Quicken Probate Complete $5,995+
For complex or high-value estates involving trusts, businesses, disputes, or advanced filings. Work directly with a senior attorney to ensure every detail is handled right.
What you get in QUICKEN PROBATE COMPLETE
Includes Everything in Essentials + Plus
Clients receive all services from the Essentials ($1,995) and Plus ($3,995) packages, including:
- Probate determination and case filing.
- Personal representative appointment.
- Creditor notice publication.
- Letters of Authority.
- Inventory and asset documentation.
- Beneficiary notices.
- Creditor claim management.
- Real estate deed transfers.
- Final distribution, accounting, and discharge filings.
- Everything listed above is already included — no need to pay extra for the foundational work.
1. Full Trust or Estate Administration
What We Do:
- Administer living trusts, pour-over wills, and testamentary trusts.
- Review and manage trust terms, successor trustee duties, and distributions.
- Handle co-mingled probate/non-probate assets.
- Guide on compliance with fiduciary duties and Michigan trust code.
- Coordinate notices, waivers, consents, and trust accounting.
What You Get:
- Seamless trust administration and probate coordination.
- Clear, attorney-reviewed reports and trust summaries.
- Timely distributions with all legal formalities handled.
2. Handling Real Estate Sales or Business Assets
What We Do:
- Coordinate with realtors, appraisers, or brokers to sell estate real estate or business interests.
- Draft or review listing agreements, deeds, or asset transfer documents.
- Assist with business continuation, dissolution, or shareholder/member buyouts.
- Guide through EIN creation and trust/bank account setup.
What You Get:
- Turnkey real estate or business asset transfers.
- Legal protection with reviewed agreements and filings.
- Support navigating title companies, closing agents, or business partners.
3. Attorney Appearances for Contested Matters
What We Do:
- Represent you in court hearings for will contests, creditor disputes, or heir disagreements.
- Draft and respond to motions or petitions filed by others.
- Facilitate mediated agreements or court-ordered settlements.
What You Get:
- Dedicated senior attorney representation in contested proceedings.
- Strategy consultation and briefing before each court appearance.
- Peace of mind during disputes — we advocate for your interest.
- Up to 3 hours of court or contested issue coverage included; additional time billed separately if needed.
4. Liaison Support for Tax or Accounting Issues
What We Do:
- Coordinate with your CPA, enrolled agent, or tax preparer.
- Gather and prepare documents for estate tax returns or fiduciary income filings (Form 1041).
- Help with real estate transfer affidavits and uncapping exemptions.
- Assist with account reconciliations or asset valuations.
What You Get:
- One point of contact between legal and tax teams.
- Smooth document flow, reducing delays or errors.
- A clear audit trail and defensible accounting records.
5. Strategic Guidance Throughout the Process
What We Do:
- Conduct regular check-ins with your attorney and case manager.
- Offer customized estate roadmap with timelines, key filings, and next steps.
- Make proactive recommendations to avoid common probate pitfalls.
What You Get:
- Direct access to a senior attorney for legal advice and planning.
- Confidence knowing no deadlines are missed.
- A fully managed experience from start to finish.
Total Client Deliverables Summary
By the end of this engagement, clients receive:
- Full trust or estate administration.
- Real estate and business transfers complete.
- Court appearances (if needed) for disputes.
- Tax coordination and CPA-ready records.
- Final distributions, receipts, and estate discharge.
- Direct attorney guidance from day one.
This package is ideal for:
- Estates over $500,000.
- Families with trusts, LLCs, or multiple properties.
- Beneficiaries in disagreement.
- Executors or trustees concerned about liability.
- Out-of-state or busy.
- Professionals.