Rubino & Liang, LLC. - Avoiding Probate with Trusts

Probate is a legal process by which the court determines whether your will is valid, ensures all of your oustanding financial obligations are met before assets are distributed to heirs, and oversees the distribution of your assets according to your will.

With the exceptions of jointly-owned property (which automatically transfers to a surviving spouse) and assets with proper beneficiary designations (insurance policies), your estate will be settled through the probate process. Unless you take specific steps to avoid probate (possibly by placing assets in a trust), you may be leaving heirs with the unnecessary expenses and time delays of probate.

By utilizing a trust and possibly financial vehicles, you can eliminate the need for probate because the property is not in the name of the deceased when they pass on.

We specialize in utilizing financial and legal strategies using trusts to avoid probate. We can help you through this process in terms you will understand. To learn more, call us at 1.877.630.8787, or Contact us by email .