What Assets Go Through Probate?

As a general rule, the following assets may go through probate:

• your home and other real estate, 
• bank accounts, 
• investment accounts, and 
• business ventures. 

If assets should have a beneficiary designation and don’t, they will be probated.

Assets That Avoid Probate

Assets in the following categories all avoid probate: 

• assets that pass by beneficiary designation, 
• assets that pay on death, 
• assets held in joint tenancy, 
• life insurance, 
• IRAs, 401(k)s, annuities, and 
• assets in a Revocable Living Trust.

Learn More About Probate

  Probate & Trust Administration
  Probate Attorney
  What is Probate?
  Cost of Probate
  How to Protect Assets

If you would like to discuss your Probate and Trust needs, please call us for an appointment: 
831-375-3030