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Other than trusts, what other options do I have to prevent probate of my assets when I die?

Jul 14, 2017 | 2017, CLDP, Consulting, Deeds, Estate Planning, Legal document preparation, Prevent Probate, Trust

For financial accounts there is a document that you can sign at the institution. This document is known as the POD or Paid on Death designation form. This allows the named beneficiaries to provide your death certificate and their identification to prove they are the...

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info@altcsplanning.net

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PO Box 458 Mesa, AZ 85211

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CONTACT US

P 480.464.4968 | F 480.969.9779
info@altcsplanning.net
PO Box 458 Mesa, AZ 85211

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Montgomery & Associates, Inc. (dba: ALTCSPlanning.net) is a private consulting firm.

We are not affiliated/contracted/employed with: AHCCCS / ALTCS / VA / Medicare (CMS) / Federal Government.

AZ: We do not offer every plan available in your area. Currently we represent 14 organizations which offer 0-152 products in your area.

NM MN SC TX: We do not offer every plan available in your area. Currently we represent 3-6 organizations which offer 0-30 products in your area.

Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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LAST UPDATE: August 20, 2024

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