844-79-TRUST
AvoidProbate BASIC℠
Description:
AvoidProbate Basic is designed for clients with adult beneficiaries who simply want to avoid probate and plan for periods of incapacitation.
What it includes:
The AvoidProbate Basic℠ estate plan includes the following documents:
1. Transfer on Death Instrument (TODI): Allows an owner of a home to avoid probate by naming beneficiaries for the home. A TODI essentially allows you to name a beneficiary for your home similar to how you name beneficiaries for your retirement account and life insurance.
2. Power of Attorney for Health Care: A document which allows you to name an agent who can make medical decisions for you in the event of incapacitation.
3. Power of Attorney for Property: A document that allows a named agent to manage assets that are not in the trust (i.e. bank accounts, retirement accounts, and more).
The Process:
The process starts with us sending you an online intake form to complete at your convenience. 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 approved, we will send you final copies of the TODI and powers of attorney for you to sign and have witnessed/notarized. Then you simply send the original executed copies to our offices. Alternatively, clients can sign the documents at our office for an additional fee ($195).
The Cost:
AvoidProbate Basic℠ is priced at $495 for individuals and $595 for couples (recording fees additional*).
*Additional local recording fees apply – due to every recording district charging different fees, you will receive a separate invoice for the exact fees. Therefore, for recording services, we will send you a payment link via email to pay your recording fees to ensure you are paying the exact amount needed.