Virtual Estate Planning Services

Welcome To A New Florida Estate Planning Experience Offering Attorney Prepared Documents "Virtually" From Start to Finish
One of the most common concerns about hiring an experienced attorney for estate planning is that it will be "crushingly" expensive, and possibly confusing, uncomfortable and time consuming. 

Yet we know it makes sense and is important to get expert advice for something this important, right?

If this is your predicament, you're in the right place, because I am going to share THREE SECRETS with you today that my legal colleagues in the world of estate planning law definitely DO NOT want you to know. 

I’m Steve Gibbs, founder of the Gibbs Law Office (a reputable "traditional" Florida estate planning law firm). As an estate planning attorney and educator with 15 years of experience, I have helped literally hundreds (and maybe thousands) of people of all walks of life, including, parents, grandparents and adult children seeking to safeguard or help loved ones, as well as real estate investors and business owners protecting assets, partners and loved ones, etc.   

SECRET #1: All estate lawyers are doing basically the same thing for clients, offering similar advice (some slightly better than others perhaps) using the same software, and charging exorbitant fees to do so, and they HAVE TO DO THIS TO STAY IN BUSINESS because they have zero efficiency systems and are spending a lot of personal time gathering information and addressing concerns, etc., or paying staff people to do so.

This means that traditionally, to get high quality estate planning documents, you would need to:

* go to a law office
* sit forever in their waiting area
* be called in to sit in front on an intimating desk 
* be put on the spot to make sense of cryptic legal terms
*  fear the inevitable huge price tag
*  risk taking months to complete your documents 
*  risk getting the legal ego or pushback getting questions answered
*  playing phone tag with your lawyer
*  risk getting buried with difficult information gathering and confusing tasks

Worse yet, despite the above risks, most lawyer's "hide the ball" until you're already signed up and have paid a deposit, thereby feeling "locked in"!

So, you may be asking what other options are available?  

Years ago, when I discovered SECRET #1 as a young estate planning attorney, seeing the challenge for clients, I began to thinking about offering a new solution using web based resources. 

As technology has continued to evolve and consumers have become more and more tech savvy, my vision to offer a better way of doing estate planning with an experienced attorney in Florida took shape and is now a reality in the form of web based, technology assisted, legal estate planning services.

I Call It The Virtual Florida Estate Planning 5 Step Process

The Virtual Florida Estate Planning 5 Step Process is simply a new way to collaborate together with the singular goal of getting acquainted, exchanging information, and creating a plan that makes sense to you.  Your plan is then "efficiently" immortalized into professionally prepared (attorney drafted) Florida estate planning documents.  

With the help of technology, we can now prepare documents "virtually" all web based and of the same quality you would obtain from a traditional law firm, without the stress and uncertainty and at a fraction of the cost. 

At this stage, you may be asking for some estate planning background?

Estate planning is a term loosely used to describe an range of legal services and documents that are critical for safeguarding you, your loved ones and your assets ("your stuff") in the event of a health and/or financial crisis.  

Estate planning documents tend to run together in packs and, in Florida, usually include a combination of:  

1.  a last will
2.  a durable power of attorney
3.  advance healthcare directives
4. a living trust
5. guardianship declarations

With the right combination of fact finding, skill and preparation, these documents they can safe guard you and your business or investments from the perils of probate or huge federal estate tax burdens. 

AND, these documents will assure that your family and legacy can be passed to future generations per your specific instructions.

You may still be on the fence, questioning whether you need an "estate plan" or "anything complicated" for your situation?

However, you need to know that if you don't create a plan, the State of Florida already has one for your assets and it most likely will not match what you would've preferred.

The good news is that I’m going to show you a great way you can do this all through the power of the web and modern technology, including web based coaching and video conferencing where you'll be connected to the attorney in confidential discussions, exactly the same but more convenient that traditional legal services and get amazing results.

You also may be questioning whether you need to meet an attorney in person to feel comfortable moving forward?

SECRET #2: Most traditional attorneys and law firms expect you to play by their rules and all too often, their process is not focused on educating or making it easy for you. This isn't just me trashing my competitors because I've unfortunately been the listening ear of many clients with bad experiences at other firms.

Point being, a virtual web based process is truly a better way to go about getting the estate planning documents that you need.  And, you're in the right place because the Virtual Florida Estate Planning 5 Step Process was created not only to provide documents to ensure that the quality matches what is offered at traditional law firms.  

Remember, that even at traditional firms, the quality of your documents will ultimately vary based upon your luck of the draw in lawyer selection.   The Virtual Florida Estate Planning 5 Step Process was derived from my 15 years in a traditional estate planning law firm that I built it from the ground up and thus personally observed the struggles and challenges of 1000's of clients and prospects.  I also observed the back side and fall out from documents not done correctly or not done at all.

Another tricky thing is that this is vulnerable subject matter, dealing with death and disability and typically private financial matters.  These aspects of planning can create apprehension for many people. It is very common to hesitate being unsure who to trust.

Unfortunately, there is always the risk that if you go the traditional route with a local attorney and he or she gets busy or you find you picked the wrong person, your planning progress will stall out, and you'll have a hard time completing what you started, potentially losing thousands of dollars in the process, or alternatively, you just end up stressed out and never sure if you've received a solidly prepared plan.

SECRET #3: If your estate is relatively smaller (and this definition varies widely among people) many traditional law firms don't appear to really want or value you as a client (based upon my actual observations over many years), so you could end up rushed through an uncomfortable process for what appears to you to be premium cost.

On the other hand, if you are relatively wealthy (and again this definition varies) it is not uncommon for you to pay 2-3 times what someone with a relatively smaller estate would pay, thus resulting in what will assuredly be a premium price tag for documents and advice that equate with what you can receive here in a more enjoyable setting and at a fraction of the cost.

Regardless of your estate size, you deserve the same level of care and education AND you should expect that your cost will relate fairly to the documents and services provided.  

That said, there are circumstances that the Virtual Florida Estate Planning 5 Step Process may NOT be ideal such as:

1,  multiple marriages with blended families
2.  families with special needs situations
3.  aging adult medical care concerns
4.  high net worth "taxable" estates
5.  non "U.S. Citizen" planning

If these, or other more complicated planning concerns are your circumstances, we can still offer many of the advantages of virtual services (such as video conferencing, resources and signing) but customized, on a case by case basis, outside the scope of the package and document options listed below.  If you have these circumstances, I encourage you to connect with our office directly at info@gibbslawfl.com to create a Customized Virtual Florida Estate Planning 5 Step Process.

So, the Virtual Florida Estate Planning 5 Step Process offers a great range of cost effective solutions for relatively straightforward estate planning.  

Again, this is the result of me asking myself for years how to create a better process with more value that is easier to approach, navigate and complete that my clients will love AND putting this process into action.  Using the Virtual Florida Estate Planning 5 Step Process will help you to finally gain peace of mind in this area. You'll see this, just beginning to walk through this process, because it will help you identify what is most important and get you on the road to proactively creating a plan.

When you get started with the Virtual Florida Estate Planning 5 Step Process you'll be walked through the following 5 steps to completing your documents

STEP 1 - Orientation: This step is an introduction to the resources available, your process and client portal.  You will be guided through a series of tutorials, to give you some important background information on estate planning documents and our process.  In your portal, you will also be asked to upload a scanned image of your U.S. password or Florida Driver's License or ID so we can verify your identity. 

All of this information is maintained strictly confidential and and in a private secured portal in accordance with Florida Bar rules concerning confidential client communications.  You will also be asked to review guidelines concerning the attorney client relationship and sign client authorizations in pdf form which facilitate the attorney-client relationship in Florida.  When you're ready to start gathering information, you'll move on to Step 2. 

STEP 2 - Fact Finding:  In this step, you will be provided with an easy to complete estate planning questionnaire in your client portal and will have the opportunity to submit questions and receive feedback by e-mail or phone concerning the questions and information to be gathered.  When you've compiled all necessary information, you'll move on to Step 3.

STEP 3 - Collaboration:  In this step, you will exchange information ("confidentially) with the Gibbs Law virtual legal team.  First, you will upload you completed questionnaire.  Next, you will schedule from your secure portal a video conference with the Gibbs Law virtual legal team and this will be an opportunity for you (and us) to clarify any areas that lack clarity or otherwise need to be reviewed.  During this phase, if there are any plan issues identified by the attorney, they will be discussed in detail and an alternative plan may be proposed.  

STEP 4 - Document Preparation:  In this step, the legal team will commence preparing your customized Florida estate planning documents to be supervised and reviewed by a Gibbs Law Florida licensed attorney.  You'll be notified when your initial "draft" documents have been completed and available for review in your secure portal.  During this phase you'll have the opportunity to provide feedback and questions to the team.  This step may also include discussing concerns and modifications by e-mail and another phone or video conference if needed.  

STEP 5 - Delivery:  This step will begin with the delivery of your final Florida estate planning documents.  During this step, you will schedule your virtual signing appointment with our virtual legal team or will proceed with our instructions to have your documents executed with the the appropriate Florida formalities.  If you've opted to have us coordinate your signing with virtual notary signing services, a signing date will be scheduled from your client portal at this time.  When everything is properly executed, you will either scan and upload copies of your executed documents or send to our main offices to scan into our secure system.  This step will conclude with an exit video with instructions trust funding and tips for storing and distributing documents and maintaining your plan.  

I want you to know that this 5 step system was developed by me, personally, as an experienced estate planning attorney and educator who has represented numerous multi-million dollar estates as lead estate attorney in a traditional Florida law firm that I built from the ground up.

One of my unique abilities is to create systems that work to serve clients' needs. Over the years, I have discovered many ways to more effectively educate clients, as demonstrated by our website gibbslawFL.com to provide "client centered legal services" and this has been a driving factor in putting this great process together.

Scrolling down, you'll find that it is simple to your 5 step process today.  There is no phone tag or waiting forever in a fancy reception room.  When you commit to our process by selecting the appropriate package or document below, we will start the process on our end and you'll receive an e-mail to set up your secure client portal.  Logging in there, you'll receive resources and instructions for each step of your 5 Step Virtual Florida Estate Planning Process.

Below are Florida estate planning package details and some other options.  To select a package or document, just click the button below.  You'll be directed toward a sales page where you will again, due to technical and processing contraints, need to select the plan or product that you're interested in purchasing. 

We’re always here to help and I can’t tell you all the amazing results we’ve gotten for caring people just like you who are struggling with how to go about getting professionally prepared legal estate planning documents.

Imagine the peace of mind you'll gain, knowing that you've addressed these important matters with professional guidance and an amazing finished product.

I can’t wait to see you on the inside.

Best,

Steve Gibbs, Esq.
P.S. Prices for these services are subject to increases year to year, so, if you've been dragging your feet in getting your Florida estate planning done, this is a great time to get started.


Do You Have Questions?
 Or Just Want To Talk To A Person?  
  CALL Our Caring Florida Estate Planning Team:

Sneak Peek of What to Expect in Your 
5 Step Virtual Estate Planning Process

Welcome and Instructional Video

Your 5 Step Virtual Estate Planning Process will begin when you commit to an estate planning package or document selection.  

When you sign up, we will be notified and will return a welcome e-mail with next steps based upon your particular area of interest and selection/s.  

Key Estate Planning Explanations

PDF Tools To Help You Get Organized

Professionally Prepared Florida Estate Planning Documents

basic will plus fl single
$
699
($2,067 Value - Based Upon Customary Law Firm Charges in FL)
Comprehensive Flat Fee Billed Immediately, 
no set up fees or other charges.
  •  1 Florida Estate Planning KickStart PDF Guide and Organizer  ($97 Value)
  •   1 Video Orientation and Video Tutorials ($395 Value)
  • 1 Florida Last Will & Testament  ($350 Value)
  • 1 Florida Durable Power of Attorney  ($350 Value)
  • 1 Florida Designation of Healthcare Surrogate  (250 Value)
  • 1 FL Living Will and HIPAA Release  ($150 Value)
  • E-mail and Phone Support During Process ($300 Value)
  • Florida Signing Instructions ($175 Value)
basic will plus fl couple
$
1299
($3,342 Value - Based Upon Customary Law Firm Charges in FL)
Comprehensive Flat Fee Billed Immediately, 
no set up fees or other charges.
  •  1 Florida Estate Planning KickStart PDF Guide and Organizer  ($97 Value)
  •   1 Video Orientation and Video Tutorials ($395 Value)
  • 2 Florida Last Will & Testament  ($700 Value)
  • 2 Florida Durable Power of Attorney  ($700 Value)
  • 2 Florida Designation of Healthcare Surrogate  ($500 Value)
  • 2 FL Living Will and HIPAA Release  ($300 Value)
  • E-mail and Phone Support During Process ($450 Value)
  • Florida Signing Instructions ($200 Value)
living trust plus fl individual
$
1299
 ($3,637 Value - Based Upon Customary Law Firm Charges in FL)
Comprehensive Flat Fee Billed Immediately, 
no set up fees or other charges.
  •  1 Florida Estate Planning KickStart PDF Guide and Organizer  ($97 Value)
  •   1 Video Orientation and Video Tutorials ($395 Value)
  • 1 Florida Revocable Living Trust ($1295 Value)
  • 1 Florida Last Will & Testament  ($350 Value)
  • 1 Florida Durable Power of Attorney  ($350 Value)
  • 1 Florida Designation of Healthcare Surrogate  ($250 Value)
  • 1 FL Living Will and HIPAA Release  ($150 Value)
  • E-mail and Phone Support During Process ($500 Value)
  • Florida Signing Instructions ($250 Value)
living trust plus fl couple
$
1999
($5,487 Value - Based Upon Customary Law Firm Charges in FL)
Comprehensive Flat Fee Billed Immediately, 
no set up fees or other charges.
  •  1 Florida Estate Planning KickStart PDF Guide and Organizer  ($97 Value)
  •   1 Video Orientation and Video Tutorials ($395 Value)
  • 1 Joint Florida Living Trust ($1795 Value)
  • 2 Florida Last Will & Testament  ($700 Value)
  • 2 Florida Durable Power of Attorney  ($700 Value)
  • 2 Florida Designation of Healthcare Surrogate  ($500 Value)
  • 2 FL Living Will and HIPAA Release  ($300 Value)
  • E-mail and Phone Support During Process ($700 Value)
  • Florida Signing Instructions ($300 Value)


Do You Have Questions?
 Or Just Want To Talk To A Person?  
  CALL Our Caring Florida Estate Planning Team:

Florida LLC with supporting documents (1-2 Members)
$
999
 ($2,235 Value - Based Upon Customary Law Firm Charges in FL)
Comprehensive Flat Fee Billed Immediately, 
no set up fees or other charges.
  •  Preparation and Filing of FL Articles of Organization  ($195 Value)
  •   Preparation of Organizational Meeting Minutes ($95 Value)
  • Preparation of Florida Operating Agreement with Exhibits ($1,495 Value)
  • E-mail and Phone Support During Process ($225 Value)
  • Florida Signing Instructions ($75 Value)
  • FL State Filing Fee is $150 and is in INCLUDED preparation fee

Florida Enhanced Life Estate "Lady Bird" Deed $499

The Life Enhanced Deed, a/k/a Enhanced Life Estate Deed a/k/a Lady Bird Deed is a very useful legal document that can offer a number of advantages.
 
Some of the common purposes for this deed include probate avoidance, generational planning and even Medicaid planning.

Note of Caution: This is a sophisticated legal document that requires expert preparation by an experienced attorney. 

 There are circumstances that can result from the improper use and application of this deed to inappropriate circumstances.

Florida Advance Medical Directives $399

This package includes important medical documents: the Florida Living Will and Florida Designation of Healthcare Surrogate (i.e. healthcare power of attorney). 

But that's not all, we also add extended instructions re; nutrition and hydration and a HIPAA Release Waiver just to make sure you've got things covered.
The living will is essentially a "do-not-resuscitate" used when someone cannot make his/her own medical decisions.
The designation of healthcare surrogate is appointing the person entrusted to enforce the living will and make any decisions within its scope not specified. 

Thus, it is critical to have these important documents professionally prepared. 

FL Durable Power of Attorney $299

The durable power of attorney is arguably one of the most useful and under-appreciated of the estate planning documents. 

This simple document can save loved ones needless heartache by allowing them to manage the financial affairs of a parent or adult child who is unable to do so.  
It also can prevent loved ones from having to endure expensive court proceedings to appoint guardians and is also very useful in facilitating critical estate planning moves in difficult circumstances.  
Durable powers of attorney are state specific and are often rejected for various reasons by financial institutions. 

Thus, skilled, expert preparation is essential in order to assure that your durable power of attorney is enforceable when you need it. 

Florida Quitclaim Deed $249

If you're attempting to avoid probate in Florida or create asset protection, a quitclaim deed is often required. 

 However, problems can arise when folks take matters of title into their own hands.

Sometimes when deeds are wrongly prepared, estate planning complications can result or expensive title issues can erupt later.

Point being, even a simple quitclaim need needs an expert's touch to avoid needless mistakes and confusion.

Note: this fee does NOT include local recording fees or other related charges.


Do You Have Questions?
 Or Just Want To Talk To A Person? 
  CALL Our Caring Florida Estate Planning Team:

Free with Will or Trust Plus Package Purchase Today! 

  • ​INSTANT ACCESS: Our products are PDF downloads and delivered immediately
  • A COMPREHENSIVE PDF fillable GUIDE and MANUAL
  • A complete OVERVIEW of estate planning concepts
  • An complete SUMMARY of estate planning documents
  • ​An OVERVIEW of using trusts, pros and cons
  • ​​ESTATE PLANNING forms (pdf fillable) to record your estate and fiduciary information
  • ​An OVERVIEW of estate tax planning concepts
  • An ASSET CALCULATOR to expedite your estate and financial information gathering process
  • ​​AND MUCH MORE!
Just click the link below if you'd like to share this offer on social media.


Do You Have Questions About Anything Or Just Want To Talk To A Person?  
Just CALL Our Caring Florida Estate Planning Team:

The Gibbs Law Office, PLLC
5237 Summerlin Commons Blvd, Suite 316
Fort Myers, FL 33907
Phone: 1-239-415-7495
info@gibbslawFL.com
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