Probate Is Coming For
Your Family's Money.
Here's How To Protect It.
Every minute, 20 new probate cases are filed in the United States. Most families don't find out they're exposed until it's too late — when the courts are already involved, the clock is running, and the fees have started. I wrote The Probate Tax Trap to show you exactly how the system works against your family. And how to sidestep it entirely — before any of that happens.
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Your family worked a lifetime to build this.
Probate court will drain it in months.The probate system doesn't care how hard you worked, how carefully you saved, or how much you love your family. It has one job: process your estate. And it collects a fee for doing it. Courts call it "administrative costs." Lawyers call it "the process." Make no mistake — it's a probate tax. And the average bite? 6% of everything you leave behind. The math is brutal.
One new probate case every 3 seconds. Most families never see it coming.
On a $1M estate, that's $60,000 gone. To courts, lawyers, and delays — not your family.
While your family waits, bills pile up, conflicts start, and the fees keep running.
"Probate isn't just a legal process. It's a toll booth at the finish line of your life's work. You ran the race. You earned the medal. They take the cut before your family ever crosses the line."
— Gregory DuPont, Attorney and Certified Financial PlannerLet me be direct about who it's actually for.
I built this Scorecard for a specific kind of person. If you fit the left column, the 1 minute you spend on it will be the most valuable estate work you do this year. If you fit the right column, save your time.
A homeowner, business owner, or retiree with real assets to protect.
- Age 50+ with a home, savings, or retirement accounts
- Has or expects to leave an inheritance for your family
- Haven't updated estate documents in 3+ years
- Worried a will isn't enough — and you're right, it isn't
- Have seen what happens when a family goes through probate
- Own a business, rental property, or multiple assets
- Ready to find out exactly where you're exposed
Looking for a hot tip or a get-rich-quick play.
- Under 40 with no real assets yet
- Looking for free legal advice with no intention of acting
- Convinced your current plan is already airtight
- Hoping the government will treat your family fairly by default
- Not willing to make changes even after seeing the gaps
- Expecting me to predict markets or pick stocks for you
"I have a will. My family is protected."
That's not what the data shows.A will doesn't avoid probate. It guarantees it.
Your will is a public document. A judge reads it. Strangers can challenge it. And your family waits — sometimes 18 months or more — before they see a single dollar. Meanwhile, the court charges 6% of your estate for the privilege of deciding who gets what.
A will is better than nothing. But it is not a plan. Most families find out their will failed them at the worst possible moment — when the grief is fresh, the bills are due, and the courts are already involved.
The goal of this Scorecard is to make sure you find out now, while there's still time to fix it.
"Most families find out their will failed them at the worst possible moment. The goal of this Scorecard is to make sure you find out now, while there's still time to fix it." — Gregory DuPont, Attorney and Certified Financial Planner
By The Numbers
The Probate Reality Check
Sources: American Bar Association, National Center for State Courts, AARP Public Policy Institute.
Five financial predators are circling your estate.
Most families never see them coming.The Probate Tax Trap exposes all five — and gives you the exact legal strategy to stop each one before it costs your family a dollar.
Taxes & Probate Fees
Estate taxes, income taxes on inherited IRAs, and probate court fees drain your legacy before your family ever sees it. The government has a plan for your money. The question is whether you have a better one.
Court-Mandated Fees
When your estate enters probate, attorneys get paid first — whether your family likes it or not. These aren't optional. They're baked into the process, and the longer it drags out, the bigger the bill.
Creditors & Litigants
Probate is public record. Every asset you own, every account balance — visible to anyone who looks. Creditors, litigants, and opportunists know exactly where to find unprotected wealth.
The Unplanned Medical Event
One extended care event — nursing home, memory care, serious illness — can consume everything you built in a matter of months. Without the right structure, your estate pays the bill before your family inherits a dime.
The Conflict Nobody Plans For
Without a clear, documented plan, money turns siblings into opponents and holidays into courtrooms. It's not that families are greedy — it's that grief plus ambiguity plus money is a combustible combination. Every time. A clear plan is the only thing that stops it.
The 4D Estate Plan™.
The coordinated system that stops all five predators.Wealthy families have used this framework for decades through private family offices. I built a version that any family can access — one that integrates four dimensions most attorneys, CPAs, and financial advisors handle in isolation. That gap between advisors is exactly where estates get destroyed.
Legal
Trusts, healthcare directives, powers of attorney, and beneficiary coordination. The documents that make your wishes stick — and keep your estate out of court.
Investment
Assets positioned to grow and structured to transfer efficiently. Not just returns — ownership structure, titling, and beneficiary designations that protect what you've built.
Tax
Minimize what the IRS takes during your lifetime and at transfer. Roth strategies, income planning, and estate tax positioning that work together — not against each other.
Insurance
The shield around everything else. Long-term care protection, life insurance as a legacy tool, and creditor shields that keep your estate intact when life throws the unexpected.
"Your CPA protects last year's taxes. Your attorney protects your estate at death. Your financial advisor protects assets under management. None of them are protecting your family as a whole. That gap between advisors is exactly where families lose everything. The 4D Estate Plan closes it."
— Gregory DuPont, Attorney and Certified Financial PlannerI'm an attorney. I'm a Certified Financial Planner.
And I'm tired of watching good families lose what they spent a lifetime building.
For over three decades, I've sat across the desk from doctors, business owners, executives, and retirees who did everything they were told. They saved diligently. They signed the will. They paid the CPA every April. They hired the financial advisor. They did the work.
And I watched the same story unfold again and again. The probate court took 18 months and $60,000. A sibling contested a beneficiary designation. A nursing home spend-down wiped out what took 40 years to build. The family fought over a cabin and never spoke again. The IRS walked away with a third of the retirement account.
I built Advocate Wealth Solutions and DuPont Law Group to be the coordinator your CPA, attorney, and broker were never going to be — one team, one integrated plan, no gaps between advisors. And I founded the March to a Million movement to help one million American families protect what they've built.
I wrote The Probate Tax Trap to show you the danger in plain English. To show you that doing nothing is not neutral — it's a choice with real consequences. That's why this Scorecard is free. I'd rather show you where you're exposed in 1 minute than watch your family pay for it later.
What you actually walk away with.
In 1 minute. Free. Including the book.This isn't a generic personality quiz. It's a real risk diagnostic built from 9 questions about your actual probate exposure. You get a score, a category, a personalized report, and a free digital copy of The Probate Tax Trap ($29 value) delivered to your inbox immediately. No credit card. No follow-up calls you didn't ask for.
The Probate Tax Trap™ Scorecard + Free Book
Your Probate Risk Status
The 9-question diagnostic shows exactly where you sit: Protected or Unprotected — and a plain-English explanation of what it means for your family. The trust gate determines status. The other questions show you why.
Your Family Loss Number™
A personalized estimate of what probate could cost your estate based on your answers — the dollar figure sitting at risk right now if nothing changes.
Your Personalized Protection Gap Report
Which of the five financial predators poses the greatest risk to your estate right now — and the first steps to close each gap.
The Free Book — The Probate Tax Trap
A digital copy of Greg's book delivered to your inbox immediately. The full roadmap for protecting your legacy from all five predators.
1 minute · No credit card · Free book delivered instantly
Find out if your family is
Protected or Unprotected.Most families don't find out which side of the line they're on until probate court is already involved and the clock is running. You can find out in the next 60 seconds. Free. No credit card. The book is included.
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