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Wills and probate

Wills and probate covers what a will controls, how probate works and what happens when no valid will exists. The topic includes executor authority, signing requirements that differ by state, surviving spouse rights and will revocation.

What the topic covers

The guides explain what a will controls, how probate administration and executor authority work, and what happens to ownership interests when no valid will exists. They cover surviving spouse inheritance rights, how will signing requirements differ across states, how changes and revocation work, and what happens when the gifts named in a will no longer match the assets in the estate.

Questions owners ask

Common questions ask whether having a will means an estate skips probate, whether a will can override a retirement account beneficiary designation, and what a self-proving affidavit adds to a signed will document.

How the pieces connect

A will governs only property that passes through probate. Assets with a beneficiary designation, joint ownership or a trust pass outside it. The state where the owner lives sets the signing rules and the surviving spouse's share. The executor named in the will carries out the administration described in the estate administration topic.

Who meets this topic

Owners of businesses, real estate and private investments meet probate when titled property does not carry a beneficiary designation. Spouses and adult children meet it as heirs, executors and named beneficiaries.

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