Free Custom Probate Assessment
Rapid analysis of how probate may affect your settlement, with the critical information you need to move forward.
Wondering about probate?
Get answers, right now.
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 free assessment.
Take a 3-minute probate survey, 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?
Is simplified probate possible?
What deadlines do I need to be aware of?
We’ll send you an an email when the assessment is complete, with a link to access it in a private digital vault.
You can review the assessment and decide if you’d like to learn more. You can also explore the free settlement checklist and additional tools to help navigate the process.
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.