Probate Avoidance Plan

Probate Avoidance Plan is generally suitable for single persons or married couples who meet all of the following criteria:

  • Have no children or all adult children
  • Desire to avoid probate costs for their heirs
  • Do not need a living trust to meet estate planning objectives
  • Own residential real estate


A Probate Avoidance Plan is based upon registration of assets in beneficiary form as the method for post-death distribution of property.   It is designed to transfer all property to heirs without a living trust or probate court proceedings.  


A Probate Avoidance Plan is a low cost way for deceased person's heirs to avoid probate.  This type of plan includes the following elements:




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