How Will My Assets Transfer To My Heirs?

Many clients assume that having a will is enough to ensure their assets transfer smoothly to their heirs. However, how assets are owned and structured can determine whether they transfer directly to heirs or go through the court process.

The “How Will My Assets Transfer To My Heirs?” Visual Explainer helps clients understand how different estate planning arrangements can affect the transfer of their assets.

It illustrates:

• Which assets may avoid the court process through joint ownership, beneficiary designations, or trusts
• Which assets may need to go through court, whether or not there is a will
• How each path can affect the privacy, timing, cost, and potential for disputes during the transfer process

Use this Visual Explainer to help clients understand why the structure of their assets matters and prepare them for a deeper conversation about their estate plan.

Click here for a client-facing email template.