Plan4

Probate Avoidance Plan

Answers to some common questions about our Probate Avoidance Plan.

  • How does a Probate Avoidance Plan work?

    A Probate Avoidance Plan uses a combination of documents and strategies to distribute your estate without probate.  All assets are arranged to transfer on death to specific beneficiaries without a trustee or executor being appointed to manage the estate.  This results in convenient estate administration at a lower cost than using a revocable trust.  

  • What documents are included?

    A Probate Avoidance Plan includes these documents:


    • Guide to avoid probate in Michigan
    • Deed to transfer property to beneficiaries upon death
    • Assignment of personal property
    • Transfer-on-death business registration agreement
    • Last will & testament
    • Power of attorney
    • Healthcare directive
    • Appointment of funeral representative
    • Estate planning roadmap
  • Who is this plan designed for?

    A Probate Avoidance Plan is suitable for anyone who meets these criteria:


    • Desires to avoid probate
    • Has relatively simple estate planning needs
    • Has relatively few beneficiaries to receive their property
    • Has all adult persons or charitable organizations as beneficiaries
    • Does not require a trustee to administer their estate
  • What are the benefits of this plan?

    A Probate Avoidance Plan is designed to provide these benefits (which may vary in each case):


    • Avoid probate at a lower cost than using a trust
    • Coordinate all assets to be distributed upon death
    • Designate personal property to be given to specific persons
    • Make charitable gifts
    • Disinherit specific persons
    • Appoint an executor to handle probate proceedings, if necessary
    • Appoint an agent under power of attorney to make financial decisions, and handle digital assets
    • Appoint a patient advocate to make medical decisions, including withdrawal of life support
    • Appoint a funeral representative to carry out your funeral and burial instructions
    • Prevent family disputes
  • What services do we provide?

    We provide the following services with this plan:


    • Consultation to create your plan
    • Custom document drafting
    • Consultation to review documents
    • Witness and notarize documents
    • Deed recording
    • Document binding
    • Scan documents to flash drive
    • Delivery of original documents and copy on flash drive
    • Follow-up consultations as necessary to implement plan
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