Customized Probate Assessment

Rapid analysis of how probate may affect your settlement, with the critical information you need to move forward. Satisfaction guaranteed.

Wondering about probate?
Get answers, right now.

Collage with picture of man talking to a lawyer, and a list of benefits, including Avoid Costly Mistakes, Know What to Expect Before Talking to a Lawyer, Protect Yourself As Executor or Next of Kin, Check For Easier, Faster Options that Avoid Probate

Some form of probate is required for 90% of settlements. Before you settle an Estate, you’ll need to know if probate applies to yours.  

Researching the process takes time, and no one wants to pay legal fees until they’re necessary. Yet the risk of missed deadlines and uninformed mistakes is real.

Get answers right now with a Legacy Logix Probate Assessment, customized for your unique situation.

Take 3 minutes to generate your custom assessment.

Take a 3-minute probate questionnaire, providing basic info such as existence of will, relevant state, and estimated value of assets. Based on your input, you’ll get answers to pressing questions:

  • Will this Estate need to go through 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 questions should I ask an attorney?

Choose from a free summary, a detailed analysis, or a full customized probate roadmap. Your custom assessment will be sent to your email within 1-3 business hours.

Choose your Custom Probate Assessment.

Satisfaction guaranteed. If you don’t find the information useful, we’ll refund the fee.

Free

Summary Probate Assessment

A summary of whether the Estate you are settling will be required to go through probate.


Summary assessment for your Estate

$39.95

Detailed Probate Assessment

Informative discussion of your state’s probate processes and what this means for your Estate.


Everything in Summary Assessment, plus:

State probate processes

Detailed breakdown of assessment

Your legal responsibilities

Estate documents to gather

$119.95

Customized Probate
Action Plan

Comprehensive analysis and customized probate roadmap for your Estate.


Everything in Detailed Assessment, plus:

State processes mapped to your Estate

What’s driving this Estate’s probate

Your primary tasks

How to avoid risks

Your estimated settlement costs

Your estimated settlement timeline

Links to required probate documents

Custom questions to ask an attorney

Local probate attorney recommendations

What people are saying.

"My assessment was a lifesaver. The lawyer was surprised at how well-prepared I was."

— Theo K.

"The section on what to ask a lawyer helped me avoid a huge mistake by picking the wrong one."

— Kristen P.

"I was able to figure out how to settle my dad's estate on my own. I saved a ton."

— Tamara B.

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.