Trustee’s Guide: What Goes Through Probate (and What Doesn’t)

Navigating probate can be daunting for any trustee or executor. In this episode, Nick offers crucial guidance to help you understand your responsibilities and avoid common pitfalls. Learn why simply relying on paperwork isn’t enough and why careful attention is essential. If you’ve been named a trustee or executor, this episode is a must-listen.

Here’s some of what we discuss in this episode:

📂 Getting Organized: Sorting assets before mistakes are made

🔍 Probate vs. Non-Probate: Knowing what’s “stuck” and what isn’t

🏦 Accounts & Beneficiaries: Reading statements the right way

🛡️ Insurance & Annuities: Why beneficiary digging matters

💼 Retirement Plans & Pensions: What passes on and what doesn’t

🏠 Real Estate & Vehicles: Ownership rules that vary by state

Go inside the episode:

0:00 – Coaching & Personal Updates

5:15 – What To Know as a Trustee

9:19 – Account Ownership

11:05 – Types of Accounts