Estate Planning
Estate planning isn't about death - it's about making sure the people you love are taken care of.Not sure where to start? Our planning worksheet walks you through the key questions to answer as part of the planning process.
If you need any of these documents in an accessible format, please contact our office at (850) 894-0152 or info@sketchleylaw.com and we will provide one promptly.
Many Families Come to Us When...
- They don’t have a will, trust, or any planning documents in place — and know they should.
- They’ve had a major life change: a marriage, divorce, new grandchild, or serious health diagnosis.
- They want to make sure the right person can step in and make decisions if they’re ever unable to.
- They’re worried about what would happen to their children or grandchildren if something happened to them.
- They have a family member with special needs who requires extra planning consideration.
- They have an estate plan but it’s outdated and hasn’t been looked at in years.
How We Help
We help you put the right documents in place and create a plan that reflects your wishes, protects your family, and holds up when it matters most. Good estate planning brings real peace of mind — and we make the process straightforward.
Planning Guidance
We help you understand your options and choose the legal path that fits your family’s needs.
Clear Next Steps
We explain what needs attention now, what can wait, and how to move forward with confidence.
Legal Protection
We put the right legal tools in place to help protect your loved one, your wishes, and your future.
What Estate Planning Documents We Can Help Create
Wills
A legally valid will ensures your assets pass to the right people and names a guardian you trust for minor children.
Trusts
A trust can help your family avoid probate, maintain privacy, protect loved ones, and carry out your wishes efficiently.
Powers of Attorney
A durable power of attorney designates someone you trust to manage your financial affairs if you’re ever unable to.
Health Care Directives
A health care surrogate designation and living will ensure your medical wishes are known and legally honored.
What Working Together Looks Like
Step 1 - Listen
We begin by listening and learning about your family's circumstances, concerns, and goals.
Step 2 - Explore Options
We walk you through the legal options available and explain what makes sense for your specific situation.
Step 3 - Build Your Plan
We put the right legal protections in place and make sure you know exactly what happens next.
Helpful Resources
These articles may help you better understand the questions, decisions, and planning options involved.
Digital Asset Estate Plan: From Likes to Legacies
In today’s digital age, our online lives have become an important part of who we are. From social medial profiles to financial accounts and personal documents, our digital footprint holds immense value. Yet, many people overlook the importance of a digital asset estate plan for the management of these assets after they...
Digital Assets: Overcoming Accessibility Challenges
In our increasingly digital world, our online lives have become extensions of our physical selves. From social media to financial accounts, digital assets hold significant value. Despite their prevalence, loved one’s can have issues accessing them after your incapacity or death. Potential Accessibility Issues for Digital...
Digital Assets: Organizing Your Online World
Digital asset estate planning is an important part of your estate plan. Organizing and planning for the management of your digital assets is a crucial step in helping your agent or personal representative manage your estate after your incapacity or death. In a world where every site requires a log in, it seems impossible...
Ready to Talk? We're Here to Help.
Every family's situation is different. If you're unsure what steps to take next, we're here to listen and help you understand your options.