Plan Ahead in Lake Worth Beach
Plan Ahead’s office is in Lake Worth Beach. Planning meetings with attorney Erik Newton are by video; signings are here or at your home.
Address
631 Lucerne Ave., Ste. 22
Lake Worth Beach, FL 33460
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Office hours
Monday to Friday, 8 a.m. to 5 p.m.
How we meet
In person at this office or at home for signings, or by video (Zoom) for planning meetings
Estate planning attorney in Lake Worth Beach
Your plan is designed with the attorney below by video, and signed at the Lake Worth Beach office or at your home.
Erik Newton
Attorney
- Admitted in Florida and Illinois
- Meets clients at the Lake Worth Beach office
- Or by video, anywhere in Florida
What a Florida estate plan covers
A will or a trust
Who receives what, and who is in charge of carrying it out.
Powers of attorney
Who handles money and property if you cannot.
Health care wishes
Your instructions, and who speaks for you with doctors.
Titles and beneficiaries
Deeds, accounts and policies that pass the way the plan says.
Ways we can help
Estate plans for families across the counties this office serves: planning meetings by video, signings at the office or at your home.
- More Florida services All services
- Wills
- Florida homestead planning
- Preneed guardian declarations
- Probate administration
- Asset protection planning
- Special needs trusts
- Gun trusts
- Business succession planning
How it works
From the first conversation to a signed plan, and a review every year.
Complimentary Peace of Mind Planning Session
Start with a short conversation about your family and what you want your plan to do. Ask by form, by phone or by video. Plans are flat-fee, set out in the engagement agreement after the complimentary session.
Request a sessionPlanning meetings
By video (Zoom). Your attorney designs the plan with you and drafts the documents.
See the servicesSignings
In person, at the office or at your home. The firm provides the two witnesses and the notary.
Meet Erik NewtonAfterwards
Plans include an annual 30-minute plan review at no charge; changes are billed at then-current rates.
Counties we serve from Lake Worth Beach
Plan by video from anywhere in Florida; sign at the office or at home.
Getting to our office
The office is at 631 Lucerne Ave., Ste. 22, in Lake Worth Beach.
Start with a Peace of Mind Planning Session
The session is complimentary. Tell us how to reach you and we will set a time.
Your session is with
Erik Newton
Attorney
Admitted in Florida and Illinois
Or call (561) 464-4529
Monday to Friday, 8 a.m. to 5 p.m.
Get in Touch
Questions about estate planning in Lake Worth Beach
How long does it take to set up an estate plan?
It depends on the plan. At the complimentary Peace of Mind Planning Session you get an overview of the process, the flat fee and the timeline before you decide.
Can I meet by video instead of at the office?
Yes. Planning meetings are held by video (Zoom). The signing is in person, at the office or at your home, with the two witnesses and the notary provided by the firm.
Do I need a trust, or is a will enough in Florida?
That is a planning judgment for each family. In Florida, a will cannot be used to prove title to property until it is admitted to probate, while a revocable trust controls the property titled to its trustee or made payable to it. Either way, if the owner leaves a spouse or minor child, Florida’s homestead rules limit how a will or trust can leave the home.
What should I bring to the first session?
Nothing is required. It helps to have a list of what you own (your home, accounts, insurance and retirement plans), any existing will or trust, and the names of the people you would like to name in your plan.
