do not name a specific “pay-on-death” beneficiary. For instance, many retirement accounts (e.g., IRA) and life insurance policies require the person to designate a beneficiary at the person’s death. Such designations usually control over will provisions naming the beneficiaries for such asset. For this reason, the beneficiaries for these type assets need to be reviewed to confirm that they reflect the person’s intentions.
Assets which are not subject to probate generally include assets the decedent owned:
Please see Frequently Asked Questions in this website for additional information.
Access the Estate Planning Questionnaire and call
(850) 523-9300 to schedule an appointment
In a nutshell, probate is a court supervised process to:
Assets which are subject to probate generally include assets that were owned solely by the decedent and which
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