Financial Well-Being: Probate Primer - Your Plan for Health

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Financial Well-Being: Probate Primer

February 7, 2018 @ 11:30 am - 12:00 pm

Death is an inevitable part of life and when our loved ones die, it is important to ensure that their assets are equitably distributed. Probate is the legal process by which the assets of a deceased are properly distributed (if he or she made a will) to the beneficiaries or heirs through an executor named in the will, or (if he or she died without a will) according to the local law by a court appointed administrator. The court’s objective is to ensure that the deceased’s debts, taxes, and other valid-claims are paid out of his or her estate (probate assets) before any distribution is made to the estate’s beneficiaries, in accordance with the will (if it exists) or on the orders of the court (if it doesn’t).

Would you like to learn more about wills and the process of proving your will? An explanation of the basic steps of the probate process intended to give a general idea of what the executor will be responsible for handling. The program begins with a discussion of probate v. non-probate assets, then moves to the role wills play in the probate process. Then, a description of the main steps of probate including some of the most important probate forms and techniques for making probate go as smoothly and inexpensively as possible.

Please note that his is not intended to be a “how-to” guide, but rather only an introduction to the most important steps and concepts.

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Event Details

February 7, 2018
11:30 am - 12:00 pm
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