Your Estate
Planning Specialists
We specialize in assisting families with their wills, trusts, guardianships and probate needs. Our goal is to make things simple and convenient for you while giving you the peace of mind knowing your affairs are in order and your family is protected. We will do everything we can to make sure your estate plan minimizes taxes, maximizes inheritance, and safeguards your assets.
Regardless of age, wealth, or family dynamics, everyone stands to gain from a carefully crafted estate plan. Here's the rationale behind it:
Why Estate Planning Matters
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It's About Control: Simply put, estate planning allows you to decide who gets what, when, and how. Without it, those decisions are left to Florida’s intestacy laws, and they might not align with your wishes.
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Peace of Mind: The tranquility of knowing your loved ones won't be left in a legal labyrinth or financial freefall is priceless.
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Avoiding Probate: Proper estate planning ensures assets are transferred seamlessly, without the need for court intervention.
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Guarding Against the Unexpected: Life is unpredictable. Estate planning safeguards against sudden incapacity, ensuring your wishes are respected no matter what.
Which family wealth plan is right for you?
WILL
What is included:
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Last will and testament
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Power of attorney
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Living will and designation of health care surrogate
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Nomination of guardians (if applicable)
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Original documents
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PDF of signed documents
TRUST
What is included:
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Revocable living trust
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Pour over will
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Power of attorney
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Living will and designation of health care surrogate
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Nomination of guardians (if applicable)
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Original documents
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PDF of signed documents
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One deed transferred into the trust
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Trust funding instructions
PROBATE
When a family member dies without an estate plan in place, depending on how things are titled, Probate may be required. In Florida, except in very limited situations, an attorney is required to handle Probate matters.
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Formal Administration: needed when the assets of the decedent are in excess of $75,000 and the person has been deceased for less than two years.
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Summary administration: is available for estates that either contain assets valued under $75,000 or those where the person who has been deceased over two years.
Getting Started
Our easy 3-step process is designed to have your documents created and executed in 4-6 weeks
Attend your Peace of Mind Planning Session. You will fill out a secure online initial profile before we meet so we can make the best use of our time together. At this session, you’ll learn all about your options and our pricing. When you are ready to move forward, we will provide you with an engagement letter and invoice.
STEP 1
Next is your Design Meeting. Together, we will design your will or trust and other estate planning documents, working off the information you provided in your initial profile. After this session, we will draft your documents and send a copy for your review about 2 weeks later. You provide feedback on changes or updates. Once everything is good to go, we will coordinate an in-person Signing Ceremony.
STEP 2
Your Signing Ceremony is where you will sign your documents staying true to legal formalities in front of two witnesses and a notary. We can do this at our office in Manasquan or your home. Following the execution of your documents, we encourage an open door policy to keep us up-to-date with major life changes that might impact your estate plan.
STEP 3
Grisell M. Turnau
I specialize in assisting individuals and families with wills, trusts, power of attorney, living wills, healthcare surrogates, deeds, pre and post-nuptial agreements and probate. The idea of death or illness is never one that is in the forefront of our minds, but preparing for what will happen in the event of death or incapacity while you still have the power to decide is a priceless gift. I take a compassionate and comprehensive approach to help you plan now to save your loved ones unnecessary stress and hardship during an already difficult time. And, by helping you plan now, I can assist you with your goals and, ideally, do away with the need for probate.
While 56% of Americans believe that estate planning is important, only 33% of adults in the U.S. have documented their end-of-life plans.
– Legal Zoom
Turnau Legal P.A.
2455 Sunrise Boulevard
Sute 506
Fort Lauderdale, FL 33304
(954) 908-2358
TRUST+
What is included:
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Everything in the trust package
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And either:
1. trust funding for up to 4 items or
2. a children’s trust
