A “Beneficiary Plan” uses a combination of methods and tools available to keep the majority, if not all, of your estate out of Probate without the expense and complexity of a Trust.
Many people often write just a Will and forget there are other better ways to handle their bank accounts. With a plan your bank accounts, investments, savings accounts, financial accounts, retirement plans, life insurance policy, and retirement accounts will be shielded from the rigors of probate.