Estate Planning

Wood, Atter & Wolf, located in Jacksonville, Florida offers assistance in all aspects of Estate Planning. We understand that every client's goal is to secure future provisions for spouse, family, and other loved ones while transferring those assets in an efficient and quick manner.

Our attorneys provide counsel in the creation of Wills, trusts, guardianships, medical powers of attorney, living wills, and financial powers of attorney, durable powers of attorney, and other estate planning techniques used to save estate taxes and add asset protection for your beneficiaries. We want to ensure that your personal matters and financial affairs are appropriately structured.

If you own property, have children, have recently been married or divorced or wish to make a special bequest to a friend or relative, you should create or update your will and/or trust. If you are new to the Jacksonville area or your Will or other estate planning documents were created in another state, you may want to have your documents reviewed for validity. In any situation, if your estate planning documents are older than 5 years, you really need to have your documents reviewed to ensure that they still comply with the law.

Typically, clients seek to avoid probate and eliminate death taxes. A living trust will often avoid probate but only if it is fully funded. Funding is the process of transferring ownership of your assets from your name into your trust. Our attorneys will review the titling of all your assets and help with the funding process to ensure that your estate planning is fully implemented. Much like a Will, a living trust instructs what is to happen to your property in the event of death. While alive, you remain in control and can change the trust at any time. Setting up a trust allows you to avoid the expense and delay of probate. A living trust also allows you to do disability planning so that your wishes will be followed should you become mentally incompetent. Again, by having all of your assets titled in the name of your living trust, you will not have to rely upon a durable power of attorney and whether or not a financial institution will accept it.

Our attorneys can also draft medical powers of attorney, living wills, and financial powers of attorney to provide instructions for family and medical personnel in case of your incapacitation.

Contact Us Online or Call Us at (904) 355-8888 to set up a consultation.

CLIENT REVIEWS
  • David Wolf is an excellent attorney. He is my FIRST call when a problem arises. He has represented me on a few matters and guided me on others. He is responsive, professional, and compassionate. If you want a down to earth attorney who will fight for your rights, David Wolf would be a good choice for you.
    ★★★★★
  • I am writing to recommend David as counsel. Our grand daughter was injured in a family daycare and during a very difficult time David provided sound advice even when we were unsure of where to turn. David is sincere in desire to help others, is thorough in his explanation of complicated issues and is personable besides. Thanks for reaching out to us, David. We will forever be appreciative.
    ★★★★★
  • I called Mr. Wolf to consult him about a settlement that was being offered to me due to an auto accident. He took the time to answer all my questions in a kind and honest way, so I decided to let him handle the case. I am very happy I did. He is very nice and professional, and promptly answers emails and calls. I highly recommend Mr. Wolf.
    ★★★★★
  • David is well recognized in the Jacksonville community as tireless advocate for his clients. I would recommend David and his firm for those who have been injured or harmed by the carless of negligence of others.
    ★★★★★
  • David Wolf was able to resolve my situation quickly and efficiently. He is a professional attorney who is not only extremely knowledgeable but also kind and considerate. He took the time to assure me of the results and put my mind at ease. I would recommend him highly and would only retain him for other legal services.
    ★★★★★