Lara Juliette Fernandez, P.A.
Attorney at Law · Coral Gables, Florida
Do You Need an Estate Plan?
Answer the six quick questions below, then see whether it may be time to start, or update, your estate plan. No personal information is collected.
Question 1 of 6
Do you have children under 18, or anyone who depends on you for care?
Question 2 of 6
Do you own a home or any other real estate?
Question 3 of 6
Do you currently have a will or a trust?
Question 4 of 6
Have you named someone to make medical and financial decisions if you can't (health care surrogate, power of attorney, living will)?
Question 5 of 6
Do you own a business, rental property, or significant retirement or investment accounts?
Question 6 of 6
In the last few years, have you had a major life change (marriage, divorce, a new child or grandchild, a death in the family, or a move to Florida)?
Almost there
Please answer all six questions above.
Scroll up and choose an answer for each question, and your recommendation will appear here.
Your Result
It looks like estate planning should be a priority for you.
Your answers point to one or more situations where having an up-to-date plan can make a real difference for you and the people you care about, things like naming guardians, keeping property out of a lengthy probate, or making sure the right people can step in during an emergency. Putting a plan in place now, while things are calm, is usually far easier than waiting.
You appear to have the basics in place. A periodic review still helps.
Based on your answers, you may already have key pieces handled. Even so, life and the law change over time, so having an attorney review your documents every few years helps keep everything current and working the way you intend.
A recommended next step
We recommend speaking with an estate planning attorney about your specific situation. If you'd like, you're welcome to schedule a consultation with our office. There's no obligation.
Schedule a Consultation Call 305-877-2600