Consider Other Strategies to Keep Your Loved Ones Out of Probate

Since beneficiary designations can get complicated and confusing, many Californians opt to transfer eligible pay-upon-death accounts into trusts—another type of legal arrangement that helps individuals avoid probate while giving them considerably more power to determine how and to whom proceeds must be paid.


Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.