844-79-TRUST
AvoidProbate Basic
Description:
AvoidProbate Basic is an affordable way to add a revocable living trust to your estate plan.
Best for:
AvoidProbate Basic is ideal for clients with adult beneficiaries who simply want to put their house in a living trust to avoid probate. Clients who select this package will either already have a last will and testament or otherwise do not need one.
What it includes:
AvoidProbate Basic includes either a single or joint revocable living trust customized for you, 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 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 set up a signing appointment, either in-person or via Zoom
The Cost:
AvoidProbate Basic is priced at $495 for individuals and $595 for couples.