Sort Probate and Nonprobate Transfers

Sort each asset by the route that likely controls it at death. Probate or pour-over route Trust-owned route Beneficiary designation route Survivorship or TOD/POD route Cabin titled in client's individual name Brokerage account retitled to the revocable trust Traditional IRA naming two children on custodian form Checking account payable on death to niece Life insurance policy naming spouse Personal vehicle titled only to decedent House deeded to joint tenants with survivorship Savings account opened by trustee in trust name sort-buckets score-chip route-map

Sign up free — one personalized lesson every day, matched to your role and goals.

Already have an account? Sign in