Get your Probate Readiness report
before you spend $$$ on a lawyer.
Rapid assessment and action plan will tell you where you stand and what’s next. You’ll be informed and ready for action - before you meet with a probate attorney.
Don’t waste your first hours with a probate attorney.
Go in with a detailed probate assessment and action plan.
Most initial probate consults focus on education and intake. That means you spend time (and hefty legal fees) simply to learn what information you need to gather before proceeding. Sometimes this extends over multiple meetings.
With our Customized Probate Action Plan, you’ll understand your probate readiness within a couple of hours - at a fraction of the cost of those initial legal consults. You’ll walk into your first attorney meeting with key information already in hand, and know exactly what questions to ask about your specific situation.
Use it to greatly accelerate the time it takes to get things moving, and save hundreds to thousands of dollars on probate legal fees.
Take 3 minutes to generate your Custom Probate Action Plan.
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?
What’s the expected timing, and cost?
What questions should I ask an attorney?
Within 1-3 business hours, you’ll receive your Custom Probate Action Plan, which even includes local probate attorney recommendations.
Customized Probate Assessment and Action Plan.
Satisfaction guaranteed. If you don’t find the information useful, we’ll refund the fee.
$119.95
Customized Probate
Action Plan
Comprehensive analysis and customized probate roadmap for your Estate.
Summary assessment for your Estate
State probate processes mapped to your Estate
What’s driving this Estate’s probate
Your legal responsibilities
Your primary tasks
How to avoid risks
Your estimated settlement costs
Your estimated settlement timeline
Required probate documents
Custom questions to ask an attorney
Local probate attorney recommendations
Free consult with a settlement advisor
FAQs
Who creates the assessment?
The assessment is delivered by experts in Estate administration, probate law, and legal tech. It is designed as a comprehensive resource for people without legal experience that are tasked with settling an Estate.
Will it provide legal advice on my situation? Can I use it instead of a probate attorney.?
No, it is not a substitute for getting legal advice. Rather it will make you more informed and better prepared for your legal consultation. You’ll get more value out of the meeting and may even be able to handle some steps yourself.
Why should I choose this assessment before talking with an attorney?
You’ll get an instant read on your probate readiness, be better prepared for the meeting, and save time and money to get things moving.
What if I don’t know much about the Estate yet—can I still complete the assessment?
Yes. The assessment is designed for people just starting out. You can answer based on what you know today, and the report will help clarify what else to look for. You can always re-run the assessment if you get more information.
Is this valid in my state?
Yes. The assessment is customized to your state’s probate rules, including thresholds for Small Estate procedures and the specific type of probate that applies.
What will you do with the information I provide?
Your answers are used solely to generate your report. We don’t sell or share your data, and everything is kept private and secure.
Can I update my answers later?
Yes, you can retake the assessment if your information changes, and generate a new report at no additional cost.
What if I’m not satisfied with the assessment?
We offer a full money-back guarantee. If the report isn’t helpful for your situation, let us know. If we can’t remedy it, we’ll refund your payment. Note that the premium reports come with a free consult, which can be used to clarify or expand on the information in the report.
Prefer a quick peek?
Try the Summary Assessment for Free.
Free
Summary Probate Assessment
A summary of whether the Estate you are settling will be required to go through probate.
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.