Resources

Online Forms
To better serve you, we have compiled two brief questionnaires regarding Estate Planning and Probate administration. If you choose to fill them out, someone will contact you within 24 hours and to setup an appointment for a more in depth meeting. Click below to get started!
Downloads
Here are some documents that will be useful to begin our work together.
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What is Estate Planning? (129.01KB) |
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Estate Planning Checklist (62.46KB) |
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Confidential Estate Planning Questionnaire (66.88KB) |
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What is Probate? (126.64KB) |
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Probate Checklist (62.83KB) |
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Limited Liability Companies Memo (96.62KB) |
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Florida Powers of Attorney Memo (87.91KB) |
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Tangible Personal Property Memo (207.37KB) |
Links
Here is a selection of links that may help you with these important decisions.
General
County Clerks Offices
Property Appraisers
