Avoidprobate™ Complete
Description:
AvoidProbate™ Complete includes all of the essential estate plannning documents along with a meeting with a lawyer to execute the documents and discuss funding the trust.
What it includes:
The AvoidProbate™ Complete estate plan includes the following documents:
1. Revocable Living Trust: Designed to avoid probate and plan for periods of incapacitation. Assets such as real estate can be "titled" in the name of the trust which will prevent them from going into probate when you die. Assest in the trust can also be easily managed by a Successor Trustee if the initial Trustee is ever incapacitated.
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2. Pour-Over Will: Transfers any assets that may end up in your estate over to the living trust upon death.
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3. Power of Attorney for Health Care: A document which allows you to name an agent who can make medical decisions for you in the event of incapacitation.
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4. Power of Attorney for Property: A document that allows a named agent to manage assets that are not in the trust (i.e. bank accounts, retirement accounts, and more).
The Process:
The process starts with a 15-minute telephone call/meeting with an attorney. After the initial phone call, we will collect some necessary information needed to prepare your estate planning documents. Once the documents are drafted, we will send you a draft of the trust for you to review. At that time, you will also schedule your 1 hour in-office meeting with an attorney (Zoom meetings are available as well). During your 1 hour in-office meeting, we will go over all the prepared estate planning documents and you will then execute the documents with an attorney who can answer any questions you may have and discuss “funding” of the trust.
The Cost:
Our AvoidProbate™ Complete estate plan is priced at $1,795 for individuals and $1,995 for couples.
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A $250 deed preparation and recording fee will be added for each individual piece of real estate that you need us to "title" in the name of the trust (Illinois real estate only).