At Jurado & Associates, P.A., we are dedicated to simplifying the estate planning journey for our clients. Our attorneys firmly believe that each estate plan should be meticulously crafted to meet the unique needs and goals of every client. This commitment drives us to assess your circumstances thoroughly, ensuring the creation of the best-suited estate plan for you.
Step 1 – Scheduling an Initial Consultation with Us
Initiating your estate plan begins with scheduling an initial consultation with one of our experienced estate planning attorneys. This session allows us to delve into your case, understand your expectations, and evaluate your specific estate-planning circumstances, needs, and goals. Your Jurado & Associates, P.A. attorney will provide essential education on estate planning matters, explaining available tools and their functionalities.
During this consultation, your attorney will review your estate and current situation, identifying the estate-planning tools required. We prioritize learning about our clients’ goals, emphasizing aspects they may overlook. While some clients may only need simple documents like a living trust or a will, others may require more intricate tools such as an asset protection trust. Your attorney will guide you through the options, detailing the costs and benefits for an informed decision.
If you already possess estate-planning documents, we can review them to determine their relevance. A simple modification may suffice to update an old plan, or a fresh start might be the best approach. Your Jurado & Associates, P.A. attorney will assist in choosing the most suitable route for your case.
Step 2 – Designing Your Estate Plan
Following the initial consultation, your Jurado & Associates, P.A. attorney will meticulously draft the necessary estate-planning documents. Your estate plan will be designed to cater to your individual needs without incurring costly legal mistakes. Once prepared, you will return to review and discuss the documents before signing them.
Step 3 – Signing Your Estate Planning Documents
At your convenience, you will schedule a date to visit our office and sign your estate planning documents. We recommend a final review before signing to ensure everything aligns with your expectations. If adjustments are needed, your Jurado & Associates, P.A. attorney will make the necessary changes and re-execute the modified documents.
Contact Jurado & Associates, P.A. to Get Started!
Our goal is to make the estate-planning process straightforward. We pride ourselves on crafting estate plans that address the specific needs of each client. Join our growing list of satisfied clients by calling us today at (305) 921-0976 or emailing [email protected]. You can also reach us via WhatsApp: +1 305 921 0976 to embark on creating your estate plan.