The Law Firm Of Myrna Serrano Setty, P.A
The Law Firm Of Myrna Serrano Setty, P.A

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How To Choose The Right Estate Planning Lawyer For Your Needs

A smiling couple consults with an estate planning lawyer.

Preparing for your future and your loved ones’ well-being goes beyond simply saving funds or jotting down a will. A thorough estate plan is essential to make sure your desires are formally recorded, your assets are distributed correctly, and your family is legally safeguarded when the time comes.

At The Law Firm Of Myrna Serrano Setty, P.A., a leading estate planning law firm based in Tampa, FL, and Wesley Chapel, FL, we help Floridians make sense of this process with guidance rooted in clarity, compassion, and trusted legal insight.

But how do you choose the right estate planning attorney? Whether you’re searching estate planning lawyers near me or seeking a lawyer for preparing estate planning documents, the number of choices can feel confusing—even intimidating. To help you feel more confident and informed, here are a few key things to consider as you take this important step.

Look For A Legal Focus On Wills, Trusts, And Future Planning

Estate planning is a niche area of the law that involves a range of critical services, including drafting wills, setting up trusts, creating powers of attorney, and preparing healthcare directives. Not every attorney has specific experience in these areas.

When evaluating an estate planning lawyer, ask:

  • Do they focus primarily on estate planning, or is it just one of several areas they practice?
  • Can they clearly explain the differences between a revocable trust and a last will and testament?
  • Do they keep up with changes in inheritance laws and federal estate tax thresholds?

At The Law Firm Of Myrna Serrano Setty, P.A., estate planning isn’t an afterthought; it’s our focus. Our attorneys bring in-depth knowledge and real-world experience to help protect your assets and prepare the legal documents you and your loved ones will need for peace of mind.

Prioritize A Personalized Approach

Each family is unique, and so are their estate planning needs. A skilled estate planning attorney will invest the time to learn about your family structure, financial circumstances, health considerations, and future objectives to create a plan that works best for you.

It’s not uncommon for estate planning consultations to feel rushed or impersonal. That’s a major red flag. A good attorney will ask thoughtful questions about your goals, family dynamics, and unique circumstances, not just hand you a stack of forms to fill out.

Understand The Scope Of Services Offered

Comprehensive estate planning includes more than merely creating a will. You should expect thorough guidance on:

  • Wills and living trusts
  • Durable powers of attorney
  • Health care surrogates and advance directives
  • Guardianship designations for minor children
  • Asset protection and inheritance planning

An estate planning law firm you can trust will ensure all your legal documents are up-to-date and compliant with Florida state law. With The Law Firm Of Myrna Serrano Setty, P.A., we offer customized estate planning solutions to suit your specific needs, whether you’re a new parent or approaching retirement.

Look For Local Knowledge And Accessibility

Estate laws can vary by state, and in some cases, procedures can differ by local jurisdictions. Seeking out an estate planning attorney near you will be advantageous in that they’ll be able to provide accurate and reliable guidance based on their knowledge of local laws. Whether you’re concerned about probate, guardianship, or tax planning, you’ll benefit from:

  • Familiarity with local courts
  • In-person consultations as needed
  • Easy access for follow-ups or document updates when necessary

Transparency In Pricing

Pricing for estate planning can vary quite considerably, depending on how unique and complex your situation is. Some firms offer flat-rate pricing while others charge on an hourly basis. Regardless, a solid estate planning lawyer will provide clear, upfront estimates and explain exactly what is included in their services. We adamantly believe in transparency at The Law Firm Of Myrna Serrano Setty, P.A. and don’t surprise our clients with hidden costs, whether you’re creating a simple will or a comprehensive trust for your family.

Why You Shouldn’t Put Off Estate Planning

Life is unpredictable. Waiting too long to prepare the legal documents you need to develop a robust estate plan can cause confusion, disputes among your family, and unnecessary burdens on your loved ones. We can assist in making sure that your:

  • Minor children are entrusted to the guardians you choose
  • Health care preferences are respected and followed if you become incapacitated
  • Assets are distributed according to your desires, rather than the default Florida intestacy laws

Regardless of where you’re at with things, whether you’re starting fresh or updating an existing but outdated plan, we’re here to help you navigate the complexities of estate planning with ease and confidence. Contact us today for guidance every step of the way that ensures your plans are clear, legally sound, and tailored specifically to your needs.

Myrna Serrano Setty, Esq.

Call Now to Schedule Your
Free 15 Minute Discovery Call
(813) 686-7175

Myrna Serrano Setty, Esq.

You don’t have to handle probate and settlement on your own.
Let The Law Firm of Myrna Serrano Setty, P.A. step in and
take the burden of executorship off your shoulders. Call Us Now -
(813) 686-7175

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