Create a transfer-route map that identifies probate, trust, and beneficiary-controlled assets.
Ben and Rosa signed revocable trusts, but their asset list mixes a home, IRA, brokerage account, checking account, LLC interest, and life insurance. The task is to decide what actually controls each transfer at death. Asset -> current title -> transfer route -> intended recipient -> implementation owner The common shortcut is to say "fund the trust" for every asset. That hides assets where beneficiary designations, custodian rules, tax treatment, or business restrictions require a different route. Inventory List every material asset with approximate value and current title. Title tells you whether probate, survivorship, trust ownership, or another route may…
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