How to Make Sure your Fort Myers Estate Planning is Individualized
When you are getting estate planning done in Fort Myers, you have many options on how you can put together your legal documents. An experienced estate planner will have many different ways to structure your will or trust, and there are many different ways to protect your assets as well. If you want your Fort Myers estate to match your personal views and needs, then your estate should be individualized.
How is an Estate Individualized?
An individualized estate is crafted using all of the custom and personal requirements of the estate owner. The decisions on where assets are distributed are based solely on the discretion of the owner, and the set-up of any trusts or guardianship arrangements for special needs children or adult parents are all done based on the estate owner’s needs. In an individualized estate, the estate planner uses all of the available tools and processes to make certain that every final wish of the estate owner is part of the final estate.
Crafting Your Personalized Estate
A personalized estate is all about making sure every detail and every concern the estate owner has is covered completely. The process starts even before an estate planner is found with the estate owner writing out everything that they want to be a part of their estate. The estate owner does not need to worry about how those details will become part of their estate because that is the estate planner’s job. But it is critically important that the estate owner spend time putting their needs and concerns in writing and constantly updating the list until it is complete.
Find the Right Estate Planner
The other critical element to a individualized estate is making sure you find an experienced and professional estate planner. You will want to find a firm or lawyer who specializes in estate planning and elder law services to make sure your estate is done properly. It is also important that you work directly with the estate planner to individualize your estate. Instead of dropping off your information and waiting for the estate to be done, you will want to be involved in the creation process completely.
The Mattar Firm’s caring estate planning attorneys want you to be involved in the planning process and we want you to be satisfied with how your estate is structured. Your estate represents your values and your priorities, and that is why we want to help make sure your individualized estate is exactly what you want it to be.