Death Probate

• Purpose of Probate
• Probate Threshold
• Common Concerns
• Intestacy

Living Probate

• Purpose
• Process
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Estate Planning Documents

• Planning Considerations
• Last Will and Testament
• Revocable Living Trust
• Will vs. Trust Comparison
• Powers of Attorney
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Real Estate Deeds

• Types of Deeds

Digital Assets

• Planning for Digital Assets

Beneficiary Designations

• Types of Beneficiary Designations
• Transfer-on-Death (TOD)
• Payable-on-Death (POD)
• Common Issues

Estate Settlement

• Settling a Revocable Living Trust
• Settling an Estate
• Types of Probate
• Estate Administration

General

• Joint Tenants with Right of Survivorship
• Federal Estate Taxes

Planning

• Personal and Financial Information
• Reasons to Plan
• Avoiding Mistakes
• Critical Steps in Planning
• Successor Guidelines

Special Circumstances

• Reasons to Create a Trust
• Merging Families
• Unmarried Couples
• Same Sex Partners
• Estate Planning After Divorce
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Video Library

• Educational
• Shared

Categories

• Why Plan Now?
• Wills and Probate
• Trusts
• Power of Attorney
• Living Will
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Frequently Asked Questions

• What is probate?
• What is intestate?
• Does a will avoid probate?
• How long does probate take?
• How much does probate cost?
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