We have the flexibility to work with only the best
At Avoid Probate we can choose to work with the companies and products we feel best suit our clients’ needs because we are not owned by, or affiliated with, any financial institution.
We believe that insurance companies now offer a wider range of investment vehicles than most banks and they are not subject to probate as many bank products are. There is no magic to this, it is simply a function of the different regulations that govern banks and insurance companies. Here are just some of the companies we partner with to help our clients maximize their estates and avoid probate.