Legacy & Estate Planning
IN-PERSON SESSION
(at our Alachua, FL office)
VIRTUAL SESSION
(Via Zoom)
How are our Estate Planning services unique?
We take a comprehensive, relationship-centered approach to estate planning that goes far beyond drafting documents. During your initial Planning Session, we spend time getting to know you and your goals, and ensure you’re fully informed about the steps ahead. Before this session, you’ll complete an asset inventory and personal assessment to help clarify your priorities, responsibilities, and the needs of your loved ones—both now and in the future.
If you determine that changes are needed, and we agree that working together is the right fit, we’ll co-create a thoughtful plan that supports your family's well-being—emotionally, practically, and legally.
Your estate plan may include tools like a revocable living trust, which allows you to manage your affairs during your lifetime while simplifying transitions for your family later. When properly structured and maintained, your plan can also reduce the risk of court involvement and unnecessary complications.
Planning for the Future, Educating for Life
At Legally Remote, PLLC, we don’t just help you prepare for what’s next—we help you understand it. Our holistic approach includes education around retirement preparedness and potential long-term care needs, ensuring your plan remains aligned with your evolving life stage. We’re here to guide you through these conversations with clarity and compassion.
We are Professional Advisors for your Family
We take the time to understand your family, your values, and your vision for the future. Our goal is to create a plan that reflects your priorities, provides peace of mind by minimizing the risk of court entanglements and family disputes.
For families with young children, we specialize in developing strong foundational plans that ensure your children will always be cared for, no matter what happens. Their security and your peace of mind are central to our work.
*** If you you want others to attend this meeting but need to attend virtually, please be sure to contact the office after you have confirmed your appointment and let us know.