Protected Heirs From Probate With Beneficiary Deed

A married couple approached Robinson & Henry for assistance with a need for estate planning. The spouses wanted to ensure everything was as simple as possible for their children after the second spouse passes away.

Our clients' goal was to avoid their estate going through probate. Initially, the couple sought to form a trust. However, upon reviewing the couple's estate, our astute estate planning attorneys determined a beneficiary deed would be more suitable for them.

A beneficiary deed transfers the title of real estate property to the named beneficiary upon the property owner's passing.

We helped our client avoid probate through the use of the beneficiary deed. Their couple's estate is now more simple since they did not need a trust. As a result, we saved them thousands of dollars in attorneys fees.