Succession

What happens to my assets if I die without a succession plan?

Without a succession plan, your assets go through probate court where a judge decides how to distribute them according to your state's intestacy laws. This process can take months or years, costs thousands in court fees, and may not align with your wishes. Your family has no control over who gets what, and everything becomes public record. Creating a revocable living trust or will lets you control how your assets transfer to your chosen beneficiaries.