Get Your Free Probate Assessment
Lean how probate may affect your settlement process. Get answers now - it’s fast, and free.
Get some clarity, without the legal fees.
Up 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.
Take 5 minutes to generate your custom assessment.
Don’t go in blind. Take this 5-minute probate questionnaire and receive a free assessment sent directly to your email. It will include detailed explanations to help you understand where you stand and will prepare you to meet with an attorney.
Your 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?
This automated assessment is free of charge.
Ready to learn how probate may impact your settlement?
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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.