Law Offices of Frye & Vazquez, P.L.
Call Today. 305-508-5749 | 877-421-5473

Tips for creating an indestructible estate plan

Florida residents who live in the path of a natural disaster could lose their homes in an instant. That could result in losing important estate planning documents. Therefore, it is a good idea to have a backup plan that accounts for a possible worst-case situation. Individuals may choose to store information online, in boxes that can withstand strong elements or in a wallet or purse that's always on them.

It's also important to know what information is worth keeping safe. For instance, a person should make sure that they can reference a phone number or email address for a financial or legal adviser. Copies of a will, HIPPA waivers and other legal documents should be made and stored wherever they can be kept safe. The title to a home or car will also need to be accessible at all times.

Tax returns and medical information should also be kept safe in the event that a home or other storage center is destroyed or compromised. The good news is that many important documents are kept by an adviser or can be replaced upon request. However, it is never a good idea to assume that this is the case. If records are stored online, it may be best to keep the online vault password separate from others for security reasons.

Working with an estate and probate administration attorney can make it easier to keep records organized, secure and easily accessible. This can be helpful in the event of an emergency that forces a person to rebuild. It can also be helpful after a person passes as family members will know where everything is. Having access to pertinent records will make it easier to settle an estate according to the deceased's wishes.

No Comments

Leave a comment
Comment Information

What Our Clients Are Saying

  • I have known and worked with Austin Frye and his team since 2008. In that time he has helped serve both my business and personal legal planning needs. From guidance on reviewing and keeping shareholder and state documentation up to date... - Robert
  • It is difficult enough to cope with the emotional challenges of closing a parent's estate, and when you are also faced with the issue of your parents having insufficient documentation, and being remote from your siblings… - Zara L.
  • Austin Frye provided legal services to my father while alive and to his estate after his death; when showing the EP docs his firm prepared to other professionals (lawyers, financial advisors, accountants)… - Mark S
  • I've been a client of Austin Frye's for over 10 years. In that time, he's handled my estate/trust planning and asset protection as well as complicated business deals. - Leslie
  • Mr. Frye recently set up a complicated special needs trust for my son and, as usual, did a great job explaining it and in putting our minds at ease about our son's future well-being. - Dr. Howard
Read More...
  • NYSBA
  • Massachusetts Bar Association
  • The Florida Bar 1950
  • CFP
  • Florida Bar Elder Law Member
  • Academy Of Florida Elder Law Attorneys
  • Florida bar Business law Member
  • NAELA National Academy of Elder Law Attorneys, Inc.
Email Us For a Response

Contact Us For Personal Attention To Your Legal Matter

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Office Location

Get In Touch With Us
20900 W. Dixie Highway
Aventura, FL 33180

Toll Free: 877-421-5473
Phone: 305-508-5749
Map & Directions