Administering Nonprobate Assets at Death

1. Joint Tenancy Assets
2. POD Accounts & TOD Securities
3. Community Property Agreement Assets
4. Living Trust Assets
5. Death Beneficiary Designation Assets
6. “Statutory Nonprobate Assets”
7. Real Property: “Lack of Probate” Affidavit

Handling Creditor’s Claims in a Nonprobate Estate

1. What Is the Nonprobate Creditor’s Claim Procedure?
2. Appointing a Notice Agent
3. Filing & Publishing a Nonprobate Notice to Creditors
4. Reviewing Decedent’s Files & Giving Actual Notice
5. Dealing with Creditor’s Claims Presented

List of Nonprobate Forms