Health and Financial Documents

At Samuels Wood PLLC we believe everyone deserves the finest representation to prepare for the future. Get in touch with our attorneys today to explore your options.

Boca Raton Health & Financial Documents Attorney

Proudly Serving Clients of All Backgrounds in Florida

At SAMUELS WOOD PLLC, we provide informative legal services to clients in Florida. We know the estate planning process can be complicated, and the probate process can be even more stressful. That is why our lawyer can guide you every step of the way. We can answer your questions, analyze the facts of your situation, and determine an effective legal strategy for your case.

Health Care Power of Attorney

A health care power of attorney allows you to appoint a specific person you trust to make medical decisions for you if you become incapacitated. The person you elect to serve in this role can choose which hospital you are admitted to for treatment and can even file an application for public benefits on your behalf.

Health Care Advance Directives

Advance directives include a living will and a health care surrogate designation. The living will provides instructions for the type of life-prolonging treatments you would want your doctor to provide, or not provide, if you ever become incapacitated. The health care surrogate designation is a legal document that you use to name a person you trust to serve as your representative. This person has the legal authority to make medical decisions on your behalf if you are unable to make them for yourself. Similar to a living will, this document can also include detailed instructions about the types of medical treatment that you would or would not want your physician to provide in certain situations.

Understanding Probate in Florida

In Florida, there are 2 types of probate proceedings. Formal administration is the traditional probate process, and summary administration is a simpler and shorter process. It is generally used for estates that have a lower value (under $75,000). Furthermore, if the decedent did not leave any real estate or had limited assets that are exempt from creditors’ claims, the executor may be able to file a Distribution of Personal Property Without Administration. This process is not supervised by the court system and is only available in limited circumstances.

The administration process involves only the probate assets of the decedent. Assets may include bank accounts, real estate titles, life insurance policies, or other financial accounts the decedent leaves in a will. Probate is usually filed by the will’s executor.

The probate process involves:

  • Notifying creditors and beneficiaries
  • Establishing the validity of the decedent’s will
  • Identifying the decedent’s assets
  • Paying the decedent’s remaining debts
  • Distributing the decedent’s assets to named beneficiaries

The probate court process is essential to transfer the decedent’s property and assets to beneficiaries, as well as to handle the decedent’s financial affairs. Typically, probate proceedings are filed with the clerk of the county court, in the county where the decedent resided at the time of death. If the will is contested, or other complicated matters arise, our firm can use our thorough knowledge of the legal system as you seek a beneficial solution.

Why Clients Choose SAMUELS WOOD PLLC

Clients throughout Boca Raton and the surrounding areas turn to our firm to draft their health and financial documents because:

  • We take the time to help clients understand the complicated terminology of the law
  • We get to know our clients and help them feel comfortable with each phase of the legal process
  • We offer a wide range of legal services that can be tailored to meet your unique estate planning goals
  • We have a stellar track record helping clients of all backgrounds preserve assets and ensure their wishes are respected
  • We are compassionate, patient, responsive, and detail-oriented
  • Our top priority is to deliver stellar legal representation in a timely and professional manner

Compassionate Legal Assistance for the Probate Process

SAMUELS WOOD PLLC has guided numerous clients to successful solutions in probate court. If your loved one has passed away and you are facing the probate process, our compassionate Boca Raton probate attorney can help. We can gather necessary documents, help you file the proper forms, and represent you in probate court.

Call (561) 864-3371 today to schedule your case consultation so we can provide the qualified legal advice you need to make informed decisions.

What Sets Us Apart

  • We create relationships with our clients that last
  • We customize legal solutions to your individual needs
  • We provide sound legal counsel with compassion
  • We care about quality service, not quantity of cases
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