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Estate Planning in Tampa

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Getting your estate planning together in Tampa means spending time relaxing on the beach and soaking in the beautiful views. But before you take off your sandals and soak up the sun, you’ll want to get your affairs in order with a Trajan Wealth Tampa estate planning attorney. 

Meet With a Tampa Estate Planning Attorney 

It’s time to meet with an attorney to start getting your affairs in order, especially if you have kids or pets in your lives and if you’re looking to leave a legacy. 

Is it too early to get my affairs in order?

We always tell our clients the same thing—it’s never too early to start planning for your future. In today’s world, estate planning can be complicated, and we want to ensure you’re prepared for every scenario.

You don’t want to leave your family and loved ones confused about your wishes. As life changes, we’re right by your side to keep your documents current and in order. 

Last will and testament document with glasses and pen. A Tampa Estate Planning Attorney can seamlessly help you put your documents together.

Drafting Important Documents with Ease

Beyond talking you through Power of Attorneys you’ll also want to put together your will. Many people put off their will because they don’t want to think about it. But trust us, you’ll be glad you put the time and effort into it. Our Florida estate planning attorneys make the process simple and straightforward along the way. 

Florida estate planning can be complicated, but our estate planning attorneys are used to making the process easy. We’ll listen to your circumstances and needs before talking through our recommendations for you. 

Our Florida team can help you through the following documents: 

  • Living Will
  • Healthcare Power of Attorney and Surrogate Designation
  • Anatomical Donation
  • Any other documents we deem necessary to ensure your wishes are fulfilled 

Florida Powers of Attorney

Florida has a couple of different types of Powers of Attorney. After learning about your circumstances, we’ll talk more about which type is best for you: 

  • General Power of Attorney: Agent has broad powers for financial decisions. 
  • Limited Power of Attorney: Agent has limited authority to enable certain transactions. 
  • Durable Power of Attorney: Not terminated until the principal becomes incapacitated.
  • Springing Power of Attorney: Does not go into effect until the principal’s incapacitation. 

Education: The Trajan Wealth Way

At our Florida Trajan Wealth offices, we do things differently. With a mind for education, our Florida fiduciaries make sure our clients understand the what and why of our decisions. Here are a few tips from our Tampa estate planning attorney to help you prepare for a smooth estate planning process. 

  1. Create a list of your most pressing concerns.

These questions will include who will take care of the important people and pets in your life, as well as who will implement your last wishes. What information will they need, and where do the instructions live? Written, detailed instructions make sure your wishes are clear and easy to follow.

  1. Assemble your important records and make copies.

In the unfortunate event of your passing or incapacitation, you want your loved ones to be able to find important documents without too much trouble. Start creating a list of documents, including your will, power of attorney, and relevant passcodes, and gather them together. In addition to providing copies to your estate planning attorney in Tampa, give one to someone you trust. 

  1. Put important documents in a secure location. 

Keep copies of your important documents in a locked, fire-safe box. Do not keep copies online only — you want a physical copy as well, just in case. 

  1. Get an attorney who understands Florida estate planning. 

Working alongside an estate planning attorney in Tampa means everything is done correctly, and you can hopefully avoid lengthy and costly estate litigation. 

Florida couple on a boat sharing a glass of champagne.

Begin Planning for Your Future Self 

Don’t procrastinate on your estate planning or put it off until tomorrow. Give our office a call and schedule a consultation with an estate planning attorney in Tampa.

Our Trajan Wealth lawyer and support staff will talk you through our unique approach, get to know one another, and make sure your tomorrows are taken care of so you can enjoy today. 

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.