09 – What Is an Execution Ceremony?

by | May 5, 2020

What is an execution ceremony?

 

Like most states, Florida requires that your estate planning documents be executed in compliance with very particular formalities. These formalities exist because you are executing documents that take effect or govern your financial and administrative affairs after you’ve passed away, when you are therefore no longer able to communicate your wishes and clarify ambiguity and confusion. To this end, for estate planning documents to be valid, you need to have the requisite mental capacity and your documents absolutely must be properly witnessed and executed. Failure to adhere to these formalities will likely result in the documents being held invalid and, therefore, unenforceable. If that happens, you are treated as if you didn’t go through the trouble and expense of preparing for your family’s future in the first place. The execution ceremony takes about 30-45 minutes from start to finish.

 

Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
LinkedIn: http://www.linkedin.com/in/bhaimo
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YOU ARE NOT OUR CLIENT UNLESS WE EXECUTE A WRITTEN AGREEMENT TO THAT EFFECT. MOREOVER, THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. EACH SITUATION IS HIGHLY FACT SPECIFIC AND EXCEPTIONS OFTEN EXIST TO GENERAL RULES. DO NOT RELY ON THIS INFORMATION, AS A CONSULTATION TO UNDERSTAND THE FACTS AND THE CLIENT’S NEEDS AND GOALS IS NECESSARY. ULTIMATELY WE MUST BE RETAINED TO PROVIDE LEGAL ADVICE AND REPRESENTATION. THIS INFORMATION IS PROVIDED AS A COURTESY AND, ACCORDINGLY, DOES NOT CONSTITUTE LEGAL ADVICE.

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