Demystifying Estate Planning!
The Top 10 Things to Know BEFORE You Meet With Your Attorney
Estate planning doesn’t have to be intimidating—and you shouldn’t need a law degree just to get started.
Join Darby Jones, JD, Professional Fiduciary, for a candid, practical conversation about what you should know before you sit down with an estate planning attorney.
We’ll tackle the questions people often don’t know to ask: How do you find the right attorney? What should you bring with you? Who should you trust to make decisions if you can’t? What exactly are all those documents—and do you really need them all? What about your house, your accounts, your jewelry, the safe deposit box…and the family dynamics nobody wants to talk about?
Darby will also venture into some of the uncomfortable territory—incapacity, difficult family relationships, end-of-life wishes and other conversations that are much easier to address before there’s a crisis.
Expect 10 practical tips, a little straight talk, and plenty of information to help you walk into your attorney’s office more organized, more confident and ready to make your estate plan truly yours.
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October 6, 2026
6:00 pm - 7:00 pm
Virtual
Complimentary for all members and guests.
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SPEAKER BIO
Darby Jones, a Florida native, is an attorney and member of the Florida Bar and Maryland Bar. Darby served as a trust officer for financial institutions in Maryland for over 15 years before establishing Professional Fiduciary Services, LLC in her home state, Florida, in 2011 to serve in a variety of fiduciary capacities including Trustee, Agent under Power of Attorney, Health Care Surrogate, Personal Representative, and Professional Guardian.
After over 15 years, Darby now focuses on providing consulting support for other Professional Fiduciaries, individuals, family members, or advisors needing guidance or practical solutions for the care of a loved one or a client. https://www.professionalfiduciaryconsulting.com/ Facing the responsibility of another person’s life can often be an urgent situation and most people are left not knowing what the safest next steps should be. Darby can share her years of experience to help face the challenges, decisions, and problem solving that we may face including preparation for medical events, caregiving challenges, family dynamics, financial/legal challenges, and life’s aging concerns. On YouTube, Darby has provided a series of informative and helpful episodes covering important and common topics. Please visit www.agingacademy.com or visit YouTube!
Darby is a Founding Member and President of the Professional Fiduciary Council of Florida. https://professionalfiduciarycouncil.org/. The goal of this council is to identify qualified and trustworthy individuals to serve in fiduciary roles and to provide important and specific education for the delivery of this unique and challenging work. Recently the council, in collaboration with Stetson College of Law Elder Justice Center offers a virtual certification course for the public on “How to Serve as an Agent Under a Power of Attorney in Florida”. To register visit: https://www.stetson.edu/law/professional-education/fiduciary-education.php
Darby is a member of the Executive Council of the Real Property Probate and Trust Law Section of the Florida Bar serving as Liaison for the Professional Fiduciary Council of Florida and Liaison for the Office of Public and Professional Guardians. Darby graduated from American University, Washington College of Law in Washington D.C. after completing her first year at Stetson College of Law, in St. Petersburg.
Darby has been an active member and presenter for Bar Associations, Estate Planning Councils, charitable boards, Aging Academy, and various organizations throughout her career speaking on a variety of fiduciary and aging related topics.
