Estate Planning
Protect Your Family. Preserve Your Legacy.
At Kaney Law, we help individuals and families throughout Volusia and Flagler counties create personalized estate plans that protect the people they love, preserve their assets, and provide peace of mind for generations to come.
PLAN TODAY FOR PEACE OF MIND TOMORROW.
Protect Your
Loved Ones
Avoid Probate
When Possible
Plan for Incapacity
& Long-term Care
Preserve Your Assets
& Your Legacy
Minimize Taxes
& Expenses
Provide for
Future Generations
Estate Planning Resources
Explore our comprehensive guides to help you make informed decisions.
ESTATE PLANNING BASICS
ADVANCED ESTATE PLANNING
DO ANY OF THESE APPLY TO YOU?
You have minor children
You own
real estate
You own a
business
You want to avoid
family disputes
You want someone to act on your behalf if you become incapacitated
You want to minimize taxes
If the answer is yes to any of these questions, you need an estate plan.
WHICH PLAN IS RIGHT FOR YOU?
ESSENTIAL ESTATE PLAN
This is a solid foundation if you do not own real estate.
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Last Will & Testament
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Durable Power of Attorney
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Health Care Surrogate
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HIPAA Waiver
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Living Will
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Preneed Guardian Declaration
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Final Instructions
Best for young families with
modest estates
COMPREHENSIVE ESTATE PLAN
More Protection, More Control, More Peace of Mind
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Revocable Trust
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Deed Transferring Property to Trust
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Last Will & Testament
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Durable Power of Attorney
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Health Care Surrogate
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HIPAA Waiver
-
Living Will
-
Preneed Guardian Declaration
-
Final Instructions
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Asset Coordination
Best for families with significant assets, real estate, businesses, and/or tax concerns.
Our Estate Planning Process
Step 1: Initial Consultation
Meet With an Attorney Elan Kaney
We begin by getting to know you, your family, and your goals. During your consultation, we'll discuss your assets, answer your questions, identify potential issues, and recommend an estate plan tailored to your circumstances.
Our Goal: Understand your wishes and determine the right planning strategy.
Step 2: Design Your Estate Plan
Elan Kaney Develops a Customized Plan For You
Based on your consultation, we prepare a personalized estate plan that may include a Revocable Living Trust, Will, Durable Power of Attorney, Health Care Surrogate Designation, Living Will, and any additional planning documents appropriate for your situation.
Our Goal: Create a plan that protects your family, minimizes probate, and reflects your wishes.
Step 3: Review Your Documents
Elan Kaney Reviews Every Detail With You
Once your documents have been drafted, Elan will meet with you to carefully review each one in plain English. We encourage questions and will explain exactly how your plan works so you can feel confident before signing.
Our Goal: Ensure you fully understand your estate plan.
Step 4: Execute Your Estate Plan
Sign Your Documents Before 2 Witnesses & 1 Notary
Florida law requires certain estate planning documents to be signed with specific formalities. We'll supervise the signing ceremony, provide the necessary witnesses and notary, and make sure every document is properly executed.
Our Goal: Create legally valid documents that are ready to protect you and your family.
Step 5: Fund Your Trust
Transfer Assets Into Your Trust
If your plan includes a Revocable Living Trust, we'll help you understand which assets should be retitled into the trust and which assets should instead pass by beneficiary designation. We can also prepare deeds to transfer Florida real estate into your trust.
Our Goal: Ensure your trust actually works as intended and avoids unnecessary probate.
Step 6: Keep Your Plan Current
Review Your Plan as Life Changes
Estate planning is not a one-time event. Marriage, divorce, births, deaths, retirement, purchasing a business, or significant changes in the law may all require updates to your plan. We recommend reviewing your estate plan every three to five years—or sooner if your circumstances change.
Your Goal: Keep your estate plan aligned with your current wishes and the law.
Ready to Protect Your Family?
Whether you're creating your first Will, establishing a Revocable Living Trust, or planning for a complex estate, we're here to guide you through every step of the process.
Schedule your consultation today and gain the peace of mind that comes from having a comprehensive estate plan tailored to your family's needs.
(386) 281-5777
ELAN R. KANEY, ESQ.
Estate Planning, Probate & Tax Attorney
With more than 25 years of experience, Elan Kaney helps Florida families plan for the future with clarity and confidence.
Serving Families Throughout Volusia & Flagler Counties
Kaney Law proudly assists clients with estate planning throughout Volusia & Flagler Counties: including, but not limited to:
We are here to help!
Local Counsel.
Lifelong Impact.
Give us a call: (386) 281-5777