Elder Law Resources From Your Trusted Tallahassee Attorneys
At Heuler, Wakeman, Solomon Law Group, P.L.L.C., we believe that working with a lawyer should be a straightforward process. We have helped people of all ages with a wide range of elder law concerns, and we want you to have easy access to the information and documents you need. For that reason, we offer several tools to make working with us as simple as possible.
Getting Started: The Intake Process
To begin your journey with our firm, the first step is to complete our secure intake form. This document helps us gather essential information about you and your legal needs. By filling out this form, you allow our team to review your case and prepare for your initial consultation.
Application For Determination Of Civil Indigence
Essential Florida Legal Forms
For your convenience, we have compiled a list of common legal forms for probate and guardianship matters. These are often the first documents needed to begin a case. We will guide you through each one, but having access to them here can help you feel more prepared.
Social Security EIN Application
Guardianship Forms
For families with guardianship matters, we provide guidance throughout the process. We will help you establish the legal authority to make critical decisions for a loved one. Here are some common Florida forms:
- Petition to determine incapacity: A legal document to ask the court to determine if an individual is incapacitated.
- Petition for appointment of guardian: This form is used to request that the court appoint a specific person as a guardian.
- Oath of guardian: A signed document in which the guardian promises to fulfill their duties to the court.
- Annual guardianship plan: This document is filed yearly to outline the guardian’s plan for the ward’s care.
We will work together on these documents, making sure you feel confident and supported.
Affidavit of Heirs – Guardianship
Application for Appointment as Guardian
Probate Forms
When a loved one passes away, our attorneys will assist you with the probate process. Likewise, you can find many of the necessary Florida forms right here. These documents help settle the estate
- Petition for administration: The document used to begin a formal probate case with the court.
- Notice to creditors: A formal notice to inform potential creditors of the death and the probate process.
- Inventory of estate assets: A complete list of the deceased’s assets, which is submitted to the court.
- Final accounting: The final report that shows all income, expenses and distributions from the estate.
These documents are crucial for a smooth and legal administration of the estate.
Understanding Probate and Probate Alternatives Overview
Client Portal
At Heuler, Wakeman, Solomon Law Group, P.L.L.C., we use MyCase, a secure online client portal, for easy and confidential communication. You can access your case documents, view and pay bills, and send private messages to our team – all in one central hub, accessible 24/7.
Log in to our client portal here.
Your Guide To MyCase
MyCase gives you access to information about your case 24/7. To set up your client portal, click here.
To help you get started with the client portal, here is a simple how-to video.
In this guide, you will learn how to:
- Log in and set up your profile
- Securely view and upload important documents
- Pay your bills with a few simple clicks
- Communicate directly and securely with our legal team
The portal is designed to make your legal process simpler and more transparent.
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Need Legal Guidance?
If you have questions about elder law, estate planning or any other related matter, we are here to help. Call our team at 850-792-8496 today or send us an email. Let’s discuss your concerns.