Wills and Trusts Questionnaire in Melbourne, FL

The Law Office of J. Scott Lanford’s Wills and Trusts Questionnaire

Wills and trusts are an essential component of your lifelong financial planning efforts. They ensure your beneficiaries understand what they are entitled to and allow you to determine which family members and friends inherit your possessions and assets. More importantly, they provide you with the peace of mind you need to live a happy life from here on out. Unfortunately, this area of law can be complicated, so it is critical to hire an attorney who understands the ins-and-outs and how to apply legal concepts to your specific case. Every adult individual should strongly consider obtaining a will or trust. The Law Office of J. Scott Lanford offers free consultations, allowing our legal professionals to answer your questions and demonstrate our ability to find practical solutions. You can trust the Law Office of J. Scott Lanford for wills and trusts. Melbourne, FL clients, as well as those from around the area, are satisfied with the results we give them.

The Process We Use to Draft Effective Wills and Trusts

So, how does the Law Office of J. Scott Lanford handle will and trust concerns? First, we begin with a free consultation. We believe this step is vital to the success of your case, as it allows you to make an educated decision about how to move forward. We’re confident you’ll want to continue following the consultation. Second, our attorneys sit down with you and ask a series of basic questions designed to get a general idea of what you’re looking for. Finally, we begin the process of setting up a will or trust (or both), by performing exhaustive research into your financials and tax burden. Our lawyer, J. Scott Lanford, has plenty of experience handling tax law concerns, as he received a Master of Laws in Taxation from the University of Miami. Once we get a full picture of everything we need, we sit down with you and finalize the paperwork.

Contact The Law Office of J. Scott Lanford for a Free Consultation

There is one significant benefit of working with the Law Office of J. Scott Lanford on a will or trust: avoiding probate court at all costs. Probate complicates matters for your loved ones in ways easily managed with an ironclad will or trust. That’s why it is so critical to work with an experienced legal professional to take steps at minimizing the probability of probate. In addition to handling and avoiding probate, the Law Office of J. Scott Lanford creates living trusts, one more way to protect your assets. To learn more about the Law Office of J. Scott Lanford and how we can help you with a will or trust, contact us today. In addition to providing wills and trusts, we also handle a variety of estate planning services, including trust administration, elder law, power of attorney, and more. We have a PDF of an intake form. Please fill it out and have it ready for your consultation.

Click the link below to download and print out our questionnaire. Please send the completed form to scott@jscottlanford.com.

Will & Trust Questionnaire PDF