Talk of The Villages Florida - View Single Post - Do We need a "Trust"?
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Old 12-24-2021, 10:17 AM
SusanStCatherine SusanStCatherine is offline
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ASSIGN DIRECT BENEFICIARIES

Based on my experience:
(I suggest you check with a lawyer)
On individually titled accounts, any asset that allows a beneficiary designation will go directly to the designated beneficiary(ies) upon death. Just show death certificate - it's as simple as that. These account designations take precedence over the will and do not go through probate.

Make sure all of your beneficiaries are designated and who you want to inherit.