Basic estate planning involves education and counseling about the use of a will-based plan versus a revocable trust-based plan. In essence this is a decision about choosing a course of planning that will by its very nature be subject to the probate process (a will-based plan), or alternatively choosing a course of planning whose purpose is the avoidance of probate (a revocable trust-based plan). Understanding why you are choosing one planning direction rather than another is important and is one of the first steps in client legal education in estate planning.
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