If an individual passes away without an estate plan, or if certain assets are left out of the estate plan, it is necessary for the assets to be probated to transfer title according to state law or the wishes of the decedent.
Estate planning is all about protecting your loved ones, which means in part giving them protection from the Internal Revenue Service (IRS).
Even if no probate is necessary, there are still steps that need to be take to administer the estate and distribute the assets. We can assist a Personal Representative or Successor Trustee in closing the state and carrying out the wishes of the decedent in either circumstance.