Nonprobate Can Beat the Will
Explain why nonprobate transfers must be reviewed with the estate plan.
The estate plan is the transfer system, not just the signed will. The transfer map For each asset, ask how it moves at death. Probate property moves through the will. Nonprobate property may move through beneficiary forms, joint ownership, TOD/POD registrations, or trust ownership. Why it works Clients often hear "estate plan" and picture a will. Custodians and title rules do not work that way. A beneficiary designation can distribute a major account before the executor ever reads the residue clause. Mapping the route reveals which instrument actually controls each asset. The practical review Use mismatches as decision points. Some…
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