AvoidProbate Basic is designed for clients whose primary asset is their house and they want to protect it from probate. The package includes a revocable living trust, powers of attorney, and a quit claim deed*. Ideal for someone who just bought a house and is looking to save some money. Clients who select this option will meet initially an attorney on the phone and then will execute the documents on their own.
Our most post package! AvoidProbate Complete includes all of the essential estate planning documents including a will, a revocable living trust, powers of attorney, and a quit claim deed*. This package is perfect for anyone with a young child who needs a will in order to name a guardian. Clients who select this option will meet with an attorney over the phone initially but then will execute the documents in the office with an attorney. The attorney will also advise the client on how to "fund" the estate plan.
AvoidProbate Advanced is designed for clients that have more complex estate planning needs such as children outside a marriage, estate tax issues, or unique beneficiaries. The package includes one or more living trusts, one or two wills, powers of attorney for health care and property, and a quit claim deed. Clients who select this option will go through a comprehensive initial consultation with an attorney and will meet with an attorney to execute the documents. The attorney will then spend as much time as needed working with the client on "funding" the estate plan.