Revocable Trusts /
Living Trusts

A revocable trust or living trust is a document that is created in addition to a will and not in place of a will. A properly funded trust, along with proper titling of other assets and beneficiary designations can allow you to avoid probate entirely.

Wills

A will is a signed, witnessed and notarized document directing the distribution of your intangible assets such as stocks, bonds and real estate, after your passing.
Important Note! A will does not prevent probate.

Trust & Estate
Administration

Sometimes a family member is named as Trustee but finds the task overwhelming and needs an attorney to manage the process. Natalie Moldovan PA can also act as Trustee if a neutral third party is needed to avoid family disagreements, perceived favoritism or just to lend a hand to the family member Trustee. We can assist in the administration of an estate, in the administration of a Trust or actually act as Trustee depending on your family’s needs.

Probate

Probate is the act of changing title from the name of a deceased person into the name of his or her heirs or beneficiaries. In many cases probate can be avoided and in some cases it should not be. The probate process requires an attorney and avoiding the probate process requires at least a conversation with your attorney.

Power Of Attorney

Florida Durable Power of Attorney
This document names another person, called an “agent,” to act on your behalf for financial matters. This is a very powerful document and goes into effect at the time of signing. How and when it is to be used requires a discussion with your attorney and each state has its own form.

Health Care Surrogate

When you make your wishes known you must also designate a person to talk with doctors and to communicate your wishes to the medical team caring for you. The person you name to act on your behalf is your health care surrogate and that person will be authorized to access medical records, speak with doctors and advocate for you.

Living Will

A Living Will is a written instruction to your loved ones for end of life decisions if you are being kept alive artificially. This is a very important conversation to have with your family and your attorney and having a Living Will puts that conversation in writing.

Revocable Trusts /
Living Trusts

A revocable trust or living trust is a document that is done in addition to a will and not in place of a will. A properly funded trust, along with proper titling of other assets and beneficiary designations can allow you to avoid probate entirely.

Wills

A will is a signed, witnessed and notarized document directing the distribution of your intangible assets such as stocks, bonds and real estate, after your passing.
Important Note! A will does not prevent probate.

Trust & Estate
Administration

Sometimes a family member is named as Trustee but finds the task overwhelming and needs an attorney to manage the process. Natalie Moldovan PA can also act as Trustee if a neutral third party is needed to avoid family disagreements, perceived favoritism or just to lend a hand to the family member Trustee. We can assist in the administration of an estate, in the administration of a Trust or actually act as Trustee depending on your family’s needs.

Probate

Probate is the act of changing title from the name of a deceased person into the name of his or her heirs or beneficiaries. In many cases probate can be avoided and in some cases it should not be. The probate process requires an attorney and avoiding the probate process requires at least a conversation with your attorney.

Power Of Attorney

Florida Durable Power of Attorney
This document names another person, called an “agent,” to act on your behalf for financial matters. This is a very powerful document and goes into effect at the time of signing. How and when it is to be used requires a discussion with your attorney and each state has its own form.

Health Care Surrogate

When you make your wishes known you must also designate a person to talk with doctors and to communicate your wishes to the medical team caring for you. The person you name to act on your behalf is your health care surrogate and that person will be authorized to access medical records, speak with doctors and advocate for you.

Living Will

A Living Will is a written instruction to your loved ones for end of life decisions if you are being kept alive artificially. This is a very important conversation to have with your family and your attorney and having a Living Will puts that conversation in writing.