Probate vs. Trust: The Mistake Families Don't See Coming

Many families assume that creating a trust automatically keeps all assets out of probate.

Unfortunately, that isn't always the case.The outcome often depends on how assets were titled at the time of death. A trust may exist, but if a property was never transferred into it, or was removed and not properly retitled, the family could face an entirely different process than they expected.

In this video, we explain the key differences between probate and trust administration, how property ownership affects both, and why reviewing title records is so important.