One of the most common questions I get is: Caleb, can you help me avoid probate with a good estate plan? The answer is: yes! 

Whether you’re someone who has a lot of assets you’ve accumulated over time, or someone with just a few assets you want to pass on to your heirs with ease, or you want to learn about safe ways you can grow your resources over time, then my services are for you.

The first step in the process is education. Most people don’t realize that with or without a will, their estates are going through probate. A  WILL is just a 1st class ticket. 

Sure you’ve stated your intentions, but the family will likely get dragged into this horrific experience, full of delays. As the family grieves your loss, the open-ended costs eat away at what you wanted to leave them. 

A Living Trust is the solution. It replaces the costly, time consuming requirement for probate court to distribute your assets to loved ones. However, getting one hasn’t exactly been user-friendly – but our process changes that. 

Everyone else has been telling you that setting up a trust is too complicated and time consuming. I’m telling you it doesn’t have to be. You’ve probably heard it’s only necessary for the wealthy. I’m telling you it can benefit almost anyone. Maybe you’ve been listening to the wrong person.

We specialize in digital, estate planning technology that creates trust documents. Since 1985 we’ve been the back-office for estate planning attorneys who fronted the process. Today, we offer our services direct to consumers and nonprofits. 

Leveraging technology, we’ve replaced the traditional brick and mortar model of setting up a trust. When implemented correctly, your estate plan can be 90% completed in 90 minutes, in a quick and efficient manner. 

The next step is to create your personalized documents on our platform by capturing the answers to some simple questions about your estate and who you want to pass your legacy onto, followed by an electronic submission to set up your profile.

You’re then scheduled to speak with our specialists, including an attorney who’s embedded into the process, to customize your documents, attach your assets to it, then implement your plan – all without leaving the comfort and privacy of your home. 

Seniors love our system for its ease. Others love it for the control it gives them. What sets us apart is a streamlined system, with the constant access to make updates or changes anytime you want.

You can watch the video below to learn about our process and how we serve you.

Note: For hearing-impaired, please click on the YouTube button at the bottom, right corner of the video. Once the video opens, click on the ‘CC’ (closed-caption) button for text to follow along.