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The document is a Probate Client Intake Form designed to collect essential information regarding a decedent, including personal details, beneficiaries, assets, and relevant legal documents. It serves as a comprehensive guide for gathering necessary data for probate proceedings.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Which of the following is an example of non-probate property?

Common examples of non-probate assets are life insurance proceeds, jointly-held property , will substitutes , and inter vivos trusts .

Which of the following assets do not go through probate?

Non-probate assets are those that do not require a courts involvement during the probate process, allowing for a smoother and quicker transfer to beneficiaries. These assets can include life insurance policies, retirement accounts, and properties held in joint tenancy, among others.

What does decedent mean in probate court?

Decedent: the person who died. Estate: the property the person owned when they died.

How long after someone dies do you have to probate the will?

California: Probate should be filed within 30 days of the persons death.

Who is the client in probate?

When Does a Probate Proceeding Occur? If the decedent left a will and named someone as executor, that person typically retains an attorney to initiate a probate proceeding on his or her behalf. In such a case, the executor is the attorneys client.

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Which of the following is one of the best ways to avoid probate?

One of the most common ways to avoid probate is to create a living trust. Through a living trust, the person writing the trust (grantor) must fund the trust by putting the assets they choose into it. The grantor retains control over the trusts property until their death or incapacitation.

Which of the following would pass through probate?

A probate asset might include personal items, real estate, vehicles, a bank account, and tenets-in-common assets. Not all property is considered a probate asset. Other assets are non-probate property. These assets bypass the probate process and go directly to beneficiaries or co-owners, no matter what the will says.

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Which of the following is an example of non-probate property?

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Which of the following is one of the best ways to avoid probate?

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