1.  The ability to avoid Florida probate of assets by titling all of the estate assets in the living trust; and

2.  Flexibility for disability and pre-Medicaid planning given the amount of the discretion that your successor trustee; and

3.  Options for special needs planning for the trust beneficiaries (i.e. this can be ideal for parents of adult children who are on need based (SSI) disability assistance and would otherwise be disqualified. 

4.  Options for providing protection for children of previous marriages in blended families.

Also, remember when I mentioned the following:

Second, there are circumstances that the Virtual Florida Estate Planning 5 Step Program may need to customized after some conversations 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

Third, this is typically a FLORIDA ESTATE PLANNING PACKAGE and may not be ideal IF YOU HAVE ANOTHER STATE OF RESIDENCY, with the possible exception of avoiding probate for Florida investment property or a second home.   If that is the case, contact our office prior to signing up at info@gibbslawfl.com.

While I do hope to offer packages for other states in the future in partnership with other licensed attorneys, I am specifically licensed to provide attorney prepared documents in Florida and California.  

Even if you were to select a package isn't quite a fit, rest assured that after you complete work on the Factfinding Step of your 5 Step Process, we'll have our video conference during the Collaboration Step, during which we will discuss your estate concerns in detail and may make final recommendations accordingly.  If this requires an upgrade or additional services, we may recommend altering your package accordingly.

If you do have questions of any nature prior to moving forward you can e-mail our legal team directly at info@gibbslawfl.com.

STEP 1 - In your portal will be an introduction to the resources available and the entire process. You will be guided through a series of tutorials, to give you some important background information on estate planning documents and our process. When you're ready to start gathering information, you'll move on to the next step.  

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 the next step.

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.  

Below are 2 Florida Trust Plus packages. If you're ready to proceed and get started, just click the GOLD BUTTON ABOVE THE PACKAGES to access the order form. You'll need to SELECT THE SINGLE OR COUPLES PACKAGE ON THE ORDER FORM and click the button to authorize.

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.

Congrats again and we are excited to help you attain the peace of mind partnering with you to address these important decisions. 

If you do have questions or concerns prior to getting started, I invite you to contact our caring virtual legal team at info@gibbslawfl.com.  

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

Best,

Steve Gibbs, Esq.