How to Make Sure Your Sanibel Estate Planning is Individualized
There are many good reasons why estate planning in Sanibel should be a private experience for each resident. When you are talking about arranging every detail of your life, it is not something that you want to discuss in public. This idea of coordinating all of your assets and laying out your ideas for after you are gone should also not come from a cookie cutter approach. Every Sanibel estate should be individualized and done by an experienced professional.
What Is Individualized Estate Planning?
Estate planning involves a lot of paperwork and a lot of documents that are registered with the Florida probate court. For some people, creating an estate is just the process of filling out some forms and answering a few questions. But an individualized estate is one that is designed specifically for the estate owner and has all of the estate owner’s concerns in mind.
How Does An Estate Planner Individualize An Estate?
Prior to visiting your Sanibel estate planner, you need to make lists of all of the information the planner will need to create your estate. These lists include assets you have, beneficiaries you want to name, and any special things you want to do with your money. For example, you might want to take a portion of your assets and start a scholarship fund for your old high school. It takes an individualized estate to be able to cater to all of your specialized needs.
How Do I Individualize My Estate?
The first step in individualizing your estate is to write out your goals for your estate after you have passed on without feeling like you have to do things a certain way. If you want to leave a small inheritance for your pet cat, then you should make a note of that and make it part of all of the goals you have for your assets after you have passed on.
Your next step in creating an individualized Sanibel estate is to find an estate planner who has experience in creating these types of estates. Many estate planners have vast experience in filling out forms and staying within the common grounds of estate planning. You want to find a planner who has experience in stepping outside of those common grounds and who knows how to put your individual wishes into a durable legal structure.
Our legal team has years of experience in individualizing estates for Sanibel residents. We invite you to give us a call to find out just how customized your estate can truly be and still stay within the probate court guidelines. Estate planning is all about making sure your final requests are honored, and our estate planning attorneys are ready to show you how that can be done.