AvoidProbate Basic


AvoidProbate Basic is our most popular package.  For most people, estate planning is not something we seriously consider until we are older.  In that event, the kids are usually grown and financially mature enough to handle their parent's inheritance.  For you, we have developed AvoidProbate Basic (tm).  It includes either a single or joint revocable trust that has an "outright" distribution to all of the beneficiaries.  In other words, everyone named in your will or trust gets an unrestricted gift that they can spend any way they want.  If you want to keep things simple, this is the plan for you!

Best for:

AvoidProbate Basic is best for someone who's only asset that is subject to the probate is their house, or who has grown children or beneficiaries.

What it includes:

AvoidProbate Basic 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 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 $595 for individuals and $695 for couples.