Family Focused Forward Thinking

 

Practice Areas

Estate Planning

Family focused and forward thinking:  That’s how you want your estate plan to be.  While an exemplary estate plan is tailored to meet your needs today, it does its best work in the future, helping the people you love and the legacy you’ve built to carry on.

Our boutique approach emphasizes personalized attention to detail and establishes a plan to address each phase of life. Our process comprises three meetings:

  • Strategy:  A complimentary meeting allows us to explore your objectives and goals, determine a scope of work and provide you with a fixed fee for our services

 

  • Layout:  An attorney guided collaborative meeting is focused on crafting your estate plan for each phase of your life

 

  • Delivery:  A closing meeting to review and finalize your estate planning documents

Of course, we are available for ongoing consultation as needed.

Probate Administration
Trust Administration

The plan crafted for your estate is only as good as the people and process that bring it to fruition after your passing. 

Whether you have chosen to pass your estate by a will or have failed to make or implement a plan, we will guide your personal representative through the court process of settling the estate, including:

  • Dealing with creditor issues

  • Making distributions to estate beneficiaries

  • Preparing estate accountings

 

If your estate plan includes a trust or trusts, we can guide your trustee through the discharge of their fiduciary duties, including:

  • Providing appropriate trust notifications

  • Advising your trustee regarding their duty to appropriately manage and safeguard the trust assets

  • Communicating with beneficiaries

  • Tax compliance

  • Preparing and serving trust accountings

Contact 

Mize & Fincher, PLLC

5150 Tamiami Trail N.

Suite 501

Naples, Florida

34103

T:239-316-1400

F:239-316-1430

Mize & Fincher PLLC