LEvel Three

Description:

AvoidProbate Complete includes all of the essential estate planning documents such as a revocable living trust, "pour-over" will, powers of attorney and a quit claim deed for your primary residence.  

Best for:

AvoidProbate Complete is designed for clients with adult children who are new to estate planning and looking for a complete package along with a consultation on how to use the documents and title assets.

What it includes:

AvoidProbate Complete includes either a single or joint revocable living trust, one or two "pour-over" wills, power of attorney for health care, power of attorney for property, and a quit claim deed (recording fees additional).  

The Process:

AvoidProbate Complete starts with either a telephone or in-person meeting with an attorney. After the initial meeting, 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  have you into the office to go over all the documents one more time and then execute them with an attorney.  The attorney will then discuss the next steps which include "funding" the new estate plan.

The Cost:

AvoidProbate Advanced is priced at $895 for individuals and $995 for couples.

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