Probate & Estate Planning

The attorneys at Sanchez Law Group, LLC have a strong dedication to helping our clients meet the specific challenges that arise in Trust and Estates. We value our clients’ time and money, which is why our clients always can expect honest, straightforward advice and an emphasis on strategies and tactics designed to meet their goals affordably.

SLG clients get personal attention, experienced counsel, and skilled representation on various transactional areas of Trust and Estates, which include:

  • Probate
  • Guardianships
  • Estate planning
    • Wills
    • Trust
    • Power of Attorney
    • Medical Directives
    • Health Care Surrogate

Our purpose in taking the necessary time to discuss your case and understand your situation is not only to give you peace of mind and demonstrate to you that we appreciate the seriousness of your situation. It is also important because it allows us to properly assess your issues, address the problems, and show you a solution for making life easier. After all, our goal is to make our clients’ lives easier by helping them resolve their legal problems.

Estate planning and Wills and Trusts is not only for the wealthy who have vast assets to pass on from generation to generation. It is for anyone who wants to ensure that their desires are carried out. This includes, but is not limited to, their bank accounts, medical issues, property, etc. It allows their loved ones to enjoy the benefits of their generosity and that the grieving family members are not forced to wait out the lengthy and often costly process of probate.

It would be difficult to exaggerate the importance of listening in the field of estate planning, where the distribution of the client’s private property and assets to his or her loved ones is at stake. The estate planning lawyer at our firm, however, understands how to provide comprehensive and thoughtful service for our clients. Having spent many years working with other attorneys, our lawyer has taken the best observed practices and incorporated them into the service you will receive at our firm.

Services

ESTATE PLANNING

Nearly everyone will agree that it is important to take care of your estate planning needs before it is too late, but few will actually do so. Whether it is because people are uncomfortable discussing the subject of what will happen after they pass away, or if it is because they simply think they are too busy for it, they just never seem to get around to sitting down to work out an effective and comprehensive estate plan.

Sanchez Law Group will discuss every aspect of Estate Planning which includes:

  • Living Wills
  • Advanced Medical Directives
  • Powers of Attorney
  • Wills and Trusts
Will concept Scale, old book, and gavel

By putting an estate plan into place now, you can protect your estate from the claims of creditors through strategic probate avoidance, you can ensure that your assets are distributed according to your wishes and shield your loved ones from potential quarrels and legal conflicts. If you do nothing and die intestate, your estate will be distributed according to the dictates of state law, and your family may end up receiving less than they otherwise could; therefore, the benefits of an estate plan cannot be underestimated.

Plan for the Future Today—Starting with a Free Consultation.

Take action now by contacting us for a free case evaluation so that our estate planning lawyer can review your situation and advise you of your options. Whether you choose to write a last will and testament or to establish a revocable or irrevocable trust, you will be able to enjoy the peace of mind that comes with knowing that you have provided for the disposition of your estate and potentially spared your loved ones a considerable amount of stress and difficulty.

Almost as bad is using the tear-out forms from a do-it-yourself book on estate planning, a cookie-cutter approach which simply does not take into account the intricacies of an individually tailored plan. Don’t wait another moment before contacting Sanchez Law Group, P.A for a free consultation to discuss your unique situation and to learn about strategies that we can use to help you.

PROBATE

Most families do not where to begin when a family member passes. Sanchez Law Group is committed to helping our clients meet this challenge when the decedent’s estate must be probated. Our extensive knowledge and comprehensive understanding of probate law allows our clients to feel at ease throughout the entire process.Over the years I have embraced the formula that it is best to review and explain to clients the fundamental issues they face in a straight-forward and easy to follow manner.

The problems that an individual may be facing can include the following:

  1. a family member has died and a Last Will must be probated and an Executor appointed to settle the estate;
  2. a family member has died without a Last Will (Intestate) and an Administrator needs to be appointed for estate administration;
  3. a beneficiary of an estate has not received a share of the estate and needs to compel an Executor or Administrator to file an Accounting with the court;
  4. a family member has passed away and a Court proceeding is needed to obtain assets that a third-party has improperly taken from the decedent;
  5. a fiduciary such as an Executor, Administrator or Trustee has acted improperly (breach of fiduciary duty) and Court proceedings are required to protect a beneficiary’s interest;
  6. a beneficiary needs to prove kinship;
  7. a family member needs to contest a Will.

Call our office for a Free Consultation. At our firm, we will advise you as to your rights and entitlements and charge reasonable attorney fees to complete the Estate on behalf of you and your family.

GUARDIANSHIP

A guardian is a surrogate decision-maker appointed by the court to make either personal and/or financial decisions for a minor or for an adult with mental or physical disabilities.

Sanchez Law Group, P.A assists clients with the following:

  • Minor guardianship appointing the parent or other court appointed guardian; and
  • Adult guardianship: Limited and plenary

Florida law requires the court to appoint a guardian for minors in circumstances where the parents die or become incapacitated, or if a child receives an inheritance or proceeds of a lawsuit or insurance policy exceeding the amount allowed by statute.

Many times, family members are inhibited with assisting an Adult with medical or housing needs due to no court appointed guardian. Adult guardianship is the process by which the court finds an individual’s ability to make decisions so impaired that the court gives the right to make decisions to another person.

Sanchez Law Group, P.A can also assist the family in determining whether a limited or plenary guardianship is necessary. A limited guardianship is appropriate if the court finds the ward lacks the capacity to do some, but not all, of the tasks necessary to care for his or her person or property; while a plenary guardian is a person appointed by the court to exercise all delegable legal rights and powers of the adult ward.

Our firm will discuss with you all of the statutes that allow guardianship and that statutes that describe the duties and obligations of guardians and attorneys to ensure that that the guardians always act in the best interest of the ward, minor, or person who is incapacitated.

Call our office for a Free Consultation. At our firm, we will advise you as to your rights and entitlements and charge reasonable attorney fees to complete the Estate on behalf of you and your family.

Meet The Team