Estate Planning Attorney in Brevard County and The Central Florida area
Our Seasoned Legal Team possesses a wealth of knowledge and experience that sets us apart as trusted advisors in matters of estate law
Your Experienced Estate Planning Attorney in Brevard County and The Central Florida area
At Sibley Law & Associates, PLLC, home office is located in Melbourne, FL, we stand as a beacon of legal expertise and unwavering dedication in the realm of estate planning. Our seasoned team of legal staff possesses a wealth of knowledge and experience that sets us apart as trusted advisors in matters of estate law.
Detailed & Customized Estate Plans Tailored To Your Needs
When residents of Brevard County and The Central Florida area seek the services of an estate planning lawyer, they are met with a myriad of choices. However, entrusting your estate planning needs to Sibley Law & Associates, PLLC, ensures a level of proficiency and commitment that is unmatched in the industry.
Our firm prides itself on delivering meticulous attention to detail in crafting comprehensive estate plans tailored to each client’s unique circumstances. We understand the intricacies of estate law and excel in creating strategies that safeguard our clients’ assets and uphold their wishes for the future.
Working with us means benefiting from personalized guidance that goes beyond mere legal advice. Our approach is rooted in empathy and a deep understanding of the sensitive nature of estate planning. We strive to forge lasting relationships with our clients, earning their trust through transparent communication and steadfast advocacy.
At Sibley Law & Associates, PLLC, Integrity Is The Cornerstone Of Our Practice
We operate with the highest ethical standards, ensuring that every decision made on behalf of our clients is in their best interest. Our commitment to upholding the law and serving our community with honor is unwavering.
Choosing Sibley Law & Associates, PLLC as your estate planning partner in Brevard County and The Central Florida area, means aligning yourself with a team of legal professionals who are not only well-versed in the intricacies of estate law but also deeply invested in the well-being and security of our clients. We invite you to experience the difference that a dedicated and experienced legal team can make in securing your legacy for generations to come.
To learn more or get started with our legal services, reach out to our team today.
Get Started With Us
Hiring a lawyer you love to guide your estate planning decisions now to ensure your family is supported throughout life and beyond can be easy and straightforward. We promise to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.
CHOOSE YOUR OWN ADVENTURE: START WITH ATTENDING ONE OF OUR FREE ESTATE PLANNING WORKSHOPS OR GO RIGHT INTO A PAID 2-HOUR WORKING MEETING
Life & Legacy Planning Session
The Life & Legacy Planning Session is a two-hour working meeting during which we will guide you to look at everything you own (your assets), everyone you love (your family dynamics), and what will happen to all of it when something happens to you (your legacy).
Then you will tell us what matters to you most about your life and legacy, and together we will design the most effective and affordable plan for you and the people you love. The fee for this meeting is $375 (valued at $750).
If you would like us to have the Planning Session meeting at a deep discounted fee, you can attend one of our estate planning workshops first and commit to getting a little educated and completing some pre-meeting client homework and submitting it at least 48 hours before your meeting so we make the best use of our time together. Our workshops are listed here(Events) and are usually offered every 2 weeks. Attendees receive an additional $250.00 certificate towards any estate planning they do with us when they schedule the Life & Legacy Planning Session at the conclusion of the workshop.
Or if you aren’t sure what will be best for you, schedule a 15-minute Discovery call during which we can begin with quick guidance and direction on your next steps.
WELCOME TO OUR UNIQUE PROCESS
Life & Legacy Planning Session
During our meeting together, you will feel more organized than ever before because you will have a complete list of your assets ready for your family in case of any emergency. Plus, we will review the state’s default plan for you, and if you do not prefer that, we will review how to get the right plan in place for you and your family.
Review and Finalize Your Choices
After your planning session, you will review a complete list of all of the choices and decisions you made about your estate plan. This includes a list of your key people named as guardians, executors, powers of attorney, and trustees, along with other important decisions we discussed together. You will have the opportunity to do a review and then finalize everything so that we can start drafting your plan.
Sign Your Personalized Estate Plan
During your signing “ceremony” (yes it is official-feeling!), we will review all of your legal documents together and we will point out exactly where we personalized important legal language specific to your family and decisions. If we meet in-office, we will arrange the notary and witnesses for you. If we meet virtually, we will print and mail your full estate plan to you for signing and easy return back to us so that we can process everything.
Fund Your Living Trust
If you have chosen a Trust (Revocable Living Trust) as the cornerstone of your estate plan, we will discuss the steps to fund that trust. This step is vital to ensure you have updated ownership and beneficiaries of your assets in alignment with your new estate plan. We go over exactly how this is done, and we are there to either do it for you or provide the guidance needed to get it done for your existing assets and the new assets you acquire over time. Once you fund your Living Trust, you know everything will pass to your family just as you intend.
Record Your Family Wealth Legacy Interview
The hallmark of an estate plan created with us, your Personal Family Lawyer, is our Family Wealth Legacy Interview process. We will give you ideas on things you want to record in a loving video for posterity, including important values for your children or loved ones, what matters most to you, words of wisdom, and anything you want your family to know about your final wishes.
Inform Your Key People About Your Plan
Before you celebrate and take a sigh of relief, we will work together to make sure your nominated agents (fiduciaries) are notified of the trust you have placed in their roles in your estate plan. We even help facilitate the conversation with your agents if you want us to. It’s a way to ensure the key people in your plan have exactly what they need to act in an emergency and for any ongoing administration of your estate. We help you inform the key people with the right information at the right time so they are not caught off guard if anything happens to you and need to act.
Check In Over Your Lifetime
Finally, what matters most to us is that we maintain a lifelong relationship with you over time. We know your life will change and the law will change. Your estate plan is not a “one and done” task – it is an evolving responsibility to your family and loved ones. We help make sure that you know exactly when your plan might be disrupted based on life events and the law by staying in touch with you over time and being here for you to update your plan when you need it. We offer a 3-year courtesy review of your estate plan and a membership plan for more frequent reviews and updates.
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Estate Plan Resources
Guardianship Nominations
Power of Attorney
HealthCare Directives
Medical Powers of Attorney
Family Legacy Interview
Asset Protection Planning
Business Succession Planning
Special Needs Planning
Trusts Planning
Office Hours
Monday – Friday
9am – 5pm
Saturday - Sunday: Closed
Saturday morning: APPOINTMENT ONLY
