topic | distribute non-probate assets

Step 1: identify non-probate assets

Some assets do not have to go through probate which guides the formal distribution of assets. Identify these assets so that they can be distributed. 

Activity 1
Review Inventory and Identify Non-Probate Assets

Assets that fall into the non-probate category will vary by state. They may include:

Identify non-probate assets by reviewing:

Activity 2
Qualify Personal Items for Distribution

Personal items holding little monetary value are often distributed outside of probate. Before the items are allocated, confirm that this distribution is allowed in your state. If there is a dispute concerning items, no matter what the value, they should be held for probate resolution.

(if this Step is complete)
to Step 2

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