844-79-TRUST
Benefits of Estate Planning
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.
Estate Planning Packages
Basic
Designed for clients with adult beneficiries who simply want to avoid probate and plan for periods of incapacitation.
Includes a Transfer on Death Instrument (TODI) and powers of attorney only. Clients who select this option will complete an online questionnaire and sign documents remotely using a Zoom meeting.
$595 individuals
$695 couples
Complete
Designed for clients with young beneficiaries or anyone who wants to plan their estate using a revocable living trust.
Includes either a single or joint revocable living trust along with wills and powers of attorney for each client. Clients who select this option will complete an online questionnaire but will sign documents at our office with an attorney.
$1,795 individuals
$1,995 couples
Advanced
Designed for clients subject to the estate tax or who otherwise have more advanced estate planning needs such as business owners.
Includes two revocable living trusts along with wills and powers of attorney for each client. Clients who select this option will have an initial intake meeting with an attorney and then will sign documents with an attorney at our office.
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Starting at $2,995
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.
