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Prevent this from happening to you
Probate can take up to 10% of everything you leave. A will doesn't stop it. It starts it.
The American Bar Association puts probate at up to 10% of an estate. On a $900,000 estate, that's up to $90,000 gone before your family sees a dollar, with every asset and every heir on public record. A will is the document that opens the case. On Tuesday at 3:00 p.m. Eastern, see the 4 documents that keep your family out of court entirely.
Probate can take up to 10% of everything you leave. A will doesn't stop it. It starts it.
The American Bar Association puts probate at up to 10% of an estate. On a $900,000 estate, that's up to $90,000 gone before your family sees a dollar, with every asset and every heir on public record. A will is the document that opens the case. On Tuesday at 3:00 p.m. Eastern, see the 4 documents that keep your family out of court entirely.
Brought to you by
Charles Payne
One free briefing shows you how to keep your family out of this courtroom.
One free briefing shows you how to keep your family out of this courtroom.
What could go wrong if you're not set up correctly
A widower in New York came in to set up a trust. His wife had died 4 years earlier. Her will was valid. The house was in her name.
He asked the question almost everyone asks. Couldn't he just sign a deed and move the house into his new trust? He was told it would not work. The deed was recorded anyway, at his request. The county rejected it and ordered him into court to be appointed over her estate before he could touch his own home.
A will does not move anything. It hands a judge instructions, and the judge moves it.
If a will is all you have, that is the road your family is on. Probate opens with the will, runs on the court's schedule, and puts every asset and every heir on public record. The American Bar Association reports it can consume up to 10% of an estate.
The live briefing walks through the 4 documents that keep a family off that road, and the step most people skip even after they set up a trust.
A widower in New York came in to set up a trust. His wife had died 4 years earlier. Her will was valid. The house was in her name.
He asked the question almost everyone asks. Couldn't he just sign a deed and move the house into his new trust? He was told it would not work. The deed was recorded anyway, at his request. The county rejected it and ordered him into court to be appointed over her estate before he could touch his own home.
A will does not move anything. It hands a judge instructions, and the judge moves it.
If a will is all you have, that is the road your family is on. Probate opens with the will, runs on the court's schedule, and puts every asset and every heir on public record. The American Bar Association reports it can consume up to 10% of an estate.
The live briefing walks through the 4 documents that keep a family off that road, and the step most people skip even after they set up a trust.
Tuesday at 3:00 p.m. Eastern
Keep your family out of the courtroom. Save your free seat.
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3 more families who thought they were covered.
3 more families who thought they were covered.
Death is only half the risk. The other half is the day you are still here and cannot sign your own name.
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File 02 Frozen A stroke, a week before Christmas. Every dollar in an account only he could sign. His wife could not pay a bill. Their son searched all night and found a signed power of attorney. She had access 24 hours later. Without it, the fix was quoted at $10,000. What saved themDurable Financial Power of Attorney |
File 03 Too late 16 rental properties, and an owner who could no longer sign anything. He was in memory care. His son wanted the properties in a trust, and nobody could move them. Two law firms quoted $40,000 and $60,000 to untangle it. Would have prevented itA power of attorney, signed while he still could |
File 04 Divided Best friends walked into court. Bitter enemies walked out. The attorney who shared these cases has watched families split over a china set and a pocket watch. 35% of American adults have lived through a family dispute over a missing document, or watched one up close. Would have prevented itA trust that settles who gets what, in writing |
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File 02 Frozen A stroke, a week before Christmas. Every dollar in an account only he could sign. His wife could not pay a bill. Their son searched all night and found a signed power of attorney. She had access 24 hours later. Without it, the fix was quoted at $10,000. What saved themDurable Financial Power of Attorney |
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File 03 Too late 16 rental properties, and an owner who could no longer sign anything. He was in memory care. His son wanted the properties in a trust, and nobody could move them. Two law firms quoted $40,000 and $60,000 to untangle it. Would have prevented itA power of attorney, signed while he still could |
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File 04 Divided Best friends walked into court. Bitter enemies walked out. The attorney who shared these cases has watched families split over a china set and a pocket watch. 35% of American adults have lived through a family dispute over a missing document, or watched one up close. Would have prevented itA trust that settles who gets what, in writing |
Most families who feel covered have 1 of these 4.
Most families who feel covered have 1 of these 4.
56% of U.S. adults have none of them. Here is what each one does, and what your family faces without it.
| Document and what it does | What happens without it | |
| I | Last Will and Testament Names who inherits and who administers the estate. |
Without it Nothing, if it stands alone. A will is instructions to a judge, so the estate still goes through probate. |
| II | Revocable Living Trust Holds title to assets so they transfer without a court. |
Without it The court sets the timeline, the cost, and the public record of who got what. |
| III | Durable Financial Power of Attorney Names who handles money if you cannot. |
Without it A judge appoints a conservator. Accounts stay frozen until that happens. |
| IV | Healthcare Directive and HIPAA Authorization Names who decides medical care and who may be told anything at all. |
Without it The hospital follows its own default, and family members can be refused information. |
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ILast Will and Testament Names who inherits and who administers the estate. Without it Nothing, if it stands alone. A will is instructions to a judge, so the estate still goes through probate. |
|
IIRevocable Living Trust Holds title to assets so they transfer without a court. Without it The court sets the timeline, the cost, and the public record of who got what. |
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IIIDurable Financial Power of Attorney Names who handles money if you cannot. Without it A judge appoints a conservator. Accounts stay frozen until that happens. |
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IVHealthcare Directive and HIPAA Authorization Names who decides medical care and who may be told anything at all. Without it The hospital follows its own default, and family members can be refused information. |
Tuesday at 3:00 p.m. Eastern
Decide it now, or a judge decides it later.
Decide it now, or a judge decides it later.
Everyone who attends live leaves with The Probate Proof Checklist: all 4 documents, what each one prevents, and what to ask before you sign anything.
Seats for the live session are limited.
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