Personalized Probate Assessment

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

Navigating Probate Blind is Risky and Expensive

The Cost of Being Unprepared is Steep

  • Wasted Legal Fees: $300-$500 for just one hour.

  • Missed Savings: Over half of estates could qualify for a simplified probate process.

  • Missed Deadlines: Potentially costly delays, legal penalties, or even invalidating available options.

  • Wrong Turns and Added Stress: Wrong decisions create stress and potentially drain estate assets.

Don’t let uncertainty dictate the path forward. Understanding your specific situation now is critical

Take 3 minutes. Your personalized probate assessment* delivers.

Clear Understanding of Your situation: Not generic advice.

State-Specific Executor Education: Understand your state-specific role.

Critical, Time-Sensitive Information: Critical filing dates.

Save Hundreds on Initial Legal Fees: Education lawers will charge hundreds for.

Unlock Lower-Cost Probate Options: Simplified probate or avoid probate.

Be Powerfully Prepared for Lawyer Meetings: Be ready for a productive discussion.

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

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.

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

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.