Are you concerned about your bank account going through probate in California? In this video, we’ll discuss simple strategies to help you avoid probate and ensure a smooth bank account transfer after you pass away.
Highlights:
🔹 Joint Ownership: Adding a joint owner to your bank account means that the account will automatically belong to them when you pass away.
🔹 Pay on Death Beneficiary: Designate a pay-on-death beneficiary for your account. Upon your passing, the account will be transferred to the person you’ve named.
🔹 Probate Threshold: Understand that probate is only required if the total value of your accounts or assets exceeds $184,500.
By following these tips, you can ensure that your loved ones have easy access to your funds without the hassle of probate. Watch our video for more expert insights and practical steps. For personalized advice, don't hesitate to contact our team today!
Tustin Office | Orange County
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(714) 663-8000
Corona Office | Riverside County
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(951) 888-3395
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