As discussed on our Beneficiary Designations and Other Nonprobate Transfer Arrangements page, there are a wide variety of arrangements which can be made to cause assets to pass to an intended beneficiary merely due to the passing of the original owner. While these provisions can be regarded as “self-executing” in the sense that they will be carried out without regard to the provisions of the owner’s will, trust, or other estate planning documents, there are often administrative procedures or recording requirements that must be satisfied in order to implement them.

For those who are not comfortable investigating and verifying what is required to fulfill these requirements, or who don’t have the time for that, or recognize our relative efficiency in completing the task, we are happy to help by taking care of these procedures.

Please feel free to contact us if you have questions.