Estate Planning

Estate Planning Services in Jacksonville, FL

Comprehensive Estate Planning and Probate Law in JACKSONVILLE, FL & SURROUNDING AREAS

Life is filled with unknowns. Ensure that your loved ones are cared for during every situation with services from Mason Law Firm, P.A. At our local firm in Ponte Vedra Beach, Florida, our estate planning lawyers work with clients of all ages looking for top service options. We are committed to working with you to plan for an efficient and orderly transfer of property upon death. Our estate planning attorneys provide clients with services related to wills, trusts, living wills, and other options. Schedule a consultation with us today to learn more about your legal options.

What Documents Are Essential For Planning An Estate?

Key estate planning documents in Florida include the living will, healthcare surrogate designation, durable power of attorney, and will. To ensure your wishes are accurately followed, an estate planning attorney in Jacksonville offers expert guidance in preparing these vital documents.

Wills outline guardianship, asset distribution, and more. A durable power of attorney names someone to handle finances if you're incapacitated. Healthcare surrogate designations appoint a trusted person for medical decisions, and a living will specifies your end-of-life care preferences. Jacksonville estate planning lawyers customize these documents to meet Florida's legal standards, protecting your assets and providing peace of mind for you and your loved ones. Regular reviews and updates with your attorney ensure your estate plan remains current and aligned with your intentions, adapting to life's changes and legal requirements.

Consult a Trusted Estate Planning Lawyer in Jacksonville

After you pass away, what happens to your property and loved ones? Have your final wishes heard by meeting with an estate planning attorney for your wills and trusts.

Why is a will important? It provides for the administration of property through the probate process, and directs disposition of whatever remains after the payment of your debts, expenses of administration, and estate taxes. A will specifically provides for gifts, creates trusts, names a guardian to care for your minor children, names persons to administer your estate (the Personal Representative) and any trusts (the Trustees), and sets forth your instructions to those persons.

Advance Care Directives: Planning for Your Future Health Decisions

Estate planning should also include language and documentation related to your future medical care. What would happen if you are no longer able to make decisions related to your health? From severe illness to injury, a number of things can occur that would render you unable to make decisions regarding your health. In these situations, having advanced care directive in place can save your family from having to make a difficult decision. One such document, also referred to as a living will, allows you to specify what actions, if any, should be taken for your health. You are also free to designate a health care surrogate, who can act on your behalf if you become unable to make medical decisions yourself.

Understanding Living Trusts in Florida Estate Planning

Florida law allows many types of trusts. Generally, property that you transfer to the living trust during your lifetime will avoid the need for probate upon your death. A Trust Agreement contains provisions governing the disposition of your property upon your death. A Trust provides for gifts, can create additional trusts, names successor trustees, and sets forth your instructions to the trustees.

The Importance of a Durable Power of Attorney

A power of attorney grants another person the right to act on your behalf, as if you were present and acting, with respect to your assets and your property rights. The power you grant can be limited to only specific authorized acts or can be broad which can authorize authority over everything.

Why Choose Mason Law Firm, P.A.?

Estate planning can be challenging due to the complexity of legal, financial, and tax considerations. It involves making significant decisions about asset distribution, guardianship, and healthcare wishes, often requiring intricate knowledge and emotional readiness to address potential family conflicts and future uncertainties. Having an attorney by your side can be very beneficial -- they can provide expert guidance and ensure your assets are distributed according to your wishes, minimize tax liabilities, and address legal complexities, giving you peace of mind and protecting your family's future.

At Mason Law Firm, P.A., we understand that navigating the estate planning can be overwhelming and stressful. That's why we are dedicated to providing personalized and compassionate legal representation to our clients in Jacksonville, FL.

Here are a few reasons why you should choose us for your legal needs:

  • Experienced Attorneys
  • Personalized Approach
  • Responsive Communication
  • Client-Centered Focus
  • Convenient Location

Mason Law Firm, P.A. is here to help. Get in touch to schedule a consultation with one of our knowledgeable estate planning attorneys.

Contact Us Today for Your Estate Planning Needs in Jacksonville(904) 906-4269 or submit our online contact form to book a consultation with one of our Florida lawyers today.

Why Choose Mason Law Firm, P.A.?

  • Quick & Easy Consultations In Office Or Virtual
    Call us today to schedule your initial consultation with our legal team.
  • Dedicated Law Firm That Fights For You
    Mason Law Firm, P.A. is ready to take on your case and be with you every step of the way.
  • Helping Clients Since 2006
    Experienced and dedicated attorneys with over 30 years of combined experience.
  • Help for High-Net-Worth Estate
    Our law firm can help with even the most complicated estates.

Hear From Our Satisfied Clients

At Mason Law Firm, P.A., we make our clients a priority! See how our attorneys have helped people in similar situations.

    "Would highly suggest Mason Law Firm."
    Would highly suggest Mason Law Firm. Super courteous and professional throughout the entire process. Will use again.
    - Colbey
    "They are great lawyers who truly care about clients."
    We have sent clients to the Mason Firm. They are great lawyers who truly care about clients.
    - John
    "Amazing customer service!"
    Amazing customer service and follow through. From the front office staff to the courtroom, nothing but professional timely services and reasonable fees. Highly recommend the Mason Law Firm.
    - Carmel
    "Best at the beaches!"
    The Mason's were very easy to work with during the two times I used them. They make you feel like you're their only client and #1 priority. I highly recommend them for all your law needs. Best at the beaches!
    - Charles
    "I would recommend him and his firm to anyone."
    The Mason Law Firm has assisted me through my legal needs for the last 8 years. When a loved one passes it is always difficult, Sean gave great advice, answered my questions, and helped us navigate the process. He was always professional and went out of his way to assist my family. I would recommend him and his firm to anyone in need of his services.
    - Kristina
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