Roseville, CA estate planning & probate attorney Rick Lebherz talks about whether probate is required for all estates. Probate is not mandatory for all estates; nevertheless, the distribution of an individual’s assets posthumously is essential. While probate serves as one approach, establishing a trust emerges as a viable option for avoiding the probate process. Moreover, examining beneficiary designations on forms related to bank accounts, life insurance policies, or IRAs offers an alternative route to sidestep probate, given the priority of beneficiary designations.

Numerous alternative options to probate exist, contingent on individual circumstances. Seeking advice from an attorney is recommended to delve into the particulars of the situation and identify applicable alternatives.