Did you Just Have a Baby?

Good for you!  You have just taken a big step towards building your legacy.  Let us help by offering a variety of financial, legal, and trust services that are tailored to your specific needs.

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How can we help you GROW your Legacy?

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AvoidProbate can help you grow your legacy but helping you understand the various college savings plans like 529s, Education IRA's, etc.  We can also help you save for retirement by helping you understand Traditional IRA's and ROTH IRA's.  Best of all, we have computer technology that can help develop a complete financial plan for you and your young family.

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How can we help PLAN your Legacy?

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AvoidProbate can help you plan your legacy with our flat-fee estate planning packages.  Our AvoidProbate Complete package is ideal for you since it includes a revocable living trust (with provisions for young children) along with wills to name guardians for any minor children.  Like all of our packages, a quit claim deed and powers of attorney are included free of charge.

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How can we help PROTECT your Legacy?

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AvoidProbate can help protect your legacy by potentially serving as the successor trustee of your trust.  Ideally, you have family members who can help distribute your estate when needed.  However, sometimes we don't have anyone who we trust or we just prefer to have a third party distribute everything.  In this case, AvoidProbate can serve as your successor trustee so that you can rest assured that your final wishes will be carried out.

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