Probate Assessment
Want to learn if probate will affect your settlement process? Get a customized assessment in 24 hours.
Understanding Probate
70% to 90% of settlements are required to participate in some form of probate. If you are settling an Estate, you’ll need to understand what this means and how it affects you - early enough in the process to avoid risks, complications, and delays.
Yet determining the need for probate can be overwhelming, especially when the probate process is time sensitive. It involves working through new concepts such as intestate, fiduciary duty, and letters testamentary. It means learning your state’s probate requirements and the implications on your Estate. And it requires an audit of assets to determine which assets are included/excluded from probate.
You run the risk of things going wrong if you don’t have a clear understanding of the process and requirements. On the other hand, learning from a probate attorney is expensive and can be overly confusing when you aren’t prepared.
Legacy Logix provides a fast, low cost alternative that arms you with the information you need before you take action.
Legacy Logix Probate Assessment
24 hours. $49.95.
Get answers quickly from the convenience of your home, before you take on the expense of meeting with a probate attorney. The Legacy Logix Probate Assessment starts with a 15-minutes consult with a Settlement Advisor, who will gather the information needed to provide a preliminary analysis of probate for your specific situation.
Within 24 hours you will receive a written Probate Assessment. It will include detailed explanations to help you understand where you stand and to prepare you to meet with an attorney. It will also include links to articles covering important topics in easily digestible language.
Your Probate Assessment will address these key questions:
Will this Estate need to go through some form of probate?
What form of probate will likely be required?
What deadlines do I need to be aware of?
Do I need to file a will with the court?
What should I know before speaking with an attorney?
The assessment fee is $49.95.
Ready to learn how probate will impact your settlement?
Part of the Legacy Logix Estate Settlement Platform
Legacy Logix Estate Settlement is an intelligent, secure platform to manage settlement information and activity. Use it to navigate the process, organize everything, analyze documents, report on assets, track expenses and distributions. And you can easily share your progress with the people that need to know.