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Probate Risk Assessment

SKU: 8000

Are your protected from probate? Do you know what will happen to your major assets when you pass away? Will the right people inherit them? 


This Probate Risk Assessment will evaluate your major assets to spot the issues and provide simple, low-cost solutions to avoid probate. 


We believe that everyone should have a plan and there a many simple techniques to use to ensure that your final wishes are followed without high costs or long court cases.

  • We will review:

    • Real property
    • Bank accounts
    • Investment accounts
    • Retirement accounts
    • Pension plans
    • Other significant assets

    You will receive a customized report and legal consultation to discuss your risk level and the most cost-effective techniques to eliminate your risk.

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