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How Can I Keep My Heirs from Having to Go Through Probate?

Besides setting up a Family Trust, there are a few other ways to avoid probate. These include the following:

  1. The property can be set up with a joint tenancy or a life estate form of ownership;
  2. Bank accounts and securities investments (stocks and bonds) can designate a “payable on death” beneficiary;
  3. A married couple can sign a devolution agreement; or
  4. The property can be given away to friends of family prior to death.

Unfortunately, these alternatives usually have significant adverse tax or other implications. A person should confer with an attorney before deciding to use one of these options in order to avoid probate.

Client Reviews
Daniel made the entire process simple and easy to understand. He took our questions and made sure we understood all the legal aspects and responsibilities seamless. Neal V.
We want to thank Matt, he was very helpful in answering our questions and walking us through the process of setting up our Family Trust. Charlotte G.
Marcus West was so helpful in setting up our trust. We had several questions and a lot of properties to manage. He was professional & has a great personality. Pamela B.
Ben, you were very thorough in your explanations, answered all of our questions & we would be happy to put our names to referrals for you. Darrell C.
Hello, Ben. Thank you for your assistance with out trust. Your simple, concise, efficient instructions and explanations were easy to understand and follow. We were pleasantly surprised how quickly you were able to get everything set up and ready to go. Desta R.