Elder Law and Estate Planning | Jacksonville, Florida | Nursing Home Medicaid Attorney | VA Aid and Attendance | Wills, Trust, and Durable Power of Attorney

How can I learn more about Kellen Bryant?

Florida Bar Board Certified Elder Law Attorney, Kellen Bryant focuses his law practice on advising and helping caregivers with a particular focus on asset protection and preservation from long-term care costs, creditors, and predators. Kellen Bryant is AV Preeminent® Rated, meaning his attorney peers rated him at the highest level of professional excellence. Kellen Bryant was nominated and selected as a Super Lawyer, Rising Star: 2022. Kellen Bryant is a partner and co-founder of Berg Bryant Elder Law Group after having spent 7 years building his own practice from scratch. Kellen started his s

How can I learn more about Berg Bryant Elder Law Group, PLLC?

Florida Board Certified Elder Law Attorneys R. Kellen Bryant and Carla Trinca-Conley at Berg Bryant Elder Law Group, PLLC assists caregivers and families with asset protection planning for long-term care, wills, trust creation and administration, Special Needs Trusts / SSI Preservation, and administration of probate and guardianship estates in probate court. Berg Bryant Elder Law Group, PLLC practice primarily assists families living in Duval County (Jacksonville Beach Cities and Baldwin), Nassau County (Fernandina Beach, Callahan, and Amelia Island), St. Johns County (St. Augustine, Ponte Ved

What is our general process?

You call in. You’ll be scheduled for a 15-30 minute Free Intake Call to make sure we can help you. We will send you a form before the call that will take 5-10 minutes for you to complete. These are basic questions and we are not looking for any specific financial information or social security numbers. The Free Intake Call will discuss questions about process, whether can we help, and legal fees. The Attorney Consultation will learn further about your

What can I expect from my Initial Consultation?

An attorney who listens without interrupting and makes sure you fully understand your options before making any decisions! I wouldn’t be doing my job as an attorney otherwise. It’s very important to me that you feel heard and have your questions answered. We’ll also review our process, fees, and overall client experience so you know exactly what you are getting and what the investment will be.

What are the initial steps to get started?

When you are ready to move forward, whether at your Initial Consultation or later, let me know. We’ll send you an engagement letter via Click-to-Sign (or hardcopy) and an invoice via our secure online payment provider. Once these housekeeping items are taken care of, you’ll schedule your next attorney meeting, which is usually a draft review meeting.

What kind of information do you need from me?

Let me start by saying what we do NOT need! At the first meeting, we do NOT need account statements, social security numbers, or tax returns. Beyond that, we simply need answers to questions about your personal estate planning preferences to start the process and further discussion, including: * Who do you want to be in charge of your assets until your beneficiaries are old enough to manage it themselves *Who do you want to have what’s left of your assets when you pass * Who you want making medical and financial decisions for you in the event of your incapacity Don’t worry if you don’t have th

What is estate planning?

Estate planning is simply the process of getting legal documents in place so that your chosen individuals are appointed to take care of you, your children, your assets, and your finances in the event of your death or incapacity. The process also involves naming the people you want to inherit your assets when you are gone. An “estate plan” is simply a bundle of all the documents needed to accomplish these objectives. If you don’t currently have a will or trust, you may think you don’t have an estate plan….but you do. It’s just that the state of NY has written it for you! All states have a defau

How much does estate planning cost?

It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering, which is the value that professionals bring to the table. We discuss our fees and process at length in the Free Intake Call and the Initial Consultation, after we have counseled you on all your options. We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment for many. It is our goal to be as trans