Level One

Description:

The great thing about estate planning is that it does not need to be complicated.  For most people, their wishes are simple.  Leave everything "outright" to the people that we/I have designated.  The documents simply need to specify the right people and be signed properly.   For these clients, we have created AvoidProbate Level One.  It is everything you need and nothing that you don't.

Best for:

AvoidProbate Level One is best for clients who have adult beneficiaries and that are not subject to State or Federal estate taxes.

What it includes:

AvoidProbate Level One includes either a single or joint revocable living trust, a pour-over will for each client, powers of attorney for both property and healthcare for each client, and a quit claim deed to transfer your primary residence into the trust (recording fees additional).

The Process:

AvoidProbate Level One 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 set up a signing appointment, either in-person or via Zoom

The Cost:

AvoidProbate Level One is priced at $495 for individuals and $595 for couples.