Skip to content
  • Basic Estate Planning
  • Estate Plan Package
  • E-Book
  • Connect With Us
<
>

Basic Estate Planning

When most people think of basic estate planning, they first think of writing a will. While some families find that a simple will addresses all of their basic estate planning needs, many families who have a will based estate plan are surprised to know that even the best will cannot avoid probate proceedings. The advantage of a will is that, during probate proceedings, the court will generally follow the desires expressed in the will.
Inter Vivos finds that most families prefer to avoid the future costs and delays of probate by establishing a comprehensive trust plan for their estate. The reality is that most families begin needing basic estate planning when they have children and own a home. A basic estate plan can avoid the costs, delay, and publicity of probate, as well as protect property and loved ones during periods of incapacity.

Thus many families need comprehensive planning without realizing it. Inter Vivos helps families receive comprehensive planning for their needs, as simple or complex as those needs may be. Contact our attorneys to schedule a consultation and understand your planning needs today!
(855) 355-1060
This package includes a simple Trust based plan, Pour over wills, Power of Attorneys, and Advanced Healthcare Directives. It does not address any special circumstances or detailed distribution provisions and must be completed via the firm's online platform options. This package is recommended only for families or individuals who wish to avoid probate via proper trust planning, but who have limited assets/ net worth and who do not require any special accommodations to their plan. The plan is either funded by the client or should be supplemented with a funding assistance package.

This package includes a simple will based plan, power of attorney and healthcare directives. It does not address special circumstances, nor will it avoid probate. This package is recommended only for individuals or families who either have no children or real property, or who have few assets and limited net worth and no real property.

​Prices range from $600-$1200.

E-book: "Estate Planning For The Sandwich Generation"

Anyone who has had to juggle caring for young children, while attending to an aging parent's needs, knows of the difficulties and stress it can put on a family. Now imagine that household shaken by the death of a primary caregiver or income earner. Our upcoming E-Book, Estate Planning For the Sandwich Generation explains simple strategies to avoid the legal and financial pitfalls that those providing for children and parents alike are likely to confront as part of their estate.