Prevent the Probate Process From
Chipping Away or Depleting your
Money and Your Legacy

During your lifetime if you become incapacitated:

Probate Form

Do you want thousands of dollars of your money spent every year in probate court proceedings? During your lifetime, the probate court process in a guardianship and conservatorship—when an adult is incapacitated—can last for years.

Do you want a probate court judge to take away your right to decide where you live or the medical care you need and appoint a guardian—you may not know and do not want—to decide where you live and what medical care you need?


Do you want a probate court judge to take away your right to manage your money and your property and appoint a conservator—you may not know and do not want—to control and manage your money and your finances?


Do you want the probate court to have your finances controlled by your conservator listing the amounts in your bank accounts, your investments, stocks, and bonds—be open to the public?

When you Die:


Do you want your beneficiaries to be involved with the probate process that can costs thousands of dollars and averages a year to a year and a half?

Probate expenses—usually thousands of dollars—may include, but are not limited to:

$ Costs paid to the probate court
$ Bond premium
$ Guardian ad Litem fees
$ Guardian and Conservator fees
$ Personal Representative fees
$ Attorney fees
$ Mediation fees if there is a dispute

Is you goal to:


Avoid probate during your lifetime and afterwards?


Give your dollars to your beneficiaries instead of to the probate process?


Achieve legacy fulfillment?

Yes it is! That's right!

Protect & Preserve Your Wealth and Your

Achieving your goal is as easy as:

Saving time and money for you and your family and achieving legacy fulfilment is easy with these three documents. All three are designed to keep you and your family out of the probate court during and after your lifetime, saving both time and money and providing you and your family with peace of mind.

Revocable Living Trust

Your Revocable Living Trust is the cornerstone of good estate planning. Your trust will avoid probate of the assets placed into the name of the trust and will direct how and when your beneficiaries will receive your property. It will save the time and expense of probate. Your trust can be amended or revoked and all the assets you place into your trust are yours and under your control. Your trust also avoids the risks of joint ownership. Your Revocable Living Trust will enable you to control and protect the inheritance of your loved ones and fulfill your legacy. Your Revocable Living Trust is a gift to your family that will last beyond a lifetime.

Durable Power of Attorney

In your Durable Power of Attorney, you name a person (your agent) to help manage your property, pay your bills, and assist in your medical treatment decisions. A Durable Power of Attorney will continue in effect even if you become incapacitated. A Durable Power of Attorney may eliminate the necessity of having a guardian or conservator appointed in the probate court to assist an incapacitated person, saving the time and expense of probate court.

Patient Advocate

In your Designation of Patient Advocate, you state when you want or do not want life support, and you name a person (your patient advocate) to speak for you if you are unable to communicate your directions.

Click here for more information about wills and trusts.

Click here for information about creating a gift list.

Click here for information about the uncertainty of payable upon death accounts.

We are always pleased to answer your questions regarding estate planning.  Please feel free to call us (313) 584 1460.