Your Wills Plus Package Offers These Important FL Documents

and that...

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

and...

With the right combination of fact finding, skill and preparation, these documents they can safe guard you, your loved ones, and your business or investments.

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.

Ultimately, whether you select a trust package or will package is your decision and we will support you in preparing a high quality package, regardless of your choice.

Also, remember when I mentioned the following:

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

The good news is that even if the above concerns are present, you can still move forward with confidence in selecting the package that makes the most sense to you.  

The reason being, regardless of the package you select, 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 will simply update your Package and proceeds accordingly.

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

1.  Upon ordering your package, you'll be sent a follow up e-mail by our team with login credentials for your secure client portal.  In the portal will be your Client Agreement Authorization for your appropriate package and you will be asked to review and sign it to initiate an attorney - client relationship.

2.  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.

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. 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.  

The above steps will also be organized into various steps and phases in your secure client portal.

Below are your 2 OPTIONS for Florida Will Plus packages. If you are planning as an individual, select the single package on the ORDER FORM If you are jointly planning with a spouse or significant other, you can select the couples package on the ORDER FORM.  

If you're ready to TO THE ORDER PAGE TO MAKE A SELECTION, just click the BLUE BUTTON below to access the order form.  You'll need to select the appropriate package and click the button to authorize.

If you've had a change of heart and would like to select one of the 2 Florida Trust Plus packages, click the GOLD BUTTON below. 

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.

If you're apprehensive or have questions before proceeding, I encourage you to reach out by e-mail to our caring legal team at info@gibbslawfl.com.

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

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

Best,

Steve Gibbs, Esq.