AvoidProbate Basic is our Tier 1 plan which covers just the essential documents you need to get your affairs in order.
AvoidProbate Basic is designed for clients with no children or adult children, who need to put their house into a revocable living trust in order to avoid probate.
What it includes:
AvoidProbate Basic includes all of the the following estate planning documents: a single or joint revocable living trust, powers of attorney for health care and property for each client, and a quit claim deed to get your house into trust (recording fees additional). With AvoidProbate Basic, the distribution to the beneficiaries is "outright" and not "in trust". Therefore it is ideal for clients with adult children but not necessarily those with young or special needs beneficiaries.
AvoidProbate Basic starts with us sending you an online intake form to complete. If you have any questions along the way, just give us a call or send us an email and we will help. Once we have all of the information we need, 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 send them to you with instructions on how to execute them. You will not meet face to face with an attorney but one is always available to you via phone or email.
AvoidProbate Basic is priced at $395 for individuals and $495 for couples.