do so. This legal assignment is called a Healthcare Surrogate.


4. To fulfill your wishes as to any life prolonging procedures by letting it be known to any healthcare provider whether or not you want a DNR (Do Not Resuscitate) order in place for yourself.  This plan is carried out by drafting a Living Will.


5. To decrease the tax liability/burden by any beneficiaries, triggered by the receipt of any gifts received through an estate.


6. An additional and optional reason for planning your estate is to save your loved ones and/or beneficiaries the grief, time and expense of probating your estate.  If you want to save people the time and expense of probating your estate then you will need to have a Trust drawn up for you. This is only one of the many benefits of having an attorney draft a Trust for you.

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Frequently Asked Questions

Tampa Estate Planning Attorney Near Me Free Consultation/ Wills & Trusts/ Estate Planning Near Me

We answer the most frequently asked questions in Estate Planning here.

EP Packages

Tampa Estate Planning Attorney Near Me Free Consultation/ Wills & Trusts/ Estate Planning Near Me

Pick from our Estate Planning Packages to suit your needs.

Book an Initial Consultation

Tampa Estate Planning Attorney Near Me Free Consultation/ Wills & Trusts/ Estate Planning Near Me

Contact us for a Free Initial Consultation

Frequently Asked Questions

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Estate Planning Definition: What is an Estate Plan?

An estate plan is legally enforceable plan of action, delineated through a series of legally binding documents, which were drafted during a person's lifetime, with the intent of assigning and distributing powers and assets on a person's behalf to specifically assigned beneficiaries. 


Do I need an Estate Planning Attorney?

The answer to this question depends on several conditions, most of which are listed above. A few reasons why you may want to hire an attorney to draft your estate plan are:


1. You want peace of mind. It's the reason why you find yourself on this website in the first place. 


2. You want to make sure that your beneficiaries and/or loved ones avoid having to probate your estate.


3. Unfortunately, you do not possess the knowledge of all of the estate planning procedures in Florida, necessary to best plan your estate.


4. You want to decrease any tax burden or tax liability by your loved ones and/or beneficiaries.


5. You would like to currently grant free use of your assets to your beneficiaries without any personal liability or burden to them.


6. You would like to decrease your personal liability through a Trust, similarly to how an LLC operates.


7. You would like to eliminate any exposure of your assets to any creditors seeking them out.


8. You would like to maintain anonymity of real property ownership in public records.


8. You want to minimize or eliminate any in-fighting in your family over your assets.


9. You want to exclude somebody from receiving anything from your estate (aside from a spouse or children, who in Florida will have a legal claim to a portion of your estate and cannot be written out of your estate).


All of these reasons aside, any mistakes made while planning your estate could cost your loved ones and beneficiaries thousands of dollars and could take months or even years to resolve.  Even worse, this all has to be carried out while your family members are grieving.  And somebody always comes out of the woodwork to make a claim for something. You know, that distant cousin of yours that you haven't seen in 30 years who thinks they are entitled to something. 


What is a good Estate Planning Checklist?

  1. Call our office and book your free initial consultation.
  2. Make a list of your goals. What do you want to achieve?
  3. Make a list with all of your questions and concerns.
  4. Make a list with all of your assets and liabilities. This includes your bank account(s), car(s), home(s), insurance policies, 401k, retirement plans, future income and expenses.
  5. Make a list with all of your beneficiaries and what you plan to gift them.
  6. Attend your free initial consultation with our attorney and ask a lot of questions. Make sure to keep notes!
  7. Shop around. We're so confident in our products and services that we know that you will come back to do business with us once you compare us to what other law firms are offering.
  8. Pick a package that we offer and call our office to move forward.
  9. Schedule your signing day!
  10. Attend the signing and fulfill your wishes! (Yes, we can provide witnesses, if you need them!)


What is "probating an estate" or "probate"?

"Probating an estate" or "probate" is the process of distributing assets and paying off creditors on behalf of a decedent, through a court action commenced by any heirs or beneficiaries to the decedent's estate. 


A judge will decide whether an estate plan exists and whether or not it is legally sufficient or binding. Furthermore, the judge will direct how to distribute any assets and pay any liabilities and expenses.


Is probate necessary?

Again, the answer to this question depends on your arrangements.  As we mentioned above, probate is required in Florida when the value of a decedent's estate is above $75,000.00 (excluding any protected homestead).  Anything below that amount should qualify for summary administration


Either way, in Florida, your estate must be probated. Most people end up having to hire an attorney to represent them throughout the probate process. However, if you want your loves ones and/or beneficiaries to avoid probate entirely, then you will most likely need to have a trust set in place.


Do you practice in probate law?

Unfortunately, we do not work in the area of probate. We only work with clients in planning for the future or litigating Trust disputes.

EP Packages

Tampa Estate Planning Attorney Near Me Free Consultation/Wills, Trusts & Estate Planning Attorney

The Essential EP Package

Our Essential EP Package includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form and a Living Will. This package will cover all of your estate planning needs, as long as your assets do not exceed $75,000.00 (excluding any protected homestead property). 


Your estate will still need to be distributed through the Probate Court, but your intentions will be laid out for a court to follow. Please contact our office to obtain a quote and schedule a free initial consultation to speak with our attorney to see if this package will fit your estate planning needs.

The Enhanced EP Package with Ladybird Deed

Our Enhanced EP Package includes a Ladybird Deed , a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form and a Living Will. This package will cover all of your estate planning needs, as long as your assets and property do not go over $75,000.00 (excluding any protected homestead property). Your estate will still need to go through the Probate Court, but your intentions will be laid out for a court to follow. 


However, the ladybird deed will immediately add any beneficiaries onto your home's title, but allow you to keep a life long interest in your home, and do whatever you would like with it. Your home will not need to be probated and your loved ones will have immediate control of your property once you pass.  


Please contact our office to obtain a quote and schedule a free initial consultation to speak with our attorney to see if this package will fit your needs. 

Complete EP Package with Trust

Our Complete EP Package includes a Last Will and Testament, a Durable Power of Attorney, a Healthcare Surrogate form, a Living Will and a Revocable Trust. This package will cover all of your Estate Planning needs, especially is you own real property in excess of $65,000.00. A trust will help your loved ones avoid estate taxes and avoid the probate court. Your family will require no future title work in the future if the property in question needs to be sold. This package will provide peace of mind not only to you, but also your loved ones.  Please contact our office to obtain a quote and schedule a free initial consultation to speak with our attorney to see if this package will fit your needs. 

Individual Estate Planning Documents

All of the documents that we create can be purchased individually as well. Please call our office to obtain a quote for individual documents.

Special Needs Trust

A Special Needs Trust is a trust specifically designed for the benefit of an individual with special needs, who does not want to risk losing their government benefits. It is created specifically for any supplemental funds that will soon be received by the beneficiary.

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Peart Law Office, P.A.

10150 Highland Manor Drive Suite 200, Tampa, FL 33610

(813) 314-2475

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9:00 am – 5:00 pm

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Wed

9:00 am – 5:00 pm

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