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Florida Affordable Wills and Trusts Estate Planning - Wills Online
Non-attorney Florida Legal Document Preparer specializing in Estate Planning including Wills & Trusts & Paralegal Services
Non-attorney Florida Legal Document Preparer specializing in Estate Planning including Wills & Trusts & Paralegal Services
Please reach us at JoAnne@FloridaAffordableWills.com if you cannot find an answer to your question.
We can meet in person or do everything online. The information is collected to draft the forms either in person or via an online questionnaire. A fifty percent (50%) deposit is due prior to drafting the documents. Once complete, the drafts will be emailed to you in a pdf format for you to review. We can make as many changes or corrections as needed until you find the documents satisfactory. At that time, the balance will be due and the final documents will be delivered via email in a pdf format. If you are using the online option, you can print and execute the documents on your own. If you choose the in person option, I will print the documents and bring them to the signing you set up with a Notary Public of your choice and serve as one of the disinterested witnesses needed to execute the documents.
We will meet in person and I will collect the information necessary to draft the documents. I will draft the documents and email them to you in a pdf format for your to review. We can make as many changes as necessary until the documents are satisfactory. At which time they can be executed. To execute your Estate Plan Documents, you will need two (2) disinterested witnesses and a Notary Public. If you choose the in-person option, I will print the documents and bring them to the signing that you schedule with a Notary of your choice and a witness of your choice. I will serve as one of the disinterested witnesses and oversee the signing to make sure that everything is signed properly.
Florida Affordable Wills offers a range of services, not all of them can be combined for use together. As a Notary Public, I am NOT able to notarize the documents that I prepare.
Yes. If you are not able to come to me, I can come to you. Whether it be in your home, a hospital, hospice, nursing home, rehabilitation facility or a coffee shop, we can meet.
I do not take much personal information. I need your name, address, phone number and email address. I will need the names of your heirs at law, the names of any beneficiaries and the names, addresses and phone numbers of the people you want to make medical decisions for you and financial decisions for you if you are unable to do so for yourself.
I do not take any information such as social security numbers or full bank account numbers. I ask that you handwrite your social security number on the Durable Power of Attorney after it is executed to keep it secure.
Check out this informative video regarding Estate Planning Documents in Our Will Packages.
Your Will becomes effective when you pass. It allows you to name a Personal Representative or Executor to handle the affairs of your estate. It allows you to state wishes for the final disposition of your body and property, both real and personal. It also allows you to name a guardian for minor children and a trustee if necessary. Pour Over Wills are prepared those who have Trusts or are creating a Trust.
A Revocable Inter Vivos or Living Trust is an option to avoid probate, protect your privacy and plan ahead in case you become incapacitated.
Allows you to name an agent to handle your financial affairs if you unable to do so yourself.
Allows you to name a health care surrogate to make medical decisions for you if you are unable to do so yourself.
This document is for use during your lifetime. IIt tells your health care surrogate what your wishes are if you are unable to do so yourself.
Allows your health care surrogate access to your medical records.
Deeds can be used in estate planning to avoid probate when you own real property.
Pro Se Legal Document Solutions, LLC is doing business as Florida Affordable Wills, offering non-attorney Legal Document Preparation Specializing in Estate Planning. Notary Public Services also available.
1309 Saint Johns Bluff Road North, Jacksonville, Florida 32225, United States
JoAnne@FloridaAffordableWills.com 904-539-7889 1309 Saint Johns Bluff Road North Building B, Suite 102 Jacksonville, FL 32225
Open today | 09:00 am – 05:00 pm |
Office Hours by Appointment Only
Special Hour Accomodations Available by Request
Florida Affordable Wills
JoAnne@FloridaAffordableWills.com