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QUESTION

how will the assets from a brokerage account be transferred to an estate after probate

Asked on Oct 31st, 2019 on Wills and Probate - New York
More details to this question:
mother passed away and will is in probate with 4 heirs
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1 ANSWER

Sharon M. Siegel
Estate Planning Attorney serving New York, NY
Partner at Siegel & Siegel, P.C.
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Typically, the account will be re-titled in the estate, and then distributed by the fiduciary to the people so entitled.  However, if there is a beneficiary designation it passes outside of probate.
Answered on Nov 04th, 2019 at 7:35 PM
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