★ Our Gold Standard Plan

Complete Probate Prevention Plan

Our most complete estate plan. Wills, a revocable living trust, powers of attorney, and health care directives, working together so your family never has to go to probate court.

Call (844) 544-PLAN to schedule

integrated documents

days in probate court

flat fee, in writing

Every plan includes

✓Transfer of your home into the trust

✓Trust funding help and account retitling

✓Annual review to keep the plan current

✓Funding assistance, and confirmation that every asset is in the trust

✓First year of annual review fees included

✓On-call attorney access for questions, through free scheduled calls

✓Our Probate Free Assurance, with annual reviews

Starts at $4,900

First year included, then $490 a year

What’s included

8 legal documents, working as one plan

Each document covers a different moment: incapacity, a hospital stay, death, and everything in between.

Revocable Living Trust

The cornerstone of probate avoidance. It holds your assets so they pass outside of probate court.

✓Complete probate avoidance

✓Privacy protection

✓Incapacity planning

✓Flexible management

Pour-Over Will

Catches any assets not in the trust and includes guardianship nominations for minor children.

✓Backup protection

✓Guardianship nominations

✓Personal property distribution

✓Final wishes

Financial Power of Attorney

Lets someone you trust handle financial matters if you become incapacitated.

✓Immediate financial access

✓Bill paying authority

✓Investment management

✓Business continuity

Healthcare Power of Attorney

Gives someone authority to make medical decisions when you cannot.

✓Medical decision authority

✓Hospital access

✓Treatment decisions

✓End-of-life planning

Healthcare Directive / Living Will

Your specific instructions for medical care and end-of-life decisions.

✓Clear medical instructions

✓Family guidance

✓Reduces conflicts

✓Personal autonomy

HIPAA Authorization

Lets your chosen people access your medical information.

✓Medical information access

✓Coordination of care

✓Family communication

✓Privacy compliance

Trust Funding Assistance

We help move your assets into the trust, the critical step most people miss.

✓Asset transfer guidance

✓Title changes

✓Account retitling

✓Ongoing support

Annual Review

Your plan stays current with life changes and law updates.

✓Plan updates

✓Life change adjustments

✓Law change compliance

✓Ongoing peace of mind

Trust vs. will

Why a trust does what a will can’t

Will-based plan

Complete Probate Prevention

Probate avoidance

Wills go through probate court

Trust avoids probate completely

Privacy

Wills become public record

Trust stays private

Time to access assets

6–18 months through probate

Immediate access through the trust

Cost to family

Court costs, attorney fees, delays

No probate costs or delays

Incapacity

May require guardianship proceedings

Your successor trustee steps in

Family conflict

Public court proceedings

Private family management

Real life

How your plan works when life happens

When you become incapacitated

You have a stroke and can’t manage your affairs.

Without a plan

Your family may need an expensive guardianship proceeding to reach accounts and make decisions.

With Complete Probate Prevention

Your successor trustee steps in right away and manages everything by your instructions.

When you pass away

Your family needs access to your assets and accounts.

Without a plan

6–18 months of probate court, public records, attorney fees, and family stress.

With Complete Probate Prevention

A private transfer to your beneficiaries with no court involvement.

When family disagrees

Siblings have different ideas about your care or estate.

Without a plan

Public court battles, expensive litigation, and damaged relationships.

With Complete Probate Prevention

Clear instructions in private documents prevent most conflicts.

Our Probate Free Assurance

If probate is ever needed, we handle it at no charge, when you’ve kept your plan current.

We're confident your plan will work exactly as designed. The assurance applies only when all three conditions are met.

01You complete every annual review under your annual plan.

02You disclose all of your assets to us.

03You contact us immediately whenever you acquire a new asset, so we can place it in your trust.

If all three are met and probate is still required for disclosed property, we file and handle uncontested probate at no charge. Contested matters carry additional fees.

No attorney can guarantee a particular legal outcome. Our assurance is limited to providing legal services at no charge under the conditions described. Legal outcomes depend on many factors and past results do not guarantee future outcomes.

Ready to keep your family out of probate court?

In 15 minutes, we'll show you how the plan fits your family and quote your flat fee.

Call to schedule