844-79-TRUST
Avoidprobate advanced
Description:
AvoidProbate Advanced is our most comprehensive package. It includes an initial consultation with a licensed attorney plus an extensive funding meeting with an attorney. The package also includes customized revocable living trusts for both clients along with the other documents such as wills and powers of attorney.
Best for:
AvoidProbate Advanced is designed for families with more advanced planning needs such as children outside the marriage, children with special needs, clients who want to provide for their pets after they die, or someone subject to the estate tax.
What it includes:
AvoidProbate Advanced includes a comprehensive intake with an experienced attorney, at least one advanced trust depending on your needs, one or two "pour-over" wills, power of attorney for health care, power of attorney for property, a quit claim deed (recording fees additional), and a funding meeting to ensure your assets are properly handled and titled.
The Process:
AvoidProbate Advanced starts with either a telephone or in-person meeting with an attorney. After the initial meeting, we will send you drafts of the documents to review. If there are any revisions needed, just let us know. Once the documents are ready to sign, we will have you into the office to go over all the documents one more time and then execute them with an attorney. The attorney will then discuss the next steps which include "funding" the new estate plan.
The Cost:
AvoidProbate Advanced is for couples only and is priced at $2,995.