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Top Five Reasons to Plan Your Estate Today

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#1 Avoid

Probate

Don't let some attorney end up being the primary beneficiary of your estate when you die. Protect your family and your wealth from the cost and burden of probate with a living trust.

#2 Plan for Incapacitation

In the event of incapacitation, someone needs to make decisions for you. Powers of attorney help but assets in a trust may be better.

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#3 Protect

Children

A trust can hold assets for the benefit of young or special needs beneficiaries so that the assets can be managed by a successor trustee for their benefit.

#4 Reduce

Taxes

If you and your family are subject to estate and/or capital gains taxes, a trust can help eliminate, or at reduce, those taxes.

#5 Ensure Wishes Followed

Proper planning means that your wishes are followed upon your death. A trust makes it harder for

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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 free discovery call.

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Three Packages to Choose From

AvoidProbate

BASIC

Designed for clients with adult beneficiaries who simply want to avoid probate and plan for periods of incapacitation.

Includes a Transfer on Death Instrument (TODI), Power of Attorney for Health Care, Power of Attorney for Property.

Clients either sign documents on their own or with an attorney for an additional fee.

Priced at $495 for individuals and $595 for couples (recording fees additional).

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AvoidProbate

COMPLETE

Designed for clients with young beneficiaries or those who otherwise want a complete estate plan that includes a revocable living trust and a pour-over will.

Includes all of the documents in AvoidProbate Basic plus a Revocable Living Trust and a Pour-Over Will.

Clients either sign documents on their own or with an attorney for an additional fee.

Priced at $895 for individuals and $995 for couples (recording fees additional).

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AvoidProbate

ADVANCED

Designed for clients with more complicated estate planning needs like estate tax planning, children outside of the marriage, or business ownership.

Includes all of the documents in AvoidProbate Complete but they are more customized and the clients will work with an attorney throughout the process.

Clients will sign the documents at our office with an attorney.

Starts with a $495 initial meeting and then hourly billing thereafter.

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Need help deciding? Please call 708-497-6295 to speak with a team member.

Our Process

Intake

Depending on which company you work with, we will either send you online forms to complete or you can schedule a meeting with a licensed attorney to go through the intake process with you.

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Review

Once the intake is done, we will prepare drafts of your documents and send them to you for review. You can either email us any questions or changes you have, or we can schedule a meeting.

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Execute

Once the drafts are approved, the next step is to sign the documents and discuss next steps. Documents can either be signed remotely or signed with an attorney at our office (additional fee applies).

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Follow-Up

Once a trust is established, it needs to be "funded" with assets. Through our two companies, we offer continuous support to our clients and customers with online tools and attorney assistance.

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