AvoidProbate intermediate


AvoidProbate Intermediate is the next level of estate planning. If your situation is more complicated than the just the basics (e.g you have young children or grandchildren you wish to provide for specifically,  you are a blended family wishing to provide for stepchildren of one of the spouses, you have children who are grown but not yet responsible enough to handle a lump sum gift, or you wish to disinherit one of your heirs, or you want to give specific real property to one persons rather than gifts of equal shares). Our Intermediate package gives you that extra level of planning to make sure your estate is set up precisely the way you want it.

Best for:

AvoidProbate Intermediate is the ideal package for the parents or grandparents of young children or those who wish to make specific gifts. It includes all of the essential estate planning documents contained in our basic package, plus language to protect your young children's inheritance, or language to give specific gifts to specific people.  

What it includes:

AvoidProbate Intermediate includes either a single or joint revocable living trust with additional language to meet your specific needs, 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 Advanced starts with a telephone 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 or meet via Zoom to go over all the documents one more time and then execute them with an attorney.  

The Cost:

AvoidProbate Intermediate is priced at $795 for individuals and $995 for couples.