Kelly Esq

👩🏼👩🏼‍💼👩🏼 The KellyEsq team enhances each client’s planning experience by providing additional practical guidance and resources within the Family Binder.

Whats inside the Family Binder??

A Family Binder keeps important information organized in one place- here are a few basics:

✔️ Estate Planning Documents
✔️ Insurance Policies
✔️ Emergency & Professional Contacts
✔️ Financial Information
✔️ Medical Information

Do you have a Family Binder?

Send me DM to get started!

https://www.kellyesq.com

👀 Worth a read….

https://kellyesq.com

One Signature Could Protect Everything. A power of attorney can help protect your home, finances and family before a medical emergency happens. Here’s why it matters: https://www.khon2.com/whats-the-law/legal-documents-every-adult-should-have/?utm_medium=social&utm_source=facebook_KHON2_News

✈️ BEFORE YOU LEAVE FOR VACATION...
You’ve packed your bags, booked your flights, and planned your itinerary—but have you prepared for the unexpected?
One simple step can make a big difference: make sure your loved ones know where to find your important estate planning documents.
Whether it’s your will, trust, power of attorney, or healthcare directives, having those documents accessible can provide peace of mind for you and your family while you’re away.
A little preparation today can help protect the people you care about most.
👇 Do your family members know where to find your estate planning documents?

DM to get started!

When was the last time you updated yours?

DM me “START” and let’s talk.

What happens to your family if something happens to you??

It’s not just about assets…
It’s about making sure someone can step in immediatley.

Have you chosen that person?



https://kellyesq.com

💐To all the Mamas out there-

This Mother’s Day, we celebrate the women who protect, guide, and love their families through every season of life.

One of the greatest gifts a mother can give is peace of mind for the future. Estate planning isn’t just about documents — it’s about making sure your loved ones are cared for, protected, and supported no matter what life brings.

Because a mother’s love plans ahead. 💗

🌴Big News for FLORIDA Families:

Florida’s major probate updates take effect July 1, 2026. The state legislature passed significant reforms (including CS/SB 1500 and HB 1337) designed to streamline uncontested estates and reduce delays caused by financial institutions.

🗣️ Key updates include the following key changes to Florida probate law:

💰Increased “Small Estate” Limits: The threshold for summary administration (a faster, simplified probate process) has been significantly doubled. It is available for estates valued up to $150,000 (up from $75,000).

🏦Mandatory Access to Safe Deposit Boxes: Financial institutions are now legally required to grant a Personal Representative access to the decedent’s safe deposit box upon presentation of valid Letters of Administration. Banks can no longer stall or refuse access.

👩🏼‍⚖️Strengthened PR Enforcement Powers: Personal Representatives (PRs) now have clearer legal authority and tools to take action against banks or third parties that delay valid probate processes.

To our clients: thank you for trusting us with one of life's most important acts of love, protecting the people and causes you care about most.

Estate planning isn't just about documents. It's about the peace of mind you're giving your family. It's about the legacy you're creating for future generations. And it's about the love you're showing by making difficult decisions now, so they don't have to later.

To every client who has taken this step: your foresight and care inspire us every day.

A quick February reminder: show your loved ones some extra love this month by reviewing your estate plan and beneficiary designations. Life changes and your documents should reflect where you are right now, not where you were a few years ago.

It only takes about 15 minutes to make sure your beneficiary forms on retirement accounts, life insurance, and other assets are up to date. It's one of the easiest ways to make sure the people you love are taken care of.

We're grateful to play a small part in your love story.

Happy Valentine's Week ❤️