Which Assets Pass Through Probate?

Only assets titled solely in a person’s name, which are not jointly held or do not pass via a beneficiary designation to a named beneficiary are part of the probate estate. For example, if you have a bank account, stocks, bonds or real estate, and they are titled solely in your name, they will pass through probate. Examples of non-probate assets include: life insurance, 401(k), IRA accounts, pensions, annuities and jointly held assets.

The Law Office of
David K. Whitlock

Atrium East 80 Route 4
Suite 170
Paramus, New Jersey 07652

Phone: (201) 655-7160

The Law Office of David K. Whitlock is located in Paramus, New Jersey. We provide estate planning and estate administration services to clients in New Jersey cities that include Alpine, Englewood Cliffs, Hoboken, River Vale, Tenafly, Haworth, Hawthorne, Wayne, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Allendale, Ho-Ho-Kus, Wyckoff, Franklin Lakes, Fair Lawn, Kinnelon, Ramsey, Waldwick, Oradell, Westwood, River Edge, Woodcliff Lake, Montvale, Oakland, Elmwood Park, Saddle Brook, Maywood, Hackensack, Teaneck, Englewood, Fort Lee, Mahwah, Alpine, Englewood Cliffs, Hoboken, River Vale, and Edgewater, NJ. We represent clients in New Jersey counties that include Bergen County, Passaic County, and Morris County. We represent clients throughout the New York City area including Manhattan, the Bronx, Brooklyn, Queens, Staten Island, New City, Monroe, and Warwick. We represent clients in New York counties that include Rockland County, Orange County, NY, Suffolk County, Nassau County and New York County.

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