Florida Estate Plan Package Intake
Thank you for reaching out. Please answer in writing. We type the information you give us exactly as written. A 50% deposit starts your file; the balance is due when your documents are ready.
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Package Chosen
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Will typing package $695
Complete Trust, one person $995
Complete Trust, couple $1,495
Advanced Trust and Asset Structure $2,995
Trust Restatement $275
Single documents
Documents to be typed
Last will
Revocable trust
Pour-over will
Durable power of attorney
Health care surrogate
Living will
HIPAA release
Deed into trust
Memorial instructions
Full legal name and any other names used (type exactly as you want them to appear)
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Spouse full legal name (if a couple package)
Names of the people chosen for each role (type exactly as you want them to appear)
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Beneficiaries and what each receives (type exactly as you want them to appear)
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Property to put in the trust (include addresses or descriptions, type exactly as you want them to appear)
Any wording to be typed exactly as written
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[Rule 10-2.2 Disclosure: Please insert the exact text provided by the user here.]
Nonlawyer Disclosure (Rule 10-2.2, Rules Regulating The Florida Bar)
Jonathan Rexford told me that he is a nonlawyer and may not give legal advice, cannot tell me what my rights or remedies are, cannot tell me how to testify in court, and cannot represent me in court. Rule 10-2.1(h) of the Rules Regulating The Florida Bar defines a paralegal as a person who works under the supervision of a member of The Florida Bar, an out-of-state lawyer engaged in the authorized practice of law in Florida, or a foreign lawyer engaged in the authorized practice of law in Florida and who performs specifically delegated substantive legal work for which the supervising lawyer is responsible. Only persons who meet the definition may call themselves paralegals. Jonathan Rexford informed me that he is not a paralegal as defined by the rule and cannot call himself a paralegal. Jonathan Rexford told me that he may only type the factual information provided by me in writing into the blanks on the form. Except for typing, Jonathan Rexford may not tell me what to put in the form and may not complete the form for me.
I have read this disclosure, I chose my own documents, and I will give all information in writing.
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I understand a 50% deposit is required to start.
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