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Free Estate Planning Guides

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Knowledge Is the First Step to Protection

As your Wakulla County neighbor and estate planning attorney, I believe everyone deserves access to clear, straightforward information about protecting their legacy. That’s why I’ve created these free, downloadable guides specifically for our community.

Each guide addresses common questions and concerns I hear from fellow Wakulla residents. Written in plain language without confusing legal jargon, these resources will help you understand your options and make informed decisions about your estate plan.

Available Guides

Florida Homestead Guide

What You’ll Learn:

  • How Florida’s unique homestead laws protect your primary residence
  • Restrictions on how homestead property can be transferred in your will
  • Special considerations for married couples and those with minor children
  • How homestead property is handled during probate
  • Tax advantages of homestead property for Wakulla County residents

[Download Now]

Estate Planning Basics: What Every Wakulla Resident Should Know

What You’ll Learn:

  • The essential documents everyone needs (regardless of wealth or age)
  • How Florida-specific laws affect your estate planning choices
  • Common mistakes to avoid when creating your plan
  • Why Wakulla County residents need more than just a simple will
  • How to protect your family home for future generations.

[Download Now]

Comprehensive Estate Planning Checklist

What You’ll Learn:

  • Step-by-step guidance to gather all essential information before your estate planning consultation
  • Complete inventory worksheets for financial accounts, property, and personal possessions
  • Important family information to document for your plan
  • Key decisions you’ll need to make about guardians, executors, and healthcare agents
  • How to prepare for your initial meeting to maximize efficiency and minimize costs

[Coming Soon] 

The Lady Bird Deed Explained

What You’ll Learn:

  • How this Florida-specific tool helps avoid probate for your home
  • Advantages over traditional life estates or adding names to deeds
  • When a Lady Bird deed is (and isn’t) the right choice
  • How to maintain control of your property while planning for the future
  • Tax and Medicaid considerations for Wakulla property owners

[Coming Soon] 

Understanding Probate in Wakulla County

What You’ll Learn:

  • Step-by-step explanation of the probate process in our local courts
  • Differences between formal administration, summary administration, and disposition without administration
  • Typical timeline and costs for Wakulla County probate
  • How to determine if probate will be required for your estate
  • Strategies to minimize or avoid probate entirely

[Coming Soon] 

Digital Estate Planning Worksheet

What You’ll Learn:

  • How to inventory and protect your digital assets
  • Creating a comprehensive list of online accounts and services
  • Documenting access information securely for your family
  • Florida laws regarding digital asset access after death
  • How to include digital assets in your overall estate plan

[Coming Soon] 

 

Why These Guides Matter

Florida’s estate laws are unique, and generic online information often misses crucial state-specific details that can significantly impact Wakulla families. These guides reflect not just Florida law, but the specific concerns and situations I’ve encountered while helping neighbors throughout our coastal community.

No Strings Attached

These guides are truly free—no hidden fees, no obligations. They’re my way of giving back to our community and ensuring everyone has access to accurate information about protecting their legacy.

You’ll never be pressured into scheduling a consultation or using my services. Of course, when you’re ready to take the next step in creating your estate plan, I’m here to help with personalized guidance tailored to your specific situation.

Have Questions?

If you have questions after reviewing any of these guides, please don’t hesitate to contact me. Helping my Wakulla neighbors understand their options is an important part of my commitment to our community.

[Contact Me With Questions]

These guides are provided for general informational purposes only and do not constitute legal advice. For advice specific to your situation, please schedule a consultation.

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Office Address

113 S. Monroe St. Tallahassee, FL 32301