Page 7 - EP 101 Guide

There are a number of ways you can leave your

things to your loved ones when you pass away.

Most common are Last Will & Testaments

(commonly called "Wills") and Living Trusts.

These are documents that direct to whom your

assets will be given. However, having a Will is

not sufficient to avoid "probate", a court process

that can be very time-consuming and

expensive. Trusts have the benefit of helping to

avoid probate, but can be more expensive to set

up, and require an extra step while you're alive,

referred to as "funding".

Fortunately, we've developed a third option: "No

Probate" plans that help avoid probate but cost

significantly less than setting up a trust! Read

on to find out more.