Probate Decision Tree

Ready to put today’s strategies into action? Grab our Probate‑Proof Checklist—a one‑page guide that walks you through:

  • Real Estate: Confirm survivorship language, TOD deeds, or trust transfers.
  • Vehicles & Personal Property: Know which assets need a title update or trust assignment.
  • Bank & Investment Accounts: Review joint ownership and beneficiary designations (with backups).
  • Digital Assets: Secure passwords and access instructions so nothing gets lost.
  • Business Interests: Add trust instructions to keep operations running without court delays.

This checklist turns the episode’s big ideas into clear, actionable steps—so you and your attorney can protect your family’s privacy, avoid the hidden traps of probate planning.