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    Home » Services » Probate

    Probate

    Probate is the legal process that oversees the transfer of your assets upon your death. Without a will or a trust, state law determines the distribution of your assets. This is a lengthy and costly process, often resulting in both financial and emotional stress. Without proper planning, your assets will be distributed against your wishes. It is important to plan for the probate process. Priority Financial recommends estate planning with a qualified professional attorney to prevent unnecessary complications during the probate process.

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    Your financial professional is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult legal or tax professional on any such matters. For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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