Level Three

Description:

AvoidProbate Level Three is our most comprehensive package. Not only does it include all of the essential estate planning documents but it also includes comprehensive consultations with an experienced attorney.  

Best for:

AvoidProbate Level Three is designed for families with more advanced planning needs such as children outside the marriage, children with special needs, clients who want to provide for their pets after they die, or someone subject to the estate tax.

What it includes:

AvoidProbate Level Three includes a comprehensive intake with an experienced attorney, at least one advanced trust depending on your needs, one or two "pour-over" wills, power of attorney for health care, power of attorney for property, a quit claim deed (recording fees additional), and a funding meeting to ensure your assets are properly handled and titled.  

The Process:

AvoidProbate Level Three 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 $1,295 for individuals and $1,595 for couples.

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