Your Estate & Long-Term Care Forecast
My Estate Tomorrow™
See what happens before it happens.
Tell us about what you own and who matters to you. My Estate Tomorrow gives you a clear, personalized picture based on the information you provide.
- Approximate figures are fine.
- No account numbers or Social Security numbers.
- Documents are optional.
- Prepared by Zacharia Frey PLLC.
What happens to…
- Your home?
- Your property up north?
- Your investments?
- Your spouse?
- Your children?
And what happens if long-term care comes first?
For Florida residents
You live in Florida. Do you own property somewhere else?
Many Florida residents also own a home, a family property or land in another state. Real estate is governed by the law of the state where it is located, so property outside Florida can raise additional administration and ownership-planning questions.
- Property in more than one state
- Estate documents prepared in another state
- Beneficiary designations made years ago
- New Florida planning considerations
What you will see
Your situation, laid out clearly
Your estate today
A consolidated view of what you own, based on approximate figures.
How it is organized
How your assets are titled: in trust, jointly, individually, or by beneficiary designation.
Florida and other states
Real estate in Florida and elsewhere, and the planning questions that follow.
If long-term care comes first
An illustration of care costs measured against your reported financial assets.
What your family would manage
The properties, accounts and decisions that would fall to them, and who would have authority to act.
You may leave questions blank, and you do not need to upload documents to receive your forecast. Your information helps us prepare an educational estate-planning forecast. Final legal conclusions require attorney review.