Asset Transfers

What happens to assets in a living trust when you die?

Assets held inside a revocable living trust transfer directly to your named beneficiaries after death — without going through probate court. Your successor trustee steps in, follows the instructions in your trust document, and distributes property according to your wishes. This process is typically faster and more private than a court-supervised probate proceeding. Assets that were never formally transferred into the trust, however, may still be subject to probate, which is why funding the trust during your lifetime matters.