844-79-TRUST
The benefits of a living trust include
We owe it to ourselves and those we love to plan ahead
Avoid probate and plan for periods of incapacitation
Transferring assets to a revocable living trust will avoid the high cost of probate and help protect you during periods of incapacitation.
Protect children and grandchidlren
Protect the inheritance going to certain beneficiaries by leaving their inheritance in a trust which can be managed for their benefit by a trustee.
Reduce estate taxes and much more
Trusts can be used for a variety of purposes of purposes including reducing estate taxes, special needs planning, or even Medicaid planning.
Flat-Fee Estate Plan Packages
For clients with simple estates that have less than $4,000,000 in assets, we offer our flat fee estate planning packages. Clients who select this option will complete an online questionnaire and then meet with an attorney to execute the documents and discuss "funding' the trust. For clients with more than $4,000,000 in assets, or anyone with more complex estate planning needs, please CLICK HERE.
Doucments Only
Designed for clients with adult children who simply want to avoid probate. This package includes a revoable livng trust and powers of attorney only. Clients who chose this option will sign the documents on their own and receive only email support.
Includes the following:
-Either a single or joint revocable living trust
-Power of Attorney for Health Care for each client
-Power of Attorney for Property for each client
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$795 individuals
$895 couples
(plus recording fees)
Documents Plus Lawyer Assistance
Designed for clients with young children or anyone who simply wants to work with an attorney from start to finish. This package includes a revocable living trust, pour--over will, and power of attorney. Clients who chose this email will meet with an attorney to sign their documents and will receive both email and phone support.
Includes the following:
-Everything in our Documents Only package plus:
-Pour-Over Wils for each client
-Comprehensive funding meeting with an attorney
-One year of AvoidProbate+
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$1,795 individuals
$1,995 couples
(plus recording fees)
For more complex estate planning or any estates over $4,000,000, please CLICK HERE.
Meet our founder
I am Attorney and Certified Financial Planner, Marc Gugliuzza, and I am passionate about wealth formation and estate planning. We all need to plan for the future and the time to start is now! Failing to plan can end up costing you and your family thousands of dollars and create frustration and confusion for those you love. In my nearly 20 years of legal practice, I found that for most people estate planning is easy. They essentially need standard forms customized to their needs and then expert advice on how to use the documents. For these clients, I founded AvoidProbate, LLC which is a document services company that works closely with a local law firm when needed. AvoidProbate offers flat fee estate plans that allow you to add attorney assistance (for a fee) when needed. For other clients, estate planning is much more complicated either because of the size of the estate or because of the unique nature of the assets and/or beneficiaries. For these clients, I founded Gugliuzza Law, P.C. which is a full-service law firm offering straightforward and honest hourly billing. To help determine which option is best for you, please click here or give us a call at 708-497-6294 opt. 1 to schedule your AvoidProbate review call.
