Comprehensive Planning. Lifelong Solutions.

When is it necessary to probate an estate?

An estate must be probated when the deceased has assets titled solely in his or her name at the time of death. Property jointly held with a surviving owner, property passing to another person who has been designated a beneficiary, property with a “Payable on Death” or “Transfer on Death” designation, or property titled in the name of a trust do not come under the provisions of a will, and are outside of probate. Assets include real property, personal property, bank accounts, stocks and bonds, retirement accounts, life insurance policies and other types of securities.

More Estate and Trust Administration FAQs

Print Friendly, PDF & Email
Free Seminars

Estate & Long-Term Care Planning – Chesapeake – March 25

2020-03-25 at 10:00am
Reserve your Spot

Estate & Long-Term Care Planning – Suffolk – March 19

2020-03-19 at 10:00am
Reserve your Spot
I am beholden to Mr. Hook and the entire staff who advised me during the difficult time following my sisters’ death. The firm was highly recommended and I understand why. Any bewilderment I felt going through the estate process was eased by the compassion and professionalism exercised by this law firm. I am eternally grateful.
Survey comments from M.W. 15434
Start Planning Now
Speak with an attorney today:
  • This field is for validation purposes and should be left unchanged.
Like us on Facebook