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What assets are managed by the Estate Plan?


To make the most effective estate plan possible, all your assets and debts must be considered, both past and future outlook.  Different assets work differently, some will be governed by a trust, some by a will, and some by other will substitutes.  To simply sell someone a single document without looking at the entire picture is a huge disservice.  What assets are managed by your estate plan is entirely up to you, but ideally all your assets have been considered.

Keep in mind the difference between your probate estate, which only consists of assets passing through probate, and your gross estate, which consists of your probate estate as well as assets under will substitutes.

Frequently Asked Questions about Estate Planning