When someone passes away,
their Will needs to be submitted to probate.
The best way to avoid probate is by having the bulk of your assets owned by trust during your lifetime.
However a Will is always required because there may be assets that are left in your individual name,
either intentionally or unintentionally.
The next best way to preserve privacy may be to have your assets poured into your trust after you pass.
The will continues to be a public record document,
but the only known information to the public would be who the executors are,
and that the assets were poured into the trust. The Trust remains private.
Other ways to avoid probate or to use transfer on death/payable on death designations as well as beneficiary designations.
After your documents are signed and we conduct an asset alignment meeting I will guide you on each of your assets individually.
