Law Firm of Michael W. Porter 727-327-7600
Both you and your family will benefit from having an estate plan in place. Regardless of your age or financial status, it is important for you to make an estate plan to control the disposition of your assets and income in the event of your incapacity or death.
At the Law Firm of Michael W. Porter, Mr. Porter will meet with you to review your assets, liabilities, and goals to work with you in either creating an estate plan for you, or in modifying your existing estate plan.
Before you meet with your attorney, it is important that you organize your documents and decide on the goals you wish to achieve in your estate plan. We have provided a questionnaire to assist you in this process. Please complete this Estate Planning Questionnaire as fully as possible and bring it with you to your first appointment, along with copies of your current last will and testament, trust agreement, or other legal documents. It will also be beneficial to you to complete the Asset Organizer to assist with the development of a plan to avoid probate.