Legacy Planning...For Every Family...For Everyone

Estate Planning, Probate And Trust Administration Resources

Whether you are looking to begin the process of your own estate planning or suffering from the loss of a loved one, it can be difficult to know how to begin the process of handling legal and financial affairs. What documentation will be needed and where do I find help?

Estate Planning With The Planning Navigator

	PREPARE FOR YOUR FIRST VISIT (1 CLIENT ESTATE PLANNING QUESTIONNAIRE) – See video above
	PREPARE FOR YOUR FIRST VISIT (2 CLIENTS ESTATE PLANNING QUESTIONNAIRE) – See video above
	ESTATE PLANNING AND PROBATE TERMS DEFINED – GLOSSARY

Probate & Trust Administration With The Survivor’s Navigator

	DOWNLOAD THE PROBATE & TRUST ADMINISTRATION QUESTIONNAIRE – See video below
	ESTATE PLANNING AND PROBATE TERMS DEFINED – GLOSSARY

Through years of living and working in the Tampa Bay area, we have learned of many helpful resources and we want to share them with you. Our mission and our passion are to serve our community. These resources provide links to local government and Clerk of Court websites, and also links that can assist you in finding attorneys in your area, locating assets and liabilities, and much more.