Assets that do not pass according to the terms of a person’s Will, such as assets that are titled in a Living Trust or joint-with-right of survivorship with another person (can be real estate, cash accounts, investment accounts), or assets that are distributed by a beneficiary designation (such as life insurance, IRAs and 401Ks). Please chat with us to talk about using a Living Trust to avoid probate.
What does "non-probate" estate mean?
Article describing what assets are typically considered "non-probate"
Updated over 7 months ago