Roseville, CA estate planning & probate attorney Rick Lebherz talks about whether probate is required for all estates. He notes that probate is not required for every estate, though the orderly distribution of an individual’s assets after death is always necessary. While probate is one method for transferring assets, it can often be avoided through the establishment of a trust, which provides a clear and efficient path for probate avoidance.

He also highlights that reviewing and updating beneficiary designations on accounts such as bank accounts, life insurance policies, and IRAs can serve as an additional means to bypass probate, since these designations generally take precedence over the will or other estate documents.

He emphasizes that alternatives to probate vary depending on the specifics of each estate. Consulting with an attorney is advisable to evaluate the individual circumstances and determine the most effective strategy for transferring assets while minimizing court involvement.