Protecting your assets for your children is essential for your peace of mind. Throughout the Miami, FL, area, people turn to the expertise of Grimaldi Law Firm to provide legal guidance to draft wills and trusts that ensure their heirs receive the maximum possible from their estate.
The Role of a Trust Attorney
Our trust and will lawyer focuses on creating the estate plan that aligns with your goals and objectives. However, unlike some law firms, we also provide training on how to fund a trust, ensuring you can maximize the benefits of this estate planning tool. Working with a trust attorney to correctly establish and fund the trust means your assets are protected and probate can be avoided, saving your heirs time and money.
The Role of a Will Attorney
Choosing a wills and trusts lawyer with Grimaldi Law Firm allows you to work with one professional for seamless estate planning. Often, when setting up a trust, a will attorney is also part of the process, drafting the document that provides instructions on how your estate is to be distributed to your beneficiaries.
Confidence in the Future
It is never too early to talk to a wills and trusts attorney. Many people in Miami, FL, assume that only the wealthy need the services of our trust and estate attorney. By talking through your options and ensuring you stay on plan, you have confidence in providing for your minor children and your family.
To schedule a free consultation with our trust and estate attorney or to discuss options with our wills and trusts attorney, call us today at 954-491-8707.
FAQ
Before meeting with a wills and trusts lawyer, take some time to gather essential documents, like a detailed list of your assets – think properties, bank accounts, investments, and business interests – to help facilitate the process. Don’t forget to dig up records of your debts and liabilities – we’ll need those to get a complete picture of your financial health. If you already have a will or trust, bring those documents as well. Round up the necessary documents that prove your family relationships, like your marriage certificate, divorce papers, and a list of beneficiaries. With this information, lawyers are equipped to offer truly individualized advice and a thoughtful estate plan that serves their clients well.
Selecting the right will attorney involves considering their experience, expertise, and compatibility with your needs. If you want your estate plan to be ironclad, work with an attorney who’s already proven themselves in the areas of wills and trusts – a true expert in their field. Two ways to narrow down your options: ask trusted friends or family for referrals and research online reviews to get a sense of their reputation. Clarify your expectations with someone who truly gets what you’re after. Schedule consultations with a few attorneys to assess their approach and determine if they align with your expectations and requirements.
You should review your will with an attorney regularly, typically every three to five years or whenever there are significant life changes. Major life surprises can propel you into refocus mode. A new spouse, baby on board, or bank account surge can reshuffle your want-it-now bucket list. Alternatively, breakups or financial issues call for reassessments of what counts. Regular reviews ensure that your will remains up-to-date and accurately reflects your current circumstances and intentions.