Estate Planning

“What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.”

-Pericles

Without an estate plan, you risk losing control over how your property is distributed after your death, leaving your family and beneficiaries vulnerable to legal disputes, taxes, and fees. A well-drafted estate plan can ensure a smooth and efficient transfer of assets, no matter how large or complex your estate is. You can decide who gets what and how and protect your loved ones from unnecessary stress and hassle.

At Regalis Law, we assist you in creating customized estate plans that match your needs, goals, and preferences. Our team guides you through the legal options available under Florida law, and helps you avoid or reduce probate court proceedings. Whether you own real estate, personal property, or financial assets, we can help you find the best strategies for your situation and make informed decisions.

Don’t let your hard-earned assets go to waste - contact us today and secure your legacy for tomorrow.

Last Will and Testament

Do you want to have a say in how your assets are distributed after your death? Do you want to protect your family and beneficiaries from legal disputes, taxes, and fees? Do you want to ensure that your minor children are cared for by someone you trust? If you answered yes to any of these questions, you need a Last Will and Testament.

A Last Will and Testament is a legal document that directs who your assets should go to once you pass away. You can name beneficiaries for your assets, such as your spouse, children, or other loved ones, and backups in case they predecease you. You can also name a personal representative, who will manage your estate and make the distributions of assets to the beneficiaries. Additionally, you can name a guardian for your minor children, who will take care of their personal and financial needs.

At Regalis Law, we can help you draft a valid and enforceable will that reflects your wishes and complies with Florida law. We can also help you avoid or minimize probate court proceedings, which can be costly and time-consuming. A well-thought-out estate plan often includes a will, and we can help you create one that suits your situation and goals.

Revocable Living Trust

A Revocable Living Trust is a great tool to have control over your assets after you pass away. It is an often-underutilized estate planning tool. There is often a misconception that a trust is only for the wealthy. A trust can hold any number of assets, of which there is no minimum value. Depending on your goals, a trust can be a simple tool to avoid probate, or a more complex structure that exists long after you pass away. 

Control your assets after you pass away. Avoid the hassle and expense of probate court. Protect your privacy and your family’s privacy. Plan for your own incapacity or for the special needs of your loved ones and pets. A Revocable Living Trust takes care of all these concerns.

A Revocable Living Trust allows you to transfer your assets to a trust that you create and manage while you are alive. You can name yourself as the trustee, who is the person who controls the trust, and name beneficiaries, who are the people or entities who will receive your assets after your death. You can also name a successor trustee, who will take over the trust if you become incapacitated or die. You can change or cancel the trust at any time, as long as you are mentally competent.

A Revocable Living Trust can offer many benefits, depending on your situation and goals. For example, a trust can help you avoid probate court, which can be costly and time-consuming. A trust can also protect your privacy and your family’s privacy, as the trust documents are not public records. A trust can also help you plan for your own incapacity, by allowing your successor trustee to manage your assets without court intervention. A trust can also help you provide for the special needs of your loved ones or pets, by setting specific conditions and instructions for their care.

At Regalis Law, we can help you create and maintain a customized Revocable Living Trust that meets your needs, goals, and preferences. We can help you choose the best strategies for transferring your assets to the trust, such as real estate, personal property, or financial assets. We can also help you update your trust as your circumstances or wishes change. A Revocable Living Trust can be a powerful tool for your estate planning, and we can help you make the most of it.

Power of Attorney

A Durable Power of Attorney is a very powerful legal document in Florida. A durable power of attorney allows someone to choose another person, known as their agent, to act on their behalf. This document can be very important in cases of incapacity and can be vital for your estate planning, as it can help you avoid court intervention and protect your interests. However, this document is effective as soon as you sign it, so you need to be careful about who you choose and what powers you give them. Therefore, speaking with an attorney when determining whether to do one is crucial.

You can have two people act as your joint power of attorney, or choose one person to act after another. You can also limit the powers of your agent, such as managing your finances, paying your bills, or making health care decisions. We can help you understand and choose the powers that suit your situation and goals. A power of attorney must also follow certain rules under Florida law to be valid, and we can help you meet those requirements. A power of attorney is often a key part of a good estate plan, whether you are planning for yourself, your parents, or your children. Regalis Law is here to help you explore your options and create a power of attorney that works for you

Medical Power of Attorney

A Medical Power of Attorney, also known as a Designation of Healthcare Surrogate, is a legal document that lets you choose someone to make healthcare or medical decisions for you if you can’t do so yourself. You can decide when the document becomes effective, and what kinds of decisions your agent can make. Regalis Law knows how important medical decisions are, and can help you create a valid and enforceable document that gives your agent the legal authority they need.

You can have two people act as your joint power of attorney, or choose one person to act after another. You can also limit the powers of your agent, such as consenting to treatments, accessing your medical records, or choosing your health care providers. We can help you understand and choose the powers that suit your situation and goals. A power of attorney must also follow certain rules under Florida law to be valid, and we can help you meet those requirements. A power of attorney is often a key part of a good estate plan, whether you are planning for yourself, your parents, or your children. Regalis Law is here to help you explore your options and create a power of attorney that works for you.

Living Will

A Living Will lets you decide in advance whether you want to receive life-prolonging medical treatment in certain situations. You can choose what kind of treatment you want or don’t want if you have a terminal condition, an end-stage condition, or a vegetative state. You can also appoint a surrogate to make these decisions for you, or name backups if your first choice is unavailable. It is essential that you understand your living will, and Regalis Law is here to help you.

Preneed Guardian 

Life can be unpredictable, and you may need someone to help you with your affairs if you become incapacitated. A pre-need guardian is a legal document that lets you choose who will be your guardian in case that happens. You can choose different guardians for your property and your person. A guardian for your property can handle your financial, real estate, or other assets. A guardian for your person can make decisions about your health care and living arrangements. These decisions can have a lasting impact on your life, so you should choose your guardians carefully.

At Regalis Law, we can help you understand the requirements and benefits of a pre-need guardian. We can help you choose the best person for the job, and make sure your document is valid and enforceable. A pre-need guardian is an important part of a good estate plan, and we can help you create one that suits your situation and goals.

Avoid Complications for You or Your Loved Ones

Many people avoid estate planning, but this can lead to serious problems, such as:

  • Wills being invalidated by a judge

  • Family conflicts

  • Legal disputes

  • Inability to assist

  • Lack of guardianship

  • Unnecessary expenses

  • Lack of financial planning

  • Unintended outcomes

Your Plan

To avoid any issues, you need a comprehensive estate plan that covers all aspects of your personal and financial affairs. At Regalis Law, we offer a confidential consultation to help you create an estate plan that suits your situation and goals. We will listen carefully to your needs and desires and provide informative solutions to meet them. Regalis Law and the beginning of your estate plan are one call away.

“If every client leaves more informed and more in control of their property and legacy, regardless of whether they move forward with services, we view that as an achievement for Regalis Law P.A.’s firm goals and mission.”

- Shannine Anderson, Esq. Founder

We can also assist with other real estate related matters including:

Contact Regalis Law, P.A. today to assist with your Estate Planning needs:

(321) 448-0408 | consult@regalislaw.com

Contact Us

consult@regalislaw.com
(321) 448-0408

255 Primera Boulevard, Suite 160
Lake Mary, Florida 32746