The Orlando Law Scoop - Take Charge of 2025: A Practical Checklist for Your Peace of Mind
Start the New Year with Confidence:
Your Essential Legal and Financial Checklist for the New Year
As we step into the new year, it’s the perfect time to reassess our goals and ensure our affairs are in order. Whether you’re looking to protect your family’s future, streamline your business, or simply get a fresh start, our New Year Reset Checklist is here to guide you. From updating your estate plan to revisiting your insurance coverage, these straightforward tips will help you begin the year with clarity and confidence.
Let’s make 2025 your best year yet!
New Year Reset Checklist
Review or Update Your Estate Plan
- Confirm wills, trusts, and healthcare directives are up to date.
- Make sure beneficiaries and key contacts still reflect your current wishes.
Verify Insurance Coverage
- Check life, home, auto, or business policies for accuracy and adequate coverage.
- Add new, high-value items (like holiday gifts) to your policy.
Organize Important Documents
- Safely store originals (wills, titles, deeds) in a secure location.
- Keep digital backups in an encrypted folder or password manager.
Assess Your Finances
- Review your budget and set savings goals for the year.
- Check beneficiary designations on bank, retirement, and investment accounts.
Consider Charitable or Non-Profit Involvement
- Think about attending our Non-Profit Bootcamp if you’re interested in establishing or growing a charitable organization.
- Explore tax benefits and community impact of giving back.
Plan for Business Updates (if applicable)
- Ensure business licenses, permits, and corporate documents are current.
- Schedule time to review or revise your operating agreements.
Schedule Professional Consultations
- Estate Planning Attorney: Secure or update your plan.
- Financial Advisor: Review investment strategies, retirement, and tax planning.
- CPA or Tax Professional: Get organized ahead of tax deadlines.
Starting the year off with a clear plan sets you on the right path—less stress, fewer surprises, and more peace of mind. If you need guidance, we’re here to help.
Call 407-565-HELP to schedule a consultation or learn more about our services.
Make 2025 the Year You Secure Your Legacy
Planning for the future doesn’t have to be overwhelming. In our latest YouTube video series, Attorney Erika De Jesus breaks down the basics of estate planning—from wills to trusts. If you’ve been putting off this vital task, now’s the perfect time to learn how to safeguard your loved ones and secure your legacy.

Sometimes, you just need a friendly nudge. If you’ve been procrastinating on estate planning, consider this your sign. Attorney Erika De Jesus and The Orlando Law Group can help you set up or update your will, trust, and other essential documents—all in one place.
Contact Us Today at 407-565-HELP to get your estate plan in order. Don’t wait—your future (and your family’s peace of mind) depends on it.
Non-Profit Bootcamp:
Empowering Organizations to Thrive

Do you run a small non-profit organization? While you’re focused on making a difference, it’s crucial to ensure your operations are legally sound and your organization is protected from potential risks.
That’s where The Orlando Law Group’s Non-Profit Bootcamp comes in. This four-hour intensive session, led by legal experts and attended by 10 non-profit CEOs, is designed to guide your organization toward long-term success and stability.
📋 What You’ll Learn:
- Best practices for by-laws and governing documents
- How to build and develop a strong board of directors
- Personal and volunteer protections
- Intellectual property safeguards for logos, graphics, and ideas
- Donor and board member protections, and much more
💼 What’s Included:
Every attendee will receive a Non-Profit Startup Kit with resources like:
- Sample by-laws and board structures
- State and IRS organizational documents
- Planned giving templates and more
💲 Cost: $499
📧 Interested? Sign up today!
Email Bray@theorlandolawgroup.com to join this incredible opportunity.
Let The Orlando Law Group help you turn your passion into a legally sound and thriving non-profit organization.

