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How to Avoid Probate

Probate can be expensive, time-consuming, and public. Learn strategies to transfer assets outside of probate court, including trusts, beneficiary designations, and special deed types. Select your state for specific options and requirements.

Currently available for Florida, California, Texas, and Ohio. More states coming soon.

Common Probate Avoidance Strategies

Living Trust

Assets held in a revocable living trust pass directly to beneficiaries without probate court involvement.

Transfer on Death Deed

Some states allow deeds that automatically transfer real property to named beneficiaries upon death.

Joint Ownership

Property held as joint tenants with right of survivorship passes automatically to the surviving owner.

Beneficiary Designations

Retirement accounts, life insurance, and POD/TOD accounts pass directly to named beneficiaries.

Why Avoid Probate?

  • Save time: Probate can take 6-18 months or longer
  • Reduce costs: Attorney fees and court costs add up quickly
  • Maintain privacy: Probate records are public documents
  • Simplify transfers: Beneficiaries receive assets faster with less paperwork