Learn About Our Legacy Planning Session
Book a Legacy Planning Strategy Session
Protect Your Family And Assets
What is a Legacy Planning Session?
WE MAKE ESTATE PLANNING
Simple Convenient Effective
We help families and business owners protect their legacy and loved ones if something happens to them using a new simple 3-step process, done virtually without ever having to visit a lawyer’s office. We have an easy, 3-Step Process designed to have your trust and other estate planning documents created and signed in 4-6 weeks:
Answer All of Your Questions
I will answer all of your questions and listen as you share your goals, concerns, and objectives
Map Out Your Options
I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
Review Our Process
I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
Discuss Next Steps
Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
Protect your family and Assets
Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets.
Legacy Planning Solutions
Comprehensive Legacy Estate Planning
We offer comprehensive legacy estate plans addressing not only our client’s legal concerns, but their financial and incapacity concerns as well. Some of the tools used for this include:
- Comprehensive Estate Plans
- Revocable Living Trusts
- Powers of Attorney
- Advance Health Care Directives
- Last Wills and Testaments
- Special Needs Trusts
- Irrevocable Special-Use Trusts
- Business Succession Planning
- Asset Protection Entities
- Digital Asset Planning
What a Few of Our Clients Had to Say
“Great law firm! Smooth, seamless transactions and communication through all stages of real estate closings. Highly recommend them!”
“Jeff is one of the most honest and best lawyers I’ve ever done business with. He helped me close the sale of my rental and used the proceeds to pay off all of my debt. I trusted over $500,000 with him and everything went to plan. As for real estate and financial transactions, he is your choice for a successful lawyer. This transaction took place last year in December 2022. I’m very happy and he made a stressful situation very easy.”
“I’ve spent over 18 years in the mortgage industry, working with numerous title and attorney companies. What truly stood out about Jeff Eannarino and his teams exceptional proactive approach and unwavering 100% commitment to communication. In a recent transaction that involved two title companies and three attorneys, Jeff emerged as the clear leader, coordinating the efforts seamlessly. I am truly grateful for all the hard work and dedication. Go-Govier Mortgage Team”
“It is my privilege to recommend Jeff Eannarino as an excellent lawyer! Was referred by a friend and debated over him over another attorney, I’m so glad I went with Jeff. My case was a lawsuit over my pool remodel which was a disaster. He represented me with skill and professionalism. Jeff has a strong ability to draw reasonable and logical assumptions from limited information. I admire him for his persuasive skills, research and analytical skills. Jeff has the ability to get things accomplished quickly.”
“Amazing client advocate! We’ve used Jeff for 3 of our closings. Always gets the job done even under stressful and chaotic conditions!! Highly recommend!”
“Very professional and efficient. It was practically seamless working with this firm. Any hiccups that happened, they were on it and took care of them with speed and ease. I thank them for all their work.”
“I hired Eannarino Law to handle a commercial real estate matter. The process was painless and handled in an efficient manner. I would recommend this firm to anyone looking for a real estate attorney in Martin & Palm Beach counties.”
“Eannarino Law was outstanding in assisting in our home purchase. Efficient, timely and effective was how I would characterize their performance. They have my highest recommendation.”
“When I called Jeff, I got all the answers to my questions Highly recommend. Very professional firm!!!!”
“Very pleased with the process and the handling of the issues.”
“Great to deal with …”
“I dont even know where to start on how amazing Jeff Eannarino is! If you’ve never had a need for a real estate attorney, you’ve been blessed, but… if you have a battle like me and you’re beside yourself, LOOK NO MORE! My battle had me throwing good money on BAD council, lazy attorneys, or just bad at their jobs. Fighting to be heard by my own paid council, just to be dropped! Not this one! This man has been my guardian angel, and I can never say a single BAD word! Not only that, he bent over backward to make sure we WON! 100%!”
Frequently Asked Questions
What is living revocable trust?
1. What is an Estate?
An Estate is EVERYTHING YOU OWN – All your things and stuff. This can include but is not limited to:
- Bank Accounts (Checking, Saving and Investment Brokerage)
- Retirement Accounts (SEP, 401K, Roth IRA, Traditional IRA, Self-Directed)
- Investments (Stocks, Bonds, Mutual Funds, CD’s)
- Life insurance and Annuities Real Property (house, rental real estate, vacation homes, and time-shares)
- Personal possessions (household items, firearms, tools, jewelry, furniture, and sentimental items) Vehicles (autos, boats, trailers, campers)
2. What is Estate Planning?
Estate planning is the process of preparing a plan to provide for the distribution and management of a person’s estate assets given multiple eventualities.
It ensures that should you become incapacitated, the decisions about your well-being are kept as close to your intent as possible, and that your property is distributed according to your wishes and in the most efficient way after you pass away.
This includes planning to avoid probate, reduce administrations costs, and minimizing tax liability.
Estate planning is also important for protecting beneficiaries from themselves (while they are minors or young adults still learning how to manage money) and from any potential creditors, such as a divorcing spouse, a lawsuit from a car accident, bankruptcy, or a lawsuit from a business partner or transaction.
Not having any estate plan can be expensive and reduce your estate significantly by the associated costs and taxes. It can even delay the transfer of assets to your loved ones and heirs.
The biggest benefit of estate planning is peace of mind—you’ll know your wishes will be fulfilled for the benefit of your loved ones.
3. How do I know if this is a good time to plan?
Life happens fast, disasters happen, and people get in accidents or get sick. People seldom get everything done on their to-do list before a life-changing event occurs.
The time to make important decisions about your wishes and what will make things easier for your loved ones should something happen to you is today.
No one knows when tragedy can strike so there is no better time than the present. Estate planning is not something you want to be doing from your hospital bed or nursing home. Sometimes this can be too late under the law.
Your family will be dealing with the shock of you being gone and have to make major decisions on the fly. It will be a super stressful time for them. Without a proper estate plan in place, your family is at unnecessary risk of making a decision you would not have wanted or worse, a bad decision that could be further devastating.
4. What is a Will and why should I have one?
Think of a Will as a set of instructions left behind so that your loved ones know how you want your estate to be distributed and what arrangements you would like. It’s a comprehensive document specifying your instructions and who should handle these things.
The death of a loved one is an emotionally draining and overwhelming occasion for those you leave behind. It is extremely difficult for those left in its wake and a time when many important decisions must be made – funeral arrangements, paying outstanding bills, dealing with property and all your “stuff,” in addition to having to make arrangements for children or pets.
Your loved ones will thank you for not leaving them in a position to have to make these tough decisions and allow them to go through the grieving process without having to make these kinds of decisions adding to their stress.
A will is helpful in that it gets your wishes on paper and takes into account any special instructions you might have like gifts to charities. I will alone is NOT an estate plan.
A will should be part of an overall comprehensive estate plan, and an estate planning attorney will make every possible effort to anticipate your needs and provide you with the best options.
Click here to Book a Legacy Planning Strategy Session to learn more.
5. What is Instestacy?
As defined by law, dying without a will is called intestate. Wills get lost, destroyed, revoked, or could have been done without State specific formalities making them void.
In other words, it’s your current estate plan as determined by the laws of the State of Florida, without any input from you that could result in unintended distribution of your assets. The State, a probate court judge, will determine what is best to do with your stuff, property, pets, and even your children.
When a person dies intestate, the estate of the deceased must go through a formal probate with the courts.
Your children could end up going to the last relative you ever would have considered for the job, or worse, into the state system.
6. What is Probate?
Probate is the court-supervised process of administering your estate upon your death. If you die without a Will, your estate must go through probate before all your money can be distributed to your heirs.
…AND IF YOU DIE WITH A WILL…your estate (your family) MUST still go through the formal probate court process!
The only way to avoid probate is with a revocable living trust.
What’s so bad about probate? The stress and uncertainties of any legal matters that your family will endure aside, the three big ones are TIME, MONEY, and SUNSHINE!
- Even simple probate actions can take over 7 months to complete. Many estates can take years. Prince’s estate took over 6 years.
- Getting the probate process started is an immediate cost to your loved ones and heirs. Attorney fees, court fees, publishing fees, taxes, etc, can add up quickly. It can ultimately end up costing your family as much as 5-7% or more, of the estate assets.
- Zero privacy. Probate is a public process making the wishes in your Will available for the world to see.
Although a Will is subject to the probate process, a living trust is designed to bypass it completely – nosey neighbors, ex-spouses, family members, etc..
7. What is a Trust?
A trust agreement is a legal agreement created by a grantor to ensure a grantor’s assets go to specific beneficiaries, under certain terms and conditions. The grantor can establish these conditions as they see fit.
Also known as a Living Trust, it is separate from you as the person. A trust is an entity created and governed under the state law in which it was formed. A trust involves the creation of a fiduciary relationship between a grantor, a trustee, and a beneficiary for a stated purpose.
You as the trust creator place your assets in the trust, serve as the initial trustee and authorize a successor trustee to administer those assets for the benefit of the trust creator or beneficiaries when you no longer can.
A trust can eliminate the need for the assets it holds to be probated in a public court. Trusts can be revocable or irrevocable and some trusts can reduce estate taxes.
Revocable living trusts are more common as you might imagine by the name meaning you as the settlor are free to revoke it or amend it as you see fit. They enable all property and assets properly funded therein to pass outside of probate with little effort from the beneficiaries.
Irrevocable living trusts on the other hand, cannot be revoked but provide some additional protections over a revocable living trust such as assets placed into a irrevocable trust are shielded from creditors. If you are sued, the trust assets can be ordered liquidated by a court to satify any judgments.
Click here to Book a Legacy Planning Strategy Session to learn more.
8. What is the difference between a Last Will, and a Living Trust?
Estate plans are either a will-based plan or a living trust-based plan.
Both a will and a living trust are legal documents.
While a living trust offers many of the same coverages as a will, the two legal documents cover different periods of the grantor’s life. A revocable living trust covers an individual’s assets while they are alive, when they are incapacitated, and when they are deceased. A living will only covers the individual’s assets after they have passed away.
The primary difference between a last will and testament and a trust is how assets are titled when you pass away, and what has to occur to retitle the property thereafter.
A living trust allows you to appoint a chosen individual that you trust to manage your assets should you become incapacitated and distribute them to your family at your death. A living trust is almost always preferable to a will because it is designed to avoid the time, expense, and publicity of probate, which a will cannot avoid.
It comes as a surprise to many of my clients that wills do not avoid probate court … they guarantee it!
9. What is a Fiduciary?
If you establish a will or a trust, you will name a personal representative / executor (will) or a trustee/co-trustee/successor trustee (trust). This could be either a person you trust, an institution, or a combination thereof, who will have the administrative duties relating to the settlement of the estate and protecting the beneficiaries.
A person or institution named to manage property or money for someone else is a fiduciary. The law requires a fiduciary to manage that property and money for the benefit of the designated beneficiary, not themselves. The property or money IS NOT theirs.
The role of a fiduciary comes with legal responsibilities which means certain duties and responsibilities. Violating them comes with legal consequences.
All fiduciaries are expected to act diligently and in good faith to protect the estate and estate assets. The basic fiduciary duties that could lead to legal action include:
1. Act only in the beneficiaries interest;
2. Keep accurate records;
3. Keep all trust property separate from your own;
4. Manage all trust property and money in the trust carefully.
It is important that you carefully choose someone trustworthy and honest.
Our office will provide initial guidance to your personal representative/executor of your will, or your successor-trustee should something happen to you.
To learn more, click here to
It is important that you carefully choose someone trustworthy and honest.
Our office will provide initial guidance to your personal representative of your will, or your successor-trustee should something happen to you.
To learn more, click here to Book a Legacy Planning Strategy Session.
10. What is a Special Needs Trust?
Also known as SNTs, Special Needs Trusts are an essential component of estate plans when you have beneficiaries with disabilities. Drafting SNTs require a working knowledge of both estate planning and asset-tested government benefit programs. An experienced estate planning attorney should be consulted for SNTs.
11. How can a trust fail?
For example: when property intended to be protected is either not placed into the trust or when DYI preparers download boilerplate form documents from the Internet and get directions from non-attorneys or attorneys not licensed in their state
12. What are powers of attorney and how do they work?
Healthcare and Financial Powers of Attorney are crucial for making sure you and your loved ones are taken care of should you become incapacitated due to illness or an accident.
There are a couple of types, a general power of attorney and a limited power of attorney. Since you are giving the powers granted to someone you presumably trust, you can decide what powers you want to give, what you want to limit, and for how long.
For example: giving legal authority to someone to deal with your bank or other property, picking your children up after school, or specifying who you want to make end-of-life medical decisions.
As you may have sensed, these are important legal documents, which is why they are part of all our plans and part of what makes up a true Legacy Estate Plan.
13. How do I work with your firm?
Once these housekeeping items are completed, you’ll schedule your Legacy Plan Design Meeting with the attorney.
14. How much do you charge?
In short, it depends. Every family situation is unique, so there is no one-size-fits-all approach that will adequately serve the needs of everyone. Instead, it is important to take the time to understand specific goals and then craft solutions designed to accomplish those goals.
At our Legacy Plan Strategy Session, our attorney Jeffrey Eannarino will counsel you on all your options and go over our fee plans with you. Please know we do not discuss our fees outside the Legacy Plan Strategy Session.
All our plans are flat rate fixed fees, so you will know exactly what it will cost to get your estate plan created before you begin and never worry about any surprise bills. Please know that if you’re price shopping or looking for the lowest price, we’re not the right law firm for you.
We work with clients who want total protection for their families done right, a Legacy Plan. We do not work with people who want boilerplate form documents with no idea whether they will work when needed.
Your family deserves a real legacy plan that fits their unique needs, not something downloaded off the Internet with no idea whether it will work, and they will be grateful to you when they have to use it.
If you want to learn how we can provide you and your family with peace of mind knowing you will have complete coverage our legacy plans offer, click here to schedule your Legacy Planning Strategy Session.
15. How long is our process?
From start to finish, our process usually takes about 4-6 weeks from your Legacy Plan Strategy Session and receipt of your completed Legacy Family Questionnaire.
This in large part depends on your schedule, how long it takes you to complete the questionnaire, and how long you take to review draft documents.
All plans are carefully crafted and customized to your needs and circumstances to keep the process simple for you.
Our intention is for you to walk away with total peace of mind knowing you’ve designed a promising future for your family.
We promise to make it easy for you!
16. Where does the Legacy Plan Strategy Session take place?
We make it convenient for busy families and retired individuals to receive world-class service in the comfort of their homes.
This means no traffic and no multiple trips to and waiting in a lawyer’s office.
17. Can I sign my documents electronically?
Unfortunately, no. Wills, trusts, and other estate planning documents must be signed with specific formalities, or they will not be legally valid.
In Florida, and many states, these formalities include signing in person (not electronically), in the presence of two (2) witnesses, and a notary public (which we provide).
The witnesses are there to confirm you are lucid and not under duress, and the notary is there to confirm you are who you say you are.
Any changes you make to your documents in the future will need to be executed with the same legal formalities.
18. What kind of clients do you accept?
We take on a limited clientele each month so we can offer a high level of legal service to each family.
We work with people who value our advice and are seeking a long-term working relationship. People who trust that their family will be in good hands should something happen.
People looking for boilerplate form documents, the cheapest attorney they can find, and who are unwilling to devote the time to learning about and understanding their options, or do not feel comfortable completing the Legacy Profile Questionnaire to facilitate an effective Legacy Plan Strategy Session, may not be the right fit for our law firm.
19. What kind of information do you need from me before the Legacy Plan Strategy Session?
Our Legacy Planning Strategy Session is a 60-minute consultation with the attorney where you will learn about the different options available to you and for the attorney to determine your objectives, property ownership, your values, and be able to weigh in on the options that will work best for your situation.
In order for the attorney to do this, it requires you provide some information before the meeting.
Here is what we do NOT need! Personal information like:
- NO account statements.
- NO Social Security numbers.
- NO tax returns.
We DO need general information about what type of assets you own (property, retirement account(s), 401(k), IRA, Roth, life insurance, etc.), their relative value, and how they are currently titled (jointly, individually, etc.)
Beyond that, we simply need answers to questions about your personal estate planning preferences. These can include”:
- Who would you want to raise your minor children if something happened to you and your spouse or partner?
- Who would you want in charge of your children’s money until they are old enough to manage it themselves?
- Who do you trust to make medical and financial decisions for you in the event you become incapacitated?
Don’t worry if you don’t have the answers to these questions right away! You’ll have time to think about this throughout the process.
20. Is a will I had made in another state valid in Florida?
The short answer is it depends. While Florida statutes can recognize wills made in a state other than Florida, it will depend on the laws of the previous state and whether the will was executed with the same legal formalities as required by the State of Florida.
Moving to another state is always a good time to update your will to make sure it is compliant with your new home state.
We have had to probate wills that were perfectly valid in another state 20 years years ago that are not valid in Florida at the time of death.
Click here to Book a Legacy Planning Strategy Session to learn more.
About Eannarino Law
The information contained on this site is not, nor is it intended to be, legal advice, and is solely an attorney advertisement. You should consult an attorney for individual advice regarding your own situation.
Mon-Fri: 9:00am – 5:00pm
After Hour Appointments available by completing the Contact Us Form.
Subscribe to Our Newsletter
Get interesting real estate, business, and estate planning tips, tricks, and legal happenings delivered to your inbox monthly!
7000 SE Federal, Suite 305
Stuart, FL 34997