Characteristics Our Ideal Clients Share
Although we provide comprehensive estate planning and probate/trust administration advice to a wide variety of clients, we are primarily interested in serving clients whose goals mesh with the Pittman Law Office’s values and whose legal needs are within our core competencies.
Our Ideal Estate Planning Client:
- Has an eagerness to provide complete information, personal and financial to us so we are able to properly design an estate plan
- Wants to create a plan for financial and health care management in the event of incapacity or when a death occurs
- Over the age of 50, those who are planning for retirement or are in retirement
- Is a Florida resident
- Doesn’t have an existing estate plan, has a 3+ year old estate plan, or an estate plan from a state other than Florida
Our Ideal Probate/Trust Administration Client:
- Is the named Personal Representative of a Will or the named Successor Trustee of a Revocable Trust
- No conflict between the beneficiaries
- Has complete information on the decedent’s estate/trust, including assets and liabilities
- Understand they must provide all relevant information to us and the beneficiaries of the Estate/Trust
- For intestate estates, is the appropriate relative or party to represent the Estate