Our attorneys streamline the estate planning journey, guiding you through each step and offering clear explanations throughout the entire process. Importantly, our estate plans are tailored to your needs! With a range of estate planning packages tailored to accommodate both simple and complex estates, our firm is dedicated to assisting regardless of the intricacies of your circumstances. Keeping your particular goals in mind, here are some of the estate planning tools we utilize:

Estate Planning Attorneys in Miami, Florida

Let us help you protect your future! A properly drafted estate plan assures you that your loved ones will be taken care of.

Creating an estate plan can appear intimidating. However, failing to create a well-structured plan will only result in a legal mess for your loved ones. A good estate plan will help you limit or entirely avoid probate, protect and control your assets, and reduce your and your beneficiary's tax implications. Don't wait for the unexpected to happen. Work with a knowledgeable attorney and start your estate planning today!

• Irrevocable Life Insurance Trusts

• Gift and Charitable Giving Programs & Trusts

• Generational Skipping Trusts & Dynasty Trusts

• Ladybird Deeds

• and more!

• Revocable Living Trusts

• Last Will & Testaments

• Financial/Durable Powers of Attorney

• Advance Health Care Directives

• Special Needs Trusts

Step One:

Schedule your initial meeting.

Contact us by phone or email to schedule a meeting date that is convenient for you.

Step Two:

Fill out our Confidential Estate Planning Intake Form.

In preparation for our meeting, we provide you with a confidential questionnaire designed to introduce us to your family and finances. Though completion of this form is not a requirement prior to our meeting, we urge you to complete it to the best of your ability. Completing the intake form before our meeting is crucial, as it allows us to dedicate our time together to building a personal connection rather than gathering information, ensuring a more meaningful and productive meeting! Additionally, the form will list a number of documents for you to bring with you to our meeting.

Step Three:

Meet with your attorney!

During your initial consultation, we will review your Confidential Estate Planning Intake Form together, along with the documents we requested. We will also discuss your intentions and wishes to ensure we are implementing a plan that is right for you and your family.

Step Four:

Receive and review drafts of your estate plan.

After carefully reviewing your forms and documents, and spending time getting to know your situation, we will begin creating your estate plan. We will update you as we go, and provide you with draft documents for your review and comments. We strive to create a plan that meets your needs, that's why we do not stop at our first meeting, but ensure a channel of communication remains open throughout our relationship.

Step Five:

Fund and execute your plan.

Once your plan is complete, you are ready to sign your estate planning documents! Your attorney will walk you through this process and will assist you in ensuring your trust is properly funded. You will also be provided with digital copies and the original copies of your plan.

Contact us for your free consultation.

Address

310 Alhambra Cir,
Coral Gables, FL 33134

Contacts

(305) 916-3036
david@quintanalaw.us