The Siegel Law Firm, P. A's - No Probate Promise

At The Siegel Law Firm, P.A., we believe that estate planning should bring you and your loved ones peace of mind—not unnecessary stress. That’s why we’re proud to introduce our *No Probate Promise. By following our comprehensive new TRUST Process, we pledge that your assets will avoid probate. And if any asset we assisted you with ends up in probate—a rare scenario—we will handle the probate process at no attorney fees for your loved ones.

Our promise is simple: we’ll guide you through every step of estate planning, including the often-overlooked but critical process of funding your trust, ensuring that your estate plan works as intended. This commitment to you and your family is at the heart of our new TRUST Process.

What is Trust Funding and Why Does It Matter?

While creating a trust is an essential part of estate planning, it’s only the first step. Funding a trust means transferring assets into the trust or naming the trust as the beneficiary of certain accounts. Without this step, the trust cannot function as intended, and your estate may still require probate upon your passing.

Many people put off trust funding because it can feel overwhelming. Coordinating with financial institutions, updating account titles, and managing beneficiary designations take time, effort, and organization. Unfortunately, these delays can result in probate—the very thing most clients seek to avoid.

We’ve heard this concern from many clients over the years, and we’ve developed a solution: The TRUST Process.

Introducing the TRUST Process

Our new TRUST Process is designed to make estate planning simple, effective, and stress-free. From the initial stages of planning your estate to the crucial step of funding your trust, we will walk you through every step of the journey.

Here’s how the TRUST Process works:

1. Thorough Estate Planning - We start by creating a customized estate plan that reflects your unique needs and goals, including trusts, wills, and other essential documents.

2. Real-Time Assistance with Trust Funding - We don’t leave you to navigate trust funding alone. Instead, we:

   • Get on the phone with you to update your accounts.

   • Arrange and attend meetings with your bank or financial institution.

   • Provide step-by-step guidance to ensure every detail is handled correctly.

3. Ultimate Organization Through a Secure Online Vault - We’ve partnered with a trusted company to offer a secure, online vault for your estate plan. This tool provides:

   • A central location for all your estate documents and asset information.

   • Secure, 24/7 access for updates or reference.

   • Options for your loved ones to view these records during your lifetime or only after your passing.

This online vault serves as the ultimate roadmap for your estate, giving you and your loved ones clarity, organization, and peace of mind.

4. No Probate Promise

   
   

   As part of the TRUST Process, we go a step further. If any asset we assisted you with ends up in probate—a rare occurrence—we will handle the probate process at no cost to your loved ones. Our No Probate Promise eliminates attorney fees for those assets, protecting your family from the stress and expense of a lengthy probate process.

Why Choose the TRUST Process?

By choosing the TRUST Process, you’re not just setting up an estate plan—you’re investing in a process that ensures peace of mind for you and your loved ones. Our hands-on approach makes trust funding easy, while our secure online vault provides unparalleled organization and access to your estate information.

Most importantly, our No Probate Promise guarantees that your estate plan will achieve its purpose, sparing your loved ones from the burden of probate.

Experience the Ultimate Peace of Mind

The TRUST Process isn’t just a service—it’s our commitment to you. With our expert guidance, your estate plan will work exactly as intended, ensuring your legacy is preserved and your family is protected.

Contact The Siegel Law Firm, P.A. today to learn more about the TRUST Process and how we can help you create the ultimate roadmap for your estate. Let us help you protect your legacy and provide the peace of mind that comes from knowing your loved ones won’t face the stress of probate.

Call us at (561) 743-4001 or visit www.servingyourlegalneeds.com to schedule a consultation. Start your journey to No Probate Peace of Mind today.

** Terms and Conditions apply - contact us for more information