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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 three levels of estate planning packages built to suit your needs.  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.  Powers of attorney are included with all of our packages, and you can add a quit claim deed preparation and filing to your package, too (an additional cost applies).

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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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